VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, January 14, 2026

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Stock Comparison

Honeywell International Inc. vs TE Connectivity 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)$131.7B

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

TE Connectivity plc

TEL · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorTechnology

Industry—

CountryIE

Data as of2026-01-11

Moat score

62/ 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 TE Connectivity plc's moat claims, evidence, and risks.

View TEL analysis

Comparison highlights

Moat score gap: TE Connectivity plc leads (62 / 100 vs 58 / 100 for Honeywell International Inc.).
Segment focus: Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies); TE Connectivity plc has 2 segments (54.4% in Transportation Solutions).
Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
Moat breadth: Honeywell International Inc. has 9 moat types across 2 domains; TE Connectivity plc has 4 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%

TE Connectivity plc

Transportation Solutions

Market

Transportation connectivity and sensor components (automotive, commercial transportation, sensors)

Geography

Global

Customer

Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors

Role

Component supplier / design partner

Revenue share

54.4%

Side-by-side metrics

Honeywell International Inc.

TE Connectivity plc

Ticker / Exchange

HON - The Nasdaq Stock Market LLC

TEL - New York Stock Exchange

Market cap (USD)

$131.7B

n/a

Gross margin (TTM)

37.1%

n/a

Operating margin (TTM)

19.3%

n/a

Net margin (TTM)

15.1%

n/a

Sector

Industrials

Technology

Industry

Conglomerates

n/a

HQ country

Primary segment

Aerospace Technologies

Transportation Solutions

Market structure

Oligopoly

Market share

n/a

HHI estimate

n/a

Pricing power

Strong

Weak

Moat score

58 / 100

62 / 100

Moat domains

Demand, Legal

Demand, Supply

Last update

2026-01-02

2026-01-11

Moat coverage

Shared moat types

Design In Qualification

Honeywell International Inc. strengths

Installed Base ConsumablesRegulated Standards PipeData Workflow LockinSuite BundlingBrand TrustSwitching Costs GeneralIP Choke PointLong Term Contracts

TE Connectivity plc strengths

Scope EconomiesOperational ExcellenceCapex Knowhow Scale

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%

TE Connectivity plc segments

Full profile >

Transportation Solutions

Oligopoly

54.4%

Industrial Solutions

Oligopoly

45.6%

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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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.