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For an "Executive Decision" segment, Cramer spoke with Greg Hayes, chairman and CEO of United Technologies (UTX) , which just held its annual investor day.
Hayes said that when it comes to aerospace, there are macro forces pulling in the company's favor, including a growing global middle class and increased urbanization. That means we will need to build more than 30,000 new aircraft in the next 12 years -- a huge ramp-up.
Hayes added that innovation is also driving aerospace, and Pratt & Whitney's new geared turbofan engines are game-changing, offering significant improvements in noise, fuel efficiency and emissions. These new engines are the result of 12 years and $10 billion of investment.
Turning to the topic of trade and tariffs, Hayes said that United Technologies buys 600,000 tons of steel and three million pounds of aluminum every year, but only a third of that is purchased inside the U.S. That makes the impact of tariffs negligible, he said, but nobody wins in a trade war, so hopefully these new tariffs will be the last.
Finally, when asked about calls to split up the company, Hayes said some investors advocate a split, while others don't, but it's something they will be exploring. There are synergies and economies of scale that help a combined company, he said, but shareholders deserve an answer either way.
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