VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

The Boeing Company vs TransDigm Group Incorporated

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)
SectorIndustrials
CountryUS
Data as of2025-12-23
Moat score
61/ 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 The Boeing Company's moat claims, evidence, and risks.

View BA analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$74.1B
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 61 / 100 for The Boeing Company).
  • Segment focus: The Boeing Company has 3 segments (35.8% in Defense, Space & Security (BDS)); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: The Boeing Company has 9 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

The Boeing Company

Defense, Space & Security (BDS)

Market

Defense aerospace & space prime contracting (air, space, and mission systems)

Geography

Primarily U.S., with international programs

Customer

U.S. and allied governments; defense agencies

Role

Prime contractor / systems integrator

Revenue share

35.8%

TransDigm Group Incorporated

Power & Control

Market

Highly engineered aerospace power & control components (OEM and aftermarket)

Geography

Global

Customer

Commercial airlines, aircraft OEMs, defense OEMs, governments, aerospace distributors

Role

Tier 2/3 component OEM, aftermarket spares, repair/overhaul

Revenue share

51.6%

Side-by-side metrics

The Boeing Company
TransDigm Group Incorporated
Ticker / Exchange
BA - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$74.1B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
Defense, Space & Security (BDS)
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
61 / 100
84 / 100
Moat domains
Legal, Supply, Demand
Demand, Legal, Supply
Last update
2025-12-23
2025-12-31

Moat coverage

Shared moat types

Regulated Standards PipeDesign In QualificationInstalled Base Consumables

The Boeing Company strengths

Capex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsCompliance AdvantageService Field NetworkData Workflow Lockin

TransDigm Group Incorporated strengths

Operational ExcellenceSmall legacy non-aviation portfolio

Segment mix

The Boeing Company segments

Full profile >

Commercial Airplanes (BCA)

Duopoly

34.3%

Defense, Space & Security (BDS)

Oligopoly

35.8%

Global Services (BGS)

Competitive

29.9%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

Want the full wide moat stocks list?

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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.