Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 27.16% is in line with its 5-year average of 28.19%, near the high end of its 5-year range (13.49%–30.68%).
As of the fiscal period ended Tuesday, June 30, 2026. 4.03% below its 12-month average of 28.30%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 27.16%.
RETURN ON EQUITY (ROE)
27.16%
RETURN ON EQUITY (ROE) AVG TTM
28.30%
RETURN ON EQUITY (ROE) AVG 3Y
28.94%
RETURN ON EQUITY (ROE) AVG 5Y
28.19%
RETURN ON EQUITY (ROE) AVG 10Y
23.36%
RETURN ON EQUITY (ROE) AVG 15Y
21.40%
RETURN ON EQUITY (ROE) AVG 20Y
18.75%
CURRENT VS TTM AVG
-4.03%
CURRENT VS 3Y AVG
-6.13%
CURRENT VS 5Y AVG
-3.64%
CURRENT VS 10Y AVG
+16.26%
CURRENT VS 15Y AVG
+26.91%
CURRENT VS 20Y AVG
+44.86%
SECTOR MEDIAN · INDUSTRIALS
17.21%
median of 149 covered companies
CURRENT VS SECTOR MEDIAN
+57.83%
vs the sector median at left
A. O. Smith Corporation
Market Cap
$8.06B
Return on Equity (ROE)
27.16%
TTM Avg
28.30%
3Y Avg
28.94%
5Y Avg
28.19%
Market Cap
$7.90B
Return on Equity (ROE)
-6.60%
TTM Avg
-0.55%
3Y Avg
-6.46%
5Y Avg
-3.78%
Market Cap
$8.45B
Return on Equity (ROE)
13.07%
TTM Avg
2.83%
3Y Avg
13.43%
5Y Avg
15.72%
Market Cap
$7.55B
Return on Equity (ROE)
-74.31%
TTM Avg
26.38%
3Y Avg
17.01%
5Y Avg
-0.96%
Market Cap
$8.81B
Return on Equity (ROE)
0.90%
TTM Avg
1.15%
3Y Avg
-0.64%
5Y Avg
0.97%
Market Cap
$8.86B
Return on Equity (ROE)
17.37%
TTM Avg
17.23%
3Y Avg
17.89%
5Y Avg
18.57%
Market Cap
$9.03B
Return on Equity (ROE)
28.67%
TTM Avg
22.02%
3Y Avg
17.62%
5Y Avg
16.92%
Market Cap
$7.06B
Return on Equity (ROE)
18.93%
TTM Avg
18.04%
3Y Avg
16.45%
5Y Avg
15.38%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| A. O. Smith Corporation (AOS) | $8.06B | 27.16% | 28.30% | 28.94% | 28.19% |
| Aecom (ACM)vs › | $8.00B | 13.13% | 20.48% | 14.00% | 9.45% |
| AeroVironment, Inc. (AVAV)vs › | $7.90B | -6.60% | -0.55% | -6.46% | -3.78% |
| AGCO Corporation (AGCO)vs › | $8.45B | 13.07% | 2.83% | 13.43% | 15.72% |
| Fluor Corporation (FLR)vs › | $7.55B | -74.31% | 26.38% | 17.01% | -0.96% |
| Kratos Defense & Security Solutions, Inc. (KTOS)vs › | $8.81B | 0.90% | 1.15% | -0.64% | 0.97% |
| Pentair plc (PNR)vs › | $8.86B | 17.37% | 17.23% | 17.89% | 18.57% |
| Valmont Industries, Inc. (VMI)vs › | $9.03B | 28.67% | 22.02% | 17.62% | 16.92% |
| Federal Signal Corporation (FSS)vs › | $7.06B | 18.93% | 18.04% | 16.45% | 15.38% |
| Powell Industries, Inc. (POWL)vs › | $6.99B | 25.24% | 29.62% | 19.91% | 14.21% |
ROE
27.2%
ROA
13.7%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 27.16% |
| 2026-03-31 | 28.10% |
| 2025-12-31 | 29.40% |
| 2025-09-30 | 28.76% |
| 2025-06-30 | 28.09% |
| 2025-03-31 | 28.17% |
| 2024-12-31 | 28.33% |
| 2024-09-30 | 29.28% |
| 2024-06-30 | 30.16% |
| 2024-03-31 | 30.68% |
| 2023-12-31 | 30.18% |
| 2023-09-30 | 15.89% |
| 2023-06-30 | 14.49% |
| 2023-03-31 | 13.56% |
| 2022-12-31 | 13.49% |
| 2022-09-30 | 28.34% |
| 2022-06-30 | 28.85% |
| 2022-03-31 | 28.15% |
| 2021-12-31 | 26.59% |
| 2021-09-30 | 24.65% |
| 2021-06-30 | 24.30% |
| 2021-03-31 | 21.14% |
| 2020-12-31 | 18.66% |
| 2020-09-30 | 18.10% |
| 2020-06-30 | 17.98% |
| 2020-03-31 | 20.57% |
| 2019-12-31 | 22.20% |
| 2019-09-30 | 24.45% |
| 2019-06-30 | 24.48% |
| 2019-03-31 | 24.85% |
| 2018-12-31 | 25.87% |
| 2018-09-30 | 19.39% |
| 2018-06-30 | 19.05% |
| 2018-03-31 | 18.01% |
| 2017-12-31 | 17.98% |
| 2017-09-30 | 21.40% |
| 2017-06-30 | 21.44% |
| 2017-03-31 | 21.75% |
| 2016-12-31 | 21.55% |
| 2016-09-30 | 21.21% |
| 2016-06-30 | 21.21% |
| 2016-03-31 | 20.16% |
| 2015-12-31 | 19.61% |
| 2015-09-30 | 18.02% |
| 2015-06-30 | 16.24% |
| 2015-03-31 | 15.62% |
| 2014-12-31 | 15.04% |
| 2014-09-30 | 14.33% |
| 2014-06-30 | 14.20% |
| 2014-03-31 | 13.21% |
| 2013-12-31 | 12.77% |
| 2013-09-30 | 13.30% |
| 2013-06-30 | 12.53% |
| 2013-03-31 | 12.16% |
| 2012-12-31 | 13.30% |
| 2012-09-30 | 12.72% |
| 2012-06-30 | 25.64% |
| 2012-03-31 | 27.37% |
| 2011-12-31 | 28.15% |
| 2011-09-30 | 27.22% |
| 2011-06-30 | 16.03% |
| 2011-03-31 | 13.21% |
| 2010-12-31 | 12.67% |
| 2010-09-30 | 11.86% |
| 2010-06-30 | 12.71% |
| 2010-03-31 | 13.34% |
| 2009-12-31 | 10.29% |
| 2009-09-30 | 8.74% |
| 2009-06-30 | 7.40% |
| 2009-03-31 | 6.09% |
| 2008-12-31 | 9.28% |
| 2008-09-30 | 8.49% |
| 2008-06-30 | 8.91% |
| 2008-03-31 | 11.43% |
| 2007-12-31 | 11.64% |
| 2007-09-30 | 12.17% |
| 2007-06-30 | 11.37% |
| 2007-03-31 | 11.41% |
| 2006-12-31 | 11.17% |
| 2006-09-30 | 11.02% |
| 2006-06-30 | 10.02% |
| 2006-03-31 | 7.55% |
| 2005-12-31 | 7.59% |
| 2005-09-30 | 5.67% |
| 2005-06-30 | 4.65% |
| 2005-03-31 | 6.49% |
| 2004-12-31 | 6.01% |
| 2004-09-30 | 7.30% |
| 2003-12-13 | 9.04% |
| 2003-09-30 | 9.25% |
| 2003-06-30 | 10.00% |