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 15.21% is 44% above its 5-year average of 10.54%, near the high end of its 5-year range (3.16%–15.22%).
As of the fiscal period ended Sunday, May 31, 2026. 4.80% above its 12-month average of 14.51%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
15.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
14.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
14.39%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
10.54%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.36%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.23%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
7.23%
CURRENT VS TTM AVG
+4.80%
CURRENT VS 3Y AVG
+5.69%
CURRENT VS 5Y AVG
+44.25%
CURRENT VS 10Y AVG
+184.05%
CURRENT VS 15Y AVG
+144.10%
CURRENT VS 20Y AVG
+110.35%
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+59.20%
vs the sector median at left
Enerpac Tool Group Corp.
Market Cap
$1.91B
Return on Invested Capital (ROIC)
15.21%
TTM Avg
14.51%
3Y Avg
14.39%
5Y Avg
10.54%
Market Cap
$2.01B
Return on Invested Capital (ROIC)
8.70%
TTM Avg
7.79%
3Y Avg
9.80%
5Y Avg
9.26%
Market Cap
$1.63B
Return on Invested Capital (ROIC)
7.55%
TTM Avg
5.89%
3Y Avg
5.82%
5Y Avg
5.91%
Market Cap
$2.23B
Return on Invested Capital (ROIC)
3.08%
TTM Avg
4.04%
3Y Avg
4.00%
5Y Avg
2.75%
Market Cap
$2.39B
Return on Invested Capital (ROIC)
0.61%
TTM Avg
2.31%
3Y Avg
4.46%
5Y Avg
6.01%
Market Cap
$1.42B
Return on Invested Capital (ROIC)
-8.75%
TTM Avg
-15.69%
3Y Avg
-15.77%
5Y Avg
-13.15%
Market Cap
$1.41B
Return on Invested Capital (ROIC)
-15.45%
TTM Avg
-13.06%
3Y Avg
-12.86%
5Y Avg
-22.50%
Market Cap
$1.32B
Return on Invested Capital (ROIC)
-21.49%
TTM Avg
-26.94%
3Y Avg
-34.69%
5Y Avg
-36.97%
Market Cap
$1.27B
Return on Invested Capital (ROIC)
3.54%
TTM Avg
3.35%
3Y Avg
3.63%
5Y Avg
4.12%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Enerpac Tool Group Corp. (EPAC) | $1.91B | 15.21% | 14.51% | 14.39% | 10.54% |
| Preformed Line Products Company (PLPC)vs › | $2.01B | 8.70% | 7.79% | 9.80% | 9.26% |
| Allient Inc. (ALNT)vs › | $1.63B | 7.55% | 5.89% | 5.82% | 5.91% |
| Trinity Industries, Inc. (TRN)vs › | $2.23B | 3.08% | 4.04% | 4.00% | 2.75% |
| Werner Enterprises, Inc. (WERN)vs › | $2.39B | 0.61% | 2.31% | 4.46% | 6.01% |
| FuelCell Energy, Inc. (FCEL)vs › | $1.42B | -8.75% | -15.69% | -15.77% | -13.15% |
| T1 Energy Inc (TE)vs › | $1.41B | -15.45% | -13.06% | -12.86% | -22.50% |
| Red Cat Holdings, Inc. (RCAT)vs › | $1.32B | -21.49% | -26.94% | -34.69% | -36.97% |
| Ameresco, Inc. (AMRC)vs › | $1.27B | 3.54% | 3.35% | 3.63% | 4.12% |
| Upwork Inc. (UPWK)vs › | $1.03B | 8.71% | 8.29% | 1.00% | -1.51% |
ROIC
15.2%
ROE
22.0%
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) |
|---|---|
| 2026-05-31 | 15.21% |
| 2026-02-28 | 14.54% |
| 2025-11-30 | 14.33% |
| 2025-08-31 | 14.48% |
| 2025-05-31 | 14.00% |
| 2025-02-28 | 15.07% |
| 2024-11-30 | 14.94% |
| 2024-08-31 | 14.75% |
| 2024-05-31 | 15.22% |
| 2024-02-29 | 13.62% |
| 2023-11-30 | 12.16% |
| 2023-08-31 | 10.57% |
| 2023-05-31 | 7.94% |
| 2023-02-28 | 5.94% |
| 2022-11-30 | 5.28% |
| 2022-08-31 | 4.57% |
| 2022-05-31 | 3.16% |
| 2022-02-28 | 6.55% |
| 2021-11-30 | 6.56% |
| 2021-08-31 | 6.75% |
| 2021-05-31 | 5.80% |
| 2021-02-28 | 1.34% |
| 2020-11-30 | 1.45% |
| 2020-08-31 | 2.40% |
| 2020-05-31 | 2.46% |
| 2020-02-29 | 7.44% |
| 2019-11-30 | 7.37% |
| 2019-08-31 | 3.52% |
| 2019-05-31 | 0.56% |
| 2019-02-28 | 0.08% |
| 2018-11-30 | -0.50% |
| 2018-08-31 | 1.54% |
| 2018-05-31 | -3.44% |
| 2018-02-28 | -3.86% |
| 2017-11-30 | -3.74% |
| 2017-08-31 | -4.30% |
| 2017-05-31 | 5.38% |
| 2017-02-28 | 5.64% |
| 2016-11-30 | -9.79% |
| 2016-08-31 | -8.22% |
| 2016-05-31 | -7.23% |
| 2016-02-29 | -6.24% |
| 2015-11-30 | 2.93% |
| 2015-08-31 | 2.98% |
| 2015-05-31 | 3.41% |
| 2015-02-28 | 4.36% |
| 2014-11-30 | 10.00% |
| 2014-08-31 | 10.57% |
| 2014-05-31 | 10.71% |
| 2014-02-28 | 10.40% |
| 2013-11-30 | 9.70% |
| 2013-08-31 | 10.00% |
| 2013-05-31 | 7.14% |
| 2013-02-28 | 6.65% |
| 2012-11-30 | 6.97% |
| 2012-08-31 | 7.27% |
| 2012-05-31 | 10.65% |
| 2012-02-29 | 9.76% |
| 2011-11-30 | 9.42% |
| 2011-08-31 | 8.75% |
| 2011-05-31 | 9.12% |
| 2011-02-28 | 8.18% |
| 2010-11-30 | 8.36% |
| 2010-08-31 | 7.53% |
| 2010-05-31 | 7.19% |
| 2010-02-28 | 4.40% |
| 2009-11-30 | 4.34% |
| 2009-08-31 | 4.89% |
| 2009-05-31 | 4.71% |
| 2009-02-28 | 8.20% |
| 2008-11-30 | 9.14% |
| 2008-08-31 | 10.72% |
| 2008-05-31 | 10.57% |
| 2008-02-29 | 10.24% |
| 2007-11-30 | 10.32% |
| 2007-08-31 | 10.60% |
| 2007-05-31 | 10.63% |
| 2007-02-28 | 10.29% |
| 2006-11-30 | 11.66% |
| 2006-08-31 | 11.70% |
| 2006-05-31 | 11.02% |
| 2006-02-28 | 11.44% |
| 2005-11-30 | 11.11% |
| 2005-08-31 | 10.14% |
| 2005-05-31 | 9.02% |
| 2005-02-28 | 9.45% |
| 2004-11-30 | 18.63% |
| 2004-08-31 | 18.54% |
| 2004-05-31 | 18.17% |
| 2004-02-29 | 16.54% |
| 2003-11-30 | 15.34% |
| 2003-08-31 | 20.45% |
| 2003-05-31 | 19.63% |
