Excellent Results Boosted GE Aerospace (GE) in Q3

Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. The strategy underperformed the benchmark, the S&P 500® Total Return Index, this quarter, but still surpassed the index in dividend growth. The underperformance was due to a lack of significant exposure to the AI/TMT sector or the Value sector, which provides advantages stemming from the Federal Reserve’s rate cut. The portfolio returned 15% dividend growth over the trailing 12 months, driven by the strong underlying fundamentals. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Bristol Gate US Equity Strategy highlighted stocks such as GE Aerospace (NYSE:GE). GE Aerospace (NYSE:GE), doing business as GE Aerospace, designs and produces commercial and defense aircraft engines and systems. The one-month return of GE Aerospace (NYSE:GE) was 7.77%, and its shares gained 86.94% of their value over the last 52 weeks. On December 30, 2025, GE Aerospace (NYSE:GE) stock closed at $311.79 per share, with a market capitalization of $330.634 billion.

Bristol Gate US Equity Strategy stated the following regarding GE Aerospace (NYSE:GE) in its third quarter 2025 investor letter:

“GE Aerospace’s (NYSE:GE) performance was primarily helped by excellent results reported in July which saw key metrics like orders, revenue, operating profit and earnings per share all show more than 20% growth. Commercial Engines & Services segment saw a 29% surge in services revenue and a 45% increase in total commercial engine units, reflecting robust demand for spare parts and maintenance services. EPS and revenue both topped analysts’ consensus estimates. The company raised full-year guidance for 2025 and its long term financial outlook on the back of a significant backlog and improving supply chain trends which have previously hampered services and new engine deliveries.”

In another article, we covered GE Aerospace (NYSE:GE) and shared the list of best growth stocks to buy in 2026. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.