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 6.91% is in line with its 5-year average of 6.42%, near the high end of its 5-year range (3.43%–7.84%).
As of the fiscal period ended Tuesday, June 30, 2026. 8.66% above its 12-month average of 6.36%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
6.91%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.36%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
5.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
6.42%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.16%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+8.66%
CURRENT VS 3Y AVG
+25.34%
CURRENT VS 5Y AVG
+7.71%
CURRENT VS 10Y AVG
+12.17%
CURRENT VS 15Y AVG
-2.71%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
-27.66%
vs the sector median at left
Xylem Inc.
Market Cap
$24.99B
Return on Invested Capital (ROIC)
6.91%
TTM Avg
6.36%
3Y Avg
5.51%
5Y Avg
6.42%
Market Cap
$25.52B
Return on Invested Capital (ROIC)
11.14%
TTM Avg
8.86%
3Y Avg
10.88%
5Y Avg
11.43%
Market Cap
$24.30B
Return on Invested Capital (ROIC)
34.54%
TTM Avg
28.21%
3Y Avg
29.84%
5Y Avg
29.70%
Market Cap
$24.21B
Return on Invested Capital (ROIC)
9.55%
TTM Avg
14.57%
3Y Avg
14.06%
5Y Avg
12.58%
Market Cap
$25.97B
Return on Invested Capital (ROIC)
9.56%
TTM Avg
9.19%
3Y Avg
10.32%
5Y Avg
10.70%
Market Cap
$26.01B
Return on Invested Capital (ROIC)
10.66%
TTM Avg
6.55%
3Y Avg
6.97%
5Y Avg
6.06%
Market Cap
$26.32B
Return on Invested Capital (ROIC)
40.31%
TTM Avg
37.16%
3Y Avg
39.67%
5Y Avg
34.68%
Market Cap
$23.13B
Return on Invested Capital (ROIC)
14.70%
TTM Avg
16.98%
3Y Avg
19.04%
5Y Avg
19.79%
Market Cap
$27.85B
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 |
|---|---|---|---|---|---|
| Xylem Inc. (XYL) | $24.99B | 6.91% | 6.36% | 5.51% | 6.42% |
| J.B. Hunt Transport Services, Inc. (JBHT)vs › | $25.52B | 11.14% | 8.86% | 10.88% | 11.43% |
| Expeditors International of Washington, Inc. (EXPD)vs › | $24.30B | 34.54% | 28.21% | 29.84% | 29.70% |
| Hubbell Incorporated (HUBB)vs › | $24.21B | 9.55% | 14.57% | 14.06% | 12.58% |
| Dover Corporation (DOV)vs › | $25.97B | 9.56% | 9.19% | 10.32% | 10.70% |
| nVent Electric plc (NVT)vs › | $26.01B | 10.66% | 6.55% | 6.97% | 6.06% |
| Otis Worldwide Corporation (OTIS)vs › | $26.32B | 40.31% | 37.16% | 39.67% | 34.68% |
| Veralto Corporation (VLTO)vs › | $23.13B | 14.70% | 16.98% | 19.04% | 19.79% |
| Symbotic Inc. (SYM)vs › | $27.85B | 2.39% | -17.25% | -54.70% | -76.23% |
| XPO Logistics, Inc. (XPO)vs › | $22.02B | 9.10% | 8.09% | 6.79% | 5.41% |
ROIC
6.9%
ROE
9.7%
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 | 6.91% |
| 2026-03-31 | 6.75% |
| 2025-12-31 | 6.42% |
| 2025-09-30 | 5.94% |
| 2025-06-30 | 5.78% |
| 2025-03-31 | 5.78% |
| 2024-12-31 | 5.82% |
| 2024-09-30 | 6.08% |
| 2024-06-30 | 5.70% |
| 2024-03-31 | 4.91% |
| 2023-12-31 | 4.49% |
| 2023-09-30 | 3.68% |
| 2023-06-30 | 3.43% |
| 2023-03-31 | 7.84% |
| 2022-12-31 | 7.80% |
| 2022-09-30 | 7.11% |
| 2022-06-30 | 6.86% |
| 2022-03-31 | 6.93% |
| 2021-12-31 | 7.03% |
| 2021-09-30 | 7.69% |
| 2021-06-30 | 6.09% |
| 2021-03-31 | 5.06% |
| 2020-12-31 | 4.39% |
| 2020-09-30 | 3.87% |
| 2020-06-30 | 4.37% |
| 2020-03-31 | 6.64% |
| 2019-12-31 | 7.16% |
| 2019-09-30 | 7.55% |
| 2019-06-30 | 9.56% |
| 2019-03-31 | 9.56% |
| 2018-12-31 | 10.08% |
| 2018-09-30 | 7.40% |
| 2018-06-30 | 7.12% |
| 2018-03-31 | 6.67% |
| 2017-12-31 | 6.81% |
| 2017-09-30 | 6.34% |
| 2017-06-30 | 5.69% |
| 2017-03-31 | 5.35% |
| 2016-12-31 | 5.65% |
| 2016-09-30 | 9.41% |
| 2016-06-30 | 9.87% |
| 2016-03-31 | 8.48% |
| 2015-12-31 | 9.68% |
| 2015-09-30 | 9.16% |
| 2015-06-30 | 9.27% |
| 2015-03-31 | 9.79% |
| 2014-12-31 | 9.22% |
| 2014-09-30 | 8.70% |
| 2014-06-30 | 7.95% |
| 2014-03-31 | 7.02% |
| 2013-12-31 | 6.80% |
| 2013-09-30 | 7.06% |
| 2013-06-30 | 7.07% |
| 2013-03-31 | 8.20% |
| 2012-12-31 | 8.69% |
| 2012-09-30 | 8.25% |
| 2012-06-30 | 8.42% |
| 2012-03-31 | 7.69% |
| 2011-12-31 | 8.04% |
| 2011-09-30 | 9.22% |
