Basis: Latest reported fiscal year. 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 9.12% is 547% above its 5-year average of -2.04%, near the high end of its 5-year range (-18.20%–9.12%).
As of the fiscal period ended Tuesday, September 30, 2025. 2.30% above its 12-month average of 8.91%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
9.12%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
8.91%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-0.69%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-2.04%
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
+2.30%
CURRENT VS 3Y AVG
+1416.97%
CURRENT VS 5Y AVG
+547.06%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
9.21%
median of 130 covered companies
CURRENT VS SECTOR MEDIAN
-1.03%
vs the sector median at left
Siemens Energy AG
Market Cap
$146.26B
Return on Invested Capital (ROIC)
9.12%
TTM Avg
8.91%
3Y Avg
-0.69%
5Y Avg
-2.04%
Market Cap
$134.18B
Return on Invested Capital (ROIC)
17.39%
TTM Avg
16.86%
3Y Avg
18.35%
5Y Avg
18.91%
Market Cap
$164.16B
Return on Invested Capital (ROIC)
7.13%
TTM Avg
7.13%
3Y Avg
9.73%
5Y Avg
9.30%
Market Cap
$167.50B
Return on Invested Capital (ROIC)
13.14%
TTM Avg
13.05%
3Y Avg
11.55%
5Y Avg
10.10%
Market Cap
$123.75B
Return on Invested Capital (ROIC)
13.69%
TTM Avg
12.91%
3Y Avg
11.49%
5Y Avg
10.97%
Market Cap
$172.03B
Return on Invested Capital (ROIC)
11.70%
TTM Avg
11.65%
3Y Avg
11.67%
5Y Avg
11.45%
Market Cap
$113.83B
Return on Invested Capital (ROIC)
18.19%
TTM Avg
16.84%
3Y Avg
13.44%
5Y Avg
11.63%
Market Cap
$178.79B
Return on Invested Capital (ROIC)
15.49%
TTM Avg
15.07%
3Y Avg
13.89%
5Y Avg
12.62%
Market Cap
$180.90B
Return on Invested Capital (ROIC)
-6.67%
TTM Avg
-11.95%
3Y Avg
-8.08%
5Y Avg
-8.72%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Siemens Energy AG (SMEGF) | $146.26B | 9.12% | 8.91% | -0.69% | -2.04% |
| Lockheed Martin Corporation (LMT)vs › | $134.18B | 17.39% | 16.86% | 18.35% | 18.91% |
| Deere & Company (DE)vs › | $164.16B | 7.13% | 7.13% | 9.73% | 9.30% |
| Eaton Corporation plc (ETN)vs › | $167.50B | 13.14% | 13.05% | 11.55% | 10.10% |
| Parker-Hannifin Corporation (PH)vs › | $123.75B | 13.69% | 12.91% | 11.49% | 10.97% |
| Union Pacific Corporation (UNP)vs › | $172.03B | 11.70% | 11.65% | 11.67% | 11.45% |
| Howmet Aerospace Inc. (HWM)vs › | $113.83B | 18.19% | 16.84% | 13.44% | 11.63% |
| ABB Ltd (ABBNY)vs › | $178.79B | 15.49% | 15.07% | 13.89% | 12.62% |
| The Boeing Company (BA)vs › | $180.90B | -6.67% | -11.95% | -8.08% | -8.72% |
| Schneider Electric S.E. (SBGSY)vs › | $188.52B | 10.96% | 10.36% | 10.18% | 9.41% |
ROIC
9.1%
ROE
23.2%
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-09-30 | 9.12% |
| 2024-09-30 | 8.71% |
| 2023-09-30 | -18.20% |
| 2022-09-30 | -2.40% |
| 2021-09-30 | -1.62% |
| 2020-09-30 | -7.85% |
| 2019-09-30 | 2.50% |
| 2018-09-30 | 1.99% |
| 2017-09-30 | 4.56% |
