Basis: Latest reported fiscal year. 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 15.39%, near the low end of its 5-year range (12.00%–19.31%).
As of the fiscal period ended Wednesday, December 31, 2025. 2.41% above its 12-month average of 12.66%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
12.96%
RETURN ON EQUITY (ROE) AVG TTM
12.66%
RETURN ON EQUITY (ROE) AVG 3Y
15.36%
RETURN ON EQUITY (ROE) AVG 5Y
15.39%
RETURN ON EQUITY (ROE) AVG 10Y
16.98%
RETURN ON EQUITY (ROE) AVG 15Y
16.40%
RETURN ON EQUITY (ROE) AVG 20Y
15.39%
CURRENT VS TTM AVG
+2.41%
CURRENT VS 3Y AVG
-15.64%
CURRENT VS 5Y AVG
-15.80%
CURRENT VS 10Y AVG
-23.67%
CURRENT VS 15Y AVG
-20.99%
CURRENT VS 20Y AVG
-15.81%
SECTOR MEDIAN · INDUSTRIALS
18.16%
median of 131 covered companies
CURRENT VS SECTOR MEDIAN
-28.63%
vs the sector median at left
IDEX Corporation
Market Cap
$17.28B
Return on Equity (ROE)
12.96%
TTM Avg
12.66%
3Y Avg
15.36%
5Y Avg
15.39%
Market Cap
$17.28B
Return on Equity (ROE)
16.49%
TTM Avg
15.93%
3Y Avg
18.25%
5Y Avg
18.04%
Market Cap
$17.13B
Return on Equity (ROE)
16.66%
TTM Avg
12.84%
3Y Avg
11.62%
5Y Avg
10.50%
Market Cap
$17.60B
Return on Equity (ROE)
38.91%
TTM Avg
29.42%
3Y Avg
37.81%
5Y Avg
36.66%
Market Cap
$17.73B
Return on Equity (ROE)
13.61%
TTM Avg
13.58%
3Y Avg
15.42%
5Y Avg
12.83%
Market Cap
$16.79B
Return on Equity (ROE)
32.73%
TTM Avg
29.02%
3Y Avg
25.71%
5Y Avg
22.69%
Market Cap
$17.95B
Return on Equity (ROE)
9.26%
TTM Avg
8.34%
3Y Avg
7.72%
5Y Avg
6.75%
Market Cap
$18.16B
Return on Equity (ROE)
37.19%
TTM Avg
36.69%
3Y Avg
35.02%
5Y Avg
33.42%
Market Cap
$15.69B
Return on Equity (ROE)
6.93%
TTM Avg
4.44%
3Y Avg
1.54%
5Y Avg
3.56%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| IDEX Corporation (IEX) | $17.28B | 12.96% | 12.66% | 15.36% | 15.39% |
| Nordson Corporation (NDSN)vs › | $17.28B | 16.49% | 15.93% | 18.25% | 18.04% |
| Jacobs Solutions Inc. (J)vs › | $17.13B | 16.66% | 12.84% | 11.62% | 10.50% |
| C.H. Robinson Worldwide, Inc. (CHRW)vs › | $17.60B | 38.91% | 29.42% | 37.81% | 36.66% |
| WESCO International, Inc. (WCC)vs › | $17.73B | 13.61% | 13.58% | 15.42% | 12.83% |
| Sterling Infrastructure, Inc. (STRL)vs › | $16.79B | 32.73% | 29.02% | 25.71% | 22.69% |
| RBC Bearings Incorporated (RBC)vs › | $17.95B | 9.26% | 8.34% | 7.72% | 6.75% |
| Rollins, Inc. (ROL)vs › | $18.16B | 37.19% | 36.69% | 35.02% | 33.42% |
| Stanley Black & Decker, Inc. (SWK)vs › | $15.69B | 6.93% | 4.44% | 1.54% | 3.56% |
| BWX Technologies, Inc. (BWXT)vs › | $15.57B | 26.64% | 26.42% | 27.75% | 34.02% |
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) |
|---|---|
| 2025-12-31 | 12.00% |
| 2024-12-31 | 13.31% |
| 2023-12-31 | 16.83% |
| 2022-12-31 | 19.31% |
| 2021-12-31 | 16.03% |
| 2020-12-31 | 14.87% |
| 2019-12-31 | 18.80% |
| 2018-12-31 | 20.60% |
| 2017-12-31 | 17.88% |
| 2016-12-31 | 17.56% |
| 2015-12-31 | 19.59% |
| 2014-12-31 | 18.80% |
| 2013-12-31 | 16.22% |
| 2012-12-31 | 2.57% |
| 2011-12-31 | 12.81% |
| 2010-12-31 | 11.42% |
| 2009-12-31 | 8.94% |
| 2008-12-31 | 11.25% |
| 2007-12-31 | 13.34% |
| 2006-12-31 | 14.98% |
| 2005-12-31 | 13.34% |
| 2004-12-31 | 12.11% |
| 2003-12-31 | 10.53% |
| 2002-12-31 | 10.68% |
| 2001-12-31 | 8.15% |
| 2000-12-31 | 16.94% |
| 1999-12-31 | 16.53% |
| 1998-12-31 | 22.59% |
| 1997-12-31 | 24.59% |
| 1996-12-31 | 25.68% |
