GE Aerospace (GE)

There is a broad demand surge across the aerospace and defense industry, with total industry backlogs now measured in the trillions. Suppliers are not struggling to find customers but to build fast enough to meet demand. Core drivers behind this aerospace boom include record commercial air travel as airlines expand and modernize fleets, elevated maintenance and spare parts needs as older aircraft remain in service longer, and heightened defense spending that focuses on advanced aircraft, autonomous systems, and upgraded missile and network defenses.

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