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 13.39% is 40% above its 5-year average of 9.60%, near the high end of its 5-year range (5.19%–13.39%).
As of the fiscal period ended Sunday, July 5, 2026. 11.27% above its 12-month average of 12.04%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-07-05): 13.39%.
RETURN ON INVESTED CAPITAL (ROIC)
13.39%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
12.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
11.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
9.60%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
8.46%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
9.12%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
8.68%
CURRENT VS TTM AVG
+11.27%
CURRENT VS 3Y AVG
+16.47%
CURRENT VS 5Y AVG
+39.56%
CURRENT VS 10Y AVG
+58.29%
CURRENT VS 15Y AVG
+46.76%
CURRENT VS 20Y AVG
+54.23%
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+40.16%
vs the sector median at left
EnerSys
Market Cap
$6.51B
Return on Invested Capital (ROIC)
13.39%
TTM Avg
12.04%
3Y Avg
11.50%
5Y Avg
9.60%
Market Cap
$6.26B
Return on Invested Capital (ROIC)
11.51%
TTM Avg
13.06%
3Y Avg
15.91%
5Y Avg
15.72%
Market Cap
$6.79B
Return on Invested Capital (ROIC)
12.36%
TTM Avg
13.01%
3Y Avg
14.71%
5Y Avg
14.23%
Market Cap
$6.83B
Return on Invested Capital (ROIC)
22.63%
TTM Avg
26.38%
3Y Avg
17.25%
5Y Avg
12.41%
Market Cap
$6.12B
Return on Invested Capital (ROIC)
14.64%
TTM Avg
16.56%
3Y Avg
19.89%
5Y Avg
22.25%
Market Cap
$7.03B
Return on Invested Capital (ROIC)
14.80%
TTM Avg
13.96%
3Y Avg
12.41%
5Y Avg
11.42%
Market Cap
$5.96B
Return on Invested Capital (ROIC)
21.54%
TTM Avg
18.61%
3Y Avg
19.25%
5Y Avg
19.25%
Market Cap
$7.10B
Return on Invested Capital (ROIC)
10.16%
TTM Avg
9.94%
3Y Avg
13.30%
5Y Avg
14.90%
Market Cap
$5.68B
Return on Invested Capital (ROIC)
-9.52%
TTM Avg
-18.84%
3Y Avg
-23.89%
5Y Avg
-23.90%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| EnerSys (ENS) | $6.51B | 13.39% | 12.04% | 11.50% | 9.60% |
| AAON, Inc. (AAON)vs › | $6.26B | 11.51% | 13.06% | 15.91% | 15.72% |
| MSC Industrial Direct Co., Inc. (MSM)vs › | $6.79B | 12.36% | 13.01% | 14.71% | 14.23% |
| Powell Industries, Inc. (POWL)vs › | $6.83B | 22.63% | 26.38% | 17.25% | 12.41% |
| Pool Corporation (POOL)vs › | $6.12B | 14.64% | 16.56% | 19.89% | 22.25% |
| Federal Signal Corporation (FSS)vs › | $7.03B | 14.80% | 13.96% | 12.41% | 11.42% |
| Everus Construction Group, Inc. (ECG)vs › | $5.96B | 21.54% | 18.61% | 19.25% | 19.25% |
| Matson, Inc. (MATX)vs › | $7.10B | 10.16% | 9.94% | 13.30% | 14.90% |
| Planet Labs PBC (PL)vs › | $5.68B | -9.52% | -18.84% | -23.89% | -23.90% |
| Casella Waste Systems, Inc. (CWST)vs › | $5.45B | 1.72% | 1.94% | 3.17% | 3.99% |
ROIC
13.4%
ROE
17.9%
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) |
|---|---|
| 2026-07-05 | 13.39% |
| 2026-03-31 | 11.56% |
| 2025-12-28 | 11.28% |
| 2025-09-28 | 11.91% |
| 2025-06-29 | 12.02% |
| 2025-03-31 | 12.89% |
| 2024-12-29 | 11.38% |
| 2024-09-29 | 10.38% |
| 2024-06-30 | 11.14% |
| 2024-03-31 | 11.68% |
| 2023-12-31 | 11.60% |
| 2023-10-01 | 10.64% |
| 2023-07-02 | 9.45% |
| 2023-03-31 | 7.93% |
| 2023-01-01 | 6.16% |
| 2022-10-02 | 5.48% |
| 2022-07-03 | 5.19% |
| 2022-03-31 | 5.59% |
| 2022-01-02 | 5.97% |
| 2021-10-03 | 6.28% |
| 2021-07-04 | 6.48% |
| 2021-03-31 | 6.47% |
| 2021-01-03 | 5.11% |
| 2020-10-04 | 4.83% |
| 2020-07-05 | 6.08% |
| 2020-03-31 | 6.67% |
| 2019-12-29 | 7.30% |
| 2019-09-29 | 7.84% |
| 2019-06-30 | 7.40% |
| 2019-03-31 | 7.31% |
| 2018-12-30 | 8.24% |
| 2018-09-30 | 7.10% |
| 2018-07-01 | 7.22% |
| 2018-03-31 | 7.36% |
| 2017-12-31 | 6.82% |
| 2017-10-01 | 9.13% |
| 2017-07-02 | 9.22% |
| 2017-03-31 | 9.52% |
| 2017-01-01 | 8.14% |
| 2016-10-02 | 8.25% |
| 2016-07-03 | 8.32% |
| 2016-03-31 | 8.52% |
| 2015-12-27 | 9.15% |
| 2015-09-27 | 9.69% |
| 2015-06-28 | 9.95% |
| 2015-03-31 | 10.96% |
| 2014-12-28 | 9.98% |
| 2014-09-28 | 10.58% |
| 2014-06-29 | 10.16% |
| 2014-03-31 | 9.83% |
| 2013-12-29 | 10.91% |
| 2013-09-29 | 10.86% |
| 2013-06-30 | 11.24% |
| 2013-03-31 | 11.60% |
| 2012-12-30 | 11.76% |
| 2012-09-30 | 11.82% |
| 2012-07-01 | 11.35% |
| 2012-03-31 | 10.74% |
| 2012-01-01 | 10.87% |
| 2011-10-02 | 10.78% |
| 2011-07-03 | 10.33% |
| 2011-03-31 | 10.06% |
| 2011-01-02 | 8.75% |
| 2010-10-03 | 8.26% |
| 2010-07-04 | 7.67% |
| 2010-03-31 | 6.48% |
| 2009-12-27 | 5.19% |
| 2009-09-27 | 5.03% |
| 2009-06-28 | 6.16% |
| 2009-03-31 | 8.31% |
| 2008-12-28 | 9.52% |
| 2008-09-28 | 8.77% |
| 2008-06-29 | 8.10% |
| 2008-03-31 | 6.65% |
| 2007-12-30 | 6.33% |
| 2007-09-30 | 6.14% |
| 2007-07-01 | 5.91% |
| 2007-03-31 | 6.51% |
| 2006-12-31 | 6.64% |
| 2006-10-01 | 6.33% |
| 2006-07-02 | 5.37% |
| 2006-03-31 | 4.97% |
| 2006-01-01 | 4.40% |
| 2005-10-02 | 4.30% |
| 2005-07-03 | 5.08% |
| 2005-03-31 | 5.39% |
| 2005-01-02 | 4.23% |
| 2004-10-03 | 4.11% |
| 2004-07-04 | 4.00% |
| 2004-03-31 | 6.25% |
