Entergy
Entergy 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 | 5.16% | 4.68% | -2.32% | 10.44% | 2.47% | 0.8 pp |
| FY 2026 Q1 | Mar 31, 2026 | 5.23% | 4.8% | 3.12% | 10.96% | 2.53% | 0.8 pp |
| FY 2025 Q4 | Dec 31, 2025 | 5.6% | 5.22% | 19.8% | 10.99% | 2.59% | 1.2 pp |
| FY 2025 Q3 | Sep 30, 2025 | 5.77% | 5.51% | — | 11.41% | 2.71% | 1.4 pp |
| FY 2025 Q2 | Jun 30, 2025 | 5.77% | 5.59% | — | 11.44% | 2.7% | 1.4 pp |
| FY 2025 Q1 | Mar 31, 2025 | 5.37% | 5.41% | — | 9.05% | 2.1% | 1 pp |
| FY 2024 Q4 | Dec 31, 2024 | 4.64% | 4.73% | — | 7.11% | 1.7% | 0.2 pp |
| FY 2024 Q3 | Sep 30, 2024 | — | 3.95% | — | 12.23% | 2.82% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | 4.06% | — | 12.79% | 2.91% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | 4.43% | — | 15.42% | 3.51% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | 4.96% | — | 17.08% | 3.98% | — |
| FY 2023 Q3 | Sep 30, 2023 | 5.77% | 5.23% | — | 11.44% | — | 1.4 pp |
| FY 2023 Q2 | Jun 30, 2023 | 5.51% | 4.94% | — | 10.98% | — | 1.1 pp |
| FY 2023 Q1 | Mar 31, 2023 | — | 3.61% | — | 9.19% | — | — |
| FY 2022 Q4 | Dec 31, 2022 | — | 3.89% | — | 8.97% | 1.87% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | 3.7% | — | 10.76% | — | — |
| FY 2022 Q2 | Jun 30, 2022 | — | 3.48% | — | 10.85% | — | — |
| FY 2022 Q1 | Mar 31, 2022 | 4.32% | 3.51% | -5.4% | 9.33% | — | -0.1 pp |
| FY 2021 Q4 | Dec 31, 2021 | 4.41% | 3.53% | — | 9.91% | 1.9% | 0 pp |
| FY 2021 Q3 | Sep 30, 2021 | — | 3.27% | — | 11.33% | 2.2% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | 3.23% | — | 11.61% | 2.3% | — |
| FY 2021 Q1 | Mar 31, 2021 | 5.7% | 3.73% | — | 15.1% | 2.92% | 1.3 pp |
| FY 2020 Q4 | Dec 31, 2020 | — | 3.64% | — | 13.13% | 2.53% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | 3.94% | — | 13.32% | 2.63% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | 3.45% | — | 12.16% | 2.4% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | 3.3% | — | 11.52% | 2.2% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | 3.13% | — | 13.02% | 2.48% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | 2.07% | — | 8.57% | 1.63% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | 1.52% | — | 10.79% | 1.99% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | 0.96% | — | 11.45% | 2.03% | — |
| FY 2018 Q4 | Dec 31, 2018 | — | 1.11% | — | 10.08% | 1.79% | — |
| FY 2018 Q3 | Sep 30, 2018 | 2.99% | 2.15% | — | 5.09% | 0.93% | -1.4 pp |
| FY 2018 Q2 | Jun 30, 2018 | 1.98% | 3.29% | — | 3.63% | 0.63% | -2.4 pp |
| FY 2018 Q1 | Mar 31, 2018 | 2.86% | 3.4% | — | 5.76% | 1% | -1.5 pp |
| FY 2017 Q4 | Dec 31, 2017 | 2.43% | 2.99% | — | 5.12% | 0.89% | -2 pp |
| FY 2017 Q3 | Sep 30, 2017 | — | -3.6% | — | -9.36% | -1.87% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | -3.61% | — | -9.8% | -1.93% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | -2.9% | — | -8.39% | -1.6% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | -2.1% | — | -6.73% | -1.29% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | 3.4% | — | 13.37% | 2.77% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | -0.66% | — | 1.75% | 0.38% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | -0.81% | — | -2.51% | -0.53% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | -0.71% | — | -1.83% | -0.39% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | 0.67% | — | -1.62% | -0.35% | — |
| FY 2015 Q2 | Jun 30, 2015 | 4.87% | 4.21% | -220.18% | 7.88% | 1.76% | 0.5 pp |
| FY 2015 Q1 | Mar 31, 2015 | 5.11% | 4.38% | -29.92% | 8.34% | 1.86% | 0.7 pp |
| FY 2014 Q4 | Dec 31, 2014 | 5.7% | 4.89% | 42.08% | 9.58% | 2.09% | 1.3 pp |
| FY 2014 Q3 | Sep 30, 2014 | 5.76% | 4.78% | -2.44% | 9.89% | 2.2% | 1.4 pp |
| FY 2014 Q2 | Jun 30, 2014 | 5.97% | 4.56% | 1.53% | 10.11% | 2.24% | 1.6 pp |
| FY 2014 Q1 | Mar 31, 2014 | 5.9% | 4.31% | -81.16% | 9.93% | 2.2% | 1.5 pp |
| FY 2013 Q4 | Dec 31, 2013 | 4.82% | 3.45% | -119.02% | 7.56% | 1.64% | 0.4 pp |
| FY 2013 Q3 | Sep 30, 2013 | 5.91% | 3.73% | 41.26% | 9.26% | 2.02% | 1.5 pp |
| FY 2013 Q2 | Jun 30, 2013 | 6.06% | 4.55% | — | 10.47% | 2.28% | 1.7 pp |
| FY 2013 Q1 | Mar 31, 2013 | 7.39% | 4.56% | 42.52% | 12.8% | 2.77% | 3 pp |
| FY 2012 Q4 | Dec 31, 2012 | 5.98% | 3.48% | -51.02% | 9.33% | 2.02% | 1.6 pp |
| FY 2012 Q3 | Sep 30, 2012 | 5% | 3.61% | -94.94% | 7.76% | 1.74% | 0.6 pp |
| FY 2012 Q2 | Jun 30, 2012 | — | 3.29% | — | 11.29% | 2.49% | — |
| FY 2012 Q1 | Mar 31, 2012 | 6.35% | 3.89% | -24.89% | 10.84% | 2.38% | 1.9 pp |
| FY 2011 Q4 | Dec 31, 2011 | 8.43% | 5.62% | 8.24% | 15.43% | 3.39% | 4 pp |
| FY 2011 Q3 | Sep 30, 2011 | 8.82% | 5.84% | 8% | 16.05% | 3.65% | 4.4 pp |
| FY 2011 Q2 | Jun 30, 2011 | 7.83% | 6.22% | -0.17% | 14.8% | 3.34% | 3.4 pp |
| FY 2011 Q1 | Mar 31, 2011 | 7.96% | 6.45% | 10.52% | 14.78% | 3.35% | 3.6 pp |
| FY 2010 Q4 | Dec 31, 2010 | 8.18% | 6.47% | 1.76% | 14.61% | 3.29% | 3.8 pp |
| FY 2010 Q3 | Sep 30, 2010 | 8.68% | 6.93% | — | 15.52% | 3.57% | 4.3 pp |
| FY 2010 Q2 | Jun 30, 2010 | 45.15% | 6.42% | — | 60,882.22% | 3.5% | 40.7 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 4.4%, rounded from the Utility · General 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 · ETR, 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.