OTHER · TRADITIONAL · PROPRIETARY AEROSPACE COMPONENTS
TransDigm Group
TDGHQ Cleveland, OHRANK #21 OF 27 COMPANIESModerate Exposure
Ownership · Public
Key programs · Sole-source proprietary aircraft parts
ARSENAL SCORE
73
▼ 3 this quarter
DATA CONFIDENCE: HIGH — PUBLIC FINANCIALS VERIFIED
Pillar signature
Four pillars, 0–100, plotted against the other companies tier average.
THIS COMPANYTIER AVERAGE
How the score is built
Each pillar is weighted differently for other companies: other companies weight Surge Capacity and Investment Quality more heavily.
ARSENAL SCORE = Σ (PILLAR SCORE × SUBCONTRACTOR WEIGHT)
Surge Capacity70/100 · ×35%24.5 pts
Aftermarket-optimized sole-source parts; not built for wartime surge.
Investment Quality70/100 · ×25%17.5 pts
Highly leveraged roll-up with negative book equity — a capital-structure risk flag.
America Score78/100 · ×20%15.6 pts
US-centric but pricing practices have drawn DoD IG scrutiny.
Adversary Exposure78/100 · ×20%15.6 pts
Cleared content; moderate exposure.
Arsenal Score73.2 pts73
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #21 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026