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 equity (ROE) high or low?
The return on equity (ROE) of 34.37% is in line with its 5-year average of 31.41%, near the low end of its 5-year range (23.78%–68.00%).
As of the fiscal period ended Tuesday, June 30, 2026. 19.78% above its 12-month average of 28.70%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
34.37%
RETURN ON EQUITY (ROE) AVG TTM
28.70%
RETURN ON EQUITY (ROE) AVG 3Y
29.04%
RETURN ON EQUITY (ROE) AVG 5Y
31.41%
RETURN ON EQUITY (ROE) AVG 10Y
44.81%
RETURN ON EQUITY (ROE) AVG 15Y
32.64%
RETURN ON EQUITY (ROE) AVG 20Y
32.04%
CURRENT VS TTM AVG
+19.78%
CURRENT VS 3Y AVG
+18.36%
CURRENT VS 5Y AVG
+9.43%
CURRENT VS 10Y AVG
-23.29%
CURRENT VS 15Y AVG
+5.30%
CURRENT VS 20Y AVG
+7.30%
SECTOR MEDIAN · INDUSTRIALS
17.37%
median of 149 covered companies
CURRENT VS SECTOR MEDIAN
+97.89%
vs the sector median at left
Rockwell Automation, Inc.
Market Cap
$47.56B
Return on Equity (ROE)
34.37%
TTM Avg
28.70%
3Y Avg
29.04%
5Y Avg
31.41%
Market Cap
$47.71B
Return on Equity (ROE)
11.29%
TTM Avg
10.48%
3Y Avg
8.75%
5Y Avg
7.43%
Market Cap
$47.14B
Return on Equity (ROE)
8.99%
TTM Avg
7.94%
3Y Avg
7.47%
5Y Avg
7.55%
Market Cap
$48.00B
Return on Equity (ROE)
9.28%
TTM Avg
25.27%
3Y Avg
27.91%
5Y Avg
27.99%
Market Cap
$48.33B
Return on Equity (ROE)
N/A
TTM Avg
10.60%
3Y Avg
7.06%
5Y Avg
7.06%
Market Cap
$45.41B
Return on Equity (ROE)
17.13%
TTM Avg
15.09%
3Y Avg
14.13%
5Y Avg
14.30%
Market Cap
$43.86B
Return on Equity (ROE)
17.13%
TTM Avg
15.09%
3Y Avg
14.13%
5Y Avg
14.30%
Market Cap
$43.16B
Return on Equity (ROE)
32.88%
TTM Avg
21.28%
3Y Avg
27.74%
5Y Avg
30.98%
Market Cap
$51.86B
Return on Equity (ROE)
18.11%
TTM Avg
23.37%
3Y Avg
27.06%
5Y Avg
-115.32%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Rockwell Automation, Inc. (ROK) | $47.56B | 34.37% | 28.70% | 29.04% | 31.41% |
| Westinghouse Air Brake Technologies Corporation (WAB)vs › | $47.71B | 11.29% | 10.48% | 8.75% | 7.43% |
| L3Harris Technologies, Inc. (LHX)vs › | $47.14B | 8.99% | 7.94% | 7.47% | 7.55% |
| Carrier Global Corporation (CARR)vs › | $48.00B | 9.28% | 25.27% | 27.91% | 27.99% |
| Honeywell Aerospace Inc (HONA)vs › | $48.33B | N/A | 10.60% | 7.06% | 7.06% |
| HEICO Corporation (HEI-A)vs › | $45.41B | 17.13% | 15.09% | 14.13% | 14.30% |
| HEICO Corporation (HEI)vs › | $43.86B | 17.13% | 15.09% | 14.13% | 14.30% |
| Ferguson plc (FERG)vs › | $43.16B | 32.88% | 21.28% | 27.74% | 30.98% |
| Delta Air Lines, Inc. (DAL)vs › | $51.86B | 18.11% | 23.37% | 27.06% | -115.32% |
| Thomson Reuters Corporation (TRI)vs › | $42.32B | 14.96% | 15.51% | 16.66% | 19.83% |
ROE
34.4%
ROA
10.8%
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) |
|---|---|
| 2026-06-30 | 34.37% |
| 2026-03-31 | 30.89% |
| 2025-12-31 | 26.43% |
| 2025-09-30 | 23.78% |
| 2025-06-30 | 28.01% |
| 2025-03-31 | 26.38% |
| 2024-12-31 | 27.21% |
| 2024-09-30 | 27.22% |
| 2024-06-30 | 27.26% |
| 2024-03-31 | 30.33% |
| 2023-12-31 | 30.74% |
| 2023-09-30 | 35.88% |
| 2023-06-30 | 42.58% |
| 2023-03-31 | 41.87% |
| 2022-12-31 | 36.87% |
| 2022-09-30 | 34.20% |
| 2022-06-30 | 28.09% |
| 2022-03-31 | 24.51% |
| 2021-12-31 | 40.17% |
| 2021-09-30 | 56.83% |
| 2021-06-30 | 68.00% |
| 2021-03-31 | 87.49% |
| 2020-12-31 | 83.91% |
| 2020-09-30 | 99.67% |
| 2020-06-30 | 99.78% |
| 2020-03-31 | 114.76% |
| 2019-12-31 | 129.18% |
| 2019-09-30 | 172.14% |
| 2019-06-30 | 89.37% |
| 2019-03-31 | 72.65% |
| 2018-12-31 | 66.88% |
| 2018-09-30 | 33.11% |
| 2018-06-30 | 27.30% |
| 2018-03-31 | 21.18% |
| 2017-12-31 | 17.37% |
| 2017-09-30 | 31.00% |
| 2017-06-30 | 37.02% |
| 2017-03-31 | 35.51% |
| 2016-12-31 | 37.02% |
| 2016-09-30 | 36.67% |
| 2016-06-30 | 35.16% |
| 2016-03-31 | 34.34% |
| 2015-12-31 | 35.72% |
| 2015-09-30 | 36.67% |
| 2015-06-30 | 34.23% |
| 2015-03-31 | 33.84% |
| 2014-12-31 | 32.81% |
| 2014-09-30 | 31.10% |
| 2014-06-30 | 29.15% |
| 2014-03-31 | 28.99% |
| 2013-12-31 | 29.50% |
| 2013-09-30 | 29.25% |
| 2013-06-30 | 36.67% |
| 2013-03-31 | 35.79% |
| 2012-12-31 | 36.34% |
| 2012-09-30 | 39.80% |
| 2012-06-30 | 38.68% |
| 2012-03-31 | 36.07% |
| 2011-12-31 | 39.41% |
| 2011-09-30 | 39.92% |
| 2011-06-30 | 33.07% |
| 2011-03-31 | 30.55% |
| 2010-12-31 | 33.91% |
| 2010-09-30 | 31.79% |
| 2010-06-30 | 26.30% |
| 2010-03-31 | 19.40% |
| 2009-12-31 | 13.08% |
| 2009-09-30 | 16.77% |
| 2009-06-30 | 19.74% |
| 2009-03-31 | 27.56% |
| 2008-12-31 | 33.32% |
| 2008-09-30 | 34.20% |
| 2008-06-30 | 32.54% |
| 2008-03-31 | 33.44% |
| 2007-12-31 | 68.13% |
| 2007-09-30 | 85.37% |
| 2007-06-30 | 75.73% |
| 2007-03-31 | 67.43% |
| 2006-12-31 | 44.78% |
| 2006-09-30 | 31.64% |
| 2006-06-30 | 34.87% |
| 2006-03-31 | 32.81% |
| 2005-12-31 | 34.88% |
| 2005-09-30 | 32.75% |
| 2005-06-30 | 29.53% |
| 2005-03-31 | 28.04% |
| 2004-12-31 | 24.80% |
| 2004-09-30 | 22.29% |
| 2004-06-30 | 19.91% |
| 2004-03-31 | 20.14% |
| 2003-12-31 | 18.50% |
| 2003-09-30 | 18.02% |
| 2003-06-30 | 15.76% |
