Excellent Results Boosted GE Aerospace (GE) in Q3

Core Insights - Bristol Gate Capital Partners' Q3 2025 investor letter indicates that the US Equity Strategy underperformed the S&P 500® Total Return Index this quarter but excelled in dividend growth, achieving a 15% increase over the past 12 months due to strong fundamentals [1] Company Performance - GE Aerospace (NYSE:GE) reported a one-month return of 7.77% and an impressive 86.94% increase in share value over the last 52 weeks, closing at $311.79 per share with a market capitalization of $330.634 billion on December 30, 2025 [2] - The performance of GE Aerospace was bolstered by excellent results in July, with key metrics such as orders, revenue, operating profit, and earnings per share all showing over 20% growth. The Commercial Engines & Services segment experienced a 29% surge in services revenue and a 45% increase in total commercial engine units, indicating strong demand for spare parts and maintenance services [3] Market Position - GE Aerospace ranks 29th among the 30 Most Popular Stocks Among Hedge Funds, with 102 hedge fund portfolios holding its stock at the end of Q3, an increase from 100 in the previous quarter [4]