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 14.46% is 1334% above its 5-year average of 1.01%, near the high end of its 5-year range (-18.93%–14.46%).
As of the fiscal period ended Tuesday, June 30, 2026. 52.34% above its 12-month average of 9.49%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-06-30): 14.46%.
RETURN ON INVESTED CAPITAL (ROIC)
14.46%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
9.49%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
2.11%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
1.01%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+52.34%
CURRENT VS 3Y AVG
+586.63%
CURRENT VS 5Y AVG
+1334.29%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+51.30%
vs the sector median at left
Siemens Energy AG
Market Cap
$138.56B
Return on Invested Capital (ROIC)
14.46%
TTM Avg
9.49%
3Y Avg
2.11%
5Y Avg
1.01%
Market Cap
$124.09B
Return on Invested Capital (ROIC)
20.07%
TTM Avg
16.86%
3Y Avg
18.35%
5Y Avg
18.91%
Market Cap
$156.17B
Return on Invested Capital (ROIC)
-7.72%
TTM Avg
-12.31%
3Y Avg
-8.28%
5Y Avg
-9.55%
Market Cap
$157.10B
Return on Invested Capital (ROIC)
12.41%
TTM Avg
17.58%
3Y Avg
13.72%
5Y Avg
9.91%
Market Cap
$159.63B
Return on Invested Capital (ROIC)
9.09%
TTM Avg
13.05%
3Y Avg
11.55%
5Y Avg
10.10%
Market Cap
$116.63B
Return on Invested Capital (ROIC)
13.94%
TTM Avg
13.83%
3Y Avg
12.35%
5Y Avg
11.79%
Market Cap
$164.46B
Return on Invested Capital (ROIC)
15.14%
TTM Avg
14.94%
3Y Avg
11.63%
5Y Avg
6.26%
Market Cap
$168.01B
Return on Invested Capital (ROIC)
11.65%
TTM Avg
11.62%
3Y Avg
11.69%
5Y Avg
11.48%
Market Cap
$174.82B
Return on Invested Capital (ROIC)
16.45%
TTM Avg
15.14%
3Y Avg
13.99%
5Y Avg
12.86%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Siemens Energy AG (SMEGF) | $138.56B | 14.46% | 9.49% | 2.11% | 1.01% |
| Lockheed Martin Corporation (LMT)vs › | $124.09B | 20.07% | 16.86% | 18.35% | 18.91% |
| The Boeing Company (BA)vs › | $156.17B | -7.72% | -12.31% | -8.28% | -9.55% |
| Safran S.A. (SAFRY)vs › | $157.10B | 12.41% | 17.58% | 13.72% | 9.91% |
| Eaton Corporation plc (ETN)vs › | $159.63B | 9.09% | 13.05% | 11.55% | 10.10% |
| Parker-Hannifin Corporation (PH)vs › | $116.63B | 13.94% | 13.83% | 12.35% | 11.79% |
| Rolls-Royce Holdings plc (RYCEY)vs › | $164.46B | 15.14% | 14.94% | 11.63% | 6.26% |
| Union Pacific Corporation (UNP)vs › | $168.01B | 11.65% | 11.62% | 11.69% | 11.48% |
| ABB Ltd (ABBNY)vs › | $174.82B | 16.45% | 15.14% | 13.99% | 12.86% |
| General Dynamics Corporation (GD)vs › | $96.35B | 10.94% | 10.38% | 9.82% | 9.64% |
ROIC
14.5%
ROE
27.9%
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 | 14.46% |
| 2026-03-31 | 12.33% |
| 2025-12-31 | 9.89% |
| 2025-09-30 | 5.39% |
| 2025-06-30 | 5.38% |
| 2025-03-31 | 2.38% |
| 2024-12-31 | 2.14% |
| 2024-09-30 | 8.75% |
| 2024-06-30 | 5.69% |
| 2024-03-31 | -2.68% |
| 2023-12-31 | -5.01% |
| 2023-09-30 | -18.93% |
| 2023-06-30 | -12.42% |
| 2023-03-31 | -3.05% |
| 2022-12-31 | -4.00% |
| 2022-09-30 | -2.43% |
| 2022-06-30 | -5.81% |
| 2022-03-31 | -4.53% |
| 2021-12-31 | -3.09% |
| 2021-09-30 | -1.61% |
| 2021-06-30 | -1.61% |
| 2021-03-31 | -6.23% |
| 2020-12-31 | -6.44% |
| 2020-09-30 | -8.76% |
| 2020-06-30 | -6.14% |
