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 8.08% is in line with its 1-year average of 8.69%, near the low end of its 1-year range (8.08%–9.41%).
As of the fiscal period ended Friday, July 31, 2026. 6.96% below its 12-month average of 8.69%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-07-31): 8.08%.
RETURN ON INVESTED CAPITAL (ROIC)
8.08%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
8.69%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
N/A
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
-6.96%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
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
-15.41%
vs the sector median at left
Sunbelt Rentals Holdings Inc
Market Cap
$30.00B
Return on Invested Capital (ROIC)
8.08%
TTM Avg
8.69%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$28.60B
Return on Invested Capital (ROIC)
8.36%
TTM Avg
6.25%
3Y Avg
5.98%
5Y Avg
4.75%
Market Cap
$28.47B
Return on Invested Capital (ROIC)
14.28%
TTM Avg
14.50%
3Y Avg
16.00%
5Y Avg
18.31%
Market Cap
$27.16B
Return on Invested Capital (ROIC)
12.58%
TTM Avg
11.84%
3Y Avg
10.95%
5Y Avg
1.40%
Market Cap
$33.01B
Return on Invested Capital (ROIC)
26.94%
TTM Avg
27.00%
3Y Avg
22.23%
5Y Avg
17.65%
Market Cap
$26.37B
Return on Invested Capital (ROIC)
2.39%
TTM Avg
-17.25%
3Y Avg
-54.70%
5Y Avg
-76.23%
Market Cap
$25.84B
Return on Invested Capital (ROIC)
40.31%
TTM Avg
37.16%
3Y Avg
39.67%
5Y Avg
34.68%
Market Cap
$34.56B
Return on Invested Capital (ROIC)
6.46%
TTM Avg
6.91%
3Y Avg
5.85%
5Y Avg
1.40%
Market Cap
$25.23B
Return on Invested Capital (ROIC)
9.56%
TTM Avg
9.19%
3Y Avg
10.32%
5Y Avg
10.70%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Sunbelt Rentals Holdings Inc (SUNB) | $30.00B | 8.08% | 8.69% | N/A | N/A |
| Ingersoll Rand Inc. (IR)vs › | $28.60B | 8.36% | 6.25% | 5.98% | 4.75% |
| Copart, Inc. (CPRT)vs › | $28.47B | 14.28% | 14.50% | 16.00% | 18.31% |
| ATI Inc. (ATI)vs › | $27.16B | 12.58% | 11.84% | 10.95% | 1.40% |
| EMCOR Group, Inc. (EME)vs › | $33.01B | 26.94% | 27.00% | 22.23% | 17.65% |
| Symbotic Inc. (SYM)vs › | $26.37B | 2.39% | -17.25% | -54.70% | -76.23% |
| Otis Worldwide Corporation (OTIS)vs › | $25.84B | 40.31% | 37.16% | 39.67% | 34.68% |
| United Airlines Holdings, Inc. (UAL)vs › | $34.56B | 6.46% | 6.91% | 5.85% | 1.40% |
| Dover Corporation (DOV)vs › | $25.23B | 9.56% | 9.19% | 10.32% | 10.70% |
| J.B. Hunt Transport Services, Inc. (JBHT)vs › | $25.15B | 11.14% | 8.86% | 10.88% | 11.43% |
ROIC
8.1%
ROE
18.5%
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) |
|---|---|
| 2026-07-31 | 8.08% |
| 2026-04-30 | 8.32% |
| 2026-01-31 | 8.59% |
| 2025-10-31 | 9.03% |
| 2025-07-31 | 9.41% |
