Ingersoll Rand
Ingersoll Rand 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 | 8.34% | 9.04% | 157.53% | 9.47% | 5.29% | 0.6 pp |
| FY 2026 Q1 | Mar 31, 2026 | 6.46% | 6.89% | -350.43% | 5.68% | 3.21% | -1.2 pp |
| FY 2025 Q4 | Dec 31, 2025 | 6.45% | 7.06% | -53.76% | 5.74% | 3.2% | -1.2 pp |
| FY 2025 Q3 | Sep 30, 2025 | 6.08% | 6.93% | -240.36% | 5.35% | 3% | -1.6 pp |
| FY 2025 Q2 | Jun 30, 2025 | 5.98% | 6.9% | — | 5.21% | 2.91% | -1.7 pp |
| FY 2025 Q1 | Mar 31, 2025 | 8.01% | 8.63% | 2.16% | 8.09% | 4.85% | 0.3 pp |
| FY 2024 Q4 | Dec 31, 2024 | 8.17% | 8.69% | 4.24% | 8.4% | 5% | 0.5 pp |
| FY 2024 Q3 | Sep 30, 2024 | 7.86% | 8.38% | 4.56% | 8.46% | 5.03% | 0.2 pp |
| FY 2024 Q2 | Jun 30, 2024 | 7.73% | 8.25% | 7% | 8.52% | 5.02% | 0 pp |
| FY 2024 Q1 | Mar 31, 2024 | 8.49% | 8.98% | 124.66% | 8.55% | 5.37% | 0.8 pp |
| FY 2023 Q4 | Dec 31, 2023 | 8.36% | 8.68% | 41.65% | 8.21% | 5.13% | 0.7 pp |
| FY 2023 Q3 | Sep 30, 2023 | 8.09% | 8.43% | 22.78% | 8.37% | 5.22% | 0.4 pp |
| FY 2023 Q2 | Jun 30, 2023 | 7.21% | 7.46% | 19.41% | 7.73% | 4.81% | -0.5 pp |
| FY 2023 Q1 | Mar 31, 2023 | 6.67% | 6.68% | — | 7.23% | 4.4% | -1 pp |
| FY 2022 Q4 | Dec 31, 2022 | 6.27% | 6.1% | — | 6.65% | 4.04% | -1.4 pp |
| FY 2022 Q3 | Sep 30, 2022 | 6.14% | 5.27% | — | 7.82% | 4.67% | -1.6 pp |
| FY 2022 Q2 | Jun 30, 2022 | 6.31% | 4.86% | 18.34% | 7.32% | 4.35% | -1.4 pp |
| FY 2022 Q1 | Mar 31, 2022 | — | 4.3% | — | 8.43% | 4.89% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | 4.01% | — | 6.21% | 3.6% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | 4.25% | — | 4.83% | 2.76% | — |
| FY 2021 Q2 | Jun 30, 2021 | 4.67% | 3.49% | — | 3.64% | 2.05% | -3 pp |
| FY 2021 Q1 | Mar 31, 2021 | 1.49% | 2.14% | — | -0.99% | -0.56% | -6.2 pp |
| FY 2020 Q4 | Dec 31, 2020 | — | 0.92% | — | -0.61% | -0.32% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | 0.03% | — | — | -1.58% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | 0.02% | — | — | -1.47% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | 1.43% | — | — | 0.75% | — |
| FY 2019 Q4 | Dec 31, 2019 | 7.52% | 6.93% | — | — | 3.49% | -0.2 pp |
| FY 2019 Q3 | Sep 30, 2019 | 9.87% | 9.17% | — | — | 5.02% | 2.2 pp |
| FY 2019 Q2 | Jun 30, 2019 | 10.58% | 10.12% | — | — | 5.62% | 2.9 pp |
| FY 2019 Q1 | Mar 31, 2019 | 10.88% | 10.68% | — | — | 5.87% | 3.2 pp |
| FY 2018 Q4 | Dec 31, 2018 | 10.93% | 11.14% | — | — | 5.92% | 3.2 pp |
| FY 2018 Q3 | Sep 30, 2018 | — | 9.76% | — | — | 7.02% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | 9.17% | — | — | 6.08% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | — | — | — | — | — |
| FY 2017 Q4 | Dec 31, 2017 | — | — | — | — | — | — |
| FY 2017 Q3 | Sep 30, 2017 | — | — | — | — | — | — |
| FY 2017 Q2 | Jun 30, 2017 | — | — | — | — | — | — |
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 · IR, 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.