VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

HEICO Corporation vs Rockwell Automation, Inc.

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

HEICO Corporation

HEI · NYSE

Market cap (USD)$39.6B
SectorIndustrials
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

Rockwell Automation, Inc.

ROK · New York Stock Exchange

Market cap (USD)$44.3B
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
65/ 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 Rockwell Automation, Inc.'s moat claims, evidence, and risks.

View ROK analysis

Comparison highlights

  • Moat score gap: HEICO Corporation leads (77 / 100 vs 65 / 100 for Rockwell Automation, Inc.).
  • Segment focus: HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)); Rockwell Automation, Inc. has 3 segments (45% in Intelligent Devices).
  • Moat breadth: HEICO Corporation has 6 moat types across 3 domains; Rockwell Automation, 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%

Rockwell Automation, Inc.

Intelligent Devices

Market

Industrial automation hardware (drives, motion, safety/sensing, industrial components, micro PLCs & distributed I/O)

Geography

Global

Customer

Industrial OEMs/machine builders and end-user manufacturers (often via distributors)

Role

Automation equipment supplier (hardware OEM)

Revenue share

45%

Side-by-side metrics

HEICO Corporation
Rockwell Automation, Inc.
Ticker / Exchange
HEI - NYSE
ROK - New York Stock Exchange
Market cap (USD)
$39.6B
$44.3B
Sector
Industrials
Industrials
HQ country
US
US
Primary segment
Flight Support Group (FSG)
Intelligent Devices
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
77 / 100
65 / 100
Moat domains
Legal, Supply, Demand
Demand, Network, Supply
Last update
2025-12-30
2025-12-31

Moat coverage

Shared moat types

Brand Trust

HEICO Corporation strengths

Regulated Standards PipeLearning Curve YieldDesign In QualificationIP Choke PointGovernment Contracting Relationships

Rockwell Automation, Inc. strengths

Switching Costs GeneralEcosystem ComplementsSuite BundlingTraining Org Change CostsData Workflow LockinService Field NetworkProcurement Inertia

Segment mix

HEICO Corporation segments

Full profile >

Flight Support Group (FSG)

Oligopoly

69.5%

Electronic Technologies Group (ETG)

Oligopoly

30.5%

Rockwell Automation, Inc. segments

Full profile >

Intelligent Devices

Oligopoly

45%

Software & Control

Oligopoly

28.6%

Lifecycle Services

Competitive

26.4%

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.