TDG (TransDigm Group) Scaled Net Operating Assets: 0.79 (As of Mar. 2026)

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TDG TransDigm Group Inc TDG
89 GF Score
Price $1,254.38
GF Value $1,610.96
Valuation Modestly Undervalued
! 5 Warning Signs
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What is TransDigm Group Scaled Net Operating Assets?

TransDigm Group TDG +0.36% 89 Scaled Net Operating Assets is 0.79 as of Mar. 2026. GuruFocus rates TDG with a GF Score™ of 89/100 and a GF Value™ of $1,610.96 (Modestly Undervalued). The stock has 5 warning signs investors should review.

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

TransDigm Group's operating assets for the quarter that ended in Mar. 2026 was $21,558 Mil. TransDigm Group's operating liabilities for the quarter that ended in Mar. 2026 was $2,833 Mil. TransDigm Group's Total Assets for the quarter that ended in Dec. 2025 was $23,757 Mil. Therefore, TransDigm Group's scaled net operating assets (SNOA) for the quarter that ended in Mar. 2026 was 0.79.


TransDigm Group Scaled Net Operating Assets Historical Data

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The historical data trend for TransDigm Group's Scaled Net Operating Assets can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

TransDigm Group Scaled Net Operating Assets Chart

TransDigm Group Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Scaled Net Operating Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.67 0.68 0.79 0.62 0.69

TransDigm Group Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Scaled Net Operating Assets Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.79 0.79 0.77 0.80 0.79

TDG vs HONA, NOC, LHX: Scaled Net Operating Assets Comparison

For the Aerospace & Defense subindustry, TransDigm Group's Scaled Net Operating Assets, along with its competitors' market caps and Scaled Net Operating Assets data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


TransDigm Group Scaled Net Operating Assets vs Aerospace & Defense Industry

For the Aerospace & Defense industry and Industrials sector, TransDigm Group's Scaled Net Operating Assets distribution charts can be found below:

* The bar in red indicates where TransDigm Group's Scaled Net Operating Assets falls into.


TDG
89GF Score
TransDigm Group Inc TDG
Scaled Net Operating Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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TransDigm Group Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

TransDigm Group's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Sep. 2025 is calculated as

Scaled Net Operating Assets (SNOA)(A: Sep. 2025 )
=(Operating Assets (A: Sep. 2025 )-Operating Liabilities (A: Sep. 2025 ))/Total Assets (A: Sep. 2024 )
=(20101-2558)/25586
=0.69

where

Operating Assets(A: Sep. 2025 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=22909 - 2808
=20101

Operating Liabilities(A: Sep. 2025 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=32588 - 29167 - 863
=2558

TransDigm Group's Scaled Net Operating Assets (SNOA) for the quarter that ended in Mar. 2026 is calculated as

Scaled Net Operating Assets (SNOA)(Q: Mar. 2026 )
=(Operating Assets (Q: Mar. 2026 )-Operating Liabilities (Q: Mar. 2026 ))/Total Assets (Q: Dec. 2025 )
=(21558-2833)/23757
=0.79

where

Operating Assets(Q: Mar. 2026 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=25442 - 3884
=21558

Operating Liabilities(Q: Mar. 2026 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=34836 - 31150 - 853
=2833

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Scaled Net Operating Assets of 0.79 mean?
TransDigm Group (TDG) has a Scaled Net Operating Assets of 0.79 as of Mar. 2026. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on TransDigm Group and its competitors.
Is TransDigm Group's Scaled Net Operating Assets too high?
TransDigm Group's current Scaled Net Operating Assets is 0.79. Overall, TransDigm Group has a GF Score™ of 89/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does TransDigm Group's Scaled Net Operating Assets compare to HONA and NOC?
TransDigm Group's Scaled Net Operating Assets of 0.79 can be compared against companies in the Aerospace & Defense industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Scaled Net Operating Assets for an Aerospace & Defense company?
A good Scaled Net Operating Assets depends on the Aerospace & Defense industry context. However, Scaled Net Operating Assets should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Scaled Net Operating Assets mean?
A high Scaled Net Operating Assets can signal that a stock is expensive relative to its fundamentals. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on TransDigm Group and its competitors. TransDigm Group's current Scaled Net Operating Assets is 0.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is TransDigm Group stock overvalued right now?
Based on GuruFocus' analysis, TransDigm Group (TDG) is currently considered Modestly Undervalued. The stock's GF Value™ is $1,610.96, compared to a current price of $1,254.38 — trading 22.1% below its estimated fair value. The current Scaled Net Operating Assets is 0.79. TransDigm Group's overall GF Score™ is 89/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Scaled Net Operating Assets calculated?
Scaled Net Operating Assets is calculated from a company's financial statements. For TransDigm Group (TDG), the current Scaled Net Operating Assets is 0.79 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is TransDigm Group (TDG) Overvalued in 2026?

Based on GuruFocus' analysis, TransDigm Group stock appears to be undervalued. The current stock price of $1,254.38 is trading 22.1% below its estimated GF Value™ of $1,610.96. GuruFocus considers TransDigm Group to be Modestly Undervalued.

Key valuation signals for TDG:

  • Scaled Net Operating Assets: 0.79
  • GF Value™: $1,610.96 vs. price of $1,254.38 (22.1% below fair value)
  • GF Score™: 89/100 with 5 warning signs

No single metric tells the full story. See the TDG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


TransDigm Group Business Description

Address 1350 Euclid Avenue, Suite 1600, Cleveland, OH, USA, 44115
TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm organizes itself in three segments: power and control, airframes, and a small non-aviation segment, which serves mostly off-road vehicles and mining equipment. It operates as an acquisitive holding company that focuses on buying up smaller firms that make proprietary aerospace products with substantial aftermarket demand. TransDigm regularly employs financial leverage to amplify its operating results.
89GF Score

Get the complete analysis for TDG

Scaled Net Operating Assets is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$1,254.38
Price
$1,610.96
GF Value