VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Nabtesco Corporation vs Airbus SE

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Nabtesco Corporation

6268 · Tokyo Stock Exchange

Market cap (USD)
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
91/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Nabtesco Corporation's moat claims, evidence, and risks.

View 6268 analysis

Airbus SE

AIR · Euronext Paris

Market cap (USD)
SectorIndustrials
CountryNL
Data as of2026-01-01
Moat score
91/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Airbus SE's moat claims, evidence, and risks.

View AIR analysis

Comparison highlights

  • Moat score: both at 91 / 100.
  • Segment focus: Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business); Airbus SE has 3 segments (71.7% in Commercial Aircraft).
  • Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Nabtesco Corporation has 5 moat types across 3 domains; Airbus SE has 5 across 3.

Primary market context

Nabtesco Corporation

Component Solutions Business

Market

Precision reduction gears (RV reducers) for industrial robot joints

Geography

Global

Customer

Industrial robot manufacturers (OEMs)

Role

Precision motion-control component supplier

Revenue share

34.2%

Airbus SE

Commercial Aircraft

Market

Large commercial jet aircraft manufacturing (narrowbody and widebody)

Geography

Global

Customer

Airlines and aircraft lessors

Role

OEM / integrator

Revenue share

71.7%

Side-by-side metrics

Nabtesco Corporation
Airbus SE
Ticker / Exchange
6268 - Tokyo Stock Exchange
AIR - Euronext Paris
Market cap (USD)
n/a
n/a
Sector
Industrials
Industrials
HQ country
JP
NL
Primary segment
Component Solutions Business
Commercial Aircraft
Market structure
Quasi-Monopoly
Duopoly
Market share
55%-65% (reported)
68.8% (implied)
HHI estimate
n/a
5,704
Pricing power
Strong
Moderate
Moat score
91 / 100
91 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand, Legal
Last update
2025-12-30
2026-01-01

Moat coverage

Shared moat types

Service Field Network

Nabtesco Corporation strengths

Learning Curve YieldDesign In QualificationCompliance AdvantageBrand Trust

Airbus SE strengths

Capex Knowhow ScaleTraining Org Change CostsLong Term ContractsGovernment Contracting Relationships

Segment mix

Nabtesco Corporation segments

Full profile >

Component Solutions Business

Quasi-Monopoly

34.2%

Transport Solutions Business

Oligopoly

27.4%

Accessibility Solutions Business

Quasi-Monopoly

33%

Other Businesses

Quasi-Monopoly

5.4%

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.