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 40.31% is in line with its 5-year average of 39.50%, around the middle of its 5-year range (25.21%–46.84%).
As of the fiscal period ended Tuesday, June 30, 2026. 0.52% below its 12-month average of 40.51%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 40.31%.
RETURN ON INVESTED CAPITAL (ROIC)
40.31%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
40.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
40.82%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
39.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-0.52%
CURRENT VS 3Y AVG
-1.25%
CURRENT VS 5Y AVG
+2.03%
CURRENT VS 10Y AVG
N/A
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
+321.82%
vs the sector median at left
Otis Worldwide Corporation
Market Cap
$26.15B
Return on Invested Capital (ROIC)
40.31%
TTM Avg
40.51%
3Y Avg
40.82%
5Y Avg
39.50%
Market Cap
$25.49B
Return on Invested Capital (ROIC)
9.56%
TTM Avg
9.19%
3Y Avg
10.32%
5Y Avg
10.70%
Market Cap
$25.12B
Return on Invested Capital (ROIC)
6.91%
TTM Avg
6.12%
3Y Avg
6.13%
5Y Avg
5.99%
Market Cap
$25.06B
Return on Invested Capital (ROIC)
12.58%
TTM Avg
11.84%
3Y Avg
10.95%
5Y Avg
1.40%
Market Cap
$27.46B
Return on Invested Capital (ROIC)
14.28%
TTM Avg
14.50%
3Y Avg
16.00%
5Y Avg
18.31%
Market Cap
$24.73B
Return on Invested Capital (ROIC)
34.54%
TTM Avg
28.21%
3Y Avg
29.84%
5Y Avg
29.70%
Market Cap
$24.47B
Return on Invested Capital (ROIC)
10.66%
TTM Avg
6.55%
3Y Avg
6.97%
5Y Avg
6.06%
Market Cap
$28.43B
Return on Invested Capital (ROIC)
8.36%
TTM Avg
6.25%
3Y Avg
5.98%
5Y Avg
4.75%
Market Cap
$28.63B
Return on Invested Capital (ROIC)
2.39%
TTM Avg
-17.25%
3Y Avg
-54.70%
5Y Avg
-76.23%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Otis Worldwide Corporation (OTIS) | $26.15B | 40.31% | 40.51% | 40.82% | 39.50% |
| Dover Corporation (DOV)vs › | $25.49B | 9.56% | 9.19% | 10.32% | 10.70% |
| Xylem Inc. (XYL)vs › | $25.12B | 6.91% | 6.12% | 6.13% | 5.99% |
| ATI Inc. (ATI)vs › | $25.06B | 12.58% | 11.84% | 10.95% | 1.40% |
| Copart, Inc. (CPRT)vs › | $27.46B | 14.28% | 14.50% | 16.00% | 18.31% |
| Expeditors International of Washington, Inc. (EXPD)vs › | $24.73B | 34.54% | 28.21% | 29.84% | 29.70% |
| nVent Electric plc (NVT)vs › | $24.47B | 10.66% | 6.55% | 6.97% | 6.06% |
| Ingersoll Rand Inc. (IR)vs › | $28.43B | 8.36% | 6.25% | 5.98% | 4.75% |
| Symbotic Inc. (SYM)vs › | $28.63B | 2.39% | -17.25% | -54.70% | -76.23% |
| Hubbell Incorporated (HUBB)vs › | $23.42B | 9.55% | 14.57% | 14.06% | 12.58% |
ROIC
40.3%
ROE
N/A
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 | 40.31% |
| 2026-03-31 | 45.61% |
| 2025-12-31 | 39.59% |
| 2025-09-30 | 37.22% |
| 2025-06-30 | 39.85% |
| 2025-03-31 | 33.35% |
| 2024-12-31 | 34.72% |
| 2024-09-30 | 44.27% |
| 2024-06-30 | 46.43% |
| 2024-03-31 | 46.84% |
| 2023-12-31 | 43.93% |
| 2023-09-30 | 37.36% |
| 2023-06-30 | 41.11% |
| 2023-03-31 | 40.09% |
| 2022-12-31 | 40.43% |
| 2022-09-30 | 42.73% |
| 2022-06-30 | 41.17% |
| 2022-03-31 | 27.28% |
| 2021-12-31 | 25.21% |
| 2021-09-30 | 35.97% |
| 2021-06-30 | 31.82% |
| 2021-03-31 | 29.71% |
| 2020-12-31 | 24.18% |
| 2020-09-30 | 23.03% |
| 2020-06-30 | 23.26% |
| 2020-03-31 | 27.05% |
| 2019-12-31 | 28.41% |
