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 invested capital (ROIC) high or low?
The return on invested capital (ROIC) of 12.58% is 35% above its 5-year average of 9.31%, near the high end of its 5-year range (-31.74%–13.01%).
As of the fiscal period ended Sunday, June 28, 2026. 0.48% below its 12-month average of 12.64%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-28): 12.58%.
RETURN ON INVESTED CAPITAL (ROIC)
12.58%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
12.64%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
12.37%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
9.31%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
3.98%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
3.72%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
6.22%
CURRENT VS TTM AVG
-0.48%
CURRENT VS 3Y AVG
+1.66%
CURRENT VS 5Y AVG
+35.13%
CURRENT VS 10Y AVG
+216.23%
CURRENT VS 15Y AVG
+237.98%
CURRENT VS 20Y AVG
+102.07%
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+31.61%
vs the sector median at left
ATI Inc.
Market Cap
$27.13B
Return on Invested Capital (ROIC)
12.58%
TTM Avg
12.64%
3Y Avg
12.37%
5Y Avg
9.31%
Market Cap
$27.03B
Return on Invested Capital (ROIC)
2.39%
TTM Avg
-17.25%
3Y Avg
-54.70%
5Y Avg
-76.23%
Market Cap
$27.73B
Return on Invested Capital (ROIC)
14.28%
TTM Avg
14.50%
3Y Avg
16.00%
5Y Avg
18.31%
Market Cap
$26.30B
Return on Invested Capital (ROIC)
40.31%
TTM Avg
37.16%
3Y Avg
39.67%
5Y Avg
34.68%
Market Cap
$26.26B
Return on Invested Capital (ROIC)
10.66%
TTM Avg
6.55%
3Y Avg
6.97%
5Y Avg
6.06%
Market Cap
$28.54B
Return on Invested Capital (ROIC)
8.36%
TTM Avg
6.25%
3Y Avg
5.98%
5Y Avg
4.75%
Market Cap
$25.46B
Return on Invested Capital (ROIC)
9.56%
TTM Avg
9.19%
3Y Avg
10.32%
5Y Avg
10.70%
Market Cap
$25.40B
Return on Invested Capital (ROIC)
11.14%
TTM Avg
8.86%
3Y Avg
10.88%
5Y Avg
11.43%
Market Cap
$25.19B
Return on Invested Capital (ROIC)
34.54%
TTM Avg
28.21%
3Y Avg
29.84%
5Y Avg
29.70%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| ATI Inc. (ATI) | $27.13B | 12.58% | 12.64% | 12.37% | 9.31% |
| Symbotic Inc. (SYM)vs › | $27.03B | 2.39% | -17.25% | -54.70% | -76.23% |
| Copart, Inc. (CPRT)vs › | $27.73B | 14.28% | 14.50% | 16.00% | 18.31% |
| Otis Worldwide Corporation (OTIS)vs › | $26.30B | 40.31% | 37.16% | 39.67% | 34.68% |
| nVent Electric plc (NVT)vs › | $26.26B | 10.66% | 6.55% | 6.97% | 6.06% |
| Ingersoll Rand Inc. (IR)vs › | $28.54B | 8.36% | 6.25% | 5.98% | 4.75% |
| Dover Corporation (DOV)vs › | $25.46B | 9.56% | 9.19% | 10.32% | 10.70% |
| J.B. Hunt Transport Services, Inc. (JBHT)vs › | $25.40B | 11.14% | 8.86% | 10.88% | 11.43% |
| Expeditors International of Washington, Inc. (EXPD)vs › | $25.19B | 34.54% | 28.21% | 29.84% | 29.70% |
| Xylem Inc. (XYL)vs › | $24.97B | 6.91% | 6.12% | 6.13% | 5.99% |
ROIC
12.6%
ROE
25.4%
ROIC = NOPAT / Invested Capital, where NOPAT = Operating Income × (1 − effective tax rate) and Invested Capital = Total Assets − (Current Liabilities − Short-Term Debt)
Return on invested capital measures the after-tax operating return a company earns on the capital invested in the business. TGMCharts computes it from reported statements: trailing-twelve-month operating income after tax, over invested capital at the latest balance sheet — total assets less the non-interest-bearing current liabilities (payables, accruals, deferred revenue) that fund them; short-term debt stays in the capital base. The tax rate is the period's own effective rate (income tax ÷ pretax income), capped at 45%; when pretax income is zero or negative, or the tax line is a net benefit, no tax is deducted — the operating figure is shown untaxed rather than adjusted by an assumed rate. Not shown for banks, insurers or funds.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2026-06-28 | 12.58% |
| 2026-03-29 | 12.86% |
| 2025-12-28 | 12.47% |
| 2024-06-30 | 12.31% |
| 2024-03-31 | 11.99% |
| 2023-12-31 | 11.54% |
| 2023-09-30 | 12.20% |
| 2023-06-30 | 13.01% |
| 2023-03-31 | 9.71% |
| 2022-12-31 | 8.58% |
| 2022-09-30 | 6.05% |
| 2022-06-30 | 2.59% |
| 2022-03-31 | 2.58% |
| 2021-12-31 | 1.82% |
| 2021-09-30 | -25.77% |
| 2021-06-30 | -31.74% |
| 2021-03-31 | -39.45% |
| 2020-12-31 | -38.32% |
| 2020-09-30 | -2.57% |
| 2020-06-30 | -0.26% |
| 2020-03-31 | 7.34% |
| 2019-12-31 | 7.63% |
| 2019-09-30 | 6.90% |
| 2019-06-30 | 6.87% |
| 2019-03-31 | 7.01% |
| 2018-12-31 | 7.41% |
| 2018-09-30 | 7.45% |
| 2018-06-30 | 3.75% |
| 2018-03-31 | 3.21% |
| 2017-12-31 | 3.00% |
| 2017-09-30 | 1.26% |
| 2017-06-30 | -8.11% |
| 2017-03-31 | -9.73% |
| 2016-12-31 | -13.41% |
| 2016-09-30 | -20.56% |
| 2016-06-30 | -10.21% |
| 2016-03-31 | -10.32% |
| 2015-12-31 | -7.29% |
| 2015-09-30 | -0.15% |
| 2015-06-30 | 1.69% |
| 2015-03-31 | 1.87% |
| 2014-12-31 | 1.52% |
| 2014-09-30 | -0.01% |
| 2014-06-30 | -0.81% |
| 2014-03-31 | -0.81% |
| 2013-12-31 | -0.39% |
| 2013-09-30 | 1.08% |
| 2013-06-30 | 2.14% |
| 2013-03-31 | 3.11% |
| 2012-12-31 | 4.05% |
| 2012-09-30 | 4.45% |
| 2012-06-30 | 5.14% |
| 2012-03-31 | 5.40% |
| 2011-12-31 | 5.44% |
| 2011-09-30 | 4.97% |
| 2011-06-30 | 3.74% |
| 2011-03-31 | 3.64% |
| 2010-12-31 | 3.02% |
| 2010-09-30 | 3.54% |
| 2010-06-30 | 3.51% |
| 2010-03-31 | 2.06% |
| 2009-12-31 | 1.42% |
| 2009-09-30 | 2.99% |
| 2009-06-30 | 6.59% |
| 2009-03-31 | 12.22% |
| 2008-12-31 | 16.19% |
| 2008-09-30 | 17.21% |
| 2008-06-30 | 18.21% |
| 2008-03-31 | 19.98% |
| 2007-12-31 | 22.00% |
| 2007-09-30 | 24.01% |
| 2007-06-30 | 24.56% |
| 2007-03-31 | 24.19% |
| 2006-12-31 | 22.25% |
| 2006-09-30 | 21.31% |
| 2006-06-30 | 20.32% |
| 2006-03-31 | 20.48% |
| 2005-12-31 | 17.14% |
| 2005-09-30 | 14.57% |
| 2005-06-30 | 11.59% |
| 2005-03-31 | 6.56% |
| 2004-12-31 | 0.63% |
| 2004-09-30 | -5.83% |
| 2004-06-30 | -10.48% |
| 2004-03-31 | -12.89% |
| 2003-12-31 | -12.19% |
| 2003-09-30 | -7.05% |
| 2003-06-30 | -4.44% |
