In its Q2 2026 investor letter, Polen Capital Management's Polen Focus Growth Strategy highlighted GE Aerospace (GE), stating it initiated a new position. The firm views GE Aerospace as a high-quality industrial business, citing its dominant position in commercial jet engines, an installed base of approximately 50,000 engines, and a backlog of roughly $190 billion. Polen Capital believes the company can achieve double-digit annual revenue growth with margin expansion, driven by its commercial engine services segment and increased demand for aftermarket services due to the structural shortage of new aircraft.