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 1.33% is 84% below its 5-year average of 8.41%, near the low end of its 5-year range (1.33%–22.63%).
As of the fiscal period ended Tuesday, June 30, 2026. 30.42% below its 12-month average of 1.91%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 1.33%.
RETURN ON INVESTED CAPITAL (ROIC)
1.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
1.91%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.77%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
8.41%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
10.07%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-30.42%
CURRENT VS 3Y AVG
-64.80%
CURRENT VS 5Y AVG
-84.20%
CURRENT VS 10Y AVG
-86.81%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
5.80%
median of 229 covered companies
CURRENT VS SECTOR MEDIAN
-77.10%
vs the sector median at left
LGI Homes, Inc.
Market Cap
$1.07B
Return on Invested Capital (ROIC)
1.33%
TTM Avg
1.91%
3Y Avg
3.77%
5Y Avg
8.41%
Market Cap
$1.08B
Return on Invested Capital (ROIC)
19.99%
TTM Avg
12.51%
3Y Avg
12.52%
5Y Avg
12.47%
Market Cap
$1.16B
Return on Invested Capital (ROIC)
7.74%
TTM Avg
7.76%
3Y Avg
8.86%
5Y Avg
7.93%
Market Cap
$1.17B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.22B
Return on Invested Capital (ROIC)
10.17%
TTM Avg
5.64%
3Y Avg
9.87%
5Y Avg
11.80%
Market Cap
$1.26B
Return on Invested Capital (ROIC)
-0.33%
TTM Avg
1.58%
3Y Avg
3.12%
5Y Avg
5.99%
Market Cap
$1.29B
Return on Invested Capital (ROIC)
5.10%
TTM Avg
4.83%
3Y Avg
2.61%
5Y Avg
-0.16%
Market Cap
$815.24M
Return on Invested Capital (ROIC)
-17.66%
TTM Avg
-16.53%
3Y Avg
-8.73%
5Y Avg
-0.28%
Market Cap
$1.33B
Return on Invested Capital (ROIC)
-67.71%
TTM Avg
-44.45%
3Y Avg
-41.78%
5Y Avg
-39.45%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| LGI Homes, Inc. (LGIH) | $1.07B | 1.33% | 1.91% | 3.77% | 8.41% |
| Karat Packaging Inc. (KRT)vs › | $1.08B | 19.99% | 12.51% | 12.52% | 12.47% |
| G-III Apparel Group, Ltd. (GIII)vs › | $1.16B | 7.74% | 7.76% | 8.86% | 7.93% |
| BOXABL Inc. (BXBL)vs › | $1.17B | N/A | N/A | N/A | N/A |
| Carter's Inc. (CRI)vs › | $1.22B | 10.17% | 5.64% | 9.87% | 11.80% |
| Cracker Barrel Old Country Store (CBRL)vs › | $1.26B | -0.33% | 1.58% | 3.12% | 5.99% |
| BJ's Restaurants, Inc. (BJRI)vs › | $1.29B | 5.10% | 4.83% | 2.61% | -0.16% |
| Fox Factory Holding Corp. (FOXF)vs › | $815.24M | -17.66% | -16.53% | -8.73% | -0.28% |
| Lucid Group, Inc. (LCID)vs › | $1.33B | -67.71% | -44.45% | -41.78% | -39.45% |
| National Vision Holdings, Inc. (EYE)vs › | $1.34B | 3.86% | 2.52% | -0.25% | 2.94% |
ROIC
1.3%
ROE
3.1%
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) |
|---|---|
| 2026-06-30 | 1.33% |
| 2026-03-31 | 1.45% |
| 2025-12-31 | 1.50% |
| 2025-09-30 | 2.05% |
| 2025-06-30 | 3.22% |
| 2025-03-31 | 3.91% |
| 2024-12-31 | 4.44% |
| 2024-09-30 | 4.63% |
| 2024-06-30 | 5.03% |
| 2024-03-31 | 5.20% |
| 2023-12-31 | 5.25% |
| 2023-09-30 | 5.09% |
| 2023-06-30 | 5.97% |
| 2023-03-31 | 8.55% |
| 2022-12-31 | 10.27% |
| 2022-09-30 | 13.06% |
| 2022-06-30 | 15.12% |
| 2022-03-31 | 16.51% |
| 2021-12-31 | 19.10% |
| 2021-09-30 | 22.27% |
| 2021-06-30 | 22.63% |
| 2021-03-31 | 22.22% |
| 2020-12-31 | 15.73% |
| 2020-09-30 | 14.83% |
| 2020-06-30 | 13.61% |
| 2020-03-31 | 12.11% |
| 2019-12-31 | 11.11% |
| 2019-09-30 | 10.02% |
| 2019-06-30 | 9.88% |
| 2019-03-31 | 10.61% |
| 2018-12-31 | 11.92% |
| 2018-09-30 | 11.67% |
| 2018-06-30 | 12.36% |
| 2018-03-31 | 11.39% |
| 2017-12-31 | 11.63% |
| 2017-09-30 | 10.47% |
| 2017-06-30 | 9.66% |
| 2017-03-31 | 8.87% |
| 2016-12-31 | 9.73% |
| 2016-09-30 | 9.22% |
| 2016-06-30 | 9.34% |
| 2016-03-31 | 9.10% |
| 2015-12-31 | 9.39% |
| 2015-09-30 | 8.86% |
| 2015-06-30 | 7.62% |
| 2015-03-31 | 6.95% |
| 2014-12-31 | 6.91% |
| 2014-09-30 | 7.13% |
| 2014-06-30 | 8.20% |
| 2014-03-31 | 8.22% |
| 2013-12-31 | 7.81% |
| 2013-09-30 | 18.44% |
| 2013-06-30 | 18.83% |
