What smart money is saying about GE Aerospace
6 funds in our archive have pitched GE Aerospace — most recently Brown Advisory Global Leaders Sustainable Fund in June 2026.
Based in Evendale, Ohio, GE Aerospace is a prominent American aviation enterprise with roots tracing back to its 1878 founding by Thomas Alva Edison. The company specializes in manufacturing and supplying jet and turboprop engines, along with integrated systems, for an extensive range of aircraft, including those in commercial, military, business, and general aviation use. Its robust brand lineup features Avio Aero, Unison, GE Additive, and Dowty Propellers. GE Aerospace organizes its activities into two core segments: Commercial Engines & Services, and Defense & Propulsion Technologies. The Commercial Engines & Services division oversees the design, development, production, and maintenance of jet engines for commercial airframes, business aviation, and aeroderivative applications. Meanwhile, the Defense & Propulsion Technologies segment is dedicated to providing vital engines and critical systems for defense-related aerospace needs.
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Position history
Between Q4 2024 and Q2 2026, 9 fund letters reported a position in GE Aerospace — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 8 | 1 | 2 | 3 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 9 positions · 4 moves
- June 2026
Listed in Mar Vista U.S. Quality Premier Portfolio’s reported holdings.
GE Aerospace - New positionArtisan Partners Global Opportunities FundJune 2026
“Portfolio Activity During the quarter, we initiated positions in GE Aerospace, Corning, STMicroelectronics and Robinhood.”
GE Aerospace - June 2026
“GE Aerospace (GE) was a significant contributor during the second quarter as investors gained confidence that its multi-year earnings trajectory remains intact despite geopolitical uncertainty and ongoing supply chain constraints.”
GE Aerospace - TrimmedGabelli Funds Open-End FundsJune 2026
“Our largest position decreases in the quarter were GE Vernova Inc. (4.4%) and GE Aerospace (3.0%).”
GE Aerospace - June 2026
“While technology remained an important contributor, returns were generated across multiple sectors and investment themes. Taiwan Semiconductor, Applied Materials, Analog Devices, NVIDIA, Astera Labs and Seagate contributed meaningfully as part of our Compute Infrastructure theme. Rolls-Royce and GE Aerospace continued to benefit from favorable aerospace fundamentals, Caterpillar participated in the ongoing expansion of domestic industrial investment, and Goldman Sachs generated strong returns as improving capital markets activity and expectations for regulatory reform supported financials.”
GE Aerospace - June 2026
“Portfolio performance was also notably broad-based. While technology remained an important contributor, returns were generated across multiple sectors and investment themes. Taiwan Semiconductor, Applied Materials, Analog Devices, NVIDIA, Astera Labs and Seagate contributed meaningfully as part of our Compute Infrastructure theme. Rolls-Royce and GE Aerospace continued to benefit from favorable aerospace fundamentals, Caterpillar participated in the ongoing expansion of domestic industrial investment, and Goldman Sachs generated strong returns as improving capital markets activity and expectations for regulatory reform supported financials.”
GE Aerospace - June 2026
“Our largest position decreases in the quarter were GE Vernova Inc. (4.4%) and GE Aerospace (3.0%).”
GE Aerospace - June 2026
“The top contributors over the quarter were ASML and GE Aerospace.”
GE Aerospace - March 2026
“We added to our holdings in Broadcom (AVGO), GE Aerospace (GE), Netflix (NFLX) and NVIDIA (NVDA) and trimmed Intuit (INTU), Linde (LIN) and Taiwan Semiconductor (TSM).”
GE Aerospace
Also mentioned · 3
These funds discuss GE Aerospace — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBrown Advisory Global LeadersMarch 2026
“as confirmed in our meetings with both GE Aerospace and Safran in recent weeks.”
GE Aerospace - MentionedMar Vista U.S. Quality StrategyMarch 2026
“Following its April 2024 spin-off from General Electric (GE), GE Vernova operates as an independent company focused on power, wind and electrification.”
GE Aerospace - March 2026
“a potential threat from GE/Safran looks minimal, guidance is reaffirmed, and optionality is expanding through SCI II and FTAI Power, meaning the position has materially de-risked from our original entry.”
GE Aerospace
Fund coverage · 6 theses
GE Aerospace is supported by strong aftermarket demand, higher deliveries and favorable structural supply-demand dynamics.
Read the full thesisGE Aerospace benefits from a multi-year aerospace aftermarket upcycle, defense demand, and strong execution that should support sustained revenue growth, margin expansion, and free cash flow.
Read the full thesisGE Aerospace is positioned for a long-duration profit cycle supported by its engine backlog and resilient travel demand.
Read the full thesis- Mar Vista US QualityJune 2025
GE Aerospace is well-positioned for long-term growth due to its market dominance in aircraft engines, robust aftermarket services, and technological leadership, despite competitor challenges.
Read the full thesis - Rothshild&CoMarch 2025
General Electric (GE) is well-positioned for highly profitable growth in its commercial aircraft engines segment, which dominates the market and offers strong pricing power due to significant barriers to entry and a lucrative aftermarket.
Read the full thesis - Aristotle Core EquityDecember 2024
GE Aerospace is poised for strong growth in its commercial engine business, aiming for $10 billion in annual operating profit by 2028 and significant returns to shareholders.
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