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 14.64% is 32% below its 5-year average of 21.40%, near the low end of its 5-year range (14.64%–37.26%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.53% below its 12-month average of 15.17%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 14.64%.
RETURN ON INVESTED CAPITAL (ROIC)
14.64%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
15.17%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
17.42%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
21.40%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
22.31%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
20.17%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
18.58%
CURRENT VS TTM AVG
-3.53%
CURRENT VS 3Y AVG
-15.98%
CURRENT VS 5Y AVG
-31.60%
CURRENT VS 10Y AVG
-34.40%
CURRENT VS 15Y AVG
-27.45%
CURRENT VS 20Y AVG
-21.21%
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+53.18%
vs the sector median at left
Pool Corporation
Market Cap
$6.19B
Return on Invested Capital (ROIC)
14.64%
TTM Avg
15.17%
3Y Avg
17.42%
5Y Avg
21.40%
Market Cap
$6.40B
Return on Invested Capital (ROIC)
11.51%
TTM Avg
13.06%
3Y Avg
15.91%
5Y Avg
15.72%
Market Cap
$5.92B
Return on Invested Capital (ROIC)
21.54%
TTM Avg
18.61%
3Y Avg
19.25%
5Y Avg
19.25%
Market Cap
$6.53B
Return on Invested Capital (ROIC)
13.39%
TTM Avg
12.63%
3Y Avg
11.22%
5Y Avg
9.49%
Market Cap
$5.64B
Return on Invested Capital (ROIC)
-9.52%
TTM Avg
-18.84%
3Y Avg
-23.89%
5Y Avg
-23.90%
Market Cap
$6.80B
Return on Invested Capital (ROIC)
10.16%
TTM Avg
9.94%
3Y Avg
13.30%
5Y Avg
14.90%
Market Cap
$6.92B
Return on Invested Capital (ROIC)
12.36%
TTM Avg
13.01%
3Y Avg
14.71%
5Y Avg
14.23%
Market Cap
$6.97B
Return on Invested Capital (ROIC)
22.63%
TTM Avg
26.38%
3Y Avg
17.25%
5Y Avg
12.41%
Market Cap
$5.34B
Return on Invested Capital (ROIC)
1.72%
TTM Avg
1.94%
3Y Avg
3.17%
5Y Avg
3.99%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Pool Corporation (POOL) | $6.19B | 14.64% | 15.17% | 17.42% | 21.40% |
| AAON, Inc. (AAON)vs › | $6.40B | 11.51% | 13.06% | 15.91% | 15.72% |
| Everus Construction Group, Inc. (ECG)vs › | $5.92B | 21.54% | 18.61% | 19.25% | 19.25% |
| EnerSys (ENS)vs › | $6.53B | 13.39% | 12.63% | 11.22% | 9.49% |
| Planet Labs PBC (PL)vs › | $5.64B | -9.52% | -18.84% | -23.89% | -23.90% |
| Matson, Inc. (MATX)vs › | $6.80B | 10.16% | 9.94% | 13.30% | 14.90% |
| MSC Industrial Direct Co., Inc. (MSM)vs › | $6.92B | 12.36% | 13.01% | 14.71% | 14.23% |
| Powell Industries, Inc. (POWL)vs › | $6.97B | 22.63% | 26.38% | 17.25% | 12.41% |
| Casella Waste Systems, Inc. (CWST)vs › | $5.34B | 1.72% | 1.94% | 3.17% | 3.99% |
| Federal Signal Corporation (FSS)vs › | $7.14B | 14.80% | 13.96% | 12.41% | 11.42% |
ROIC
14.6%
ROE
31.7%
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 | 14.64% |
| 2026-03-31 | 15.42% |
| 2025-12-31 | 15.43% |
| 2025-09-30 | 15.43% |
| 2025-06-30 | 14.95% |
| 2025-03-31 | 16.42% |
| 2024-12-31 | 17.69% |
| 2024-09-30 | 17.56% |
| 2024-06-30 | 16.86% |
| 2024-03-31 | 19.74% |
| 2023-12-31 | 20.38% |
| 2023-09-30 | 20.76% |
| 2023-06-30 | 21.19% |
| 2023-03-31 | 23.68% |
| 2022-12-31 | 26.06% |
| 2022-09-30 | 26.52% |
| 2022-06-30 | 25.06% |
| 2022-03-31 | 24.52% |
| 2021-12-31 | 25.60% |
| 2021-09-30 | 37.26% |
| 2021-06-30 | 34.20% |
| 2021-03-31 | 32.23% |
| 2020-12-31 | 28.32% |
| 2020-09-30 | 28.72% |
| 2020-06-30 | 25.70% |
| 2020-03-31 | 23.77% |
| 2019-12-31 | 24.20% |
| 2019-09-30 | 23.67% |
| 2019-06-30 | 21.30% |
| 2019-03-31 | 21.99% |
| 2018-12-31 | 26.57% |
| 2018-09-30 | 25.75% |
| 2018-06-30 | 23.16% |
| 2018-03-31 | 24.40% |
| 2017-12-31 | 25.56% |
| 2017-09-30 | 21.63% |
| 2017-06-30 | 19.11% |
| 2017-03-31 | 21.41% |
| 2016-12-31 | 22.51% |
| 2016-09-30 | 21.91% |
| 2016-06-30 | 18.45% |
| 2016-03-31 | 20.08% |
| 2015-12-31 | 21.01% |
| 2015-09-30 | 18.49% |
| 2015-06-30 | 15.56% |
| 2015-03-31 | 17.69% |
| 2014-12-31 | 19.15% |
| 2014-09-30 | 16.50% |
| 2014-06-30 | 14.93% |
| 2014-03-31 | 16.61% |
| 2013-12-31 | 18.09% |
| 2013-09-30 | 15.82% |
| 2013-06-30 | 12.97% |
| 2013-03-31 | 14.60% |
| 2012-12-31 | 16.05% |
| 2012-09-30 | 14.97% |
| 2012-06-30 | 13.43% |
| 2012-03-31 | 13.01% |
| 2011-12-31 | 13.50% |
| 2011-09-30 | 12.26% |
| 2011-06-30 | 13.32% |
| 2011-03-31 | 11.82% |
| 2010-12-31 | 11.90% |
| 2010-09-30 | 10.33% |
| 2010-06-30 | 9.44% |
| 2010-03-31 | 9.28% |
| 2009-12-31 | 10.11% |
| 2009-09-30 | 10.79% |
| 2009-06-30 | 10.37% |
| 2009-03-31 | 10.87% |
| 2008-12-31 | 11.78% |
| 2008-09-30 | 12.60% |
| 2008-06-30 | 10.11% |
| 2008-03-31 | 12.61% |
| 2007-12-31 | 14.06% |
| 2007-09-30 | 13.20% |
| 2007-06-30 | 13.25% |
| 2007-03-31 | 16.54% |
| 2006-12-31 | 18.30% |
| 2006-09-30 | 23.50% |
| 2006-06-30 | 16.06% |
| 2006-03-31 | 16.18% |
| 2005-12-31 | 17.72% |
| 2005-09-30 | 26.13% |
| 2005-06-30 | 16.95% |
| 2005-03-31 | 18.77% |
| 2004-12-31 | 24.15% |
| 2004-09-30 | 18.95% |
| 2004-06-30 | 16.10% |
| 2004-03-31 | 15.09% |
| 2003-12-31 | 17.49% |
| 2003-09-30 | 20.89% |
| 2003-06-30 | 14.12% |
