General Electric, now operating as GE Aerospace, reported strong Q2 2026 earnings with EPS of $2.02 and revenue of $13.35 billion, both exceeding analyst expectations. The company's growth was driven by high demand in its commercial aerospace services, resulting in a 17% increase in orders, 24% revenue growth, and an 18% rise in operating profit to $2.7 billion. Despite these positive results and a solid order backlog, GE's stock price fell due to concerns over a slowdown in order book growth. Management remains confident with good visibility for the remainder of the year based on existing orders.
GE Aerospace, now focused solely on aerospace after strategic spin-offs, is set to report Q2 2026 earnings with an expected EPS of $1.86, marking a 12.1% increase year-over-year. Revenue is projected to grow 16.8% to $11.87 billion, driven by strong ...
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...
