Discontinued — last reported Q3 '22

Other Income & Expense

Non-service pension and postretirement benefit expense

Carrier Global Non-service pension and postretirement benefit expense decreased by 150.0% to -$1.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from -$1.00M to -$1.00M. Over 4 years (FY 2021 to FY 2025), Non-service pension and postretirement benefit expense shows an upward trend with a -36.4% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementIncome Statement
SectionOther Income & Expense
CategoryProfitability
SignalLower is better
VolatilityModerate
First reportedQ1 2020
Last reportedQ3 2022

How to read this metric

An increase indicates higher non-operating costs, often due to lower discount rates or poor plan asset performance, which reduces net income.

Detailed definition

This represents the non-service components of net periodic benefit costs, such as interest costs, expected return on pla...

Peer comparison

Standard across large-cap companies with legacy defined benefit plans; peers often report this within non-operating income or expense lines.

Metric ID: is_non_service_pension_and_postretirement_expense

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value-$19.00M-$14.00M-$10.00M$1.00M$1.00M$0.00$2.00M$0.00$0.00$0.00$1.00M$0.00$0.00$1.00M$0.00-$1.00M$0.00$9.00M$2.00M-$1.00M
QoQ Change+26.3%+28.6%+110.0%+0.0%-100.0%-100.0%-100.0%-100.0%+100.0%-77.8%-150.0%
YoY Change+105.3%+100.0%+120.0%-100.0%-100.0%-50.0%-100.0%+800.0%+0.0%
Range-$19.00M$9.00M
CAGR-46.2%
Avg YoY Growth+86.1%
Median YoY Growth+0.0%
Current Streak2 quarters decline

Frequently Asked Questions

What is Carrier Global's non-service pension and postretirement benefit expense?
Carrier Global (CARR) reported non-service pension and postretirement benefit expense of -$1.00M in Q1 2026.
How has Carrier Global's non-service pension and postretirement benefit expense changed year-over-year?
Carrier Global's non-service pension and postretirement benefit expense decreased by 0.0% year-over-year, from -$1.00M to -$1.00M.
What is the long-term trend for Carrier Global's non-service pension and postretirement benefit expense?
Over 4 years (2021 to 2025), Carrier Global's non-service pension and postretirement benefit expense has grown at a -36.4% compound annual growth rate (CAGR), from -$61.00M to $10.00M.
What does non-service pension and postretirement benefit expense mean?
The portion of pension and postretirement benefit costs driven by financial market factors rather than employee service.