Worthington Enterprises (WOR) Return on Invested Capital [ROIC] (2010 - 2026)
Worthington Enterprises' Return on Invested Capital [ROIC] came in at 4.60% for fiscal Q1 2027 (quarter ended Aug 31, 2026), up 4.41 percentage points from 0.19% a year earlier and up 0.16 percentage points from the prior quarter.
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Analysis
Worthington Enterprises (WOR) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2026 (ended May 31, 2026), Worthington Enterprises' Return on Invested Capital [ROIC] was 4.57%, up 5.21 percentage points from FY2025.
- Return on Invested Capital [ROIC] carries a five-year change of -2.32 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Return on Invested Capital [ROIC] was -0.65% in FY2025 (+1.23 pp), -1.88% in FY2024 (-2.84 pp), 0.96% in FY2023 (-0.62 pp) and 1.58% in FY2022 (-5.30 pp).
- The fiscal Q1 2027 figure represents the highest quarterly Return on Invested Capital [ROIC] since fiscal Q3 2022.
- Year-over-year, Return on Invested Capital [ROIC] has increased for six consecutive quarters, with an average year-over-year change of +2.10 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in fiscal Q2 2022 (a gain of 13.03 percentage points), and the weakest in fiscal Q2 2023 (a drop of 18.49 percentage points).
- Business Quant data shows WOR's Return on Invested Capital [ROIC] at 4.44% (Q4 2026), 1.30% (Q3 2026) and 0.70% (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 92.53 Bn | 87.15 Bn | 2.38 Bn | 25.73% |
| 2 | Johnson Controls International | 86.41 Bn | 84.14 Bn | 2.47 Bn | 10.45% |
| 3 | Carrier Global | 44.23 Bn | 38.61 Bn | 1.90 Bn | -4.60% |
| 4 | Comfort Systems Usa | 38.60 Bn | 32.56 Bn | 934.48 Mn | 15.98% |
| 5 | Otis Worldwide | 30.20 Bn | 26.59 Bn | 1.16 Bn | 62.19% |
| 6 | James Hardie Industries | 17.42 Bn | 16.35 Bn | 562.40 Mn | 4.61% |
| 7 | Masco | 16.78 Bn | 14.58 Bn | 720.00 Mn | 35.31% |
| 8 | Allegion | 16.09 Bn | 14.72 Bn | 548.20 Mn | 18.36% |
| 9 | Carlisle Companies | 15.51 Bn | 12.41 Bn | 494.90 Mn | 17.80% |
| 10 | Worthington Enterprises | 3.03 Bn | 2.77 Bn | 90.90 Mn | 4.60% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 4.60% |
| May 31, 2026 | 4.44% |
| Feb 28, 2026 | 1.30% |
| Nov 30, 2025 | 0.70% |
| Aug 31, 2025 | 0.19% |
| May 31, 2025 | -0.64% |
| Feb 28, 2025 | -1.90% |
| Nov 30, 2024 | -2.28% |
| Aug 31, 2024 | -2.77% |
| May 31, 2024 | -2.90% |
| Feb 29, 2024 | -0.07% |
| Nov 30, 2023 | -0.07% |
| Aug 31, 2023 | 0.16% |
| May 31, 2023 | 2.52% |
| Feb 28, 2023 | -5.52% |
| Nov 30, 2022 | -5.02% |
| Aug 31, 2022 | -0.62% |
| May 31, 2022 | 1.53% |
| Feb 28, 2022 | 12.39% |
| Nov 30, 2021 | 13.50% |
API Access
Worthington Enterprises 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=WOR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "WOR", "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=WOR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();