VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Friday, January 2, 2026

Stock Comparison

RTX Corporation vs TransDigm Group Incorporated

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

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

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 69 / 100 for RTX Corporation).
  • Segment focus: RTX Corporation has 3 segments (34.8% in Pratt & Whitney); TransDigm Group Incorporated has 3 segments (51.6% in Power & Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: RTX Corporation has 8 moat types across 3 domains; TransDigm Group Incorporated has 5 across 3.

Primary market context

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%

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

RTX Corporation
TransDigm Group Incorporated
Ticker / Exchange
RTX - New York Stock Exchange
TDG - New York Stock Exchange
Market cap (USD)
n/a
$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
US
US
Primary segment
Pratt & Whitney
Power & Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
69 / 100
84 / 100
Moat domains
Demand, Legal, Supply
Demand, Legal, Supply
Last update
2026-01-02
2025-12-31

Moat coverage

Shared moat types

Design In QualificationInstalled Base ConsumablesRegulated Standards Pipe

RTX Corporation strengths

Service Field NetworkCapex Knowhow ScaleGovernment Contracting RelationshipsLong Term ContractsCompliance Advantage

TransDigm Group Incorporated strengths

Operational ExcellenceSmall legacy non-aviation portfolio

Segment mix

RTX Corporation segments

Full profile >

Collins Aerospace

Oligopoly

32.1%

Pratt & Whitney

Oligopoly

34.8%

Raytheon

Oligopoly

32.9%

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.

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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.