Sysco
Sysco 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 Q4 | Jun 27, 2026 | 16.79% | 17.82% | 15.8% | 78.16% | 6.37% | 9.1 pp |
| FY 2026 Q3 | Mar 28, 2026 | 16.22% | 17.37% | -24.24% | 82.29% | 6.39% | 8.5 pp |
| FY 2026 Q2 | Dec 27, 2025 | 16.44% | 18.35% | -14.02% | 83.64% | 6.85% | 8.7 pp |
| FY 2026 Q1 | Sep 27, 2025 | 16.59% | 18.84% | -12.14% | 84.89% | 6.86% | 8.9 pp |
| FY 2025 Q4 | Jun 28, 2025 | 17.18% | 18.98% | -11.18% | 99.08% | 7.07% | 9.5 pp |
| FY 2025 Q3 | Mar 29, 2025 | 17.59% | 19.28% | -10.48% | 94.89% | 7.48% | 9.9 pp |
| FY 2025 Q2 | Dec 28, 2024 | 17.93% | 19.96% | 11.15% | 87.48% | 7.72% | 10.2 pp |
| FY 2025 Q1 | Sep 28, 2024 | 18.62% | 20.49% | 4.27% | 89.62% | 7.9% | 10.9 pp |
| FY 2024 Q4 | Jun 29, 2024 | 19.67% | 21.38% | 5.91% | 101.07% | 8.19% | 12 pp |
| FY 2024 Q3 | Mar 30, 2024 | 19.13% | 21.25% | 11.18% | 113% | 8.76% | 11.4 pp |
| FY 2024 Q2 | Dec 30, 2023 | 18.98% | 20.99% | 22% | 108.42% | 8.89% | 11.3 pp |
| FY 2024 Q1 | Sep 30, 2023 | 19.94% | 22.14% | 48.63% | 111.56% | 7.95% | 12.2 pp |
| FY 2023 Q4 | Jul 1, 2023 | 20.61% | 22.01% | 104.46% | 104.4% | 7.88% | 12.9 pp |
| FY 2023 Q3 | Apr 1, 2023 | 19.07% | 20.5% | 213.55% | 106.77% | 6.87% | 11.4 pp |
| FY 2023 Q2 | Dec 31, 2022 | 18.15% | 19.16% | 51.97% | 106.87% | 6.53% | 10.4 pp |
| FY 2023 Q1 | Oct 1, 2022 | 17.3% | 17.68% | 76.04% | 103.73% | 6.53% | 9.6 pp |
| FY 2022 Q4 | Jul 2, 2022 | 17.5% | 17.05% | 34.62% | 92.59% | 6.25% | 9.8 pp |
| FY 2022 Q3 | Apr 2, 2022 | 16.54% | 14.78% | — | 73.6% | 4.51% | 8.8 pp |
| FY 2022 Q2 | Jan 2, 2022 | 15.01% | 12.71% | — | 59.33% | 3.58% | 7.3 pp |
| FY 2022 Q1 | Oct 2, 2021 | 13.7% | 11.02% | — | 46.1% | 3.06% | 6 pp |
| FY 2021 Q4 | Jul 3, 2021 | 13.44% | 9.58% | 891.16% | 38.67% | 2.38% | 5.7 pp |
| FY 2021 Q3 | Mar 27, 2021 | — | 2.33% | — | -14.33% | -1.16% | — |
| FY 2021 Q2 | Dec 26, 2020 | — | 1.14% | — | -17.07% | -1.61% | — |
| FY 2021 Q1 | Sep 26, 2020 | — | 3.52% | — | -1.14% | -0.1% | — |
| FY 2020 Q4 | Jun 27, 2020 | 5.59% | 5.4% | — | 11.77% | 1.06% | -2.1 pp |
| FY 2020 Q3 | Mar 28, 2020 | 15.14% | 15.69% | — | 62.39% | — | 7.4 pp |
| FY 2020 Q2 | Dec 28, 2019 | 19.53% | 20.69% | — | 77.23% | — | 11.8 pp |
| FY 2020 Q1 | Sep 28, 2019 | 18.47% | 19.15% | — | 66.64% | — | 10.8 pp |
| FY 2019 Q4 | Jun 29, 2019 | — | — | — | — | — | — |
| FY 2019 Q3 | Mar 30, 2019 | — | — | — | — | — | — |
| FY 2019 Q2 | Dec 29, 2018 | — | — | — | — | — | — |
| FY 2019 Q1 | Sep 29, 2018 | — | — | — | — | — | — |
| FY 2012 Q1 | Oct 1, 2011 | 18.8% | 25.16% | -0.86% | 26.77% | 10.46% | 11.1 pp |
| FY 2011 Q4 | Jul 2, 2011 | 19.57% | 25.56% | -4.18% | 27% | 10.62% | 11.9 pp |
| FY 2011 Q3 | Apr 2, 2011 | 19.84% | 25.45% | — | 28.01% | 10.77% | 12.1 pp |
| FY 2011 Q2 | Jan 1, 2011 | 19.95% | 25.95% | — | 28.84% | 11.09% | 12.2 pp |
| FY 2011 Q1 | Oct 2, 2010 | 21.63% | 26.72% | — | 29.96% | 10.94% | 13.9 pp |
| FY 2010 Q4 | Jul 3, 2010 | — | — | — | — | — | — |
| FY 2010 Q3 | Mar 27, 2010 | — | — | — | — | — | — |
| FY 2010 Q2 | Dec 26, 2009 | — | — | — | — | — | — |
| FY 2010 Q1 | Sep 26, 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 · SYY, 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.