★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Airbus SE vs Safran

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

Airbus SE

AIR · Euronext Paris

Market cap (USD)$178.9B
Gross margin (TTM)14.7%
Operating margin (TTM)6.7%
Net margin (TTM)6.9%
SectorIndustrials
IndustryAerospace & Defense
CountryNL
Data as of2026-07-12
Moat score
93/ 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

Safran

SAF · Euronext Paris

Market cap (USD)$166B
Gross margin (TTM)30.5%
Operating margin (TTM)14.2%
Net margin (TTM)11.1%
SectorIndustrials
IndustryAerospace & Defense
CountryFR
Data as of2026-07-12
Moat score
87/ 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 Safran's moat claims, evidence, and risks.

View SAF analysis

Comparison highlights

  • Moat score gap: Airbus SE leads (93 / 100 vs 87 / 100 for Safran).
  • Segment focus: Airbus SE has 3 segments (65.5% in Commercial Aircraft); Safran has 3 segments (52.8% in Propulsion).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Airbus SE has 4 moat types across 3 domains; Safran has 4 across 2.

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

65.5%

Safran

Propulsion

Market

Aircraft propulsion (commercial, military and helicopter engines) and engine aftermarket (spares, MRO, RPFH)

Geography

Global

Customer

Aircraft OEMs, airlines/lessors, MRO operators, and militaries

Role

Engine OEM + aftermarket service provider (incl. CFM JV participation)

Revenue share

52.8%

Side-by-side metrics

Airbus SE
Safran
Ticker / Exchange
AIR - Euronext Paris
SAF - Euronext Paris
Market cap (USD)
$178.9B
$166B
Gross margin (TTM)
14.7%
30.5%
Operating margin (TTM)
6.7%
14.2%
Net margin (TTM)
6.9%
11.1%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Aerospace & Defense
HQ country
NL
FR
Primary segment
Commercial Aircraft
Propulsion
Market structure
Duopoly
Oligopoly
Market share
56.9% (implied)
n/a
HHI estimate
5,096
n/a
Pricing power
Moderate
Strong
Moat score
93 / 100
87 / 100
Moat domains
Supply, Demand, Legal
Demand, Supply
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Capex Knowhow Scale

Airbus SE strengths

Training Org Change CostsService Field NetworkGovernment Contracting Relationships

Safran strengths

Installed Base ConsumablesLong Term ContractsDesign In Qualification

Segment mix

Airbus SE segments

Full profile >

Commercial Aircraft

Duopoly

65.5%

Helicopters

Oligopoly

12.5%

Defence and Space

Oligopoly

22%

Safran segments

Full profile >

Propulsion

Oligopoly

52.8%

Equipment & Defense

Oligopoly

39.1%

Aircraft Interiors

Competitive

8.1%

Act on this comparison

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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.