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 7.59% is 36% below its 5-year average of 11.91%, near the low end of its 5-year range (7.59%–13.11%).
As of the fiscal period ended Tuesday, June 30, 2026. 14.10% below its 12-month average of 8.83%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 7.59%.
RETURN ON INVESTED CAPITAL (ROIC)
7.59%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
8.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
10.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
11.91%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
13.25%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
13.65%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-14.10%
CURRENT VS 3Y AVG
-30.54%
CURRENT VS 5Y AVG
-36.30%
CURRENT VS 10Y AVG
-42.74%
CURRENT VS 15Y AVG
-44.42%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
-20.59%
vs the sector median at left
BWX Technologies, Inc.
Market Cap
$13.30B
Return on Invested Capital (ROIC)
7.59%
TTM Avg
8.83%
3Y Avg
10.92%
5Y Avg
11.91%
Market Cap
$13.31B
Return on Invested Capital (ROIC)
13.49%
TTM Avg
16.11%
3Y Avg
20.03%
5Y Avg
19.49%
Market Cap
$13.44B
Return on Invested Capital (ROIC)
5.95%
TTM Avg
5.87%
3Y Avg
6.12%
5Y Avg
6.02%
Market Cap
$13.09B
Return on Invested Capital (ROIC)
16.20%
TTM Avg
16.74%
3Y Avg
16.59%
5Y Avg
16.64%
Market Cap
$12.75B
Return on Invested Capital (ROIC)
23.32%
TTM Avg
29.84%
3Y Avg
31.02%
5Y Avg
31.54%
Market Cap
$13.86B
Return on Invested Capital (ROIC)
5.92%
TTM Avg
6.46%
3Y Avg
6.34%
5Y Avg
6.54%
Market Cap
$12.59B
Return on Invested Capital (ROIC)
18.82%
TTM Avg
17.29%
3Y Avg
20.01%
5Y Avg
20.48%
Market Cap
$12.15B
Return on Invested Capital (ROIC)
6.95%
TTM Avg
7.60%
3Y Avg
8.15%
5Y Avg
10.34%
Market Cap
$12.12B
Return on Invested Capital (ROIC)
17.08%
TTM Avg
15.92%
3Y Avg
15.93%
5Y Avg
14.44%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| BWX Technologies, Inc. (BWXT) | $13.30B | 7.59% | 8.83% | 10.92% | 11.91% |
| Watsco, Inc. (WSO)vs › | $13.31B | 13.49% | 16.11% | 20.03% | 19.49% |
| Textron Inc. (TXT)vs › | $13.44B | 5.95% | 5.87% | 6.12% | 6.02% |
| Allegion plc (ALLE)vs › | $13.09B | 16.20% | 16.74% | 16.59% | 16.64% |
| Lennox International Inc. (LII)vs › | $12.75B | 23.32% | 29.84% | 31.02% | 31.54% |
| Stanley Black & Decker, Inc. (SWK)vs › | $13.86B | 5.92% | 6.46% | 6.34% | 6.54% |
| Graco Inc. (GGG)vs › | $12.59B | 18.82% | 17.29% | 20.01% | 20.48% |
| Generac Holdings Inc. (GNRC)vs › | $12.15B | 6.95% | 7.60% | 8.15% | 10.34% |
| Applied Industrial Technologies, Inc. (AIT)vs › | $12.12B | 17.08% | 15.92% | 15.93% | 14.44% |
| Crane Company (CR)vs › | $11.65B | 10.04% | 11.46% | 8.25% | 7.23% |
ROIC
7.6%
ROE
26.6%
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 | 7.59% |
| 2026-03-31 | 8.05% |
| 2025-12-31 | 8.33% |
| 2025-09-30 | 9.98% |
| 2025-06-30 | 10.22% |
| 2025-03-31 | 12.22% |
| 2024-12-31 | 12.79% |
| 2024-09-30 | 12.72% |
| 2024-06-30 | 12.79% |
| 2024-03-31 | 12.39% |
| 2023-12-31 | 12.34% |
| 2023-09-30 | 11.34% |
| 2023-06-30 | 11.25% |
| 2023-03-31 | 11.66% |
| 2022-12-31 | 11.72% |
| 2022-09-30 | 11.89% |
| 2022-06-30 | 12.05% |
| 2022-03-31 | 12.02% |
| 2021-12-31 | 13.11% |
| 2021-09-30 | 12.08% |
| 2021-06-30 | 11.82% |
| 2021-03-31 | 13.53% |
| 2020-12-31 | 14.92% |
| 2020-09-30 | 15.75% |
| 2020-06-30 | 17.64% |
| 2020-03-31 | 17.08% |
| 2019-12-31 | 16.71% |
| 2019-09-30 | 17.67% |
| 2019-06-30 | 16.60% |
| 2019-03-31 | 16.72% |
| 2018-12-31 | 19.15% |
| 2018-09-30 | 11.69% |
| 2018-06-30 | 10.56% |
| 2018-03-31 | 12.94% |
| 2017-12-31 | 13.07% |
| 2017-09-30 | 14.87% |
| 2017-06-30 | 15.07% |
| 2017-03-31 | 14.92% |
| 2016-12-31 | 14.45% |
| 2016-09-30 | 13.70% |
| 2016-06-30 | 17.88% |
| 2016-03-31 | 12.74% |
| 2015-12-31 | 12.59% |
| 2015-09-30 | 2.65% |
| 2015-06-30 | -5.60% |
| 2015-03-31 | -1.95% |
| 2014-12-31 | -1.98% |
| 2014-09-30 | 13.49% |
| 2014-06-30 | 14.99% |
| 2014-03-31 | 20.12% |
| 2013-12-31 | 20.45% |
| 2013-09-30 | 14.20% |
| 2013-06-30 | 15.41% |
| 2013-03-31 | 15.28% |
| 2012-12-31 | 15.86% |
| 2012-09-30 | 17.26% |
| 2012-06-30 | 16.02% |
| 2012-03-31 | 14.69% |
| 2011-12-31 | 12.30% |
| 2011-09-30 | 10.13% |
| 2011-06-30 | 9.40% |
| 2011-03-31 | 9.95% |
| 2010-12-31 | 10.55% |
| 2010-09-30 | 9.16% |
| 2010-06-30 | 9.68% |
| 2010-03-31 | 10.86% |
| 2009-12-31 | 12.48% |
