VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Saturday, January 3, 2026

Wide Moat Stocks Home My Collections

Stock Comparison

Honeywell International Inc. vs James Hardie Industries plc

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

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

James Hardie Industries plc

JHX · ASX

Market cap (USD)$17.8B

Gross margin (TTM)36.3%

Operating margin (TTM)13.6%

Net margin (TTM)4.7%

SectorMaterials

IndustryConstruction Materials

CountryIE

Data as of2025-12-28

Moat score

74/ 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 James Hardie Industries plc's moat claims, evidence, and risks.

View JHX analysis

Comparison highlights

Moat score gap: James Hardie Industries plc leads (74 / 100 vs 58 / 100 for Honeywell International Inc.).
Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); James Hardie Industries plc has 4 segments (64.2% in Siding & Trim).
Primary market structure: Oligopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; James Hardie Industries plc has 5 across 2.

Primary market context

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%

James Hardie Industries plc

Siding & Trim

Market

North American fiber cement exterior siding & trim (plus related exterior products)

Geography

North America (primarily U.S. and Canada)

Customer

Homebuilders, contractors, remodelers, dealers/distributors, and retailers

Role

Manufacturer / branded building-products supplier

Revenue share

64.2%

Side-by-side metrics

Honeywell International Inc.

James Hardie Industries plc

Ticker / Exchange

HON - The Nasdaq Stock Market LLC

JHX - ASX

Market cap (USD)

n/a

$17.8B

Gross margin (TTM)

n/a

36.3%

Operating margin (TTM)

n/a

13.6%

Net margin (TTM)

n/a

4.7%

Sector

Industrials

Materials

Industry

n/a

Construction Materials

HQ country

Primary segment

Aerospace Technologies

Siding & Trim

Market structure

Oligopoly

Quasi-Monopoly

Market share

n/a

88%-92% (estimated)

HHI estimate

n/a

Pricing power

Strong

Moderate

Moat score

58 / 100

74 / 100

Moat domains

Demand, Legal

Supply, Demand

Last update

2026-01-02

2025-12-28

Moat coverage

Shared moat types

Brand TrustLong Term Contracts

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeData Workflow LockinSuite BundlingSwitching Costs GeneralIP Choke PointDesign In Qualification

James Hardie Industries plc strengths

Capex Knowhow ScaleOperational ExcellenceDistribution Control

Segment mix

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%

James Hardie Industries plc segments

Full profile >

Siding & Trim

Quasi-Monopoly

64.2%

Deck, Rail & Accessories

Oligopoly

11.7%

Australia & New Zealand

Oligopoly

11.6%

Europe

Competitive

12.5%

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.