WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Illinois Tool Works Inc. vs TransDigm Group Incorporated

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

Illinois Tool Works Inc.

ITW · New York Stock Exchange

Market cap (USD)$81.9B
Gross margin (TTM)44.3%
Operating margin (TTM)26.6%
Net margin (TTM)19.4%
SectorIndustrials
IndustryMachinery
CountryUS
Data as of2026-08-23
62/100
Moat score

Partial score covering 71% of segment weight.

Full stock profile

Dive deeper into Illinois Tool Works Inc.'s moat claims, evidence, and risks.

View ITW 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

  • Segment focus: Illinois Tool Works Inc. has 7 segments (19.9% in Automotive OEM); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Illinois Tool Works Inc. has 5 moat types across 3 domains; TransDigm Group Incorporated has 2 across 1.

Primary market context

Illinois Tool Works Inc.

Automotive OEM

Market

Automotive OEM engineered components and fasteners

Geography

Global

Customer

Automotive OEMs and Tier suppliers

Role

Component supplier

Revenue share

19.9%

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

Illinois Tool Works Inc.
TransDigm Group Incorporated
Ticker / Exchange
ITW - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
$81.9B
$67.4B
Gross margin (TTM)
44.3%
59.2%
Operating margin (TTM)
26.6%
45.6%
Net margin (TTM)
19.4%
20%
Sector
Industrials
Industrials
Industry
Machinery
Aerospace and defense
HQ country
US
US
Primary segment
Automotive OEM
Power & Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
62 / 100 (partial, 71% coverage)
94 / 100
Moat domains
Demand, Supply, Legal
Demand
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Design In Qualification

Illinois Tool Works Inc. strengths

Operational ExcellenceBrand TrustFormulation and application engineering know-howPatent-protected niche products

TransDigm Group Incorporated strengths

Installed Base Consumables

Segment mix

Illinois Tool Works Inc. segments

Full profile >

Automotive OEM

Competitive

19.9%

Food Equipment

Oligopoly

16.1%

Test & Measurement and Electronics

Oligopoly

17.9%

Welding

Oligopoly

12.8%

Polymers & Fluids

Competitive

11.1%

Construction Products

Competitive

11.5%

Specialty Products

Oligopoly

10.9%

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.