Evergy, Inc. (EVRG)

Operating return on assets (Operating ROA)

Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Operating income (ttm) US$ in thousands 1,471,900 1,430,300 1,288,700 1,263,300 1,282,400 1,202,000 1,294,500 1,293,400 1,267,200 1,308,200 1,330,500 1,290,300 1,354,900 1,366,700 1,287,700 1,264,100 1,143,900 1,156,700 1,173,700 1,173,700
Total assets US$ in thousands 32,282,100 32,146,100 31,831,000 31,256,300 32,244,200 30,616,000 30,277,100 29,685,900 29,489,900 29,247,600 29,188,800 28,739,900 28,520,500 28,182,100 28,008,800 28,020,100 27,114,800 26,881,200 26,250,400 26,184,700
Operating ROA 4.56% 4.45% 4.05% 4.04% 3.98% 3.93% 4.28% 4.36% 4.30% 4.47% 4.56% 4.49% 4.75% 4.85% 4.60% 4.51% 4.22% 4.30% 4.47% 4.48%

December 31, 2024 calculation

Operating ROA = Operating income (ttm) ÷ Total assets
= $1,471,900K ÷ $32,282,100K
= 4.56%

The operating return on assets (ROA) for Evergy, Inc. has experienced fluctuations over the past few years. From March 31, 2020, to December 31, 2022, the operating ROA remained relatively stable, hovering between 4.22% and 4.85%. However, there was a slight decrease in operating ROA from March 31, 2023, to September 30, 2023, dropping from 4.36% to 3.93%.

Following this decline, there was a marginal improvement in operating ROA, reaching 4.56% by December 31, 2024. Overall, Evergy's operating ROA has shown resilience and an ability to recover after a temporary decrease. It is important to monitor this ratio in the future to assess the company's operational efficiency and profitability.