Industrial Strength

Aerospace Stocks Are Even Hotter Than AI

GE, RTX and other suppliers have soared as supply constraints buoy demand for jet parts. That puts pressure on the stocks heading into earnings. 

Booming demand for jet parts and maintenance services has fueled a dramatic rally in aerospace stocks — so much so that the performance of some companies is even outpacing data center suppliers.  

Photographer: Nathan Laine/Bloomberg
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Even with all the hype around data center suppliers, a third of the best-performing industrial stocks on the S&P 500 are aerospace companies.