VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Saturday, January 3, 2026

Stock Comparison

KONE Oyj vs TransDigm Group Incorporated

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

KONE Oyj

KNEBV · Nasdaq Helsinki

Market cap (USD)$37B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorIndustrials
Industry
CountryFI
Data as of2026-01-02
Moat score
63/ 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 KONE Oyj's moat claims, evidence, and risks.

View KNEBV analysis

TransDigm Group Incorporated

TDG · New York Stock Exchange

Market cap (USD)$76.1B
Gross margin (TTM)60.2%
Operating margin (TTM)47.2%
Net margin (TTM)23.5%
SectorIndustrials
IndustryAerospace & Defense
CountryUS
Data as of2025-12-31
Moat score
84/ 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 TransDigm Group Incorporated's moat claims, evidence, and risks.

View TDG analysis

Comparison highlights

  • Moat score gap: TransDigm Group Incorporated leads (84 / 100 vs 63 / 100 for KONE Oyj).
  • Segment focus: KONE Oyj has 3 segments (40.6% in New Building Solutions); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Weak vs Strong.
  • Moat breadth: KONE Oyj has 8 moat types across 4 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

KONE Oyj

New Building Solutions

Market

Elevator, escalator and automatic building door new equipment (new installations)

Geography

Global

Customer

Property developers and general contractors

Role

OEM + project installation

Revenue share

40.6%

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

KONE Oyj
TransDigm Group Incorporated
Ticker / Exchange
KNEBV - Nasdaq Helsinki
TDG - New York Stock Exchange
Market cap (USD)
$37B
$76.1B
Gross margin (TTM)
n/a
60.2%
Operating margin (TTM)
n/a
47.2%
Net margin (TTM)
n/a
23.5%
Sector
Industrials
Industrials
Industry
n/a
Aerospace & Defense
HQ country
FI
US
Primary segment
New Building Solutions
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Strong
Moat score
63 / 100
84 / 100
Moat domains
Supply, Financial, Demand, Legal
Demand, Legal, Supply
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Installed Base ConsumablesOperational Excellence

KONE Oyj strengths

Capex Knowhow ScaleNegative Working CapitalSwitching Costs GeneralData Workflow LockinService Field NetworkCompliance Advantage

TransDigm Group Incorporated strengths

Design In QualificationRegulated Standards PipeSmall legacy non-aviation portfolio

Segment mix

KONE Oyj segments

Full profile >

New Building Solutions

Oligopoly

40.6%

Service (maintenance & repairs)

Competitive

40.6%

Modernization

Competitive

18.8%

TransDigm Group Incorporated segments

Full profile >

Power & Control

Competitive

51.6%

Airframe

Competitive

46.6%

Non-aviation

Competitive

1.8%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.