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 -0.01% is 102% below its 5-year average of 0.23%, around the middle of its 5-year range (-3.73%–1.75%).
As of the fiscal period ended Tuesday, June 30, 2026. 99.65% above its 12-month average of -1.57%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
-0.01%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-1.57%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-1.18%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
0.23%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
1.43%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+99.65%
CURRENT VS 3Y AVG
+99.54%
CURRENT VS 5Y AVG
-102.35%
CURRENT VS 10Y AVG
-100.38%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · UTILITIES
4.09%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-100.13%
vs the sector median at left
XPLR Infrastructure, LP
Market Cap
$1.14B
Return on Invested Capital (ROIC)
-0.01%
TTM Avg
-1.57%
3Y Avg
-1.18%
5Y Avg
0.23%
Market Cap
$1.91B
Return on Invested Capital (ROIC)
-12.09%
TTM Avg
-0.84%
3Y Avg
-15.76%
5Y Avg
-81.23%
Market Cap
$2.07B
Return on Invested Capital (ROIC)
5.11%
TTM Avg
4.01%
3Y Avg
3.53%
5Y Avg
3.43%
Market Cap
$3.14B
Return on Invested Capital (ROIC)
4.27%
TTM Avg
3.92%
3Y Avg
3.53%
5Y Avg
3.50%
Market Cap
$5.57B
Return on Invested Capital (ROIC)
4.73%
TTM Avg
4.69%
3Y Avg
4.70%
5Y Avg
4.72%
Market Cap
$7.18B
Return on Invested Capital (ROIC)
-6.59%
TTM Avg
-14.18%
3Y Avg
-70.65%
5Y Avg
-66.26%
Market Cap
$8.13B
Return on Invested Capital (ROIC)
6.41%
TTM Avg
6.02%
3Y Avg
2.46%
5Y Avg
4.61%
Market Cap
$9.61B
Return on Invested Capital (ROIC)
0.75%
TTM Avg
1.15%
3Y Avg
1.51%
5Y Avg
1.71%
Market Cap
$10.55B
Return on Invested Capital (ROIC)
4.38%
TTM Avg
4.35%
3Y Avg
4.71%
5Y Avg
5.33%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| XPLR Infrastructure, LP (XIFR) | $1.14B | -0.01% | -1.57% | -1.18% | 0.23% |
| Fluence Energy, Inc. (FLNC)vs › | $1.91B | -12.09% | -0.84% | -15.76% | -81.23% |
| Northwest Natural Holding Company (NWN)vs › | $2.07B | 5.11% | 4.01% | 3.53% | 3.43% |
| Avista Corporation (AVA)vs › | $3.14B | 4.27% | 3.92% | 3.53% | 3.50% |
| Black Hills Corporation (BKH)vs › | $5.57B | 4.73% | 4.69% | 4.70% | 4.72% |
| Oklo Inc. (OKLO)vs › | $7.18B | -6.59% | -14.18% | -70.65% | -66.26% |
| UGI Corporation (UGI)vs › | $8.13B | 6.41% | 6.02% | 2.46% | 4.61% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $9.61B | 0.75% | 1.15% | 1.51% | 1.71% |
| The AES Corporation (AES)vs › | $10.55B | 4.38% | 4.35% | 4.71% | 5.33% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.82B | 4.17% | 3.33% | 3.19% | 3.29% |
ROIC
-0.0%
ROE
1.9%
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 | -0.01% |
| 2026-03-31 | 0.15% |
| 2025-12-31 | -1.00% |
| 2025-09-30 | -3.73% |
| 2025-06-30 | -3.29% |
| 2025-03-31 | -3.22% |
| 2024-12-31 | -2.30% |
| 2024-09-30 | -0.36% |
| 2024-06-30 | -0.43% |
| 2024-03-31 | -0.59% |
| 2023-12-31 | -0.65% |
| 2023-09-30 | 0.02% |
| 2023-06-30 | 0.08% |
| 2023-03-31 | 0.52% |
| 2022-12-31 | 0.79% |
| 2022-09-30 | 1.13% |
| 2022-06-30 | 1.23% |
| 2022-03-31 | 0.93% |
| 2021-12-31 | 1.18% |
| 2021-09-30 | 1.74% |
| 2021-06-30 | 1.75% |
| 2021-03-31 | 2.05% |
| 2020-12-31 | 2.06% |
| 2020-09-30 | 2.08% |
| 2020-06-30 | 2.25% |
| 2020-03-31 | 2.05% |
| 2019-12-31 | 1.94% |
| 2019-09-30 | 1.93% |
| 2019-06-30 | 1.65% |
| 2019-03-31 | 4.18% |
| 2018-12-31 | 4.67% |
| 2018-09-30 | 4.48% |
| 2018-06-30 | 4.31% |
| 2018-03-31 | 2.47% |
| 2017-12-31 | 2.13% |
| 2017-09-30 | 3.13% |
| 2017-06-30 | 3.46% |
| 2017-03-31 | 3.62% |
| 2016-12-31 | 3.13% |
| 2016-09-30 | 3.88% |
| 2016-06-30 | 4.06% |
| 2016-03-31 | 3.08% |
| 2015-12-31 | 2.81% |
| 2015-09-30 | 3.53% |
| 2015-06-30 | 4.41% |
| 2015-03-31 | 5.57% |
| 2014-12-31 | 3.14% |
| 2014-09-30 | 4.31% |
| 2014-06-30 | 2.48% |
| 2014-03-31 | 1.71% |
| 2013-12-31 | 1.41% |
