Jim Cramer’s Game Plan for Next Week: 25 Stocks in Focus

6. RTX Corporation (NYSE:RTX)

Number of Hedge Fund Holders: 80

Cramer called RTX Corporation (NYSE:RTX) the “best of the lot” as he commented:

“I’ve been liking the defense stocks lately because if our trading partners want better treatment from the Trump administration, the traditional go-to move is to go buy some planes and go buy some military hardware. Northrop Grumman, RTX, and Lockheed Martin all report on Tuesday morning. I think each one can be bought. But let me tell you something right now, RTX is the one. That’s the best of the lot.”

RTX (NYSE:RTX) provides systems and services designed for commercial, military, and government use. The company focuses on aircraft engines, aerospace technology, and tools for detecting threats. Longleaf Partners Fund stated the following regarding RTX Corporation (NYSE:RTX) in its Q4 2024 investor letter:

“RTX Corporation (NYSE:RTX) – Aerospace and defense company RTX was a top contributor for the year. Our appraisal value has grown nicely since we first purchased the company just over a year ago. While the issues for Pratt & Whitney’s (P&W) Geared Turbofan engine are still not yet fully fixed, they have gotten better and given us another reminder that the point of maximum pessimism is only obvious in retrospect. We continue to have a conservative valuation on P&W so view this as a source of future value upside. The Raytheon segment has also performed better as the year has gone on, with recent signs of margin improvement. Strong industry tailwinds, prudent capital allocation and a solid balance sheet provide a foundation for sustained growth and eventual full value recognition.”