Truist Financial (TFC) Return on Invested Capital [ROIC] (2009 - 2026)
Truist Financial's Return on Invested Capital [ROIC] was 10.58% in Q2 2026, down 0.65 percentage points from 11.23% a year earlier but up 0.19 percentage points from the prior quarter.
Truist Financial (TFC) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Return on Invested Capital [ROIC] at Truist Financial came in at 10.47%, up 9.86 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of +5.61 percentage points (FY2020 to FY2025).
- In earlier years, Return on Invested Capital [ROIC] was 0.62% in FY2024 (-6.71 pp), 7.33% in FY2023 (+0.86 pp), 6.47% in FY2022 (+0.26 pp) and 6.21% in FY2021 (+1.35 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 0.00% (Q1 2025) and 11.23% (Q2 2025) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] was higher in four of the last eight quarters, with an average year-over-year change of +1.86 percentage points.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q1 2026 (a gain of 10.39 percentage points); the worst was Q1 2025 (a drop of 7.80 percentage points).
- Per Business Quant data, TFC's Return on Invested Capital [ROIC] in the three quarters before Q2 2026 was 10.39% (Q1 2026), 10.13% (Q4 2025) and 10.47% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3.60% |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 12.95% |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 11.83% |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 49.27% |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 6.60% |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 3.32% |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 3.69% |
| 10 | Truist Financial | 60.24 Bn | 60.24 Bn | - | 10.22% |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 10.22% |
| Jun 30, 2026 | 10.58% |
| Mar 31, 2026 | 10.39% |
| Dec 31, 2025 | 10.13% |
| Sep 30, 2025 | 10.47% |
| Jun 30, 2025 | 11.23% |
| Mar 31, 2025 | 0.00% |
| Dec 31, 2024 | 0.62% |
| Sep 30, 2024 | 2.69% |
| Jun 30, 2024 | 2.34% |
| Mar 31, 2024 | 7.80% |
| Dec 31, 2023 | 7.34% |
| Sep 30, 2023 | 9.18% |
| Jun 30, 2023 | 7.39% |
| Mar 31, 2023 | 6.43% |
| Dec 31, 2022 | 6.28% |
| Sep 30, 2022 | 6.40% |
| Jun 30, 2022 | 6.54% |
| Mar 31, 2022 | 6.50% |
| Dec 31, 2021 | 6.34% |
Truist Financial 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=TFC&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "TFC", "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=TFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();