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TD3016323  ·  Consolidated Capital Allocation Review

Return on Incremental
Invested Capital.

What the last dollar reinvested is actually earning — the change in operating profit divided by the change in invested capital, trailing twelve months versus the prior twelve.

Prepared 2026-08-24  ·  Data through 2026-08-31 (GL cutoff)  ·  All figures USD  ·  Source: NetSuite general ledger, posting transactions only

01Executive Summary


36.0%
Incremental ROIC (pre-tax)
ΔEBIT ÷ ΔInvested Capital
$652K
Δ Operating Profit
$1.01M → $1.66M LTM
$1.81M
Δ Invested Capital
$1.12M → $2.93M
108.9%
Reinvestment Rate
ΔIC as % of LTM EBIT

Over the twelve months ended August 2026, each incremental dollar of invested capital produced 36.0 cents of additional annual operating profit (pre-tax), or roughly 27 cents after an illustrative 25% tax. Against any plausible cost of capital of 8–12%, growth is creating value: the reinvested dollar earns a multiple of its hurdle.

Two qualifications matter, and they change the management agenda entirely.

First, the marginal dollar earns far less than the average dollar. Trailing-twelve-month EBIT of $1.66M against average invested capital of ~$2.0M implies an average ROIC of roughly 82% (57% on ending capital). Incremental ROIC of 36% is less than half that. Capital intensity per dollar of profit is rising, quickly.

Second, almost none of the new capital bought growth. Revenue grew 16.9%; invested capital grew 162%. Decomposing the $1.81M capital build shows it is overwhelmingly working-capital slippage, not scale: days sales outstanding widened from 36 to 65 days and inventory days from 52 to 105. Had working-capital efficiency simply held at prior-year levels, the same revenue growth would have required no net new capital at all — the arithmetic ΔIC turns negative (−$0.2M). Approximately $2.0M of capital is trapped in receivables and inventory beyond what the growth itself required.

Verdict. Growth is comfortably value-creating at the margin — but the ROIIC of 36% is a blend of a nearly capital-free operating model and a sharp, costly deterioration in working-capital discipline. The highest-return "investment" available is not more growth capital; it is collections and inventory turns, which would release roughly $2.0M of cash at zero risk.

02The Headline Calculation


MeasureLTM−1
Sep 2024 – Aug 2025
LTM
Sep 2025 – Aug 2026
Change
Revenue$10,475,108$12,244,025+$1,768,917  (+16.9%)
Cost of goods sold(6,618,568)(7,409,437)+790,869
Operating expense(2,843,953)(3,169,950)+325,998
Operating profit (EBIT)$1,012,588$1,664,638+$652,050
EBIT margin9.7%13.6%+3.9 pts
Invested capital (period end)$1,121,465$2,934,419+$1,812,953
ROIIC  =  ΔEBIT ÷ ΔInvested Capital  =  $652,050 ÷ $1,812,953  =  36.0% pre-tax  (≈ 27.0% at 25% tax)

The incremental EBIT margin — added profit per added revenue dollar — was 36.9%, nearly four times the prior-period base margin of 9.7%. Operating leverage is strong: opex grew 11.5% against 16.9% revenue growth, and gross margin improved from 36.8% to 39.5%.

Sensitivity — definition choices

BasisΔProfitΔCapitalROIIC
Pre-tax EBIT, operating capital (ex-cash) — headline$652,050$1,812,95336.0%
NOPAT @ 25% illustrative tax, ex-cash$489,038$1,812,95327.0%
Pre-tax EBIT, capital including cash$652,050$2,447,99826.6%
NOPAT @ 25%, capital including cash$489,038$2,447,99820.0%

Under every definition the marginal dollar clears a normal 8–12% hurdle by a wide margin. The conclusion is robust to methodology.

03Where the Profit Came From


Monthly Revenue and Operating Profit
Sep 2024 – Aug 2026 · vertical divider separates the two measurement windows
0 $300K $600K $900K $1.2M LTM−1 LTM Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Aug-26
Revenue (line)Operating profit (bars)

Monthly revenue stepped from a ~$870K base to a $1.0–1.15M run-rate beginning late 2025, while monthly EBIT roughly doubled — profit growth is broad-based across the LTM window, not a single-month artifact. (November 2025 and February 2026 show margin spikes consistent with promotional or mix effects; August 2026 EBIT dipped on a COGS-heavy month.)

04Where the Capital Went


Invested Capital, Month by Month
Operating definition: receivables + inventory & other current assets + net fixed assets − payables − accrued/other current liabilities. Cash excluded.
0 $1M $2M $3M $1.12M · Aug-25 $2.93M · Aug-26 Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Aug-26

Invested capital was essentially flat near $0.9–1.1M for the first thirteen months, then compounded steeply from Q4 2025 onward — an inflection that outpaces the revenue inflection shown in Section 03. The gap between those two slopes is the working-capital problem quantified below.

Bridge: Δ Invested Capital, Aug-25 → Aug-26
Contribution of each balance-sheet component to the $1.81M capital build
$1.12M IC Aug-25 +$1.12M Receivables +$1.31M Inventory & OCA +$11K Fixed assets −$449K Payables ↑ −$180K Accruals/tax ↑ $2.93M IC Aug-26

Receivables and inventory account for +$2.43M of gross build, only partially offset by suppliers and accruals financing $0.63M more of the balance sheet. Fixed-asset investment is a rounding error ($11K net — the business is asset-light by design). This is not a capacity story; it is a cash-conversion story.

05The Efficiency Decomposition


Working-capital metricAug 2025Aug 2026Change
Days sales outstanding (DSO)36.264.5+28.2 days
Days inventory outstanding (DIO)52.0104.8+52.8 days
Days payables outstanding (DPO)43.060.5+17.5 days
Cash conversion cycle45.2108.8+63.6 days

Receivables now represent 64.5 days of sales — up from 36.2 — and inventory sits at 104.8 days of cost. Payables stretched too (43 → 61 days), which flattered the net number; without that supplier financing the capital build would have exceeded $2.2M.

The counterfactual that reframes the ROIIC

Hold DSO and DIO at their August 2025 levels and re-price the balance sheet at actual LTM volumes:

ComponentActual Aug-26At constant
Aug-25 efficiency
Excess capital
Accounts receivable$2,163,312$1,214,344$948,968
Inventory$2,128,262$1,055,501$1,072,761
Total excess working capital$2,021,729
At constant working-capital efficiency, ΔInvested Capital would have been −$0.21M — the 16.9% revenue growth would have been entirely self-funding. Every dollar of the measured capital build is attributable to efficiency slippage, not growth.

This is the deeper answer to "what is the last dollar earning?" The growth dollar earns an extraordinary return — incremental margins of 37% against near-zero required capital at constant turns. The slippage dollar earns nothing. The blended 36% ROIIC averages the two, and the blend will deteriorate mechanically if the cash-conversion cycle keeps widening at 5+ days per month.

Implications — capital allocation agenda

06Methodology


Operating profit (EBIT)

Income − COGS − Expense account types, posting transactions only, dated windows. Excludes Other Income/Expense (predominantly interest expense of ~$26K LTM and a $223 asset-sale gain) so the numerator is financing-neutral, matching the invested-capital denominator.

Invested capital

Operating approach, point-in-time at each window end:
+ Accounts receivable
+ Inventory & other current assets
+ Net fixed assets
− Accounts payable
− Accrued & other current liabilities (incl. sales tax payable)

Cash and equity are excluded (cash is not operationally required at this scale; there is no debt other than trivial interest charges, and no long-term liabilities are on the ledger).

Measurement windows

LTM: Sep 2025 – Aug 2026 · LTM−1: Sep 2024 – Aug 2025. Capital measured at each window's closing date. Point-to-point ΔIC is the standard ROIIC convention; the sensitivity table in Section 02 shows the result is robust to including cash.

Why not 3–5 years

The general ledger in this account begins with opening balances posted in September 2024 (FY 2023 contains 24 immaterial rows totalling $0 revenue; all balance-sheet accounts are zero before Sep 2024). Twenty-four months is therefore the longest window the data can support. The two-window LTM comparison used here is the standard ROIIC construction for that horizon; the 3–5 year version becomes computable from September 2027 onward and the appendix queries are parameterized to produce it.

Assumptions & limitations

07Appendix — Source Queries


All data was extracted via SuiteQL against the NetSuite GL on 2026-08-24. Queries are re-runnable as written; shift the date literals to re-measure future windows.

Q1 · P&L by trailing-twelve-month window
SELECT
    a.accttype,
    ROUND(SUM(-tal.amount), 2) AS signed_amount
FROM transactionaccountingline tal
JOIN transaction t ON tal.transaction = t.id
JOIN account a     ON tal.account = a.id
WHERE t.posting = 'T'
  AND t.trandate BETWEEN TO_DATE('2025-09-01','YYYY-MM-DD')
                     AND TO_DATE('2026-08-31','YYYY-MM-DD')  -- LTM; use 2024-09-01..2025-08-31 for LTM-1
  AND a.accttype IN ('Income','OthIncome','COGS','Expense','OthExpense')
GROUP BY a.accttype
ORDER BY a.accttype
Q2 · Balance-sheet balances at each cutoff (account detail)
SELECT
    a.id,
    a.acctnumber,
    a.fullname,
    a.accttype,
    ROUND(SUM(CASE WHEN t.trandate <= TO_DATE('2025-08-31','YYYY-MM-DD') THEN tal.amount ELSE 0 END), 2) AS bal_aug25,
    ROUND(SUM(tal.amount), 2) AS bal_aug26
FROM transactionaccountingline tal
JOIN transaction t ON tal.transaction = t.id
JOIN account a     ON tal.account = a.id
WHERE t.posting = 'T'
  AND t.trandate <= TO_DATE('2026-08-31','YYYY-MM-DD')
  AND a.accttype IN ('Bank','AcctRec','OthCurrAsset','FixedAsset','AcctPay','OthCurrLiab')
GROUP BY a.id, a.acctnumber, a.fullname, a.accttype
ORDER BY a.accttype, ABS(SUM(tal.amount)) DESC
Q3 · Monthly P&L trend (charts, Section 03)
SELECT
    TO_CHAR(t.trandate, 'YYYY-MM') AS month,
    ROUND(SUM(CASE WHEN a.accttype = 'Income'  THEN -tal.amount ELSE 0 END), 2) AS revenue,
    ROUND(SUM(CASE WHEN a.accttype = 'COGS'    THEN  tal.amount ELSE 0 END), 2) AS cogs,
    ROUND(SUM(CASE WHEN a.accttype = 'Expense' THEN  tal.amount ELSE 0 END), 2) AS opex
FROM transactionaccountingline tal
JOIN transaction t ON tal.transaction = t.id
JOIN account a     ON tal.account = a.id
WHERE t.posting = 'T'
  AND t.trandate >= TO_DATE('2024-01-01','YYYY-MM-DD')
  AND a.accttype IN ('Income','COGS','Expense')
GROUP BY TO_CHAR(t.trandate, 'YYYY-MM')
ORDER BY TO_CHAR(t.trandate, 'YYYY-MM')
Q4 · Monthly balance-sheet movements (invested-capital series, Section 04)
SELECT
    TO_CHAR(t.trandate, 'YYYY-MM') AS month,
    a.accttype,
    ROUND(SUM(tal.amount), 2) AS net_change
FROM transactionaccountingline tal
JOIN transaction t ON tal.transaction = t.id
JOIN account a     ON tal.account = a.id
WHERE t.posting = 'T'
  AND t.trandate <= TO_DATE('2026-08-31','YYYY-MM-DD')
  AND a.accttype IN ('Bank','AcctRec','OthCurrAsset','FixedAsset','AcctPay','OthCurrLiab')
GROUP BY TO_CHAR(t.trandate, 'YYYY-MM'), a.accttype
ORDER BY TO_CHAR(t.trandate, 'YYYY-MM'), a.accttype

Derived measures: EBIT = Income − COGS − Expense; Invested capital = AcctRec + OthCurrAsset + FixedAsset − AcctPay − OthCurrLiab (signs: asset types accumulate positive, liability types negative, so IC is the simple sum); ROIIC = ΔEBIT ÷ ΔIC; DSO = AR ÷ LTM revenue × 365; DIO = inventory ÷ LTM COGS × 365; DPO = AP ÷ LTM COGS × 365. Note: account.acctname is not exposed to SuiteQL in this account — use fullname.

This analysis was generated from general-ledger data in NetSuite account TD3016323 as of 2026-08-24 and reflects posting transactions dated through 2026-08-31. Operating profit is stated before interest and income taxes; no income-tax expense exists in this ledger and after-tax figures apply an illustrative 25% rate. The ledger's history begins September 2024, limiting the analysis to a 24-month horizon rather than the conventional 3–5 years; conclusions should be re-validated as additional fiscal years close. Figures are unaudited and intended for internal management discussion only.