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 8.36% is 51% above its 5-year average of 5.52%, near the high end of its 5-year range (3.15%–8.36%).
As of the fiscal period ended Tuesday, June 30, 2026. 35.88% above its 12-month average of 6.15%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.36%.
RETURN ON INVESTED CAPITAL (ROIC)
8.36%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.15%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
6.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
5.52%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
4.88%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+35.88%
CURRENT VS 3Y AVG
+34.54%
CURRENT VS 5Y AVG
+51.34%
CURRENT VS 10Y AVG
+71.41%
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
-12.49%
vs the sector median at left
Ingersoll Rand Inc.
Market Cap
$29.77B
Return on Invested Capital (ROIC)
8.36%
TTM Avg
6.15%
3Y Avg
6.21%
5Y Avg
5.52%
Market Cap
$30.77B
Return on Invested Capital (ROIC)
8.08%
TTM Avg
8.74%
3Y Avg
9.71%
5Y Avg
9.88%
Market Cap
$27.89B
Return on Invested Capital (ROIC)
2.39%
TTM Avg
-17.25%
3Y Avg
-54.70%
5Y Avg
-76.23%
Market Cap
$26.59B
Return on Invested Capital (ROIC)
10.66%
TTM Avg
6.55%
3Y Avg
6.97%
5Y Avg
6.06%
Market Cap
$33.62B
Return on Invested Capital (ROIC)
26.94%
TTM Avg
27.00%
3Y Avg
22.23%
5Y Avg
17.65%
Market Cap
$25.84B
Return on Invested Capital (ROIC)
9.56%
TTM Avg
9.19%
3Y Avg
10.32%
5Y Avg
10.70%
Market Cap
$25.54B
Return on Invested Capital (ROIC)
14.28%
TTM Avg
14.50%
3Y Avg
16.00%
5Y Avg
18.31%
Market Cap
$25.31B
Return on Invested Capital (ROIC)
12.58%
TTM Avg
11.84%
3Y Avg
10.95%
5Y Avg
1.40%
Market Cap
$25.10B
Return on Invested Capital (ROIC)
40.31%
TTM Avg
37.16%
3Y Avg
39.67%
5Y Avg
34.68%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Ingersoll Rand Inc. (IR) | $29.77B | 8.36% | 6.15% | 6.21% | 5.52% |
| Sunbelt Rentals Holdings Inc (SUNB)vs › | $30.77B | 8.08% | 8.74% | 9.71% | 9.88% |
| Symbotic Inc. (SYM)vs › | $27.89B | 2.39% | -17.25% | -54.70% | -76.23% |
| nVent Electric plc (NVT)vs › | $26.59B | 10.66% | 6.55% | 6.97% | 6.06% |
| EMCOR Group, Inc. (EME)vs › | $33.62B | 26.94% | 27.00% | 22.23% | 17.65% |
| Dover Corporation (DOV)vs › | $25.84B | 9.56% | 9.19% | 10.32% | 10.70% |
| Copart, Inc. (CPRT)vs › | $25.54B | 14.28% | 14.50% | 16.00% | 18.31% |
| ATI Inc. (ATI)vs › | $25.31B | 12.58% | 11.84% | 10.95% | 1.40% |
| Otis Worldwide Corporation (OTIS)vs › | $25.10B | 40.31% | 37.16% | 39.67% | 34.68% |
| Axon Enterprise, Inc. (AXON)vs › | $34.67B | 1.09% | 0.27% | 2.42% | -0.79% |
ROIC
8.4%
ROE
9.4%
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 | 8.36% |
| 2026-03-31 | 6.48% |
| 2025-12-31 | 6.36% |
| 2025-09-30 | 4.85% |
| 2025-06-30 | 4.72% |
| 2025-03-31 | 5.99% |
| 2024-12-31 | 6.13% |
| 2024-09-30 | 5.92% |
| 2024-06-30 | 5.92% |
| 2024-03-31 | 6.78% |
| 2023-12-31 | 6.48% |
| 2023-09-30 | 6.36% |
| 2023-06-30 | 5.74% |
| 2023-03-31 | 5.39% |
| 2022-12-31 | 4.97% |
| 2022-09-30 | 4.87% |
| 2022-06-30 | 4.88% |
| 2022-03-31 | 4.39% |
| 2021-12-31 | 4.12% |
| 2021-09-30 | 4.17% |
| 2021-06-30 | 3.15% |
| 2021-03-31 | 1.06% |
| 2020-12-31 | 0.54% |
| 2020-09-30 | -0.03% |
| 2020-06-30 | 0.00% |
| 2020-03-31 | 0.85% |
| 2019-12-31 | 5.65% |
| 2019-09-30 | 7.58% |
| 2019-06-30 | 8.23% |
| 2019-03-31 | 8.75% |
| 2018-12-31 | 8.76% |
| 2018-09-30 | 9.82% |
| 2018-06-30 | 9.03% |
| 2018-03-31 | 3.87% |
| 2017-12-31 | 2.67% |
| 2017-09-30 | 1.74% |
| 2017-06-30 | -0.15% |
| 2017-03-31 | 3.15% |
| 2016-12-31 | 2.71% |
