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 -17.66% is 1076% below its 5-year average of 1.81%, around the middle of its 5-year range (-35.95%–15.94%).
As of the fiscal period ended Friday, July 3, 2026. 6.58% above its 12-month average of -18.90%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-07-03): -17.66%.
RETURN ON INVESTED CAPITAL (ROIC)
-17.66%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-18.90%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-6.02%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
1.81%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
13.14%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
13.74%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+6.58%
CURRENT VS 3Y AVG
-193.43%
CURRENT VS 5Y AVG
-1076.18%
CURRENT VS 10Y AVG
-234.44%
CURRENT VS 15Y AVG
-228.52%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
4.74%
median of 272 covered companies
CURRENT VS SECTOR MEDIAN
-472.57%
vs the sector median at left
Fox Factory Holding Corp.
Market Cap
$826.77M
Return on Invested Capital (ROIC)
-17.66%
TTM Avg
-18.90%
3Y Avg
-6.02%
5Y Avg
1.81%
Market Cap
$722.57M
Return on Invested Capital (ROIC)
N/A
TTM Avg
5.99%
3Y Avg
7.58%
5Y Avg
8.84%
Market Cap
$697.75M
Return on Invested Capital (ROIC)
8.82%
TTM Avg
8.82%
3Y Avg
11.19%
5Y Avg
11.98%
Market Cap
$659.80M
Return on Invested Capital (ROIC)
3.38%
TTM Avg
2.01%
3Y Avg
1.86%
5Y Avg
0.61%
Market Cap
$643.38M
Return on Invested Capital (ROIC)
9.04%
TTM Avg
13.85%
3Y Avg
15.84%
5Y Avg
16.44%
Market Cap
$636.81M
Return on Invested Capital (ROIC)
3.33%
TTM Avg
0.90%
3Y Avg
-8.62%
5Y Avg
-3.87%
Market Cap
$611.17M
Return on Invested Capital (ROIC)
N/A
TTM Avg
18.36%
3Y Avg
18.46%
5Y Avg
34.87%
Market Cap
$1.09B
Return on Invested Capital (ROIC)
1.33%
TTM Avg
2.97%
3Y Avg
5.25%
5Y Avg
9.30%
Market Cap
$1.09B
Return on Invested Capital (ROIC)
19.99%
TTM Avg
12.51%
3Y Avg
12.52%
5Y Avg
12.47%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Fox Factory Holding Corp. (FOXF) | $826.77M | -17.66% | -18.90% | -6.02% | 1.81% |
| Bloomin' Brands, Inc. (BLMN)vs › | $722.57M | N/A | 5.99% | 7.58% | 8.84% |
| Legacy Housing Corporation (LEGH)vs › | $697.75M | 8.82% | 8.82% | 11.19% | 11.98% |
| First Watch Restaurant Group, Inc. (FWRG)vs › | $659.80M | 3.38% | 2.01% | 1.86% | 0.61% |
| Papa John's International, Inc. (PZZA)vs › | $643.38M | 9.04% | 13.85% | 15.84% | 16.44% |
| Petco Health and Wellness Company, Inc. (WOOF)vs › | $636.81M | 3.33% | 0.90% | -8.62% | -3.87% |
| Betterware de Mexico, S.A.P.I. de C.V. (BWMX)vs › | $611.17M | N/A | 18.36% | 18.46% | 34.87% |
| LGI Homes, Inc. (LGIH)vs › | $1.09B | 1.33% | 2.97% | 5.25% | 9.30% |
| Karat Packaging Inc. (KRT)vs › | $1.09B | 19.99% | 12.51% | 12.52% | 12.47% |
| XMAX, Inc. (XMAX)vs › | $558.38M | -2.21% | -5.75% | -5.75% | -5.75% |
ROIC
-17.7%
ROE
-44.8%
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) |
|---|---|
| 2026-07-03 | -17.66% |
| 2026-04-03 | -17.55% |
| 2026-01-02 | -35.95% |
| 2025-10-03 | -11.78% |
| 2025-07-04 | -11.58% |
| 2025-04-04 | -11.61% |
| 2025-01-03 | 2.89% |
| 2024-09-27 | 2.79% |
| 2024-06-28 | 3.93% |
| 2024-03-29 | 5.12% |
| 2023-12-29 | 6.86% |
| 2023-09-29 | 12.33% |
| 2023-06-30 | 12.39% |
| 2023-03-31 | 13.36% |
| 2022-12-30 | 15.94% |
| 2022-09-30 | 14.10% |
| 2022-07-01 | 13.33% |
| 2022-04-01 | 12.92% |
| 2021-12-31 | 13.14% |
| 2021-10-01 | 13.22% |
| 2021-07-02 | 13.21% |
| 2021-04-02 | 11.20% |
| 2021-01-01 | 8.84% |
| 2020-10-02 | 8.17% |
| 2020-07-03 | 7.47% |
| 2020-04-03 | 9.53% |
| 2020-01-03 | 18.97% |
| 2019-09-27 | 19.24% |
| 2019-06-28 | 19.10% |
| 2019-03-29 | 19.62% |
| 2018-12-28 | 22.46% |
| 2018-09-28 | 18.93% |
| 2018-06-29 | 17.45% |
| 2018-03-30 | 16.08% |
| 2017-12-29 | 12.97% |
| 2017-09-29 | 17.69% |
| 2017-06-30 | 17.73% |
| 2017-03-31 | 16.83% |
| 2016-12-30 | 14.95% |
| 2016-09-30 | 13.89% |
| 2016-07-01 | 13.39% |
| 2016-04-01 | 13.55% |
| 2015-12-31 | 12.43% |
| 2015-09-30 | 9.84% |
| 2015-06-30 | 9.75% |
| 2015-03-31 | 13.13% |
| 2014-12-31 | 13.94% |
| 2014-09-30 | 17.05% |
| 2014-06-30 | 16.67% |
| 2014-03-31 | 14.32% |
| 2013-12-31 | 23.81% |
| 2013-09-30 | 19.51% |
| 2013-06-30 | 16.01% |
| 2013-03-31 | 17.49% |
| 2012-12-31 | 15.79% |
