VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

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Stock Comparison

Eaton Corporation plc vs Trimble Inc.

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

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

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 66 / 100 for Eaton Corporation plc).
Segment focus: Eaton Corporation plc has 5 segments (46% in Electrical Americas); Trimble Inc. has 3 segments (41.7% in Field Systems).
Moat breadth: Eaton Corporation plc has 7 moat types across 3 domains; Trimble Inc. has 7 across 3.

Primary market context

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%

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

Eaton Corporation plc

Trimble Inc.

Ticker / Exchange

ETN - New York Stock Exchange

TRMB - Nasdaq Global Select Market

Market cap (USD)

$126B

n/a

Gross margin (TTM)

38.1%

n/a

Operating margin (TTM)

19.4%

n/a

Net margin (TTM)

14.7%

n/a

Sector

Industrials

Technology

Industry

Industrial - Machinery

n/a

HQ country

Primary segment

Electrical Americas

Field Systems

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

66 / 100

67 / 100

Moat domains

Supply, Demand, Legal

Demand, Network, Supply

Last update

2025-12-31

2026-01-09

Moat coverage

Shared moat types

Distribution ControlDesign In QualificationInstalled Base Consumables

Eaton Corporation plc strengths

Scope EconomiesCompliance AdvantageLong Term ContractsService Field Network

Trimble Inc. strengths

Data Workflow LockinEcosystem ComplementsTwo Sided NetworkData Network Effects

Segment mix

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%

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.

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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.