VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Dassault Aviation vs Old Dominion Freight Line, Inc.

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

Dassault Aviation

AM · Euronext Paris

Market cap (USD)$22B
Gross margin (TTM)40.4%
Operating margin (TTM)7.9%
Net margin (TTM)13.6%
SectorIndustrials
IndustryAerospace & Defense
CountryFR
Data as of2025-12-28
Moat score
79/ 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 Dassault Aviation's moat claims, evidence, and risks.

View AM analysis

Old Dominion Freight Line, Inc.

ODFL · The Nasdaq Stock Market LLC

Market cap (USD)$33.4B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-02
Moat score
76/ 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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL analysis

Comparison highlights

  • Moat score gap: Dassault Aviation leads (79 / 100 vs 76 / 100 for Old Dominion Freight Line, Inc.).
  • Segment focus: Dassault Aviation has 2 segments (63.5% in Defence (Military Aircraft & Support)); Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services).
  • Moat breadth: Dassault Aviation has 6 moat types across 4 domains; Old Dominion Freight Line, Inc. has 7 across 2.

Primary market context

Dassault Aviation

Defence (Military Aircraft & Support)

Market

Multi-role fighter aircraft and military aircraft lifecycle support (Rafale and legacy platforms)

Geography

France + Export

Customer

National governments / defense ministries

Role

Prime contractor (OEM) + lifecycle support

Revenue share

63.5%

Old Dominion Freight Line, Inc.

LTL Services

Market

North American less-than-truckload (LTL) freight transportation

Geography

North America (primarily United States)

Customer

B2B shippers

Role

Asset-based LTL carrier (terminal network + pickup & delivery + linehaul)

Revenue share

99.1%

Side-by-side metrics

Dassault Aviation
Old Dominion Freight Line, Inc.
Ticker / Exchange
AM - Euronext Paris
ODFL - The Nasdaq Stock Market LLC
Market cap (USD)
$22B
$33.4B
Gross margin (TTM)
40.4%
n/a
Operating margin (TTM)
7.9%
n/a
Net margin (TTM)
13.6%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Trucking
HQ country
FR
US
Primary segment
Defence (Military Aircraft & Support)
LTL Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
11%-14% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
79 / 100
76 / 100
Moat domains
Legal, Demand, Supply, Financial
Supply, Demand
Last update
2025-12-28
2026-01-02

Moat coverage

Shared moat types

Reputation Reviews

Dassault Aviation strengths

Government Contracting RelationshipsLong Term ContractsService Field NetworkFloat PrepaymentRegulated Standards Pipe

Old Dominion Freight Line, Inc. strengths

Physical Network DensityCapex Knowhow ScaleOperational ExcellenceSwitching Costs GeneralSuite BundlingProcurement Inertia

Segment mix

Dassault Aviation segments

Full profile >

Defence (Military Aircraft & Support)

Oligopoly

63.5%

Falcon (Business Jets & Support)

Oligopoly

36.5%

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Value-added logistics)

Competitive

0.9%

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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.