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 11.82% is 114% above its 5-year average of 5.52%, near the high end of its 5-year range (-16.53%–11.88%).
As of the fiscal period ended Tuesday, June 30, 2026. 51.51% above its 12-month average of 7.80%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 11.82%.
RETURN ON EQUITY (ROE)
11.82%
RETURN ON EQUITY (ROE) AVG TTM
7.80%
RETURN ON EQUITY (ROE) AVG 3Y
4.86%
RETURN ON EQUITY (ROE) AVG 5Y
5.52%
RETURN ON EQUITY (ROE) AVG 10Y
13.40%
RETURN ON EQUITY (ROE) AVG 15Y
13.11%
RETURN ON EQUITY (ROE) AVG 20Y
11.17%
CURRENT VS TTM AVG
+51.51%
CURRENT VS 3Y AVG
+143.01%
CURRENT VS 5Y AVG
+113.95%
CURRENT VS 10Y AVG
-11.78%
CURRENT VS 15Y AVG
-9.88%
CURRENT VS 20Y AVG
+5.81%
SECTOR MEDIAN · INDUSTRIALS
17.21%
median of 149 covered companies
CURRENT VS SECTOR MEDIAN
-31.33%
vs the sector median at left
Southwest Airlines Co.
Market Cap
$20.59B
Return on Equity (ROE)
11.82%
TTM Avg
7.80%
3Y Avg
4.86%
5Y Avg
5.52%
Market Cap
$20.80B
Return on Equity (ROE)
20.59%
TTM Avg
20.59%
3Y Avg
30.48%
5Y Avg
25.92%
Market Cap
$20.30B
Return on Equity (ROE)
19.54%
TTM Avg
17.82%
3Y Avg
16.43%
5Y Avg
15.23%
Market Cap
$19.23B
Return on Equity (ROE)
17.11%
TTM Avg
17.14%
3Y Avg
18.81%
5Y Avg
19.28%
Market Cap
$22.11B
Return on Equity (ROE)
23.56%
TTM Avg
21.19%
3Y Avg
12.43%
5Y Avg
10.58%
Market Cap
$22.13B
Return on Equity (ROE)
18.44%
TTM Avg
15.50%
3Y Avg
18.80%
5Y Avg
19.84%
Market Cap
$18.71B
Return on Equity (ROE)
15.78%
TTM Avg
13.46%
3Y Avg
14.14%
5Y Avg
15.62%
Market Cap
$23.35B
Return on Equity (ROE)
31.90%
TTM Avg
35.57%
3Y Avg
39.48%
5Y Avg
30.81%
Market Cap
$17.81B
Return on Equity (ROE)
16.98%
TTM Avg
15.93%
3Y Avg
18.25%
5Y Avg
18.04%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Southwest Airlines Co. (LUV) | $20.59B | 11.82% | 7.80% | 4.86% | 5.52% |
| XPO Logistics, Inc. (XPO)vs › | $20.80B | 20.59% | 20.59% | 30.48% | 25.92% |
| Curtiss-Wright Corporation (CW)vs › | $20.30B | 19.54% | 17.82% | 16.43% | 15.23% |
| Snap-on Incorporated (SNA)vs › | $19.23B | 17.11% | 17.14% | 18.81% | 19.28% |
| MTU Aero Engines AG (MTUAY)vs › | $22.11B | 23.56% | 21.19% | 12.43% | 10.58% |
| J.B. Hunt Transport Services, Inc. (JBHT)vs › | $22.13B | 18.44% | 15.50% | 18.80% | 19.84% |
| Equifax Inc. (EFX)vs › | $18.71B | 15.78% | 13.46% | 14.14% | 15.62% |
| Veralto Corporation (VLTO)vs › | $23.35B | 31.90% | 35.57% | 39.48% | 30.81% |
| Nordson Corporation (NDSN)vs › | $17.81B | 16.98% | 15.93% | 18.25% | 18.04% |
| MasTec, Inc. (MTZ)vs › | $17.80B | 14.47% | 8.91% | 4.30% | 7.70% |
ROE
11.8%
ROA
2.8%
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 | 11.82% |
| 2026-03-31 | 11.88% |
| 2025-12-31 | 5.53% |
| 2025-09-30 | 4.87% |
| 2025-06-30 | 4.90% |
| 2025-03-31 | 5.83% |
| 2024-12-31 | 4.48% |
| 2024-09-30 | -0.47% |
| 2024-06-30 | 0.74% |
| 2024-03-31 | 3.85% |
| 2023-12-31 | 4.42% |
| 2023-09-30 | 4.50% |
| 2023-06-30 | 5.39% |
| 2023-03-31 | 6.39% |
| 2022-12-31 | 5.04% |
| 2022-09-30 | 7.57% |
| 2022-06-30 | 8.96% |
| 2022-03-31 | 5.61% |
| 2021-12-31 | 9.39% |
| 2021-09-30 | 0.02% |
| 2021-06-30 | -16.53% |
| 2021-03-31 | -31.50% |
| 2020-12-31 | -34.63% |
| 2020-09-30 | -16.91% |
| 2020-06-30 | 1.51% |
| 2020-03-31 | 20.06% |
| 2019-12-31 | 23.40% |
| 2019-09-30 | 24.58% |
| 2019-06-30 | 24.11% |
| 2019-03-31 | 24.40% |
| 2018-12-31 | 25.02% |
| 2018-09-30 | 36.43% |
| 2018-06-30 | 35.88% |
| 2018-03-31 | 37.43% |
| 2017-12-31 | 33.44% |
| 2017-09-30 | 24.11% |
| 2017-06-30 | 23.53% |
| 2017-03-31 | 25.37% |
| 2016-12-31 | 26.55% |
| 2016-09-30 | 28.02% |
| 2016-06-30 | 31.34% |
| 2016-03-31 | 29.87% |
| 2015-12-31 | 29.64% |
| 2015-09-30 | 26.33% |
| 2015-06-30 | 22.07% |
| 2015-03-31 | 20.82% |
| 2014-12-31 | 16.77% |
| 2014-09-30 | 15.59% |
| 2014-06-30 | 14.48% |
| 2014-03-31 | 11.78% |
| 2013-12-31 | 10.28% |
| 2013-09-30 | 8.84% |
| 2013-06-30 | 5.56% |
| 2013-03-31 | 5.47% |
| 2012-12-31 | 6.03% |
| 2012-09-30 | 7.06% |
| 2012-06-30 | 4.94% |
| 2012-03-31 | 3.82% |
| 2011-12-31 | 2.59% |
| 2011-09-30 | 2.42% |
| 2011-06-30 | 6.97% |
| 2011-03-31 | 6.88% |
| 2010-12-31 | 7.36% |
| 2010-09-30 | 7.45% |
| 2010-06-30 | 4.00% |
| 2010-03-31 | 2.96% |
| 2009-12-31 | 1.13% |
| 2009-09-30 | -2.09% |
| 2009-06-30 | -4.14% |
| 2009-03-31 | 1.10% |
| 2008-12-31 | 3.61% |
| 2008-09-30 | 4.91% |
| 2008-06-30 | 7.21% |
| 2008-03-31 | 8.16% |
| 2007-12-31 | 9.29% |
| 2007-09-30 | 9.41% |
| 2007-06-30 | 7.41% |
| 2007-03-31 | 8.10% |
| 2006-12-31 | 7.74% |
| 2006-09-30 | 7.97% |
| 2006-06-30 | 10.17% |
| 2006-03-31 | 7.88% |
| 2005-12-31 | 8.21% |
| 2005-09-30 | 7.65% |
| 2005-06-30 | 6.47% |
| 2005-03-31 | 5.94% |
| 2004-12-31 | 5.67% |
| 2004-09-30 | 5.89% |
| 2004-06-30 | 5.92% |
| 2004-03-31 | 8.84% |
| 2003-12-31 | 8.75% |
| 2003-09-30 | 8.59% |
| 2003-06-30 | 8.18% |
