VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Amphenol Corporation vs Trimble Inc.

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

Trimble Inc.

TRMB · Nasdaq Global Select Market

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryUS
Data as of2026-01-09
Moat score
67/ 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 Trimble Inc.'s moat claims, evidence, and risks.

View TRMB analysis

Comparison highlights

  • Moat score gap: Trimble Inc. leads (67 / 100 vs 65 / 100 for Amphenol Corporation).
  • Segment focus: Amphenol Corporation has 3 segments (41.5% in Communications Solutions); Trimble Inc. has 3 segments (41.7% in Field Systems).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Amphenol Corporation has 4 moat types across 2 domains; Trimble Inc. 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%

Trimble Inc.

Field Systems

Market

High-precision positioning & field solutions (geospatial, construction machine control, positioning/correction services)

Geography

Global

Customer

Surveyors, mapping professionals, civil construction contractors, governments, utilities

Role

Field hardware + software + subscription positioning services

Revenue share

41.7%

Side-by-side metrics

Amphenol Corporation
Trimble Inc.
Ticker / Exchange
APH - New York Stock Exchange
TRMB - Nasdaq Global Select Market
Market cap (USD)
n/a
n/a
Gross margin (TTM)
n/a
n/a
Operating margin (TTM)
n/a
n/a
Net margin (TTM)
n/a
n/a
Sector
Technology
Technology
Industry
n/a
n/a
HQ country
US
US
Primary segment
Communications Solutions
Field Systems
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
65 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Network, Supply
Last update
2026-01-11
2026-01-09

Moat coverage

Shared moat types

Design In Qualification

Amphenol Corporation strengths

Operational ExcellenceScope EconomiesCapex Knowhow Scale

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsInstalled Base ConsumablesDistribution ControlTwo Sided NetworkData Network Effects

Segment mix

Amphenol Corporation segments

Full profile >

Harsh Environment Solutions

Oligopoly

29%

Communications Solutions

Competitive

41.5%

Interconnect and Sensor Systems

Competitive

29.4%

Trimble Inc. segments

Full profile >

Architects, Engineers, Construction and Owners

Competitive

36.9%

Field Systems

Oligopoly

41.7%

Transportation and Logistics

Competitive

21.4%

Want the full wide moat stocks list?

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

View the moat stocks list

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.