How Major Middle East Engine and Power Deals at GE (GE) Have Changed Its Investment Story

• In November 2025, Saudia Group, flydubai, and Emirates each announced major agreements with GE Aerospace to supply advanced aircraft engines and long-term maintenance services across substantial new Boeing 787 and 777 orders, while Iraq secured a landmark multi-decade power generation deal with GE Vernova.
• These contract wins highlight GE's deepening role in the Middle East's aerospace and energy transformation, including significant commitments to local training and technology transfer for regional capability development.
• We'll explore how GE's multi-year engine deals and energy partnerships in the Middle East reinforce its investment narrative and future revenue visibility.

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General Electric Investment Narrative Recap

To invest in GE today, you need to believe the company’s focus on next-generation engine programs and deepening global partnerships will outweigh the risks tied to industry cycles and its less diversified structure. The recent multi-billion dollar aerospace and energy contracts in the Middle East may boost long-term revenue and reinforce confidence in GE’s services growth, but do not significantly change the near-term catalyst, which remains tied to demand for widebody engine programs and timely production ramp-up; the greatest risk still comes from exposure to commercial aerospace cycles and execution challenges as the business focuses almost exclusively on aviation and defense. Among recent deals, the Emirates agreement for 130 next-generation GE9X engines stands out, as it directly supports GE’s push into higher-margin, next-generation platforms and underpins a critical multi-year growth catalyst for its commercial engine services and aftermarket segment. However, despite these positive signals, investors should also consider that if global air travel demand falters...

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

General Electric's outlook anticipates $50.8 billion in revenue and $9.5 billion in earnings by 2028. This projection is based on yearly revenue growth of 6.9% and represents a $1.9 billion increase in earnings from the current $7.6 billion.

Uncover how General Electric's forecasts yield a $343.57 fair value, a 14% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community reflects 12 distinct fair value estimates for GE, ranging from US$198.40 to US$343.57 per share. While many see future growth potential in the expansion of the company’s next-generation engine programs, your own outlook may depend on how you view ongoing risks tied to GE’s concentration in commercial aviation.

Explore 12 other fair value estimates on General Electric - why the stock might be worth as much as 14% more 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 and 1 important warning sign 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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