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 equity (ROE) high or low?
The return on equity (ROE) of 36.40% is 88% above its 5-year average of 19.34%, near the high end of its 5-year range (-2.90%–36.71%).
As of the fiscal period ended Tuesday, June 30, 2026. 12.08% above its 12-month average of 32.48%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 36.40%.
RETURN ON EQUITY (ROE)
36.40%
RETURN ON EQUITY (ROE) AVG TTM
32.48%
RETURN ON EQUITY (ROE) AVG 3Y
26.91%
RETURN ON EQUITY (ROE) AVG 5Y
19.34%
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+12.08%
CURRENT VS 3Y AVG
+35.27%
CURRENT VS 5Y AVG
+88.24%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
17.21%
median of 149 covered companies
CURRENT VS SECTOR MEDIAN
+111.53%
vs the sector median at left
Vertiv Holdings Co
Market Cap
$96.55B
Return on Equity (ROE)
36.40%
TTM Avg
32.48%
3Y Avg
26.91%
5Y Avg
19.34%
Market Cap
$96.64B
Return on Equity (ROE)
13.88%
TTM Avg
11.93%
3Y Avg
11.21%
5Y Avg
10.77%
Market Cap
$95.77B
Return on Equity (ROE)
16.73%
TTM Avg
16.79%
3Y Avg
16.85%
5Y Avg
17.68%
Market Cap
$95.37B
Return on Equity (ROE)
34.11%
TTM Avg
34.18%
3Y Avg
31.52%
5Y Avg
27.01%
Market Cap
$90.95B
Return on Equity (ROE)
32.64%
TTM Avg
26.77%
3Y Avg
21.38%
5Y Avg
16.46%
Market Cap
$85.20B
Return on Equity (ROE)
22.89%
TTM Avg
24.86%
3Y Avg
28.23%
5Y Avg
27.01%
Market Cap
$85.07B
Return on Equity (ROE)
101.52%
TTM Avg
88.87%
3Y Avg
17.87%
5Y Avg
25.53%
Market Cap
$84.92B
Return on Equity (ROE)
12.65%
TTM Avg
10.21%
3Y Avg
28.87%
5Y Avg
27.03%
Market Cap
$82.77B
Return on Equity (ROE)
28.74%
TTM Avg
30.20%
3Y Avg
31.61%
5Y Avg
28.67%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Vertiv Holdings Co (VRT) | $96.55B | 36.40% | 32.48% | 26.91% | 19.34% |
| Quanta Services, Inc. (PWR)vs › | $96.64B | 13.88% | 11.93% | 11.21% | 10.77% |
| General Dynamics Corporation (GD)vs › | $95.77B | 16.73% | 16.79% | 16.85% | 17.68% |
| Trane Technologies plc (TT)vs › | $95.37B | 34.11% | 34.18% | 31.52% | 27.01% |
| Howmet Aerospace Inc. (HWM)vs › | $90.95B | 32.64% | 26.77% | 21.38% | 16.46% |
| CSX Corporation (CSX)vs › | $85.20B | 22.89% | 24.86% | 28.23% | 27.01% |
| 3M Company (MMM)vs › | $85.07B | 101.52% | 88.87% | 17.87% | 25.53% |
| Emerson Electric Co. (EMR)vs › | $84.92B | 12.65% | 10.21% | 28.87% | 27.03% |
| Waste Management, Inc. (WM)vs › | $82.77B | 28.74% | 30.20% | 31.61% | 28.67% |
| United Parcel Service, Inc. (UPS)vs › | $80.49B | 30.33% | 34.47% | 41.51% | 76.82% |
ROE
36.4%
ROA
10.9%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 36.40% |
| 2026-03-31 | 36.71% |
| 2025-12-31 | 33.82% |
| 2025-09-30 | 29.48% |
| 2025-06-30 | 25.99% |
| 2025-03-31 | 24.98% |
| 2024-12-31 | 20.37% |
| 2024-09-30 | 32.06% |
| 2024-06-30 | 32.45% |
| 2024-03-31 | 28.99% |
| 2023-12-31 | 22.84% |
| 2023-09-30 | 14.83% |
| 2023-06-30 | 10.93% |
| 2023-03-31 | 7.63% |
| 2022-12-31 | 5.31% |
| 2022-09-30 | 5.68% |
| 2022-06-30 | 7.92% |
| 2022-03-31 | 6.63% |
| 2021-12-31 | 8.44% |
| 2021-09-30 | 17.58% |
| 2021-06-30 | -2.90% |
| 2021-03-31 | -11.98% |
| 2020-12-31 | -63.91% |
| 2020-09-30 | -108.07% |
| 2020-06-30 | -88.89% |
| 2020-03-31 | -82.80% |
| 2019-12-31 | -20.76% |
| 2019-09-30 | -15.37% |
| 2019-06-30 | -13.06% |
| 2019-03-31 | -10.27% |
| 2018-12-31 | 0.75% |
| 2018-09-30 | 0.40% |