Broad-Based Strength Lifts GE Aerospace (GE) Performance

Broad-Based Strength Lifts GE Aerospace (GE) Performance

Fri, August 28, 2026 at 5:35 PM GMT+3 2 min read

• GE +0.03%
• NYSE

Rothschild & Co Asset Management, an investment management company, released its "LongRun Equity Strategy" second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the second quarter compared to its benchmark, which increased 15.8%. The market rebounded from March lows amid geopolitical tensions, with AI-related stocks gaining traction during negotiation breakdowns. While earnings upgrades have supported the broad index, many businesses outside the AI sector face stagnant revisions. The fund's EPS growth remains strong, suggesting that a market rotation towards overlooked quality stocks is due. Also, check the fund's top five holdings to see its best picks in 2026.

In its second-quarter 2026 investor letter, LongRun Equity Strategy highlighted GE Aerospace (NYSE:GE) as a leading performance contributor. GE Aerospace (NYSE:GE), a division of General Electric Company, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. On August 27, 2026, GE Aerospace (NYSE:GE) closed at $342.73 per share, reflecting a market capitalization of $355.60 billion. GE Aerospace (NYSE:GE) posted a one-month return of -4.82%, while its shares gained 24.54% over the past 52 weeks.

LongRun Equity Strategy stated the following regarding GE Aerospace (NYSE:GE) in its Q2 2026 investor letter:

"The top contributors over the quarter were ASML and GE Aerospace (NYSE:GE). GE Aerospace reported an outstanding set of results across all business lines. Commercial Engines & Services grew impressively on the back of strong engine deliveries. Momentum in the Defense business was also positive, with the division now boasting a book-to-bill ratio in excess of 2x."

GE Aerospace (NYSE:GE) ranks 26 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 113 hedge fund portfolios held GE Aerospace (NYSE:GE) at the end of the second quarter, which was 119 in the previous quarter. While we acknowledge the potential of GE Aerospace (NYSE:GE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we discussed GE Aerospace (NYSE:GE) and highlighted Polen Focus Growth Strategy's views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.