Return on Invested Capital (ROIC): 8.61%
Is the return on invested capital (ROIC) high or low?
The return on invested capital (ROIC) of 8.61% is 18% below its 5-year average of 10.47%, near the low end of its 5-year range (8.61%–12.39%).
As of Thursday, June 25, 2026. 1.15% below its 12-month average of 8.71%.
IEX Return on Invested Capital (ROIC) Chart
Annual fiscal-year return on invested capital; no daily interpolation.
IEX Average Return on Invested Capital (ROIC) Chart
IEX Current vs Average Return on Invested Capital (ROIC) Chart
IEX Return on Invested Capital (ROIC) Metrics
RETURN ON INVESTED CAPITAL (ROIC)
8.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
8.71%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
10.18%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
10.47%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
11.60%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
10.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
10.48%
CURRENT VS TTM AVG
-1.15%
CURRENT VS 3Y AVG
-15.44%
CURRENT VS 5Y AVG
-17.74%
CURRENT VS 10Y AVG
-25.78%
CURRENT VS 15Y AVG
-21.18%
CURRENT VS 20Y AVG
-17.82%
IEX Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| IDEX Corporation (IEX) | $16.88B | 8.61% | 8.71% | 10.18% | 10.47% |
| Nordson Corporation (NDSN)vs › | $16.97B | 10.68% | 10.14% | 11.93% | 11.77% |
| Generac Holdings Inc. (GNRC)vs › | $17.38B | 5.29% | 7.59% | 8.14% | 10.33% |
| WESCO International, Inc. (WCC)vs › | $17.41B | 7.45% | 7.83% | 8.71% | 7.42% |
| Textron Inc. (TXT)vs › | $15.49B | 7.33% | 7.33% | 6.69% | 6.36% |
| Fortive Corporation (FTV)vs › | $18.82B | 7.44% | 7.04% | 6.69% | 6.01% |
| Jacobs Solutions Inc. (J)vs › | $14.63B | 6.50% | 6.56% | 5.48% | 5.06% |
| BWX Technologies, Inc. (BWXT)vs › | $19.14B | 7.42% | 10.11% | 11.06% | 12.05% |
| Stanley Black & Decker, Inc. (SWK)vs › | $14.35B | 6.41% | 6.41% | 5.90% | 6.26% |
| Advanced Energy Industries, Inc. (AEIS)vs › | $14.27B | 8.08% | 4.97% | 6.72% | 7.83% |
Capital Efficiency
ROIC
8.6%
ROE
12.5%
Return on Invested Capital (ROIC) Formula & Definition
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Return on Invested Capital (ROIC) FAQ
- What is the return on invested capital (ROIC) for IDEX Corporation (IEX)?
- The return on invested capital (ROIC) for IEX stock is 8.61%.
- Is IDEX Corporation's return on invested capital (ROIC) high or low?
- The return on invested capital (ROIC) of 8.61% is 18% below its 5-year average of 10.47%, near the low end of its 5-year range (8.61%–12.39%).
- What is the TTM average return on invested capital (ROIC) for IDEX Corporation (IEX)?
- The TTM average return on invested capital (ROIC) for IEX stock is 8.71%.
- What is the 3Y average return on invested capital (ROIC) for IDEX Corporation (IEX)?
- The 3Y average return on invested capital (ROIC) for IEX stock is 10.18%.
- What is the 5Y average return on invested capital (ROIC) for IDEX Corporation (IEX)?
- The 5Y average return on invested capital (ROIC) for IEX stock is 10.47%.
- What is the 10Y average return on invested capital (ROIC) for IDEX Corporation (IEX)?
- The 10Y average return on invested capital (ROIC) for IEX stock is 11.60%.
- What is the 15Y average return on invested capital (ROIC) for IDEX Corporation (IEX)?
- The 15Y average return on invested capital (ROIC) for IEX stock is 10.92%.
- What is the 20Y average return on invested capital (ROIC) for IDEX Corporation (IEX)?
- The 20Y average return on invested capital (ROIC) for IEX stock is 10.48%.
IEX Return on Invested Capital (ROIC) History
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-12-31 | 8.61% |
| 2024-12-31 | 8.81% |
| 2023-12-31 | 10.92% |
| 2022-12-31 | 12.39% |
| 2021-12-31 | 11.38% |
| 2020-12-31 | 10.69% |
| 2019-12-31 | 13.84% |
| 2018-12-31 | 14.60% |
| 2017-12-31 | 12.26% |
| 2016-12-31 | 11.66% |
| 2015-12-31 | 12.44% |
| 2014-12-31 | 12.29% |
| 2013-12-31 | 11.15% |
| 2012-12-31 | 6.27% |
| 2011-12-31 | 9.31% |
| 2010-12-31 | 8.16% |
| 2009-12-31 | 6.87% |
| 2008-12-31 | 8.56% |
| 2007-12-31 | 9.41% |
| 2006-12-31 | 9.64% |
| 2005-12-31 | 10.76% |
| 2004-12-31 | 9.29% |
| 2003-12-31 | 8.39% |
| 2002-12-31 | 7.87% |
| 2001-12-31 | 5.98% |
| 2000-12-31 | 10.94% |
| 1999-12-31 | 10.09% |
| 1998-12-31 | 11.04% |
| 1997-12-31 | 12.58% |
| 1996-12-31 | 12.75% |
Related Metrics
About IDEX Corporation
IDEX Corporation is an international enterprise specializing in engineered solutions across diverse sectors. The company operates through three primary business units: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT division is responsible for the design, production, and distribution of a range of fluid-handling equipment, including positive displacement pumps, flow meters, and injectors, alongside offering flow monitoring and related services. Its applications span the food, chemical, general industrial, water management, agricultural, and energy industries. Under the HST umbrella, IDEX develops and supplies precision components and systems for health and scientific applications. This includes advanced fluidic devices, various types of pumps (rotary lobe, centrifugal, positive displacement), roll compaction and drying technologies, pneumatic components, and sealing solutions, as well as biocompatible medical devices, optical components, and precision photonic solutions. Key markets for this segment encompass food and beverage, pharmaceutical, cosmetics, marine, chemical, wastewater treatment, life sciences, research, and defense. Finally, the FSDP segment delivers critical equipment for emergency services, such as firefighting pumps, valves, rescue tools, and lifting bags. It also provides engineered stainless steel banding and clamping devices for industrial and commercial use, alongside specialized precision equipment for dispensing, metering, and mixing colorants and paints for retail and commercial clients. IDEX Corporation was founded in 1987 and maintains its headquarters in Northbrook, Illinois.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Eric D. Ashleman