Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of 10.56% is 20% above its 5-year average of 8.83%, near the high end of its 5-year range (3.83%–12.30%).
0.85% below its 12-month average of 10.65%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
10.56%
RETURN ON ASSETS (ROA) AVG TTM
10.65%
RETURN ON ASSETS (ROA) AVG 3Y
10.32%
RETURN ON ASSETS (ROA) AVG 5Y
8.83%
RETURN ON ASSETS (ROA) AVG 10Y
6.61%
RETURN ON ASSETS (ROA) AVG 15Y
6.04%
RETURN ON ASSETS (ROA) AVG 20Y
5.84%
CURRENT VS TTM AVG
-0.85%
CURRENT VS 3Y AVG
+2.30%
CURRENT VS 5Y AVG
+19.64%
CURRENT VS 10Y AVG
+59.87%
CURRENT VS 15Y AVG
+74.73%
CURRENT VS 20Y AVG
+80.85%
SECTOR MEDIAN · INDUSTRIALS
7.48%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+41.18%
vs the sector median at left
Caterpillar Inc.
Market Cap
$371.60B
Return on Assets (ROA)
10.56%
TTM Avg
10.65%
3Y Avg
10.32%
5Y Avg
8.83%
Market Cap
$265.75B
Return on Assets (ROA)
4.45%
TTM Avg
3.44%
3Y Avg
3.03%
5Y Avg
2.06%
Market Cap
$248.93B
Return on Assets (ROA)
11.79%
TTM Avg
5.38%
3Y Avg
0.91%
5Y Avg
0.73%
Market Cap
$231.86B
Return on Assets (ROA)
4.86%
TTM Avg
5.71%
3Y Avg
4.84%
5Y Avg
4.50%
Market Cap
$188.26B
Return on Assets (ROA)
6.66%
TTM Avg
6.56%
3Y Avg
6.47%
5Y Avg
6.01%
Market Cap
$183.05B
Return on Assets (ROA)
4.53%
TTM Avg
4.74%
3Y Avg
7.04%
5Y Avg
7.23%
Market Cap
$169.85B
Return on Assets (ROA)
10.29%
TTM Avg
10.10%
3Y Avg
10.10%
5Y Avg
9.87%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Caterpillar Inc. (CAT) | $371.60B | 10.56% | 10.65% | 10.32% | 8.83% |
| GE Aerospace (GE)vs › | $337.30B | 7.03% | 5.95% | 4.37% | 2.75% |
| RTX Corporation (RTX)vs › | $265.75B | 4.45% | 3.44% | 3.03% | 2.06% |
| GE Vernova Inc. (GEV)vs › | $248.93B | 11.79% | 5.38% | 0.91% | 0.73% |
| Siemens AG (SIEGY)vs › | $231.86B | 4.86% | 5.71% | 4.84% | 4.50% |
| Schneider Electric S.E. (SBGSY)vs › | $188.26B | 6.66% | 6.56% | 6.47% | 6.01% |
| Deere & Company (DE)vs › | $183.05B | 4.53% | 4.74% | 7.04% | 7.23% |
| ABB Ltd (ABBNY)vs › | $174.05B | 11.00% | 10.16% | 8.95% | 7.99% |
| Union Pacific Corporation (UNP)vs › | $169.85B | 10.29% | 10.10% | 10.10% | 9.87% |
| The Boeing Company (BA)vs › | $163.90B | 1.47% | -3.11% | -2.86% | -3.72% |
ROA
10.6%
ROE
55.9%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-12-31 | 9.00% |
| 2024-12-31 | 12.30% |
| 2023-12-31 | 11.81% |
| 2022-12-31 | 8.18% |
| 2021-12-31 | 7.84% |
| 2020-12-31 | 3.83% |
| 2019-12-31 | 7.77% |
| 2018-12-31 | 7.83% |
| 2017-12-31 | 0.98% |
| 2016-12-31 | -0.09% |
| 2015-12-31 | 3.21% |
| 2014-12-31 | 2.90% |
| 2013-12-31 | 4.46% |
| 2012-12-31 | 6.39% |
| 2011-12-31 | 6.07% |
| 2010-12-31 | 4.22% |
| 2009-12-31 | 1.49% |
| 2008-12-31 | 5.25% |
| 2007-12-31 | 6.31% |
| 2006-12-31 | 6.87% |
| 2005-12-31 | 6.00% |
| 2004-12-31 | 4.72% |
| 2003-12-31 | 2.99% |
| 2002-12-31 | 2.44% |
| 2001-12-31 | 2.63% |
| 2000-12-31 | 3.70% |
| 1999-12-31 | 3.54% |
| 1998-12-31 | 6.02% |
| 1997-12-31 | 8.02% |
| 1996-12-31 | 7.27% |
