VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

James Hardie Industries plc vs Lockheed Martin Corporation

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

James Hardie Industries plc

JHX · ASX

Market cap (USD)
SectorMaterials
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

Lockheed Martin Corporation

LMT · New York Stock Exchange

Market cap (USD)$111.8B
SectorIndustrials
CountryUS
Data as of2025-12-29
Moat score
81/ 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 Lockheed Martin Corporation's moat claims, evidence, and risks.

View LMT analysis

Comparison highlights

  • Moat score gap: Lockheed Martin Corporation leads (81 / 100 vs 74 / 100 for James Hardie Industries plc).
  • Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); Lockheed Martin Corporation has 4 segments (40.3% in Aeronautics).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: James Hardie Industries plc has 5 moat types across 2 domains; Lockheed Martin Corporation has 5 across 3.

Primary market context

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%

Lockheed Martin Corporation

Aeronautics

Market

Military fixed-wing aircraft (fighters and air mobility) plus sustainment and upgrades

Geography

Global (primarily U.S. and allied governments)

Customer

Defense ministries and armed services (direct and via foreign military sales)

Role

Prime contractor / OEM / systems integrator

Revenue share

40.3%

Side-by-side metrics

James Hardie Industries plc
Lockheed Martin Corporation
Ticker / Exchange
JHX - ASX
LMT - New York Stock Exchange
Market cap (USD)
n/a
$111.8B
Sector
Materials
Industrials
HQ country
IE
US
Primary segment
Siding & Trim
Aeronautics
Market structure
Quasi-Monopoly
Oligopoly
Market share
88%-92% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
81 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

James Hardie Industries plc strengths

Capex Knowhow ScaleBrand TrustLong Term ContractsOperational ExcellenceDistribution Control

Lockheed Martin Corporation strengths

Design In QualificationService Field NetworkGovernment Contracting RelationshipsCapacity MoatCompliance Advantage

Segment mix

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%

Lockheed Martin Corporation segments

Full profile >

Aeronautics

Oligopoly

40.3%

Missiles and Fire Control

Oligopoly

17.9%

Rotary and Mission Systems

Oligopoly

24.3%

Space

Oligopoly

17.6%

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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.