VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Carlisle Companies Incorporated vs TransDigm Group Incorporated

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

Carlisle Companies Incorporated

CSL · New York Stock Exchange

Market cap (USD)$13.8B
SectorIndustrials
CountryUS
Data as of2025-12-27
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 Carlisle Companies Incorporated's moat claims, evidence, and risks.

View CSL 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 Carlisle Companies Incorporated).
  • Segment focus: Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Carlisle Companies Incorporated has 4 moat types across 2 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

Carlisle Companies Incorporated

Carlisle Construction Materials (CCM)

Market

Commercial roofing systems (single-ply membranes, insulation, accessories) and architectural metal roofing/wall systems

Geography

Primarily United States; also Europe

Customer

Contractors, building owners, distributors

Role

Manufacturer and system supplier

Revenue share

74%

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

Carlisle Companies Incorporated
TransDigm Group Incorporated
Ticker / Exchange
CSL - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$13.8B
$74.1B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
Carlisle Construction Materials (CCM)
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
61 / 100
84 / 100
Moat domains
Demand, Supply
Demand, Legal, Supply
Last update
2025-12-27
2025-12-31

Moat coverage

Shared moat types

Operational Excellence

Carlisle Companies Incorporated strengths

Switching Costs GeneralSuite BundlingDistribution Control

TransDigm Group Incorporated strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeSmall legacy non-aviation portfolio

Segment mix

Carlisle Companies Incorporated segments

Full profile >

Carlisle Construction Materials (CCM)

Oligopoly

74%

Carlisle Weatherproofing Technologies (CWT)

Competitive

26%

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?

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

View the moat stocks list

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.