VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Airbus SE vs RTX 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)$160.3B
Gross margin (TTM)15.5%
Operating margin (TTM)7.8%
Net margin (TTM)7%
SectorIndustrials
IndustryAerospace & Defense
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

RTX Corporation

RTX · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
Moat score
69/ 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 RTX Corporation's moat claims, evidence, and risks.

View RTX analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (91 / 100 vs 69 / 100 for RTX Corporation).
  • Segment focus: Airbus SE has 3 segments (71.7% in Commercial Aircraft); RTX Corporation has 3 segments (34.8% in Pratt & Whitney).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Airbus SE has 5 moat types across 3 domains; RTX Corporation has 8 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%

RTX Corporation

Pratt & Whitney

Market

Aircraft engines & aftermarket services (commercial and military)

Geography

Global

Customer

Airframers, airlines, governments

Role

Engine OEM + MRO

Revenue share

34.8%

Side-by-side metrics

Airbus SE
RTX Corporation
Ticker / Exchange
AIR - Euronext Paris
RTX - New York Stock Exchange
Market cap (USD)
$160.3B
n/a
Gross margin (TTM)
15.5%
n/a
Operating margin (TTM)
7.8%
n/a
Net margin (TTM)
7%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
n/a
HQ country
NL
US
Primary segment
Commercial Aircraft
Pratt & Whitney
Market structure
Duopoly
Oligopoly
Market share
68.8% (implied)
n/a
HHI estimate
5,704
n/a
Pricing power
Moderate
Moderate
Moat score
91 / 100
69 / 100
Moat domains
Supply, Demand, Legal
Demand, Legal, Supply
Last update
2026-01-01
2026-01-02

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term ContractsService Field NetworkGovernment Contracting Relationships

Airbus SE strengths

Training Org Change Costs

RTX Corporation strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeCompliance Advantage

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

71.7%

Helicopters

Oligopoly

11.2%

Defence and Space

Oligopoly

17.1%

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.