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 15.99% is 13% above its 5-year average of 14.19%, around the middle of its 5-year range (6.92%–21.29%).
As of the fiscal period ended Tuesday, June 30, 2026. 12.20% below its 12-month average of 18.21%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-06-30): 15.99%.
RETURN ON INVESTED CAPITAL (ROIC)
15.99%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
18.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
17.06%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
14.19%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
14.87%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
13.72%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-12.20%
CURRENT VS 3Y AVG
-6.30%
CURRENT VS 5Y AVG
+12.66%
CURRENT VS 10Y AVG
+7.52%
CURRENT VS 15Y AVG
+16.53%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+67.33%
vs the sector median at left
Booz Allen Hamilton Holding Corporation
Market Cap
$9.09B
Return on Invested Capital (ROIC)
15.99%
TTM Avg
18.21%
3Y Avg
17.06%
5Y Avg
14.19%
Market Cap
$9.06B
Return on Invested Capital (ROIC)
19.68%
TTM Avg
17.06%
3Y Avg
12.91%
5Y Avg
11.95%
Market Cap
$9.13B
Return on Invested Capital (ROIC)
8.47%
TTM Avg
10.47%
3Y Avg
13.84%
5Y Avg
13.87%
Market Cap
$8.67B
Return on Invested Capital (ROIC)
11.73%
TTM Avg
12.52%
3Y Avg
11.98%
5Y Avg
12.38%
Market Cap
$8.54B
Return on Invested Capital (ROIC)
0.49%
TTM Avg
0.96%
3Y Avg
0.74%
5Y Avg
1.04%
Market Cap
$8.37B
Return on Invested Capital (ROIC)
6.52%
TTM Avg
10.48%
3Y Avg
14.32%
5Y Avg
13.46%
Market Cap
$10.02B
Return on Invested Capital (ROIC)
10.51%
TTM Avg
8.04%
3Y Avg
9.82%
5Y Avg
9.10%
Market Cap
$8.03B
Return on Invested Capital (ROIC)
18.44%
TTM Avg
23.57%
3Y Avg
24.93%
5Y Avg
22.50%
Market Cap
$7.81B
Return on Invested Capital (ROIC)
12.33%
TTM Avg
11.82%
3Y Avg
9.11%
5Y Avg
8.12%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Booz Allen Hamilton Holding Corporation (BAH) | $9.09B | 15.99% | 18.21% | 17.06% | 14.19% |
| Valmont Industries, Inc. (VMI)vs › | $9.06B | 19.68% | 17.06% | 12.91% | 11.95% |
| Saia, Inc. (SAIA)vs › | $9.13B | 8.47% | 10.47% | 13.84% | 13.87% |
| Pentair plc (PNR)vs › | $8.67B | 11.73% | 12.52% | 11.98% | 12.38% |
| Kratos Defense & Security Solutions, Inc. (KTOS)vs › | $8.54B | 0.49% | 0.96% | 0.74% | 1.04% |
| AGCO Corporation (AGCO)vs › | $8.37B | 6.52% | 10.48% | 14.32% | 13.46% |
| Leonardo DRS, Inc. (DRS)vs › | $10.02B | 10.51% | 8.04% | 9.82% | 9.10% |
| A. O. Smith Corporation (AOS)vs › | $8.03B | 18.44% | 23.57% | 24.93% | 22.50% |
| Aecom (ACM)vs › | $7.81B | 12.33% | 11.82% | 9.11% | 8.12% |
| AeroVironment, Inc. (AVAV)vs › | $7.75B | -0.22% | 1.44% | -3.59% | -1.75% |
ROIC
16.0%
ROE
64.7%
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) |
|---|---|
| 2026-06-30 | 15.99% |
| 2026-03-31 | 17.56% |
| 2025-12-31 | 18.22% |
| 2025-09-30 | 17.98% |
| 2025-06-30 | 21.29% |
| 2025-03-31 | 18.94% |
| 2024-12-31 | 19.45% |
| 2024-09-30 | 18.58% |
| 2024-06-30 | 14.61% |
| 2024-03-31 | 14.58% |
| 2023-12-31 | 10.49% |
| 2023-09-30 | 6.92% |
| 2023-06-30 | 7.34% |
| 2023-03-31 | 7.02% |
| 2022-12-31 | 10.07% |
| 2022-09-30 | 12.29% |
| 2022-06-30 | 12.84% |
| 2022-03-31 | 11.61% |
| 2021-12-31 | 13.99% |
| 2021-09-30 | 14.24% |
| 2021-06-30 | 14.03% |
| 2021-03-31 | 16.18% |
| 2020-12-31 | 15.58% |
| 2020-09-30 | 15.04% |
| 2020-06-30 | 16.02% |
| 2020-03-31 | 15.29% |
| 2019-12-31 | 14.05% |
| 2019-09-30 | 15.21% |
| 2019-06-30 | 14.83% |
| 2019-03-31 | 18.05% |
| 2018-12-31 | 17.80% |
| 2018-09-30 | 15.85% |
| 2018-06-30 | 15.13% |
| 2018-03-31 | 13.83% |
| 2017-12-31 | 12.91% |
| 2017-09-30 | 12.05% |
| 2017-06-30 | 11.26% |
| 2017-03-31 | 12.04% |
| 2016-12-31 | 12.58% |
| 2016-09-30 | 15.67% |
| 2016-06-30 | 15.39% |
| 2016-03-31 | 15.78% |
| 2015-12-31 | 14.44% |
| 2015-09-30 | 12.05% |
| 2015-06-30 | 12.77% |
| 2015-03-31 | 13.34% |
| 2014-12-31 | 13.59% |
| 2014-09-30 | 13.50% |
| 2014-06-30 | 13.09% |
| 2014-03-31 | 13.39% |
| 2013-12-31 | 12.98% |
| 2013-09-30 | 12.58% |
| 2013-06-30 | 12.05% |
| 2013-03-31 | 11.70% |
| 2012-12-31 | 11.93% |
| 2012-09-30 | 12.40% |
| 2012-06-30 | 12.79% |
| 2012-03-31 | 11.51% |
| 2011-12-31 | 11.13% |
| 2011-09-30 | 11.21% |
| 2011-06-30 | 9.50% |
| 2011-03-31 | 9.66% |
| 2010-12-31 | 8.08% |
| 2010-09-30 | 6.12% |
| 2010-06-30 | 5.61% |
| 2010-03-31 | 4.78% |
