Otter Tail (OTTR) ROIC: History & Chart

Name: Otter Tail Corporation (OTTR) Return on Invested Capital (ROIC) — historical time series
Creator: TGMCharts

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Otter Tail Corporation(OTTR)

Conglomerates · Fergus Falls, MN

$88.92+0.50 (+0.57%)

Delayed quote: Oct 6, 2026, 3:40 PM EDT

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About Otter Tail Corporation

Otter Tail Corporation, an entity founded in 1907 and based in Fergus Falls, Minnesota, is a diversified enterprise conducting business in the United States across three primary sectors: an electric utility, manufacturing operations, and the production of plastic pipes. The company adopted its current name in 2001, having previously been known as Otter Tail Power Company. The Electric segment is responsible for generating, transmitting, distributing, and selling electricity. It serves approximately 133,000 residential, industrial, and commercial customers across Minnesota, North Dakota, and South Dakota. This segment draws its power from a mix of sources including coal, wind, hydroelectric, and natural gas, and actively participates in the Midcontinent Independent System Operator, Inc. (MISO) markets. Through its Manufacturing segment, the company offers services such as contract machining, metal parts stamping, fabrication, and painting. It also produces specialized plastic thermoformed products, including containers for horticultural purposes, packaging solutions for the life sciences and industrial sectors, and components for material handling. These products cater to a wide array of industries, such as recreational vehicles, agriculture, construction, lawn and garden, and industrial and energy equipment. Additionally, this segment manufactures custom packaging like clamshells, blister packs, and returnable trays, designed to transport and store unusually shaped or delicate parts for clients in the horticulture, medical, industrial, recreation, and electronics fields. Finally, the Plastics segment focuses on manufacturing polyvinyl chloride (PVC) pipes. These pipes are essential for various water management applications, including municipal water supply, rural water systems, wastewater treatment, storm drainage, and water reclamation projects. The products from this segment are sold to wholesalers and distributors through a combination of independent sales representatives, internal sales personnel, and dedicated customer service teams.

Fergus Falls, MN

2,198 employees

www.ottertail.com

Industrials / Conglomerates

Sector: Industrials
Industry: Conglomerates
CEO: Charles S. MacFarlane

View full financials

OTTR Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

5.54%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

7.57%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

8.90%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

9.18%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

7.25%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

6.20%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

5.06%

CURRENT VS TTM AVG

-26.76%

CURRENT VS 3Y AVG

-37.76%

CURRENT VS 5Y AVG

-39.63%

CURRENT VS 10Y AVG

-23.55%

CURRENT VS 15Y AVG

-10.59%

CURRENT VS 20Y AVG

+9.45%

SECTOR MEDIAN · INDUSTRIALS

3.25%

median of 465 covered companies

CURRENT VS SECTOR MEDIAN

+70.49%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
Otter Tail Corporation (OTTR)	$3.73B	5.54%	7.57%	8.90%	9.18%
Firefly Aerospace Inc. (FLY)vs ›	$3.76B	-24.61%	-52.30%	-58.58%	-58.58%
SkyWest, Inc. (SKYW)vs ›	$3.85B	7.28%	6.70%	4.21%	3.61%
Badger Meter, Inc. (BMI)vs ›	$3.59B	14.81%	16.85%	15.61%	14.72%
Teekay Tankers Ltd. (TNK)vs ›	$3.51B	17.97%	15.37%	19.26%	11.99%
SiteOne Landscape Supply, Inc. (SITE)vs ›	$3.94B	7.00%	6.70%	8.80%	10.34%
Avis Budget Group, Inc. (CAR)vs ›	$3.96B	6.73%	4.82%	6.62%	5.36%
Bright Horizons Family Solutions Inc. (BFAM)vs ›	$3.46B	6.87%	6.04%	4.79%	4.02%
TORM plc (TRMD)vs ›	$4.00B	18.35%	15.14%	19.78%	14.39%
Exponent, Inc. (EXPO)vs ›	$3.34B	18.49%	13.96%	14.96%	17.01%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

Otter Tail Corporation (OTTR)

$3.73B

5.54%

7.57%

8.90%

9.18%

Firefly Aerospace Inc. (FLY)vs ›

$3.76B

-24.61%

-52.30%

-58.58%

SkyWest, Inc. (SKYW)vs ›

$3.85B

7.28%

6.70%

4.21%

3.61%

Badger Meter, Inc. (BMI)vs ›

$3.59B

14.81%

16.85%

15.61%

14.72%

Teekay Tankers Ltd. (TNK)vs ›

$3.51B

17.97%

15.37%

19.26%

11.99%

SiteOne Landscape Supply, Inc. (SITE)vs ›

$3.94B

7.00%

6.70%

8.80%

10.34%

Avis Budget Group, Inc. (CAR)vs ›

$3.96B

6.73%

4.82%

6.62%

5.36%

Bright Horizons Family Solutions Inc. (BFAM)vs ›

$3.46B

6.87%

6.04%

4.79%

4.02%

TORM plc (TRMD)vs ›

$4.00B

18.35%

15.14%

19.78%

14.39%

Exponent, Inc. (EXPO)vs ›

$3.34B

18.49%

13.96%

14.96%

17.01%

Return on Invested Capital (ROIC) Formula & Definition

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.

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for Otter Tail Corporation (OTTR)?

The return on invested capital (ROIC) for OTTR stock is 5.54%.

Is Otter Tail Corporation's return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 5.54% is 40% below its 5-year average of 9.18%, near the low end of its 5-year range (5.54%–12.14%).

What is the TTM average return on invested capital (ROIC) for Otter Tail Corporation (OTTR)?

The TTM average return on invested capital (ROIC) for OTTR stock is 7.57%.

What is the 3Y average return on invested capital (ROIC) for Otter Tail Corporation (OTTR)?

The 3Y average return on invested capital (ROIC) for OTTR stock is 8.90%.

What is the 5Y average return on invested capital (ROIC) for Otter Tail Corporation (OTTR)?

The 5Y average return on invested capital (ROIC) for OTTR stock is 9.18%.

What is the 10Y average return on invested capital (ROIC) for Otter Tail Corporation (OTTR)?

The 10Y average return on invested capital (ROIC) for OTTR stock is 7.25%.

What is the 15Y average return on invested capital (ROIC) for Otter Tail Corporation (OTTR)?

The 15Y average return on invested capital (ROIC) for OTTR stock is 6.20%.

What is the 20Y average return on invested capital (ROIC) for Otter Tail Corporation (OTTR)?

The 20Y average return on invested capital (ROIC) for OTTR stock is 5.06%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2026-06-30	5.54%
2026-03-19	7.74%
2025-12-31	7.88%
2025-09-30	8.17%
2025-06-30	8.49%
2025-03-31	8.81%
2024-12-31	9.16%
2024-09-30	9.39%
2024-06-30	10.01%
2024-03-31	10.14%
2023-12-31	10.15%
2023-09-30	10.03%
2023-06-30	10.20%
2023-03-31	10.69%
2022-12-31	11.61%
2022-09-30	12.14%
2022-06-30	11.14%
2022-03-31	9.77%
2021-12-31	8.34%
2021-09-30	7.03%
2021-06-30	6.31%
2021-03-31	5.26%
2020-12-31	5.17%
2020-09-30	5.40%
2020-06-30	5.11%
2020-03-31	5.19%
2019-12-31	5.37%
2019-09-30	5.30%
2019-06-30	5.43%
2019-03-31	5.62%
2018-12-31	5.78%
2018-09-30	5.86%
2018-06-30	5.56%
2018-03-31	5.34%
2017-12-31	4.93%
2017-09-30	5.07%
2017-06-30	4.98%
2017-03-31	4.93%
2016-12-31	4.73%
2016-09-30	4.64%
2016-06-30	4.73%
2016-03-31	4.75%
2015-12-31	4.74%
2015-09-30	4.63%
2015-06-30	4.77%
2015-03-31	4.58%
2014-12-31	5.04%
2014-09-30	5.59%
2014-06-30	5.54%
2014-03-31	5.43%
2013-12-31	5.47%
2013-09-30	4.89%
2013-06-30	5.09%
2013-03-31	3.45%
2012-12-31	2.75%
2012-09-30	1.45%
2012-06-30	1.11%
2012-03-31	3.40%
2011-12-31	3.02%
2011-09-30	2.58%
2011-06-30	2.59%
2011-03-31	1.97%
2010-12-31	1.20%
2010-09-30	1.91%
2010-06-30	2.10%
2010-03-31	3.17%
2009-12-31	2.81%
2009-09-30	2.99%
2009-06-30	2.93%
2009-03-31	3.06%
2008-12-31	3.28%
2008-09-30	3.74%
2008-06-30	4.03%
2008-03-31	5.07%
2007-12-31	5.27%
2007-09-30	5.49%
2007-06-30	5.59%
2007-03-31	5.31%
2006-12-31	5.89%
2006-09-30	5.91%
2006-06-30	6.33%
2006-03-31	6.45%
2005-12-31	6.29%
2005-09-30	6.25%
2005-06-30	5.52%
2005-03-31	5.36%
2004-12-31	5.19%
2004-09-30	4.88%
2004-06-30	5.66%
2004-03-31	5.76%
2003-12-31	5.99%
2003-09-30	6.37%
2003-06-30	6.53%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2026-06-30

5.54%

2026-03-19

7.74%

2025-12-31

7.88%

2025-09-30

8.17%

2025-06-30

8.49%

2025-03-31

8.81%

2024-12-31

9.16%

2024-09-30

9.39%

2024-06-30

10.01%

2024-03-31

10.14%

2023-12-31

10.15%

2023-09-30

10.03%

2023-06-30

10.20%

2023-03-31

10.69%

2022-12-31

11.61%

2022-09-30

12.14%

2022-06-30

11.14%

2022-03-31

9.77%

2021-12-31

8.34%

2021-09-30

7.03%

2021-06-30

6.31%

2021-03-31

5.26%

2020-12-31

5.17%

2020-09-30

5.40%

2020-06-30

5.11%

2020-03-31

5.19%

2019-12-31

5.37%

2019-09-30

5.30%

2019-06-30

5.43%

2019-03-31

5.62%

2018-12-31

5.78%

2018-09-30

5.86%

2018-06-30

5.56%

2018-03-31

5.34%

2017-12-31

4.93%

2017-09-30

5.07%

2017-06-30

4.98%

2017-03-31

4.93%

2016-12-31

4.73%

2016-09-30

4.64%

2016-06-30

4.73%

2016-03-31

4.75%

2015-12-31

4.74%

2015-09-30

4.63%

2015-06-30

4.77%

2015-03-31

4.58%

2014-12-31

5.04%

2014-09-30

5.59%

2014-06-30

5.54%

2014-03-31

5.43%

2013-12-31

5.47%

2013-09-30

4.89%

2013-06-30

5.09%

2013-03-31

3.45%

2012-12-31

2.75%

2012-09-30

1.45%

2012-06-30

1.11%

2012-03-31

3.40%

2011-12-31

3.02%

2011-09-30

2.58%

2011-06-30

2.59%

2011-03-31

1.97%

2010-12-31

1.20%

2010-09-30

1.91%

2010-06-30

2.10%

2010-03-31

3.17%

2009-12-31

2.81%

2009-09-30

2.99%

2009-06-30

2.93%

2009-03-31

3.06%

2008-12-31

3.28%

2008-09-30

3.74%

2008-06-30

4.03%

2008-03-31

5.07%

2007-12-31

5.27%

2007-09-30

5.49%

2007-06-30

5.59%

2007-03-31

5.31%

2006-12-31

5.89%

2006-09-30

5.91%

2006-06-30

6.33%

2006-03-31

6.45%

2005-12-31

6.29%

2005-09-30

6.25%

2005-06-30

5.52%

2005-03-31

5.36%

2004-12-31

5.19%

2004-09-30

4.88%

2004-06-30

5.66%

2004-03-31

5.76%

2003-12-31

5.99%

2003-09-30

6.37%

2003-06-30

6.53%

Return on Invested Capital (ROIC): 5.54%

OTTR Return on Invested Capital (ROIC)

OTTR Average Return on Invested Capital (ROIC) Chart

OTTR Current vs Average Return on Invested Capital (ROIC) Chart

OTTR Return on Invested Capital (ROIC) Metrics

OTTR Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

OTTR Return on Invested Capital (ROIC) History

Related Metrics