Today, industrials editor and analyst Brendan Byrnes discusses the recent news from Airbus, which is challenging the U.S. manufacturing territory of Dow component Boeing (NYSE: BA). Airbus will soon build a $600 million assembly line to manufacture its A320 jet, a direct competitor to the Boeing 737. Although Airbus hopes this initiative can push its single-aisle U.S. market share up to 50%, Brendan thinks that number looks a bit too optimistic and unrealistic. Instead, the company should focus on improving current production in the face of broader market competition. The booming single-aisle market is benefiting other companies as well. GE, through its joint venture with CFM International, is one of the engine suppliers for both the A320neo and 737 MAX. 

GE's exposure to this high-growth market is just one reason to take another look at the stock, along with the fact that many of GE's businesses are recording double-digit growth. But sometimes investors have trouble valuing GE's vast portfolio. Are the parts greater than the whole? For those looking for a deeper dive into GE, we've compiled a premium research report with in-depth analysis on GE's opportunities, as well as threats to its business. Click here to access this report today.