Skip to content

IDEX

NYSE: IEX · USD

IDEX returns on capital

Annual and trailing 12-month returns on invested capital, equity and assets.

%
Default 7.7% · US nonfinancial market · generic proxy proxy

ROIC

% · Annual / TTM

10.73%
Jun 30, 2010 through Jun 30, 2026

ROCE

% · Annual / TTM

11.69%

ROIIC

% · Annual / TTM

—

Unavailable for FY 2026 Q2.

ROE

% · Annual / TTM

12.96%

ROA

% · Annual / TTM

7.53%

ROIC − WACC

Percentage points · Scenario

3 pp

Quarterly data

IDEX returns history. Each metric has its own unit. A dash means inputs are missing or the calculation is undefined.
Fiscal periodEndedROIC%ROCE%ROIIC%ROE%ROA%ROIC − WACCPercentage points
FY 2026 Q2Jun 30, 202610.73%11.69%—12.96%7.53%3 pp
FY 2026 Q1Mar 31, 202610.51%11.56%47.39%12.76%7.4%2.8 pp
FY 2025 Q4Dec 31, 202510.26%11.22%-0.85%12.35%7.07%2.6 pp
FY 2025 Q3Sep 30, 20259.98%10.63%6.26%12.21%6.86%2.3 pp
FY 2025 Q2Jun 30, 202510.86%11.27%-2.03%12.25%7.35%3.2 pp
FY 2025 Q1Mar 31, 202510.8%11.31%-3.65%12.73%7.55%3.1 pp
FY 2024 Q4Dec 31, 202411.29%11.8%-4.91%13.77%8.01%3.6 pp
FY 2024 Q3Sep 30, 202411.14%11.61%-5.78%13.61%7.76%3.4 pp
FY 2024 Q2Jun 30, 202412.62%12.83%—16.74%9.99%4.9 pp
FY 2024 Q1Mar 31, 202412.94%13.24%-30.57%16.87%10.01%5.2 pp
FY 2023 Q4Dec 31, 202313.65%14.18%-5.68%18.12%10.48%5.9 pp
FY 2023 Q3Sep 30, 202315.76%15.61%1.65%19.95%11.69%8.1 pp
FY 2023 Q2Jun 30, 202315.59%15.98%7.2%19.35%11.04%7.9 pp
FY 2023 Q1Mar 31, 202315.68%15.59%8.93%19.15%11.01%8 pp
FY 2022 Q4Dec 31, 202216.3%15.98%10.07%20.09%11.26%8.6 pp
FY 2022 Q3Sep 30, 202217.88%16.84%46.49%20.82%11.81%10.2 pp
FY 2022 Q2Jun 30, 202216.42%15.97%26.44%18.78%10.58%8.7 pp
FY 2022 Q1Mar 31, 202217.11%15.53%13.78%17.31%10.08%9.4 pp
FY 2021 Q4Dec 31, 202117.33%15.07%13.02%16.82%9.63%9.6 pp
FY 2021 Q3Sep 30, 202116.79%14.97%10.89%16.85%9.51%9.1 pp
FY 2021 Q2Jun 30, 202116.31%14.59%7.8%17.02%9.48%8.6 pp
FY 2021 Q1Mar 31, 202115.93%14%-78.72%16.05%9.24%8.2 pp
FY 2020 Q4Dec 31, 202016.6%13.94%-56.02%15.73%9.18%8.9 pp
FY 2020 Q3Sep 30, 202016.47%14.41%-67.88%16.39%9.41%8.8 pp
FY 2020 Q2Jun 30, 202016.86%15.15%-30.38%17.15%9.72%9.2 pp
FY 2020 Q1Mar 31, 202017.83%16.83%-0.71%19.47%11.13%10.1 pp
FY 2019 Q4Dec 31, 201919.03%17.64%20.04%19.99%11.68%11.3 pp
FY 2019 Q3Sep 30, 201918.81%17.87%30.45%20.21%11.74%11.1 pp
FY 2019 Q2Jun 30, 201919.24%18.32%166.02%20.87%12.02%11.5 pp
FY 2019 Q1Mar 31, 201918.6%18.18%—20.72%11.99%10.9 pp
FY 2018 Q4Dec 31, 201818.61%18.51%909.32%21.16%11.95%10.9 pp
FY 2018 Q3Sep 30, 201818.26%18.29%294.91%20.99%11.82%10.6 pp
FY 2018 Q2Jun 30, 201817.36%18.07%—20.64%11.44%9.7 pp
FY 2018 Q1Mar 31, 201816.21%17.3%95.74%19.7%10.84%8.5 pp
FY 2017 Q4Dec 31, 201715.86%17.08%161.58%19.66%10.29%8.2 pp
FY 2017 Q3Sep 30, 201713.91%15.11%—17.88%9.14%6.2 pp
FY 2017 Q2Jun 30, 201713.83%15.07%-0.92%17.8%9.06%6.1 pp
FY 2017 Q1Mar 31, 201713.35%14.61%-4.73%17.8%8.84%5.6 pp
FY 2016 Q4Dec 31, 201613.95%15.19%-3.45%18.15%9.1%6.2 pp
FY 2016 Q3Sep 30, 201614.1%15.36%1.17%18.87%9.18%6.4 pp
FY 2016 Q2Jun 30, 201615.16%16.11%13.27%19.73%9.68%7.5 pp
FY 2016 Q1Mar 31, 201615.35%16.14%4.49%19.36%9.48%7.6 pp
FY 2015 Q4Dec 31, 201515.97%17.3%24.82%19.31%9.9%8.3 pp
FY 2015 Q3Sep 30, 201515.61%16.82%-19.8%18.34%9.52%7.9 pp
FY 2015 Q2Jun 30, 201514.91%16.15%-18.96%17.44%9.11%7.2 pp
FY 2015 Q1Mar 31, 201515.64%16.29%—17.63%9.3%7.9 pp
FY 2014 Q4Dec 31, 201415.95%16.98%68%18.26%9.64%8.3 pp
FY 2014 Q3Sep 30, 201416.45%17.34%887.72%18.39%9.86%8.8 pp
FY 2014 Q2Jun 30, 201415.89%16.75%645.62%17.89%9.54%8.2 pp
FY 2014 Q1Mar 31, 201415.33%16.02%—17.31%9.3%7.6 pp
FY 2013 Q4Dec 31, 201314.85%15.58%—16.8%9%7.2 pp
FY 2013 Q3Sep 30, 20134.54%6.38%—4.4%2.36%-3.2 pp
FY 2013 Q2Jun 30, 20133.76%5.82%—3.59%1.93%-3.9 pp
FY 2013 Q1Mar 31, 20133.24%5.35%—3.03%1.64%-4.5 pp
FY 2012 Q4Dec 31, 20122.77%5.06%—2.53%1.34%-4.9 pp
FY 2012 Q3Sep 30, 201210.97%12.77%77.7%13.1%6.97%3.3 pp
FY 2012 Q2Jun 30, 201210.67%12.4%—13.09%7%3 pp
FY 2012 Q1Mar 31, 2012—13.07%—12.89%7.41%—
FY 2011 Q4Dec 31, 201111.46%13.23%11.01%13.42%7.43%3.8 pp
FY 2011 Q3Sep 30, 2011—12.91%—13.23%7.17%—
FY 2011 Q2Jun 30, 2011—12.57%—12.8%6.94%—
FY 2011 Q1Mar 31, 2011——————
FY 2010 Q4Dec 31, 2010——————
FY 2010 Q3Sep 30, 2010——————
FY 2010 Q2Jun 30, 2010——————
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 · IEX, 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.