How GE’s (GE) Electric Aircraft Investment and Hypersonic Advances Could Shape Its Growth Story

• GE Aerospace recently announced a partnership and US$300 million equity investment in electric aircraft company Beta Technologies, as well as successful tests of its advanced hypersonic propulsion systems.
• These developments highlight GE’s focus on next-generation aviation technologies, strengthening its leadership position in both electric flight and hypersonic innovation.
• We'll explore how the Beta Technologies collaboration could reshape GE Aerospace's investment narrative and long-term growth outlook.

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General Electric Investment Narrative Recap

Owning GE Aerospace is about believing in the ongoing transformation to a focused, technology-driven aerospace leader, balanced by significant exposure to global aviation trends and execution challenges around next-generation platforms. The appointment of seasoned industry veteran Wesley G. Bush to the board, while Steve Angel departs, is not a material change for the near-term catalyst, which continues to be the ramp-up and profitability of commercial engine programs. The biggest risk remains execution setbacks in production expansion and sustaining profit margins amid supply chain inflation.

The most relevant recent announcement is GE Aerospace’s US$300 million investment and partnership with Beta Technologies to develop hybrid electric propulsion. This move directly connects to GE’s core catalyst: advancing new engine technologies to capture airline demand for cleaner, more efficient propulsion, which could support sustained aftermarket revenue and services growth if platform adoption follows.

However, investors also need to keep in mind that, despite exciting advances, GE’s narrower revenue base and heavy reliance on commercial aviation mean …

Read the full narrative on General Electric (it's free!)

General Electric's narrative projects $50.8 billion revenue and $9.5 billion earnings by 2028. This requires 6.9% yearly revenue growth and a $1.9 billion earnings increase from $7.6 billion.

Uncover how General Electric's forecasts yield a $302.33 fair value, in line with its current price.

Exploring Other Perspectives

Fifteen community estimates of GE’s fair value range from US$160.42 to US$340.29 per share, highlighting markedly different expectations among Simply Wall St Community members. This variety serves as a reminder that supply chain constraints and profit margin execution can influence outcomes more than any single headline might suggest, consider reviewing diverse views before reaching your own conclusion.

Explore 15 other fair value estimates on General Electric - why the stock might be worth 47% less than the current price!

Build Your Own General Electric Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your General Electric research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free General Electric research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate General Electric's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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