VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Friday, January 2, 2026

Stock Comparison

Microchip Technology Incorporated vs RTX Corporation

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$35.2B
Gross margin (TTM)50.1%
Operating margin (TTM)1.4%
Net margin (TTM)-4.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-29
Moat score
71/ 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 Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP 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: Microchip Technology Incorporated leads (71 / 100 vs 69 / 100 for RTX Corporation).
  • Segment focus: Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers); RTX Corporation has 3 segments (34.8% in Pratt & Whitney).
  • Moat breadth: Microchip Technology Incorporated has 6 moat types across 3 domains; RTX Corporation has 8 across 3.

Primary market context

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

51.1%

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

Microchip Technology Incorporated
RTX Corporation
Ticker / Exchange
MCHP - NASDAQ
RTX - New York Stock Exchange
Market cap (USD)
$35.2B
n/a
Gross margin (TTM)
50.1%
n/a
Operating margin (TTM)
1.4%
n/a
Net margin (TTM)
-4.4%
n/a
Sector
Technology
Industrials
Industry
Semiconductors
n/a
HQ country
US
US
Primary segment
Mixed-signal Microcontrollers
Pratt & Whitney
Market structure
Oligopoly
Oligopoly
Market share
6%-12% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
69 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal, Supply
Last update
2025-12-29
2026-01-02

Moat coverage

Shared moat types

Design In Qualification

Microchip Technology Incorporated strengths

Training Org Change CostsOperational ExcellenceSwitching Costs GeneralScope EconomiesIP Choke Point

RTX Corporation strengths

Installed Base ConsumablesRegulated Standards PipeService Field NetworkCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsCompliance Advantage

Segment mix

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

51.1%

Analog

Oligopoly

26.3%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.6%

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.