Ametek
Ametek returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | 13.74% | 14.9% | 15.59% | 14.56% | 9.89% | 6 pp |
| FY 2026 Q1 | Mar 31, 2026 | 13.44% | 14.89% | 10.7% | 14.63% | 9.8% | 5.7 pp |
| FY 2025 Q4 | Dec 31, 2025 | 13.2% | 14.83% | 9% | 14.59% | 9.64% | 5.5 pp |
| FY 2025 Q3 | Sep 30, 2025 | 12.94% | 14.23% | 11.81% | 14.63% | 9.49% | 5.2 pp |
| FY 2025 Q2 | Jun 30, 2025 | 13.04% | 14.09% | 41.31% | 14.64% | 9.56% | 5.3 pp |
| FY 2025 Q1 | Mar 31, 2025 | 13.04% | 14.38% | — | 14.96% | 9.53% | 5.3 pp |
| FY 2024 Q4 | Dec 31, 2024 | 12.82% | 14.42% | — | 14.97% | 9.28% | 5.1 pp |
| FY 2024 Q3 | Sep 30, 2024 | 13.53% | 14.5% | 4.26% | 14.89% | 9.56% | 5.8 pp |
| FY 2024 Q2 | Jun 30, 2024 | 13.5% | 14.51% | 6.83% | 15.37% | 9.64% | 5.8 pp |
| FY 2024 Q1 | Mar 31, 2024 | 13.34% | 14.61% | 7.85% | 15.77% | 9.6% | 5.6 pp |
| FY 2023 Q4 | Dec 31, 2023 | 13.2% | 14.84% | 8.4% | 16.21% | 9.57% | 5.5 pp |
| FY 2023 Q3 | Sep 30, 2023 | 14.36% | 15.19% | 32.85% | 16.51% | 10.17% | 6.7 pp |
| FY 2023 Q2 | Jun 30, 2023 | 13.89% | 14.71% | 26.31% | 16.43% | 9.95% | 6.2 pp |
| FY 2023 Q1 | Mar 31, 2023 | 13.44% | 14.42% | 31.31% | 16.24% | 9.7% | 5.7 pp |
| FY 2022 Q4 | Dec 31, 2022 | 13.11% | 14.16% | 35.53% | 16.16% | 9.53% | 5.4 pp |
| FY 2022 Q3 | Sep 30, 2022 | 13.25% | 14.29% | 60.55% | 16.57% | 9.56% | 5.5 pp |
| FY 2022 Q2 | Jun 30, 2022 | 12.82% | 13.99% | 109.31% | 16.46% | 9.22% | 5.1 pp |
| FY 2022 Q1 | Mar 31, 2022 | 13.47% | 13.81% | 12.89% | 15.99% | 9.25% | 5.8 pp |
| FY 2021 Q4 | Dec 31, 2021 | 13.06% | 13.34% | 12.02% | 15.44% | 8.9% | 5.4 pp |
| FY 2021 Q3 | Sep 30, 2021 | 12.43% | 13.06% | 9.84% | 15.16% | 8.41% | 4.7 pp |
| FY 2021 Q2 | Jun 30, 2021 | 11.76% | 12.28% | 5.58% | 14.82% | 7.94% | 4.1 pp |
| FY 2021 Q1 | Mar 31, 2021 | 12% | 11.73% | -115.57% | 14.17% | 7.66% | 4.3 pp |
| FY 2020 Q4 | Dec 31, 2020 | 11.32% | 11.61% | — | 15.77% | 8.64% | 3.6 pp |
| FY 2020 Q3 | Sep 30, 2020 | 12.13% | 11.99% | -15.4% | 16.5% | 8.88% | 4.4 pp |
| FY 2020 Q2 | Jun 30, 2020 | 12.39% | 12.17% | -6.62% | 17.5% | 9.17% | 4.7 pp |
| FY 2020 Q1 | Mar 31, 2020 | 13.07% | 13.24% | 4.39% | 19.17% | 9.62% | 5.4 pp |
| FY 2019 Q4 | Dec 31, 2019 | 13.53% | 14.88% | 10.39% | 18.41% | 9.31% | 5.8 pp |
| FY 2019 Q3 | Sep 30, 2019 | 14.99% | 15.24% | 6.69% | 18.17% | 9.83% | 7.3 pp |
| FY 2019 Q2 | Jun 30, 2019 | 14.38% | 14.95% | 6.28% | 18.27% | 9.55% | 6.7 pp |
| FY 2019 Q1 | Mar 31, 2019 | 14.08% | 14.89% | 7.57% | 18.49% | 9.45% | 6.4 pp |
| FY 2018 Q4 | Dec 31, 2018 | 14.03% | 15.3% | 6.67% | 18.81% | 9.45% | 6.3 pp |
| FY 2018 Q3 | Sep 30, 2018 | 15.66% | 14.99% | 58.05% | 19.45% | 10.13% | 8 pp |
| FY 2018 Q2 | Jun 30, 2018 | 15.05% | 14.67% | 54.58% | 19.35% | 9.78% | 7.3 pp |
| FY 2018 Q1 | Mar 31, 2018 | 14.77% | 14.46% | 36.47% | 19.03% | 9.43% | 7.1 pp |
| FY 2017 Q4 | Dec 31, 2017 | 15% | 14.26% | 28.18% | 18.71% | 9.15% | 7.3 pp |
| FY 2017 Q3 | Sep 30, 2017 | 12.08% | 13.99% | 4.76% | 15.46% | 7.48% | 4.4 pp |
| FY 2017 Q2 | Jun 30, 2017 | 11.65% | 13.46% | -7.11% | 15.23% | 7.3% | 3.9 pp |
| FY 2017 Q1 | Mar 31, 2017 | 11.56% | 13.58% | -48.85% | 15.43% | 7.23% | 3.9 pp |
| FY 2016 Q4 | Dec 31, 2016 | 12.22% | 13.57% | -111.5% | 15.73% | 7.44% | 4.5 pp |
| FY 2016 Q3 | Sep 30, 2016 | 12.39% | 14.59% | -31.71% | 16.14% | 7.93% | 4.7 pp |
| FY 2016 Q2 | Jun 30, 2016 | 13.09% | 15.23% | -7.49% | 16.61% | 8.37% | 5.4 pp |
| FY 2016 Q1 | Mar 31, 2016 | 13.63% | 16.07% | 0.49% | 17.77% | 8.75% | 5.9 pp |
| FY 2015 Q4 | Dec 31, 2015 | 14.16% | 16.32% | 5.24% | 18.2% | 9.03% | 6.5 pp |
| FY 2015 Q3 | Sep 30, 2015 | 14.01% | 16.16% | 21.16% | 17.87% | 9.17% | 6.3 pp |
| FY 2015 Q2 | Jun 30, 2015 | 13.89% | 16.35% | 79.64% | 17.2% | 9.07% | 6.2 pp |
| FY 2015 Q1 | Mar 31, 2015 | 14.66% | 16.95% | 50% | 17.93% | 9.43% | 7 pp |
| FY 2014 Q4 | Dec 31, 2014 | 14.78% | 17.14% | 22.23% | 18.33% | 9.5% | 7.1 pp |
| FY 2014 Q3 | Sep 30, 2014 | 14.67% | 16.85% | 10.3% | 17.75% | 9.44% | 7 pp |
| FY 2014 Q2 | Jun 30, 2014 | 14.57% | 17.59% | 7.86% | 17.94% | 9.49% | 6.9 pp |
| FY 2014 Q1 | Mar 31, 2014 | 14.62% | 17.61% | 10.16% | 18.06% | 9.45% | 6.9 pp |
| FY 2013 Q4 | Dec 31, 2013 | 14.38% | 17.5% | 15.17% | 18.23% | 9.34% | 6.7 pp |
| FY 2013 Q3 | Sep 30, 2013 | 14.75% | 17.93% | 17.89% | 18.71% | 9.68% | 7.1 pp |
| FY 2013 Q2 | Jun 30, 2013 | 14.73% | 18.3% | 42.91% | 19.37% | 9.7% | 7 pp |
| FY 2013 Q1 | Mar 31, 2013 | 15% | 18.47% | 16.37% | 19.71% | 9.69% | 7.3 pp |
| FY 2012 Q4 | Dec 31, 2012 | 14.82% | 18.65% | 11.35% | 20.01% | 9.66% | 7.1 pp |
| FY 2012 Q3 | Sep 30, 2012 | 15.2% | 18.72% | 11.66% | 19.73% | 9.79% | 7.5 pp |
| FY 2012 Q2 | Jun 30, 2012 | 14.49% | 18.42% | 13.03% | 19.82% | 9.37% | 6.8 pp |
| FY 2012 Q1 | Mar 31, 2012 | 15% | 18.36% | 17.39% | 19.85% | 9.51% | 7.3 pp |
| FY 2011 Q4 | Dec 31, 2011 | 14.82% | 18.28% | 27.95% | 20.09% | 9.45% | 7.1 pp |
| FY 2011 Q3 | Sep 30, 2011 | 15.01% | 17.99% | 37.6% | 19.58% | 9.45% | 7.3 pp |
| FY 2011 Q2 | Jun 30, 2011 | 14.91% | 18.03% | 19.2% | 19.39% | 9.25% | 7.2 pp |
| FY 2011 Q1 | Mar 31, 2011 | 14.5% | 17.21% | 22.5% | 18.57% | 8.89% | 6.8 pp |
| FY 2010 Q4 | Dec 31, 2010 | 13.1% | 15.83% | 19.45% | 16.99% | 8.04% | 5.4 pp |
| FY 2010 Q3 | Sep 30, 2010 | 12.27% | 14.94% | — | 16.15% | 7.54% | 4.6 pp |
| FY 2010 Q2 | Jun 30, 2010 | 11.55% | 13.92% | — | 14.79% | 6.9% | 3.8 pp |
| FY 2010 Q1 | Mar 31, 2010 | — | — | — | — | — | — |
| FY 2009 Q4 | Dec 31, 2009 | — | — | — | — | — | — |
| FY 2009 Q3 | Sep 30, 2009 | — | — | — | — | — | — |
| FY 2009 Q2 | Jun 30, 2009 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · AME, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.