GE Aerospace reported impressive Q1 results with orders up 90%, adjusted revenue rising 29%, and EPS increasing 25%. Despite this strong performance, the company did not raise its full-year guidance due to concerns over the Middle East conflict and inflation pressures. GE’s backlog remains robust at over $210 billion, supported by strong defense demand which offsets challenges in the commercial sector. The FLIGHT DECK program is boosting service revenue and free cash flow. While the stock’s valuation is high with a P/E in the low 40s, the long-term outlook remains positive, with the company seen as a durable industrial compounder and a buy on dips.
Mar Vista Investment Partners' U.S. Quality strategy posted a net return of +12.71% in the second quarter of 2026, underperforming the Russell 1000 and S&P 500 indexes, which returned +15.14% and +15.20%, respectively. Key contributors to the portfol...
GE Aerospace's stock has gained 16.95% year-to-date through July 10, 2026, driven by a strong aerospace supercycle and rising defense budgets. However, the Industrial Select Sector SPDR Fund (XLI), a broad industrial ETF, slightly outperformed with a...
Mar Vista Investment Partners' U.S. Quality Premier strategy delivered a strong net return of 10.15% in the second quarter of 2026. Key contributors to this performance included GE Aerospace, Alphabet, and Taiwan Semiconductor Manufacturing, which ap...
