VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Honeywell International Inc. vs Lotus Bakeries NV

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)$127.7B
Gross margin (TTM)37.1%
Operating margin (TTM)19.3%
Net margin (TTM)15.1%
SectorIndustrials
IndustryConglomerates
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

Lotus Bakeries NV

LOTB · Euronext Brussels

Market cap (USD)$6.9B
Gross margin (TTM)28.7%
Operating margin (TTM)16.5%
Net margin (TTM)12.3%
SectorConsumer
IndustryPackaged Foods
CountryBE
Data as of2026-01-06
Moat score
64/ 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 Lotus Bakeries NV's moat claims, evidence, and risks.

View LOTB analysis

Comparison highlights

  • Moat score gap: Lotus Bakeries NV leads (64 / 100 vs 58 / 100 for Honeywell International Inc.).
  • Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); Lotus Bakeries NV has 3 segments (56% in Lotus Biscoff).
  • Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; Lotus Bakeries NV 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%

Lotus Bakeries NV

Lotus Biscoff

Market

Branded caramelised biscuits (speculoos) and Biscoff spread

Geography

Global

Customer

Consumers via retail and away-from-home channels

Role

Brand owner and manufacturer

Revenue share

56%

Side-by-side metrics

Honeywell International Inc.
Lotus Bakeries NV
Ticker / Exchange
HON - The Nasdaq Stock Market LLC
LOTB - Euronext Brussels
Market cap (USD)
$127.7B
$6.9B
Gross margin (TTM)
37.1%
28.7%
Operating margin (TTM)
19.3%
16.5%
Net margin (TTM)
15.1%
12.3%
Sector
Industrials
Consumer
Industry
Conglomerates
Packaged Foods
HQ country
US
BE
Primary segment
Aerospace Technologies
Lotus Biscoff
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
58 / 100
64 / 100
Moat domains
Demand, Legal
Demand, Supply
Last update
2026-01-02
2026-01-06

Moat coverage

Shared moat types

Brand Trust

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeData Workflow LockinSuite BundlingSwitching Costs GeneralIP Choke PointDesign In QualificationLong Term Contracts

Lotus Bakeries NV strengths

Habit DefaultCapacity MoatCapex Knowhow ScaleDistribution 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%

Lotus Bakeries NV segments

Full profile >

Lotus Biscoff

Oligopoly

56%

Lotus Natural Foods

Competitive

24%

Lotus Local Heroes

Competitive

20%

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.