WIDE MOAT STOCKS COMPARISON

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Stock Comparison

HEICO Corporation vs TransDigm Group Incorporated

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

HEICO Corporation

HEI · NYSE

Market cap (USD)$40.8B
Gross margin (TTM)40.4%
Operating margin (TTM)24%
Net margin (TTM)16.4%
SectorIndustrials
IndustryAerospace and defense
CountryUS
Data as of2026-08-23
74/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into HEICO Corporation's moat claims, evidence, and risks.

View HEI analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$67.4B
Gross margin (TTM)59.2%
Operating margin (TTM)45.6%
Net margin (TTM)20%
SectorIndustrials
IndustryAerospace and defense
CountryUS
Data as of2026-08-23
94/100
Moat score

Weighted across the company's segments.

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 (94 / 100 vs 74 / 100 for HEICO Corporation).
  • Segment focus: HEICO Corporation has 2 segments (69.5% in Flight Support Group (FSG)); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: HEICO Corporation has 5 moat types across 3 domains; TransDigm Group Incorporated has 2 across 1.

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%

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

HEICO Corporation
TransDigm Group Incorporated
Ticker / Exchange
HEI - NYSE
TDG - New York Stock Exchange
Market cap (USD)
$40.8B
$67.4B
Gross margin (TTM)
40.4%
59.2%
Operating margin (TTM)
24%
45.6%
Net margin (TTM)
16.4%
20%
Sector
Industrials
Industrials
Industry
Aerospace and defense
Aerospace and defense
HQ country
US
US
Primary segment
Flight Support Group (FSG)
Power & Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
74 / 100
94 / 100
Moat domains
Legal, Supply, Demand
Demand
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Design In Qualification

HEICO Corporation strengths

Regulated Standards PipeLearning Curve YieldBrand TrustIP Choke Point

TransDigm Group Incorporated strengths

Installed Base Consumables

Segment mix

HEICO Corporation segments

Full profile >

Flight Support Group (FSG)

Competitive

69.5%

Electronic Technologies Group (ETG)

Competitive

30.5%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

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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.