VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

Airbus SE vs General Dynamics Corporation

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

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

General Dynamics Corporation

GD · New York Stock Exchange

Market cap (USD)$92.4B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
80/ 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 General Dynamics Corporation's moat claims, evidence, and risks.

View GD analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 80 / 100 for General Dynamics Corporation).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); General Dynamics Corporation has 4 segments (30.1% in Marine Systems (Nuclear subs + surface shipbuilding)).
  • Primary market structure: Duopoly vs Duopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; General Dynamics Corporation has 11 across 3.

Primary market context

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%

General Dynamics Corporation

Marine Systems (Nuclear subs + surface shipbuilding)

Market

U.S. Navy nuclear-powered submarine construction and major surface combatant shipbuilding/lifecycle services

Geography

United States

Customer

Government (primarily U.S. Navy)

Role

Prime contractor / shipbuilder / lifecycle services

Revenue share

30.1%

Side-by-side metrics

Airbus SE
General Dynamics Corporation
Ticker / Exchange
AIR - Euronext Paris
GD - New York Stock Exchange
Market cap (USD)
n/a
$92.4B
Sector
Industrials
Industrials
HQ country
NL
US
Primary segment
Commercial Aircraft
Marine Systems (Nuclear subs + surface shipbuilding)
Market structure
Duopoly
Duopoly
Market share
68.8% (implied)
45%-55% (estimated)
HHI estimate
5,704
5,000
Pricing power
Moderate
Weak
Moat score
91 / 100
80 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply, Legal
Last update
2026-01-01
2025-12-29

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term ContractsService Field NetworkGovernment Contracting Relationships

Airbus SE strengths

Training Org Change Costs

General Dynamics Corporation strengths

Brand TrustRegulated Standards PipeDesign In QualificationProcurement InertiaCapacity MoatCompliance AdvantageSuite Bundling

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

General Dynamics Corporation segments

Full profile >

Aerospace (Gulfstream + Jet Aviation)

Oligopoly

23.6%

Marine Systems (Nuclear subs + surface shipbuilding)

Duopoly

30.1%

Combat Systems (Land vehicles + munitions)

Oligopoly

18.9%

Technologies (C5ISR + Federal IT)

Competitive

27.5%

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.