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 2.39% is 106% above its 4-year average of -42.85%, near the high end of its 4-year range (-359.49%–2.39%).
As of the fiscal period ended Saturday, June 27, 2026. 148.00% above its 12-month average of -4.98%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-06-27): 2.39%.
RETURN ON INVESTED CAPITAL (ROIC)
2.39%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-4.98%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-21.29%
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
+148.00%
CURRENT VS 3Y AVG
+111.24%
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
-74.96%
vs the sector median at left
Symbotic Inc.
Market Cap
$28.26B
Return on Invested Capital (ROIC)
2.39%
TTM Avg
-4.98%
3Y Avg
-21.29%
5Y Avg
N/A
Market Cap
$29.26B
Return on Invested Capital (ROIC)
8.36%
TTM Avg
6.25%
3Y Avg
5.98%
5Y Avg
4.75%
Market Cap
$29.82B
Return on Invested Capital (ROIC)
8.08%
TTM Avg
8.74%
3Y Avg
9.71%
5Y Avg
9.88%
Market Cap
$26.34B
Return on Invested Capital (ROIC)
10.66%
TTM Avg
6.55%
3Y Avg
6.97%
5Y Avg
6.06%
Market Cap
$25.96B
Return on Invested Capital (ROIC)
14.28%
TTM Avg
14.50%
3Y Avg
16.00%
5Y Avg
18.31%
Market Cap
$25.41B
Return on Invested Capital (ROIC)
12.58%
TTM Avg
11.84%
3Y Avg
10.95%
5Y Avg
1.40%
Market Cap
$25.38B
Return on Invested Capital (ROIC)
40.31%
TTM Avg
37.16%
3Y Avg
39.67%
5Y Avg
34.68%
Market Cap
$25.31B
Return on Invested Capital (ROIC)
9.56%
TTM Avg
9.19%
3Y Avg
10.32%
5Y Avg
10.70%
Market Cap
$24.61B
Return on Invested Capital (ROIC)
9.55%
TTM Avg
14.57%
3Y Avg
14.06%
5Y Avg
12.58%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Symbotic Inc. (SYM) | $28.26B | 2.39% | -4.98% | -21.29% | N/A |
| Ingersoll Rand Inc. (IR)vs › | $29.26B | 8.36% | 6.25% | 5.98% | 4.75% |
| Sunbelt Rentals Holdings Inc (SUNB)vs › | $29.82B | 8.08% | 8.74% | 9.71% | 9.88% |
| nVent Electric plc (NVT)vs › | $26.34B | 10.66% | 6.55% | 6.97% | 6.06% |
| Copart, Inc. (CPRT)vs › | $25.96B | 14.28% | 14.50% | 16.00% | 18.31% |
| ATI Inc. (ATI)vs › | $25.41B | 12.58% | 11.84% | 10.95% | 1.40% |
| Otis Worldwide Corporation (OTIS)vs › | $25.38B | 40.31% | 37.16% | 39.67% | 34.68% |
| Dover Corporation (DOV)vs › | $25.31B | 9.56% | 9.19% | 10.32% | 10.70% |
| Hubbell Incorporated (HUBB)vs › | $24.61B | 9.55% | 14.57% | 14.06% | 12.58% |
| Expeditors International of Washington, Inc. (EXPD)vs › | $24.02B | 34.54% | 28.21% | 29.84% | 29.70% |
ROIC
2.4%
ROE
1.8%
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) |
|---|---|
| 2026-06-27 | 2.39% |
| 2026-03-28 | -1.37% |
| 2025-12-27 | -3.86% |
| 2025-09-27 | -11.74% |
| 2025-06-28 | -10.34% |
| 2025-03-29 | -14.27% |
| 2024-12-28 | -22.09% |
| 2024-09-30 | -20.79% |
| 2024-06-29 | -35.57% |
| 2024-03-30 | -37.41% |
| 2023-12-30 | -79.15% |
| 2023-06-24 | -311.71% |
| 2023-03-25 | -359.49% |
| 2022-12-24 | -255.58% |
| 2022-09-30 | -129.61% |
| 2022-06-25 | -70.09% |
| 2022-03-31 | -110.01% |
| 2021-12-31 | -98.85% |
