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 equity (ROE) high or low?
The return on equity (ROE) of 12.96% is 16% below its 5-year average of 15.47%, near the low end of its 5-year range (11.70%–20.54%).
As of the fiscal period ended Tuesday, June 30, 2026. 6.04% above its 12-month average of 12.22%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 12.96%.
RETURN ON EQUITY (ROE)
12.96%
RETURN ON EQUITY (ROE) AVG TTM
12.22%
RETURN ON EQUITY (ROE) AVG 3Y
14.18%
RETURN ON EQUITY (ROE) AVG 5Y
15.47%
RETURN ON EQUITY (ROE) AVG 10Y
16.72%
RETURN ON EQUITY (ROE) AVG 15Y
16.32%
RETURN ON EQUITY (ROE) AVG 20Y
15.20%
CURRENT VS TTM AVG
+6.04%
CURRENT VS 3Y AVG
-8.60%
CURRENT VS 5Y AVG
-16.19%
CURRENT VS 10Y AVG
-22.47%
CURRENT VS 15Y AVG
-20.59%
CURRENT VS 20Y AVG
-14.70%
SECTOR MEDIAN · INDUSTRIALS
17.21%
median of 149 covered companies
CURRENT VS SECTOR MEDIAN
-24.69%
vs the sector median at left
IDEX Corporation
Market Cap
$16.84B
Return on Equity (ROE)
12.96%
TTM Avg
12.22%
3Y Avg
14.18%
5Y Avg
15.47%
Market Cap
$17.02B
Return on Equity (ROE)
14.47%
TTM Avg
8.91%
3Y Avg
4.30%
5Y Avg
7.70%
Market Cap
$16.47B
Return on Equity (ROE)
4.01%
TTM Avg
11.45%
3Y Avg
20.13%
5Y Avg
15.98%
Market Cap
$17.23B
Return on Equity (ROE)
38.91%
TTM Avg
29.42%
3Y Avg
37.81%
5Y Avg
36.66%
Market Cap
$17.48B
Return on Equity (ROE)
15.78%
TTM Avg
13.46%
3Y Avg
14.14%
5Y Avg
15.62%
Market Cap
$17.61B
Return on Equity (ROE)
13.61%
TTM Avg
13.58%
3Y Avg
15.42%
5Y Avg
12.83%
Market Cap
$15.98B
Return on Equity (ROE)
10.25%
TTM Avg
12.84%
3Y Avg
11.62%
5Y Avg
10.50%
Market Cap
$15.94B
Return on Equity (ROE)
9.26%
TTM Avg
8.34%
3Y Avg
7.72%
5Y Avg
6.75%
Market Cap
$15.76B
Return on Equity (ROE)
31.79%
TTM Avg
29.02%
3Y Avg
25.71%
5Y Avg
22.69%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| IDEX Corporation (IEX) | $16.84B | 12.96% | 12.22% | 14.18% | 15.47% |
| MasTec, Inc. (MTZ)vs › | $17.02B | 14.47% | 8.91% | 4.30% | 7.70% |
| CNH Industrial N.V. (CNH)vs › | $16.47B | 4.01% | 11.45% | 20.13% | 15.98% |
| C.H. Robinson Worldwide, Inc. (CHRW)vs › | $17.23B | 38.91% | 29.42% | 37.81% | 36.66% |
| Equifax Inc. (EFX)vs › | $17.48B | 15.78% | 13.46% | 14.14% | 15.62% |
| WESCO International, Inc. (WCC)vs › | $17.61B | 13.61% | 13.58% | 15.42% | 12.83% |
| Jacobs Solutions Inc. (J)vs › | $15.98B | 10.25% | 12.84% | 11.62% | 10.50% |
| RBC Bearings Incorporated (RBC)vs › | $15.94B | 9.26% | 8.34% | 7.72% | 6.75% |
| Sterling Infrastructure, Inc. (STRL)vs › | $15.76B | 31.79% | 29.02% | 25.71% | 22.69% |
| Nordson Corporation (NDSN)vs › | $18.01B | 16.98% | 15.93% | 18.25% | 18.04% |
ROE
13.0%
ROA
7.5%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 12.96% |
| 2026-03-31 | 12.54% |
| 2025-12-31 | 12.00% |
| 2025-09-30 | 11.92% |
| 2025-06-30 | 11.70% |
| 2025-03-31 | 12.26% |
| 2024-12-31 | 13.31% |
| 2024-09-30 | 12.84% |
| 2024-06-30 | 15.88% |
| 2024-03-31 | 15.96% |
| 2023-12-31 | 16.83% |
| 2023-09-30 | 18.23% |
| 2023-06-30 | 17.91% |
| 2023-03-31 | 18.17% |
| 2022-12-31 | 19.31% |
| 2022-09-30 | 20.54% |
| 2022-06-30 | 18.39% |
| 2022-03-31 | 16.44% |
| 2021-12-31 | 16.03% |
| 2021-09-30 | 15.84% |
| 2021-06-30 | 15.71% |
| 2021-03-31 | 14.89% |
| 2020-12-31 | 14.87% |
| 2020-09-30 | 15.59% |
| 2020-06-30 | 16.58% |
| 2020-03-31 | 18.71% |
| 2019-12-31 | 18.80% |
| 2019-09-30 | 19.73% |
| 2019-06-30 | 20.26% |
| 2019-03-31 | 20.53% |
| 2018-12-31 | 20.60% |
| 2018-09-30 | 19.71% |
| 2018-06-30 | 19.28% |
| 2018-03-31 | 17.86% |
| 2017-12-31 | 17.88% |
| 2017-09-30 | 16.62% |
| 2017-06-30 | 16.62% |
| 2017-03-31 | 16.99% |
| 2016-12-31 | 17.56% |
| 2016-09-30 | 18.11% |
| 2016-06-30 | 19.45% |
| 2016-03-31 | 19.09% |
| 2015-12-31 | 19.59% |
| 2015-09-30 | 19.37% |
| 2015-06-30 | 18.46% |
| 2015-03-31 | 18.66% |
| 2014-12-31 | 18.80% |
| 2014-09-30 | 17.97% |
| 2014-06-30 | 17.09% |
| 2014-03-31 | 16.56% |
| 2013-12-31 | 16.22% |
| 2013-09-30 | 4.53% |
| 2013-06-30 | 3.72% |
| 2013-03-31 | 3.16% |
| 2012-12-31 | 2.57% |
| 2012-09-30 | 12.68% |
| 2012-06-30 | 12.81% |
| 2012-03-31 | 12.38% |
| 2011-12-31 | 12.81% |
| 2011-09-30 | 12.49% |
| 2011-06-30 | 11.80% |
| 2011-03-31 | 11.43% |
| 2010-12-31 | 11.42% |
| 2010-09-30 | 11.13% |
| 2010-06-30 | 11.00% |
| 2010-03-31 | 9.88% |
| 2009-12-31 | 8.94% |
| 2009-09-30 | 8.51% |
| 2009-06-30 | 7.86% |
| 2009-03-31 | 9.76% |
| 2008-12-31 | 11.25% |
| 2008-09-30 | 11.54% |
| 2008-06-30 | 12.89% |
| 2008-03-31 | 13.01% |
| 2007-12-31 | 13.34% |
| 2007-09-30 | 13.63% |
| 2007-06-30 | 14.99% |
| 2007-03-31 | 14.90% |
| 2006-12-31 | 14.98% |
| 2006-09-30 | 14.64% |
| 2006-06-30 | 13.39% |
| 2006-03-31 | 13.37% |
| 2005-12-31 | 13.34% |
| 2005-09-30 | 13.12% |
| 2005-06-30 | 13.21% |
| 2005-03-31 | 12.66% |
| 2004-12-31 | 12.11% |
| 2004-09-30 | 12.10% |
| 2004-06-30 | 11.47% |
| 2004-03-31 | 11.02% |
| 2003-12-31 | 10.53% |
| 2003-09-30 | 10.29% |
| 2003-06-30 | 10.37% |
