Rothschild Asset Management's Q2 report highlighted GE Aerospace (GE) for its strong performance, driven by robust commercial engine deliveries and a defense business book-to-bill ratio exceeding 2x.
Rothschild & Co Asset Management noted in its Q2 2026 investor letter that GE Aerospace (GE) was one of the top contributors to performance during the quarter. The company achieved excellent results across all business lines, with its commercial engines and services business experiencing significant growth driven by strong engine deliveries, and its defense business maintaining positive momentum with a book-to-bill ratio exceeding 2x. As of August 27, GE Aerospace's stock price was $342.73, representing a cumulative increase of 24.54% over the past 52 weeks.
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