VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Graco Inc. vs L3Harris Technologies, Inc.

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

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
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 Graco Inc.'s moat claims, evidence, and risks.

View GGG analysis

L3Harris Technologies, Inc.

LHX · NYSE

Market cap (USD)$58.3B
Gross margin (TTM)23.1%
Operating margin (TTM)10.9%
Net margin (TTM)8.1%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2026-01-02
Moat score
72/ 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 L3Harris Technologies, Inc.'s moat claims, evidence, and risks.

View LHX analysis

Comparison highlights

  • Moat score gap: L3Harris Technologies, Inc. leads (72 / 100 vs 67 / 100 for Graco Inc.).
  • Segment focus: Graco Inc. has 3 segments (49.4% in Contractor); L3Harris Technologies, Inc. has 4 segments (31.9% in Space & Airborne Systems).
  • Moat breadth: Graco Inc. has 7 moat types across 2 domains; L3Harris Technologies, Inc. has 8 across 3.

Primary market context

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

L3Harris Technologies, Inc.

Space & Airborne Systems

Market

Defense & intelligence space and airborne mission systems (payloads, sensors, avionics, mission networks)

Geography

Global (U.S.-centric demand)

Customer

Government defense/intelligence agencies, prime contractors, and allied governments

Role

Prime contractor / subsystem integrator

Revenue share

31.9%

Side-by-side metrics

Graco Inc.
L3Harris Technologies, Inc.
Ticker / Exchange
GGG - New York Stock Exchange
LHX - NYSE
Market cap (USD)
$13.8B
$58.3B
Gross margin (TTM)
52.3%
23.1%
Operating margin (TTM)
26.6%
10.9%
Net margin (TTM)
22.7%
8.1%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Aerospace & Defense
HQ country
US
US
Primary segment
Contractor
Space & Airborne Systems
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
72 / 100
Moat domains
Demand, Supply
Legal, Demand, Supply
Last update
2026-01-05
2026-01-02

Moat coverage

Shared moat types

Design In Qualification

Graco Inc. strengths

Brand TrustDistribution ControlOperational ExcellenceService Field NetworkInstalled Base ConsumablesScope Economies

L3Harris Technologies, Inc. strengths

Government Contracting RelationshipsCompliance AdvantageSwitching Costs GeneralCapex Knowhow ScaleProcurement InertiaCapacity MoatKeystone Component

Segment mix

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

L3Harris Technologies, Inc. segments

Full profile >

Space & Airborne Systems

Oligopoly

31.9%

Integrated Mission Systems

Oligopoly

31.8%

Communication Systems

Oligopoly

25.4%

Aerojet Rocketdyne

Duopoly

10.9%

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.