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 9.28% is 66% below its 5-year average of 27.66%, near the low end of its 5-year range (9.28%–50.17%).
As of the fiscal period ended Tuesday, June 30, 2026. 45.04% below its 12-month average of 16.88%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 9.28%.
RETURN ON EQUITY (ROE)
9.28%
RETURN ON EQUITY (ROE) AVG TTM
16.88%
RETURN ON EQUITY (ROE) AVG 3Y
21.68%
RETURN ON EQUITY (ROE) AVG 5Y
27.66%
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
-45.04%
CURRENT VS 3Y AVG
-57.20%
CURRENT VS 5Y AVG
-66.45%
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
-46.08%
vs the sector median at left
Carrier Global Corporation
Market Cap
$45.42B
Return on Equity (ROE)
9.28%
TTM Avg
16.88%
3Y Avg
21.68%
5Y Avg
27.66%
Market Cap
$44.54B
Return on Equity (ROE)
8.99%
TTM Avg
7.94%
3Y Avg
7.47%
5Y Avg
7.55%
Market Cap
$44.51B
Return on Equity (ROE)
17.13%
TTM Avg
15.09%
3Y Avg
14.13%
5Y Avg
14.30%
Market Cap
$43.27B
Return on Equity (ROE)
17.13%
TTM Avg
15.09%
3Y Avg
14.13%
5Y Avg
14.30%
Market Cap
$42.98B
Return on Equity (ROE)
14.96%
TTM Avg
15.51%
3Y Avg
16.66%
5Y Avg
19.83%
Market Cap
$42.89B
Return on Equity (ROE)
32.88%
TTM Avg
21.28%
3Y Avg
27.74%
5Y Avg
30.98%
Market Cap
$48.17B
Return on Equity (ROE)
34.37%
TTM Avg
25.51%
3Y Avg
31.04%
5Y Avg
46.76%
Market Cap
$49.37B
Return on Equity (ROE)
11.29%
TTM Avg
10.48%
3Y Avg
8.75%
5Y Avg
7.43%
Market Cap
$40.70B
Return on Equity (ROE)
-4.74%
TTM Avg
-30.62%
3Y Avg
-28.59%
5Y Avg
-16.36%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Carrier Global Corporation (CARR) | $45.42B | 9.28% | 16.88% | 21.68% | 27.66% |
| L3Harris Technologies, Inc. (LHX)vs › | $44.54B | 8.99% | 7.94% | 7.47% | 7.55% |
| HEICO Corporation (HEI-A)vs › | $44.51B | 17.13% | 15.09% | 14.13% | 14.30% |
| HEICO Corporation (HEI)vs › | $43.27B | 17.13% | 15.09% | 14.13% | 14.30% |
| Thomson Reuters Corporation (TRI)vs › | $42.98B | 14.96% | 15.51% | 16.66% | 19.83% |
| Ferguson plc (FERG)vs › | $42.89B | 32.88% | 21.28% | 27.74% | 30.98% |
| Rockwell Automation, Inc. (ROK)vs › | $48.17B | 34.37% | 25.51% | 31.04% | 46.76% |
| Westinghouse Air Brake Technologies Corporation (WAB)vs › | $49.37B | 11.29% | 10.48% | 8.75% | 7.43% |
| Rocket Lab USA, Inc. (RKLB)vs › | $40.70B | -4.74% | -30.62% | -28.59% | -16.36% |
| Ferrovial SE (FER)vs › | $40.10B | 17.37% | 34.17% | 20.91% | 14.81% |
ROE
9.3%
ROA
3.3%
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 | 9.28% |
| 2026-03-31 | 9.74% |
| 2025-12-31 | 10.75% |
| 2025-09-30 | 27.45% |
| 2025-06-30 | 27.21% |
| 2025-03-31 | 41.47% |
| 2024-12-31 | 39.80% |
| 2024-09-30 | 23.64% |
| 2024-06-30 | 24.57% |
| 2024-03-31 | 10.77% |
| 2023-12-31 | 15.55% |
| 2023-09-30 | 14.65% |
| 2023-06-30 | 27.03% |
| 2023-03-31 | 31.08% |
| 2022-12-31 | 45.55% |
| 2022-09-30 | 50.17% |
| 2022-06-30 | 40.99% |
| 2022-03-31 | 37.45% |
| 2021-12-31 | 24.59% |
| 2021-09-30 | 32.23% |
| 2021-06-30 | 36.94% |
| 2021-03-31 | 34.98% |
| 2020-12-31 | 31.70% |
| 2020-09-30 | 30.18% |
| 2020-06-30 | 32.00% |
| 2020-03-31 | 67.19% |
| 2019-12-31 | 15.00% |