VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

Huntington Ingalls Industries, Inc. vs Honeywell International Inc.

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

Huntington Ingalls Industries, Inc.

HII · New York Stock Exchange

Market cap (USD)$13.6B
Gross margin (TTM)12.5%
Operating margin (TTM)4.8%
Net margin (TTM)4.7%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-23
Moat score
83/ 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 Huntington Ingalls Industries, Inc.'s moat claims, evidence, and risks.

View HII analysis

Honeywell International Inc.

HON · The Nasdaq Stock Market LLC

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryUS
Data as of2026-01-02
Moat score
58/ 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 Honeywell International Inc.'s moat claims, evidence, and risks.

View HON analysis

Comparison highlights

  • Moat score gap: Huntington Ingalls Industries, Inc. leads (83 / 100 vs 58 / 100 for Honeywell International Inc.).
  • Segment focus: Huntington Ingalls Industries, Inc. has 3 segments (51.7% in Newport News Shipbuilding (Nuclear Shipbuilding)); Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Huntington Ingalls Industries, Inc. has 6 moat types across 3 domains; Honeywell International Inc. has 9 across 2.

Primary market context

Huntington Ingalls Industries, Inc.

Newport News Shipbuilding (Nuclear Shipbuilding)

Market

U.S. Navy nuclear shipbuilding and carrier lifecycle services (CVN construction/RCOH/inactivation + SSN/SSBN construction)

Geography

United States

Customer

U.S. Government (U.S. Navy)

Role

Prime contractor shipyard / integrator

Revenue share

51.7%

Honeywell International Inc.

Aerospace Technologies

Market

Aerospace systems, avionics, propulsion & aftermarket MRO services

Geography

Global

Customer

Aircraft OEMs, airlines/operators, defense & space contractors

Role

Tier-1 supplier + aftermarket service provider

Revenue share

40.2%

Side-by-side metrics

Huntington Ingalls Industries, Inc.
Honeywell International Inc.
Ticker / Exchange
HII - New York Stock Exchange
HON - The Nasdaq Stock Market LLC
Market cap (USD)
$13.6B
n/a
Gross margin (TTM)
12.5%
n/a
Operating margin (TTM)
4.8%
n/a
Net margin (TTM)
4.7%
n/a
Sector
Industrials
Industrials
Industry
Aerospace & Defense
n/a
HQ country
US
US
Primary segment
Newport News Shipbuilding (Nuclear Shipbuilding)
Aerospace Technologies
Market structure
Quasi-Monopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
83 / 100
58 / 100
Moat domains
Legal, Supply, Demand
Demand, Legal
Last update
2025-12-23
2026-01-02

Moat coverage

Shared moat types

Design In QualificationLong Term Contracts

Huntington Ingalls Industries, Inc. strengths

Contractual ExclusivityCapex Knowhow ScaleCompliance AdvantageGovernment Contracting Relationships

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeData Workflow LockinSuite BundlingBrand TrustSwitching Costs GeneralIP Choke Point

Segment mix

Huntington Ingalls Industries, Inc. segments

Full profile >

Newport News Shipbuilding (Nuclear Shipbuilding)

Quasi-Monopoly

51.7%

Ingalls Shipbuilding (Non-Nuclear Shipbuilding)

Quasi-Monopoly

23.9%

Mission Technologies (Defense Tech & Services)

Competitive

24.4%

Honeywell International Inc. segments

Full profile >

Aerospace Technologies

Oligopoly

40.2%

Industrial Automation

Competitive

26.1%

Building Automation

Oligopoly

17%

Energy and Sustainability Solutions

Oligopoly

16.7%

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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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.