Idex (IEX) Return on Invested Capital [ROIC] (2009 - 2026)
Idex (IEX) posted Return on Invested Capital [ROIC] of 10.00% for Q3 2026, up 1.03 percentage points from 8.97% a year earlier and up 0.41 percentage points from the prior quarter.
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Analysis
Idex (IEX) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Idex's Return on Invested Capital [ROIC] came in at 9.19%, down 0.87 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has declined for three consecutive years, with a five-year change of -3.30 percentage points (FY2020 to FY2025).
- In prior years, Idex's Return on Invested Capital [ROIC] was 10.07% in FY2024 (-2.18 pp), 12.24% in FY2023 (-1.60 pp), 13.84% in FY2022 (+0.81 pp) and 13.03% in FY2021 (+0.54 pp).
- The Q3 2026 figure stands as the highest quarterly Return on Invested Capital [ROIC] since Q2 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased in each of the last three quarters, with an average year-over-year change of -0.71 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q3 2022, with a gain of 2.17 percentage points; the weakest was Q4 2024, with a drop of 2.81 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 9.59% (Q2 2026), 9.45% (Q1 2026) and 9.07% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 267.46 Bn | 238.77 Bn | 7.35 Bn | 16.80% |
| 2 | Amphenol | 197.37 Bn | 192.21 Bn | 4.02 Bn | 18.53% |
| 3 | Deere | 185.36 Bn | 194.13 Bn | 4.66 Bn | 5.47% |
| 4 | Eaton | 137.64 Bn | 134.62 Bn | 3.11 Bn | 10.72% |
| 5 | Parker-Hannifin | 121.80 Bn | 119.79 Bn | 2.26 Bn | 13.34% |
| 6 | 3M | 97.84 Bn | 80.25 Bn | 2.78 Bn | 22.04% |
| 7 | Emerson Electric | 93.37 Bn | 85.86 Bn | 2.74 Bn | 11.23% |
| 8 | Illinois Tool Works | 81.86 Bn | 78.53 Bn | 1.91 Bn | 27.11% |
| 9 | Vertiv Holdings | 74.77 Bn | 63.62 Bn | 1.64 Bn | 26.27% |
| 10 | Idex | 17.41 Bn | 15.02 Bn | 429.50 Mn | 10.00% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 10.00% |
| Jun 30, 2026 | 9.59% |
| Mar 31, 2026 | 9.45% |
| Dec 31, 2025 | 9.07% |
| Sep 30, 2025 | 8.97% |
| Jun 30, 2025 | 8.85% |
| Mar 31, 2025 | 8.91% |
| Dec 31, 2024 | 9.18% |
| Sep 30, 2024 | 9.66% |
| Jun 30, 2024 | 10.90% |
| Mar 31, 2024 | 11.23% |
| Dec 31, 2023 | 11.99% |
| Sep 30, 2023 | 12.44% |
| Jun 30, 2023 | 12.74% |
| Mar 31, 2023 | 12.86% |
| Dec 31, 2022 | 13.84% |
| Sep 30, 2022 | 14.42% |
| Jun 30, 2022 | 13.38% |
| Mar 31, 2022 | 12.84% |
| Dec 31, 2021 | 12.48% |
API Access
Idex Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=IEX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "IEX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=IEX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();