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 -10.30% is 239% below its 5-year average of -3.04%, near the low end of its 5-year range (-11.26%–10.97%).
As of the fiscal period ended Friday, July 31, 2026. 15.70% below its 12-month average of -8.90%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-07-31): -10.30%.
RETURN ON INVESTED CAPITAL (ROIC)
-10.30%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-8.90%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-3.75%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-3.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
-0.91%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
-0.06%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-15.70%
CURRENT VS 3Y AVG
-174.77%
CURRENT VS 5Y AVG
-238.91%
CURRENT VS 10Y AVG
-1031.20%
CURRENT VS 15Y AVG
-16317.75%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER DEFENSIVE
5.73%
median of 135 covered companies
CURRENT VS SECTOR MEDIAN
-279.81%
vs the sector median at left
Limoneira Company
Market Cap
$221.94M
Return on Invested Capital (ROIC)
-10.30%
TTM Avg
-8.90%
3Y Avg
-3.75%
5Y Avg
-3.04%
Market Cap
$220.08M
Return on Invested Capital (ROIC)
10.01%
TTM Avg
7.80%
3Y Avg
7.46%
5Y Avg
9.92%
Market Cap
$278.26M
Return on Invested Capital (ROIC)
-27.09%
TTM Avg
-2.99%
3Y Avg
3.42%
5Y Avg
6.14%
Market Cap
$285.12M
Return on Invested Capital (ROIC)
-12.29%
TTM Avg
-57.03%
3Y Avg
-30.13%
5Y Avg
-19.44%
Market Cap
$301.50M
Return on Invested Capital (ROIC)
1.50%
TTM Avg
2.35%
3Y Avg
7.27%
5Y Avg
6.74%
Market Cap
$303.17M
Return on Invested Capital (ROIC)
1.50%
TTM Avg
2.35%
3Y Avg
7.27%
5Y Avg
6.74%
Market Cap
$137.85M
Return on Invested Capital (ROIC)
-44.87%
TTM Avg
-33.98%
3Y Avg
-37.88%
5Y Avg
-29.55%
Market Cap
$304.35M
Return on Invested Capital (ROIC)
1.50%
TTM Avg
2.35%
3Y Avg
7.27%
5Y Avg
6.74%
Market Cap
$308.76M
Return on Invested Capital (ROIC)
1.50%
TTM Avg
2.35%
3Y Avg
7.27%
5Y Avg
6.74%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Limoneira Company (LMNR) | $221.94M | -10.30% | -8.90% | -3.75% | -3.04% |
| Nature's Sunshine Products, Inc. (NATR)vs › | $220.08M | 10.01% | 7.80% | 7.46% | 9.92% |
| MGP Ingredients, Inc. (MGPI)vs › | $278.26M | -27.09% | -2.99% | 3.42% | 6.14% |
| Alico, Inc. (ALCO)vs › | $285.12M | -12.29% | -57.03% | -30.13% | -19.44% |
| CHS Inc. (CHSCM)vs › | $301.50M | 1.50% | 2.35% | 7.27% | 6.74% |
| CHS Inc. (CHSCN)vs › | $303.17M | 1.50% | 2.35% | 7.27% | 6.74% |
| Beyond Meat, Inc. (BYND)vs › | $137.85M | -44.87% | -33.98% | -37.88% | -29.55% |
| CHS Inc. (CHSCP)vs › | $304.35M | 1.50% | 2.35% | 7.27% | 6.74% |
| CHS Inc. (CHSCL)vs › | $308.76M | 1.50% | 2.35% | 7.27% | 6.74% |
| CHS Inc. (CHSCO)vs › | $309.66M | 1.50% | 2.35% | 7.27% | 6.74% |
ROIC
-10.3%
ROE
-29.8%
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) |
|---|---|
| 2026-07-31 | -10.30% |
| 2026-04-30 | -11.26% |
| 2026-01-31 | -10.22% |
| 2025-10-31 | -8.34% |
| 2025-07-31 | -4.40% |
| 2025-04-30 | -0.91% |
| 2025-01-31 | -0.76% |
| 2024-10-31 | -1.48% |
| 2024-07-31 | -3.28% |
| 2024-04-30 | -8.33% |
| 2024-01-31 | -3.46% |
| 2023-10-31 | 6.22% |
| 2023-07-31 | 7.78% |
| 2023-04-30 | 10.97% |
| 2023-01-31 | 8.60% |
| 2022-10-31 | 0.08% |
| 2022-07-31 | -1.14% |
| 2022-04-30 | -3.30% |
| 2022-01-31 | -2.83% |
| 2021-10-31 | -1.76% |
| 2021-07-31 | -2.64% |
| 2021-04-30 | -3.01% |
| 2021-01-31 | -4.43% |
| 2020-10-31 | -5.26% |
| 2020-07-31 | -3.50% |
| 2020-04-30 | -3.44% |
| 2020-01-31 | -2.88% |
| 2019-10-31 | -1.49% |
| 2019-07-31 | -3.03% |
| 2019-04-30 | -0.49% |
| 2019-01-31 | 1.80% |
| 2018-10-31 | 2.39% |
| 2018-07-31 | 3.82% |
| 2018-04-30 | 4.82% |
| 2018-01-31 | 4.01% |
| 2017-10-31 | 2.30% |
| 2017-07-31 | 2.94% |
| 2017-04-30 | 3.22% |
| 2017-01-31 | 2.56% |
| 2016-10-31 | 1.96% |
| 2016-07-31 | 1.13% |
| 2016-04-30 | -0.27% |
| 2016-01-31 | 0.18% |
| 2015-10-31 | 1.17% |
| 2015-07-31 | 1.26% |
| 2015-04-30 | 2.76% |
| 2015-01-31 | 2.67% |
| 2014-10-31 | 2.87% |
| 2014-07-31 | 4.01% |
| 2014-04-30 | 2.85% |
| 2014-01-31 | 2.59% |
| 2013-10-31 | 1.65% |
| 2013-07-31 | 2.77% |
| 2013-04-30 | 1.87% |
| 2013-01-31 | 1.38% |
| 2012-10-31 | 1.69% |
| 2012-07-31 | 2.03% |
| 2012-04-30 | 1.89% |
| 2012-01-31 | 0.80% |
| 2011-10-31 | 0.45% |
| 2011-07-31 | -1.28% |
| 2011-04-30 | -0.13% |
| 2011-01-31 | 1.51% |
| 2010-10-31 | 2.03% |
| 2010-07-31 | 0.34% |
| 2010-04-30 | -3.72% |
