Will GE’s US$300 Million Bet on Hybrid Electric Aviation With BETA Transform Its Growth Narrative?

• On September 4, 2025, GE Aerospace and BETA Technologies announced a partnership and a US$300 million equity investment by GE, aiming to accelerate hybrid electric aviation by developing a hybrid electric turbogenerator for advanced air mobility applications.
• This collaboration brings together the strengths of both companies, BETA’s expertise in electric flight and GE’s global scale and engine innovation, potentially advancing sustainable propulsion solutions for future aircraft.
• We’ll look at how GE’s push into hybrid electric propulsion with BETA could reshape its investment narrative and growth outlook.

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General Electric Investment Narrative Recap

To be confident as a GE shareholder today, you need to believe that the company’s evolution into a focused aerospace business will drive sustained growth, particularly as it seeks leadership in next-generation propulsion technologies. The recent hybrid-electric partnership with BETA Technologies highlights GE’s ambition to stay at the cutting edge, but it does not significantly alter the most immediate catalyst, which remains ramping up commercial engine deliveries, nor does it eliminate the earnings volatility tied to GE’s now narrower business structure.

Of GE's recent announcements, the August 6 commitment from Cathay Pacific to purchase GE9X engines for additional Boeing 777-9 aircraft is most relevant here. With sizable new orders for flagship engine platforms, GE’s core catalyst, expanding its installed engine base to generate resilient aftermarket service revenue, remains at center stage, even as it pursues emerging electrification opportunities.

But unlike the near-term boost from engine orders, investors should be mindful of the heightened swings in profit that can come from being less diversified as...

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

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

Uncover how General Electric's forecasts yield a $297.93 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Fourteen fair value estimates from Simply Wall St Community private investors span US$160.42 to US$340.29 per share, revealing a wide breadth of opinion. Supply chain inflation and margin pressure remain a key focus, shaping ongoing debate about GE’s ability to sustain recent improvements, see how your view compares.

Explore 14 other fair value estimates on General Electric - why the stock might be worth as much as 21% 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 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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