WIDE MOAT STOCKS COMPARISON

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Stock Comparison

The Boeing Company vs HEICO Corporation

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

The Boeing Company

BA · New York Stock Exchange

Market cap (USD)$153B
Gross margin (TTM)4.7%
Operating margin (TTM)4.9%
Net margin (TTM)2.6%
SectorIndustrials
IndustryAerospace and defense
CountryUS
Data as of2026-08-23
61/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into The Boeing Company's moat claims, evidence, and risks.

View BA analysis

HEICO Corporation

HEI · NYSE

Market cap (USD)$35.9B
Gross margin (TTM)40.4%
Operating margin (TTM)24%
Net margin (TTM)16.4%
SectorIndustrials
IndustryAerospace and defense
CountryUS
Data as of2026-08-23
74/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into HEICO Corporation's moat claims, evidence, and risks.

View HEI analysis

Comparison highlights

  • Moat score gap: HEICO Corporation leads (74 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (44.8% in Commercial Airplanes (BCA)); HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)).
  • Primary market structure: Duopoly vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: The Boeing Company has 6 moat types across 3 domains; HEICO Corporation has 5 across 3.

Primary market context

The Boeing Company

Commercial Airplanes (BCA)

Market

Large commercial passenger and cargo aircraft manufacturing

Geography

Global

Customer

Airlines and aircraft lessors

Role

Aircraft manufacturer and systems integrator

Revenue share

44.8%

HEICO Corporation

Flight Support Group (FSG)

Market

Aerospace aftermarket replacement parts and MRO services (jet engine and aircraft components), including FAA-approved PMA parts

Geography

Global

Customer

Commercial airlines, cargo carriers, MROs, OEMs, and government/military customers

Role

Aftermarket parts manufacturer + MRO/repair provider + distributor

Revenue share

69.5%

Side-by-side metrics

The Boeing Company
HEICO Corporation
Ticker / Exchange
BA - New York Stock Exchange
HEI - NYSE
Market cap (USD)
$153B
$35.9B
Gross margin (TTM)
4.7%
40.4%
Operating margin (TTM)
4.9%
24%
Net margin (TTM)
2.6%
16.4%
Sector
Industrials
Industrials
Industry
Aerospace and defense
Aerospace and defense
HQ country
US
US
Primary segment
Commercial Airplanes (BCA)
Flight Support Group (FSG)
Market structure
Duopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
61 / 100
74 / 100
Moat domains
Supply, Demand, Legal
Legal, Supply, Demand
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Design In Qualification

The Boeing Company strengths

Capex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsService Field NetworkInstalled Base Consumables

HEICO Corporation strengths

Regulated Standards PipeLearning Curve YieldBrand TrustIP Choke Point

Segment mix

The Boeing Company segments

Full profile >

Commercial Airplanes (BCA)

Duopoly

44.8%

Defense, Space & Security (BDS)

Oligopoly

32.3%

Global Services (BGS)

Competitive

22.9%

HEICO Corporation segments

Full profile >

Flight Support Group (FSG)

Competitive

69.5%

Electronic Technologies Group (ETG)

Competitive

30.5%

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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.