Basis: Latest reported fiscal quarter. Source: stored company filings and market data; unavailable inputs remain N/A.
The return on invested capital (ROIC) is N/A as of the fiscal period ended Saturday, September 27, 2025.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q3 FY2025 (2025-09-27): -0.02%.
RETURN ON INVESTED CAPITAL (ROIC)
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.58%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
11.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
10.74%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
8.72%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
9.26%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
9.47%
CURRENT VS TTM AVG
N/A
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
Universal Logistics Holdings, Inc.
Market Cap
$446.97M
Return on Invested Capital (ROIC)
N/A
TTM Avg
6.58%
3Y Avg
11.92%
5Y Avg
10.74%
Market Cap
$452.60M
Return on Invested Capital (ROIC)
45.68%
TTM Avg
35.94%
3Y Avg
35.94%
5Y Avg
35.94%
Market Cap
$439.21M
Return on Invested Capital (ROIC)
5.66%
TTM Avg
12.25%
3Y Avg
12.25%
5Y Avg
12.25%
Market Cap
$435.31M
Return on Invested Capital (ROIC)
7.53%
TTM Avg
8.85%
3Y Avg
5.13%
5Y Avg
2.03%
Market Cap
$429.84M
Return on Invested Capital (ROIC)
-30.12%
TTM Avg
-48.71%
3Y Avg
-38.11%
5Y Avg
-25.03%
Market Cap
$422.09M
Return on Invested Capital (ROIC)
-2.79%
TTM Avg
-1.97%
3Y Avg
-2.32%
5Y Avg
-1.93%
Market Cap
$416.02M
Return on Invested Capital (ROIC)
-19.50%
TTM Avg
6.65%
3Y Avg
29.77%
5Y Avg
29.77%
Market Cap
$411.92M
Return on Invested Capital (ROIC)
6.24%
TTM Avg
4.29%
3Y Avg
4.68%
5Y Avg
2.89%
Market Cap
$482.60M
Return on Invested Capital (ROIC)
-8.57%
TTM Avg
-21.23%
3Y Avg
-5.64%
5Y Avg
-0.78%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Universal Logistics Holdings, Inc. (ULH) | $446.97M | N/A | 6.58% | 11.92% | 10.74% |
| BUUU Group Ltd (BUUU)vs › | $452.60M | 45.68% | 35.94% | 35.94% | 35.94% |
| Cardinal Infrastructure Group Inc. (CDNL)vs › | $439.21M | 5.66% | 12.25% | 12.25% | 12.25% |
| TAT Technologies Ltd. (TATT)vs › | $435.31M | 7.53% | 8.85% | 5.13% | 2.03% |
| Falcon's Beyond Global, Inc. Class A Common Stock (FBYD)vs › | $429.84M | -30.12% | -48.71% | -38.11% | -25.03% |
| Acacia Research Corporation (ACTG)vs › | $422.09M | -2.79% | -1.97% | -2.32% | -1.93% |
| Phoenix Asia Holdings Limited Ordinary Shares (PHOE)vs › | $416.02M | -19.50% | 6.65% | 29.77% | 29.77% |
| Twin Disc, Incorporated (TWIN)vs › | $411.92M | 6.24% | 4.29% | 4.68% | 2.89% |
| Forward Air Corporation (FWRD)vs › | $482.60M | -8.57% | -21.23% | -5.64% | -0.78% |
| Columbus McKinnon Corporation (CMCO)vs › | $490.73M | -1.07% | 1.52% | 3.08% | 3.35% |
ROIC
N/A
ROE
-16.3%
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) |
|---|---|
| 2025-09-27 | -0.02% |
| 2025-06-28 | 5.28% |
| 2025-03-29 | 6.87% |
| 2024-12-31 | 9.67% |
| 2024-09-28 | 11.09% |
| 2024-06-29 | 11.56% |
| 2024-03-30 | 11.78% |
| 2023-12-31 | 10.22% |
| 2023-09-30 | 11.48% |
| 2023-07-01 | 14.16% |
| 2023-04-01 | 16.49% |
| 2022-12-31 | 17.55% |
| 2022-10-01 | 16.88% |
| 2022-07-02 | 13.02% |
| 2022-04-02 | 10.84% |
| 2021-12-31 | 8.69% |
| 2021-10-02 | 8.58% |
| 2021-07-03 | 9.32% |
| 2021-04-03 | 7.86% |
| 2020-12-31 | 7.12% |
| 2020-10-03 | 6.26% |
| 2020-07-04 | 4.30% |
| 2020-04-04 | 5.56% |
| 2019-12-31 | 6.09% |
| 2019-09-28 | 6.50% |
| 2019-06-29 | 9.02% |
| 2019-03-30 | 8.82% |
| 2018-12-31 | 8.69% |
| 2018-09-29 | 11.61% |
| 2018-06-30 | 9.55% |
| 2018-03-31 | 6.20% |
| 2017-12-31 | 5.11% |
| 2017-09-30 | 2.32% |
| 2017-07-01 | 3.96% |
| 2017-04-01 | 5.25% |
| 2016-12-31 | 5.79% |
| 2016-10-01 | 7.70% |
| 2016-07-02 | 8.96% |
| 2016-04-02 | 9.21% |
| 2015-12-31 | 9.40% |
| 2015-09-26 | 10.65% |
| 2015-06-27 | 11.28% |
| 2015-03-28 | 11.60% |
| 2014-12-31 | 11.53% |
| 2014-09-27 | 11.83% |
| 2014-06-28 | 12.04% |
| 2014-03-29 | 12.37% |
| 2013-12-31 | 13.15% |
| 2013-09-28 | 18.42% |
| 2013-06-29 | 15.26% |
| 2013-03-30 | 11.72% |
| 2012-12-31 | 8.44% |
| 2012-09-29 | 9.28% |
| 2012-06-30 | 9.52% |
| 2012-03-31 | 9.68% |
| 2011-12-31 | 7.75% |
| 2011-10-01 | 8.53% |
| 2011-07-02 | 6.76% |
| 2011-04-02 | 6.07% |
| 2010-12-31 | 5.38% |
| 2010-10-02 | 4.64% |
| 2010-07-03 | 4.10% |
| 2010-04-03 | 3.60% |
| 2009-12-31 | 3.42% |
| 2009-09-26 | 4.30% |
| 2009-06-27 | 6.79% |
| 2009-03-28 | 8.86% |
| 2008-12-31 | 9.53% |
| 2008-09-27 | 10.41% |
| 2008-06-28 | 10.57% |
| 2008-03-29 | 10.78% |
| 2007-12-31 | 10.87% |
| 2007-09-29 | 11.57% |
| 2007-06-30 | 12.38% |
| 2007-03-31 | 13.24% |
| 2006-12-31 | 14.43% |
| 2006-09-30 | 14.63% |
| 2006-07-01 | 14.53% |
| 2006-04-01 | 14.59% |
| 2005-12-31 | 14.51% |
| 2005-10-01 | -155.56% |
| 2005-07-02 | -163.14% |
| 2005-04-02 | -167.97% |
| 2004-12-31 | -804.87% |
| 2004-09-30 | 30.02% |
| 2003-12-31 | 33.12% |
