VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 1, 2026
Stock Comparison
Airbus SE vs Thales S.A.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Airbus SE
AIR · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Thales S.A.
HO · Euronext Paris
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Comparison highlights
- Moat score gap: Airbus SE leads (91 / 100 vs 73 / 100 for Thales S.A.).
- Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); Thales S.A. has 3 segments (53.3% in Defence).
- Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
- Moat breadth: Airbus SE has 5 moat types across 3 domains; Thales S.A. has 8 across 3.
Primary market context
Airbus SE
Commercial Aircraft
Large commercial jet aircraft manufacturing (narrowbody and widebody)
Global
Airlines and aircraft lessors
OEM / integrator
71.7%
Thales S.A.
Defence
Defense electronics, secure communications, and mission systems
Global
Government / defence ministries, armed forces, security forces
Prime contractor and system integrator; OEM of defence electronics
53.3%
Side-by-side metrics
Moat coverage
Shared moat types
Airbus SE strengths
Thales S.A. strengths
Segment mix
Airbus SE segments
Full profile >Commercial Aircraft
Duopoly
Helicopters
Oligopoly
Defence and Space
Oligopoly
Thales S.A. segments
Full profile >Defence
Oligopoly
Aerospace
Oligopoly
Cyber & Digital
Competitive
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