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 7.17% is 22% below its 5-year average of 9.17%, near the low end of its 5-year range (6.82%–11.72%).
As of the fiscal period ended Tuesday, June 30, 2026. 7.53% below its 12-month average of 7.75%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 7.17%.
RETURN ON INVESTED CAPITAL (ROIC)
7.17%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.75%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
8.43%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
9.17%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.85%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
5.75%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
5.41%
CURRENT VS TTM AVG
-7.53%
CURRENT VS 3Y AVG
-14.95%
CURRENT VS 5Y AVG
-21.84%
CURRENT VS 10Y AVG
+4.74%
CURRENT VS 15Y AVG
+24.71%
CURRENT VS 20Y AVG
+32.51%
SECTOR MEDIAN · CONSUMER CYCLICAL
3.85%
median of 302 covered companies
CURRENT VS SECTOR MEDIAN
+86.25%
vs the sector median at left
Rush Enterprises, Inc.
Market Cap
$5.48B
Return on Invested Capital (ROIC)
7.17%
TTM Avg
7.75%
3Y Avg
8.43%
5Y Avg
9.17%
Market Cap
$5.45B
Return on Invested Capital (ROIC)
7.53%
TTM Avg
7.92%
3Y Avg
6.66%
5Y Avg
6.21%
Market Cap
$5.53B
Return on Invested Capital (ROIC)
18.24%
TTM Avg
16.35%
3Y Avg
18.66%
5Y Avg
19.45%
Market Cap
$5.41B
Return on Invested Capital (ROIC)
38.84%
TTM Avg
-11.77%
3Y Avg
6.89%
5Y Avg
10.63%
Market Cap
$5.38B
Return on Invested Capital (ROIC)
7.19%
TTM Avg
5.48%
3Y Avg
4.37%
5Y Avg
4.22%
Market Cap
$5.66B
Return on Invested Capital (ROIC)
5.62%
TTM Avg
6.91%
3Y Avg
8.54%
5Y Avg
8.63%
Market Cap
$5.76B
Return on Invested Capital (ROIC)
18.10%
TTM Avg
19.37%
3Y Avg
19.61%
5Y Avg
26.64%
Market Cap
$5.18B
Return on Invested Capital (ROIC)
7.01%
TTM Avg
7.91%
3Y Avg
7.83%
5Y Avg
7.56%
Market Cap
$5.91B
Return on Invested Capital (ROIC)
7.22%
TTM Avg
6.23%
3Y Avg
5.01%
5Y Avg
8.15%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Rush Enterprises, Inc. (RUSHA) | $5.48B | 7.17% | 7.75% | 8.43% | 9.17% |
| Churchill Downs Incorporated (CHDN)vs › | $5.45B | 7.53% | 7.92% | 6.66% | 6.21% |
| Frontdoor, Inc. (FTDR)vs › | $5.53B | 18.24% | 16.35% | 18.66% | 19.45% |
| H&R Block, Inc. (HRB)vs › | $5.41B | 38.84% | -11.77% | 6.89% | 10.63% |
| The Cheesecake Factory Incorporated (CAKE)vs › | $5.38B | 7.19% | 5.48% | 4.37% | 4.22% |
| LKQ Corporation (LKQ)vs › | $5.66B | 5.62% | 6.91% | 8.54% | 8.63% |
| Crocs, Inc. (CROX)vs › | $5.76B | 18.10% | 19.37% | 19.61% | 26.64% |
| Vail Resorts, Inc. (MTN)vs › | $5.18B | 7.01% | 7.91% | 7.83% | 7.56% |
| Macy's, Inc. (M)vs › | $5.91B | 7.22% | 6.23% | 5.01% | 8.15% |
| Caesars Entertainment, Inc. (CZR)vs › | $6.04B | 6.91% | 7.30% | 7.07% | 5.26% |
ROIC
7.2%
ROE
11.4%
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 | 7.17% |
| 2026-03-31 | 7.63% |
| 2025-12-31 | 7.74% |
| 2025-09-30 | 8.08% |
| 2025-06-30 | 8.16% |
| 2025-03-31 | 8.45% |
| 2024-12-31 | 8.85% |
| 2024-09-30 | 8.62% |
| 2024-06-30 | 8.90% |
| 2024-03-31 | 9.07% |
| 2023-12-31 | 10.08% |
| 2023-09-30 | 10.77% |
| 2023-06-30 | 11.17% |
| 2023-03-31 | 11.65% |
| 2022-12-31 | 11.72% |
| 2022-09-30 | 10.84% |
| 2022-06-30 | 10.10% |
| 2022-03-31 | 9.52% |
| 2021-12-31 | 8.66% |
| 2021-09-30 | 8.69% |
| 2021-06-30 | 6.82% |
| 2021-03-31 | 5.11% |
| 2020-12-31 | 4.42% |
| 2020-09-30 | 3.84% |
| 2020-06-30 | 4.09% |
| 2020-03-31 | 4.89% |
| 2019-12-31 | 5.18% |
| 2019-09-30 | 5.93% |
| 2019-06-30 | 5.73% |
| 2019-03-31 | 5.48% |
| 2018-12-31 | 5.29% |
| 2018-09-30 | 5.93% |
| 2018-06-30 | 5.91% |
| 2018-03-31 | 5.87% |
| 2017-12-31 | 5.59% |
| 2017-09-30 | 3.41% |
| 2017-06-30 | 2.90% |
| 2017-03-31 | 2.48% |
| 2016-12-31 | 2.05% |
| 2016-09-30 | 1.89% |
| 2016-06-30 | 2.02% |
| 2016-03-31 | 2.36% |
| 2015-12-31 | 2.85% |
| 2015-09-30 | 3.45% |
| 2015-06-30 | 3.68% |
| 2015-03-31 | 3.66% |
| 2014-12-31 | 3.60% |
| 2014-09-30 | 3.53% |
| 2014-06-30 | 3.24% |
| 2014-03-31 | 2.66% |
| 2013-12-31 | 2.89% |
| 2013-09-30 | 2.96% |
| 2013-06-30 | 3.07% |
| 2013-03-31 | 3.97% |
| 2012-12-31 | 4.13% |
| 2012-09-30 | 4.44% |
| 2012-06-30 | 4.44% |
| 2012-03-31 | 4.20% |
| 2011-12-31 | 3.94% |
| 2011-09-30 | 3.66% |
| 2011-06-30 | 3.35% |
| 2011-03-31 | 3.03% |
| 2010-12-31 | 2.71% |
| 2010-09-30 | 2.00% |
| 2010-03-31 | 0.92% |
| 2009-12-31 | 1.02% |
| 2009-09-30 | 1.61% |
| 2009-06-30 | 2.19% |
| 2009-03-31 | 2.88% |
| 2008-12-31 | 3.47% |
| 2008-09-30 | 4.28% |
| 2008-06-30 | 4.88% |
| 2008-03-31 | 5.87% |
| 2007-12-31 | 6.53% |
| 2007-09-30 | 6.84% |
| 2007-06-30 | 6.65% |
| 2007-03-31 | 6.79% |
| 2006-12-31 | 6.66% |
| 2006-09-30 | 6.84% |
| 2006-06-30 | 6.97% |
| 2006-03-31 | 7.40% |
| 2005-12-31 | 6.84% |
| 2005-09-30 | 6.14% |
| 2005-06-30 | 5.22% |
| 2005-03-31 | 4.30% |
| 2004-12-31 | 4.01% |
| 2004-09-30 | 4.68% |
| 2004-06-30 | 4.34% |
| 2004-03-31 | 3.84% |
| 2003-12-31 | 3.75% |
| 2003-09-30 | 3.98% |
| 2003-06-30 | 4.16% |
