VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

HEICO Corporation vs PACCAR Inc

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

HEICO Corporation

HEI · NYSE

Market cap (USD)$48.9B
Gross margin (TTM)41.1%
Operating margin (TTM)22.9%
Net margin (TTM)15.4%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-30
Moat score
77/ 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 HEICO Corporation's moat claims, evidence, and risks.

View HEI analysis

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$67.5B
Gross margin (TTM)16.2%
Operating margin (TTM)10.4%
Net margin (TTM)8.4%
SectorIndustrials
IndustryAgricultural - Machinery
CountryUS
Data as of2026-01-01
Moat score
75/ 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 PACCAR Inc's moat claims, evidence, and risks.

View PCAR analysis

Comparison highlights

  • Moat score gap: HEICO Corporation leads (77 / 100 vs 75 / 100 for PACCAR Inc).
  • Segment focus: HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)); PACCAR Inc has 3 segments (73.8% in Truck).
  • Moat breadth: HEICO Corporation has 6 moat types across 3 domains; PACCAR Inc has 8 across 3.

Primary market context

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%

PACCAR Inc

Truck

Market

Commercial truck OEM (heavy- and medium-duty)

Geography

Global (U.S./Canada and Europe primary)

Customer

Fleets, owner-operators, dealers

Role

OEM / manufacturer

Revenue share

73.8%

Side-by-side metrics

HEICO Corporation
PACCAR Inc
Ticker / Exchange
HEI - NYSE
PCAR - NASDAQ
Market cap (USD)
$48.9B
$67.5B
Gross margin (TTM)
41.1%
16.2%
Operating margin (TTM)
22.9%
10.4%
Net margin (TTM)
15.4%
8.4%
Sector
Industrials
Industrials
Industry
Aerospace & Defense
Agricultural - Machinery
HQ country
US
US
Primary segment
Flight Support Group (FSG)
Truck
Market structure
Oligopoly
Oligopoly
Market share
n/a
30%-31% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
75 / 100
Moat domains
Legal, Supply, Demand
Demand, Supply, Financial
Last update
2025-12-30
2026-01-01

Moat coverage

Shared moat types

Brand Trust

HEICO Corporation strengths

Regulated Standards PipeLearning Curve YieldDesign In QualificationIP Choke PointGovernment Contracting Relationships

PACCAR Inc strengths

Service Field NetworkCapex Knowhow ScaleInstalled Base ConsumablesPhysical Network DensityDistribution ControlCost Of Capital AdvantageCaptive finance integration

Segment mix

HEICO Corporation segments

Full profile >

Flight Support Group (FSG)

Oligopoly

69.5%

Electronic Technologies Group (ETG)

Oligopoly

30.5%

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

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.