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 6.95% is 30% below its 5-year average of 9.96%, near the low end of its 5-year range (5.29%–18.63%).
As of the fiscal period ended Tuesday, June 30, 2026. 6.51% below its 12-month average of 7.44%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 6.95%.
RETURN ON INVESTED CAPITAL (ROIC)
6.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
7.62%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
9.96%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
10.97%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
10.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-6.51%
CURRENT VS 3Y AVG
-8.70%
CURRENT VS 5Y AVG
-30.20%
CURRENT VS 10Y AVG
-36.62%
CURRENT VS 15Y AVG
-36.47%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
-27.22%
vs the sector median at left
Generac Holdings Inc.
Market Cap
$10.69B
Return on Invested Capital (ROIC)
6.95%
TTM Avg
7.44%
3Y Avg
7.62%
5Y Avg
9.96%
Market Cap
$11.10B
Return on Invested Capital (ROIC)
5.32%
TTM Avg
4.81%
3Y Avg
5.62%
5Y Avg
6.51%
Market Cap
$11.41B
Return on Invested Capital (ROIC)
10.04%
TTM Avg
11.46%
3Y Avg
8.25%
5Y Avg
7.23%
Market Cap
$9.69B
Return on Invested Capital (ROIC)
10.51%
TTM Avg
8.04%
3Y Avg
9.82%
5Y Avg
9.10%
Market Cap
$11.77B
Return on Invested Capital (ROIC)
17.08%
TTM Avg
15.92%
3Y Avg
15.93%
5Y Avg
14.44%
Market Cap
$9.23B
Return on Invested Capital (ROIC)
8.47%
TTM Avg
10.47%
3Y Avg
13.84%
5Y Avg
13.87%
Market Cap
$9.21B
Return on Invested Capital (ROIC)
19.68%
TTM Avg
17.06%
3Y Avg
12.91%
5Y Avg
11.95%
Market Cap
$9.10B
Return on Invested Capital (ROIC)
15.99%
TTM Avg
18.77%
3Y Avg
14.79%
5Y Avg
14.49%
Market Cap
$12.30B
Return on Invested Capital (ROIC)
18.82%
TTM Avg
17.29%
3Y Avg
20.01%
5Y Avg
20.48%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Generac Holdings Inc. (GNRC) | $10.69B | 6.95% | 7.44% | 7.62% | 9.96% |
| Huntington Ingalls Industries, Inc. (HII)vs › | $11.10B | 5.32% | 4.81% | 5.62% | 6.51% |
| Crane Company (CR)vs › | $11.41B | 10.04% | 11.46% | 8.25% | 7.23% |
| Leonardo DRS, Inc. (DRS)vs › | $9.69B | 10.51% | 8.04% | 9.82% | 9.10% |
| Applied Industrial Technologies, Inc. (AIT)vs › | $11.77B | 17.08% | 15.92% | 15.93% | 14.44% |
| Saia, Inc. (SAIA)vs › | $9.23B | 8.47% | 10.47% | 13.84% | 13.87% |
| Valmont Industries, Inc. (VMI)vs › | $9.21B | 19.68% | 17.06% | 12.91% | 11.95% |
| Booz Allen Hamilton Holding Corporation (BAH)vs › | $9.10B | 15.99% | 18.77% | 14.79% | 14.49% |
| Graco Inc. (GGG)vs › | $12.30B | 18.82% | 17.29% | 20.01% | 20.48% |
| Pentair plc (PNR)vs › | $9.06B | 11.73% | 12.52% | 11.98% | 12.38% |
ROIC
7.0%
ROE
9.0%
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) |
|---|---|
| 2026-06-30 | 6.95% |
| 2026-03-31 | 5.81% |
| 2025-12-31 | 5.29% |
| 2025-09-30 | 8.96% |
| 2025-06-30 | 10.18% |
| 2025-03-31 | 10.34% |
| 2024-12-31 | 9.91% |
| 2024-09-30 | 8.65% |
| 2024-06-30 | 7.40% |
| 2024-03-31 | 7.03% |
| 2023-12-31 | 6.66% |
| 2023-09-30 | 6.06% |
| 2023-06-30 | 5.80% |
| 2023-03-31 | 8.28% |
| 2022-12-31 | 10.75% |
| 2022-09-30 | 12.34% |
| 2022-06-30 | 13.37% |
| 2022-03-31 | 13.84% |
| 2021-12-31 | 15.29% |
| 2021-09-30 | 17.71% |
| 2021-06-30 | 18.63% |
| 2021-03-31 | 17.32% |
| 2020-12-31 | 14.15% |
| 2020-09-30 | 13.38% |
| 2020-06-30 | 12.48% |
| 2020-03-31 | 13.12% |
| 2019-12-31 | 13.19% |
| 2019-09-30 | 13.39% |
| 2019-06-30 | 13.99% |
| 2019-03-31 | 14.38% |
| 2018-12-31 | 14.48% |
| 2018-09-30 | 15.23% |
| 2018-06-30 | 14.17% |
| 2018-03-31 | 12.92% |
| 2017-12-31 | 11.95% |
| 2017-09-30 | 8.97% |
| 2017-06-30 | 8.54% |
| 2017-03-31 | 8.25% |
| 2016-12-31 | 8.26% |
| 2016-09-30 | 6.03% |
| 2016-06-30 | 6.41% |
| 2016-03-31 | 6.08% |
| 2015-12-31 | 7.14% |
| 2015-09-30 | 9.68% |
| 2015-06-30 | 9.85% |
| 2015-03-31 | 11.51% |
| 2014-12-31 | 11.96% |
| 2014-09-30 | 12.21% |
| 2014-06-30 | 12.65% |
| 2014-03-31 | 12.53% |
| 2013-12-31 | 14.02% |
| 2013-09-30 | 13.30% |
| 2013-06-30 | 12.49% |
| 2013-03-31 | 11.55% |
| 2012-12-31 | 9.50% |
| 2012-09-30 | 14.10% |
| 2012-06-30 | 13.15% |
| 2012-03-31 | 11.37% |
| 2011-12-31 | 8.01% |
| 2011-09-30 | 8.86% |
| 2011-06-30 | 7.88% |
| 2011-03-31 | 7.57% |
| 2010-12-31 | 8.00% |
| 2010-09-30 | 7.91% |
| 2010-06-30 | 8.13% |
| 2010-03-31 | 8.75% |
| 2009-12-31 | 7.85% |
| 2009-09-30 | 7.53% |
| 2009-06-30 | 7.13% |
