VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

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Stock Comparison

James Hardie Industries plc vs RTX 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)$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

RTX Corporation

RTX · New York Stock Exchange

Market cap (USD)—

Gross margin (TTM)—

Operating margin (TTM)—

Net margin (TTM)—

SectorIndustrials

Industry—

CountryUS

Data as of2026-01-02

Moat score

69/ 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 RTX Corporation's moat claims, evidence, and risks.

View RTX analysis

Comparison highlights

Moat score gap: James Hardie Industries plc leads (74 / 100 vs 69 / 100 for RTX Corporation).
Segment focus: James Hardie Industries plc has 4 segments (64.2% in Siding & Trim); RTX Corporation has 3 segments (34.8% in Pratt & Whitney).
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; RTX Corporation has 8 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%

RTX Corporation

Pratt & Whitney

Market

Aircraft engines & aftermarket services (commercial and military)

Geography

Global

Customer

Airframers, airlines, governments

Role

Engine OEM + MRO

Revenue share

34.8%

Side-by-side metrics

James Hardie Industries plc

RTX Corporation

Ticker / Exchange

JHX - ASX

RTX - New York Stock Exchange

Market cap (USD)

$17.8B

n/a

Gross margin (TTM)

36.3%

n/a

Operating margin (TTM)

13.6%

n/a

Net margin (TTM)

4.7%

n/a

Sector

Materials

Industrials

Industry

Construction Materials

n/a

HQ country

Primary segment

Siding & Trim

Pratt & Whitney

Market structure

Quasi-Monopoly

Oligopoly

Market share

88%-92% (estimated)

n/a

HHI estimate

n/a

Pricing power

Moderate

Moat score

74 / 100

69 / 100

Moat domains

Supply, Demand

Demand, Legal, Supply

Last update

2025-12-28

2026-01-02

Moat coverage

Shared moat types

Capex Knowhow ScaleLong Term Contracts

James Hardie Industries plc strengths

Brand TrustOperational ExcellenceDistribution Control

RTX Corporation strengths

Design In QualificationInstalled Base ConsumablesRegulated Standards PipeService Field NetworkGovernment Contracting RelationshipsCompliance 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%

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

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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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.