VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Amphenol Corporation vs Eaton Corporation plc

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

Amphenol Corporation

APH · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-11
Moat score
65/ 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 Amphenol Corporation's moat claims, evidence, and risks.

View APH analysis

Eaton Corporation plc

ETN · New York Stock Exchange

Market cap (USD)$126B
Gross margin (TTM)38.1%
Operating margin (TTM)19.4%
Net margin (TTM)14.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryIE
Data as of2025-12-31
Moat score
66/ 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 Eaton Corporation plc's moat claims, evidence, and risks.

View ETN analysis

Comparison highlights

  • Moat score gap: Eaton Corporation plc leads (66 / 100 vs 65 / 100 for Amphenol Corporation).
  • Segment focus: Amphenol Corporation has 3 segments (41.5% in Communications Solutions); Eaton Corporation plc has 5 segments (46% in Electrical Americas).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Amphenol Corporation has 4 moat types across 2 domains; Eaton Corporation plc has 7 across 3.

Primary market context

Amphenol Corporation

Communications Solutions

Market

Interconnect, cable and antenna solutions for IT/datacom, mobile devices and communications infrastructure

Geography

Global

Customer

OEMs, ODM/EMS partners and network equipment/service providers

Role

Component manufacturer / interconnect and antenna solutions provider

Revenue share

41.5%

Eaton Corporation plc

Electrical Americas

Market

Electrical components, power distribution systems/assemblies, and related services (Americas)

Geography

North and South America

Customer

Industrial, commercial/institutional, utilities, residential, and IT/data center customers (end users and channel partners)

Role

Manufacturer + systems/assembly provider + service provider

Revenue share

46%

Side-by-side metrics

Amphenol Corporation
Eaton Corporation plc
Ticker / Exchange
APH - New York Stock Exchange
ETN - New York Stock Exchange
Market cap (USD)
n/a
$126B
Gross margin (TTM)
n/a
38.1%
Operating margin (TTM)
n/a
19.4%
Net margin (TTM)
n/a
14.7%
Sector
Technology
Industrials
Industry
n/a
Industrial - Machinery
HQ country
US
IE
Primary segment
Communications Solutions
Electrical Americas
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
65 / 100
66 / 100
Moat domains
Demand, Supply
Supply, Demand, Legal
Last update
2026-01-11
2025-12-31

Moat coverage

Shared moat types

Design In QualificationScope Economies

Amphenol Corporation strengths

Operational ExcellenceCapex Knowhow Scale

Eaton Corporation plc strengths

Distribution ControlCompliance AdvantageInstalled Base ConsumablesLong Term ContractsService Field Network

Segment mix

Amphenol Corporation segments

Full profile >

Harsh Environment Solutions

Oligopoly

29%

Communications Solutions

Competitive

41.5%

Interconnect and Sensor Systems

Competitive

29.4%

Eaton Corporation plc segments

Full profile >

Electrical Americas

Oligopoly

46%

Electrical Global

Oligopoly

25.1%

Aerospace

Oligopoly

15%

Vehicle

Competitive

11.2%

eMobility

Competitive

2.7%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.