VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

OMRON Corporation vs TransDigm Group Incorporated

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

OMRON Corporation

6645 · Tokyo Stock Exchange

Market cap (USD)$5B
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
59/ 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 OMRON Corporation's moat claims, evidence, and risks.

View 6645 analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 59 / 100 for OMRON Corporation).
  • Segment focus: OMRON Corporation has 5 segments (45% in Industrial Automation Business (IAB)); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: OMRON Corporation has 7 moat types across 4 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

OMRON Corporation

Industrial Automation Business (IAB)

Market

Industrial automation components and factory automation solutions (sensors, controllers, safety, robotics, OT/IT services)

Geography

Global

Customer

Manufacturers and machine builders (B2B)

Role

Automation supplier + solutions/services provider

Revenue share

45%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

OMRON Corporation
TransDigm Group Incorporated
Ticker / Exchange
6645 - Tokyo Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$5B
$74.1B
Sector
Industrials
Industrials
HQ country
JP
US
Primary segment
Industrial Automation Business (IAB)
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
59 / 100
84 / 100
Moat domains
Supply, Demand, Legal, Network
Demand, Legal, Supply
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

No overlap yet.

OMRON Corporation strengths

Service Field NetworkData Workflow LockinBrand TrustCompliance AdvantageProcurement InertiaLearning Curve YieldData Network Effects

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeOperational ExcellenceSmall legacy non-aviation portfolio

Segment mix

OMRON Corporation segments

Full profile >

Industrial Automation Business (IAB)

Oligopoly

45%

Healthcare Business (HCB)

Competitive

18.2%

Social Systems, Solutions and Service Business (SSB)

Oligopoly

18.2%

Device and Module Solutions Business (DMB)

Competitive

13.2%

Data Solution Business (DSB)

Oligopoly

5.3%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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.