TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting …
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Competitive advantage assessment
Key strengths
Margins Consistently Above PeersGross margin at 60.1% (top 14%) and operating margin at 47.2% (top 1%) indicate strong pricing power.
ROIC Sustainably Above PeersROIC at 90.3th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Transdigm Group Incorporated ranks #4 of 80
scored companies in Aerospace & Defense by moat score — the top 5%.
The widest moat in the group is Howmet Aerospace Inc. (HWM)
at 80/100.
Moat scores for companies ranked near TDG in Aerospace & Defense
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 88
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 85
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 79
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 53
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 85
· 15% of the moat score
Scale matters only when it converts into economics.
What is Transdigm Group Incorporated's moat score?
Transdigm Group Incorporated (TDG) scores 78 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #4 of 80 scored companies in Aerospace & Defense, the top 5%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 79 companies in Aerospace & Defense. Its strongest defense is Cost Advantage (88/100) and its weakest is Resilience (53/100).
How does Transdigm Group Incorporated compare with other Aerospace & Defense companies?
Transdigm Group Incorporated ranks #4 of 80 scored companies in Aerospace & Defense by moat score. The widest moat in Aerospace & Defense is Howmet Aerospace Inc. (HWM) at 80/100. The companies ranked closest are Heico Corporation (HEI-A) at 78 just above it and Curtiss-Wright Corporation (CW) at 77 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 79 companies in Aerospace & Defense. The defenses are then weighted to produce the overall score out of 100.
Why is Transdigm Group Incorporated scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Transdigm Group Incorporated?
The Corporate Default template measures 6 defenses, and TDG scores: Pricing Power (78), Cost Advantage (88), Customer Stickiness (85), Capital Efficiency (79), Resilience (53), Scale & Market Position (85). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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