What is the long-term trend for RBC Bearings's discount rates used to determine the funded status of the plan?

Over 3 years (2023 to 2026), RBC Bearings's discount rates used to determine the funded status of the plan has grown at a 4.7% compound annual growth rate (CAGR), from 4.7% to 5.4%.

Other

Discount Rates Used To Determine The Funded Status Of The Plan

RBC Bearings Discount Rates Used To Determine The Funded Status Of The Plan increased by 1.9% to 5.4% in Q1 2026 compared to the prior quarter. Over 3 years (FY 2023 to FY 2026), Discount Rates Used To Determine The Funded Status Of The Plan shows an upward trend with a 4.7% CAGR.

Analysis

StatementBalance Sheet Statement

SectionOther

CategoryRisk

SignalContext dependent

VolatilityModerate

First reportedQ4 2023

Last reportedQ4 2026May 15, 2026

How to read this metric

Higher discount rates reduce the present value of liabilities, while lower rates increase the reported liability.

Detailed definition

This is the actuarial interest rate used to calculate the present value of future pension or post-retirement benefit obl...

Peer comparison

This rate is generally benchmarked against high-quality corporate bond yields and is consistent across companies with similar benefit plan structures.

Metric ID: other_discount_rates_used_to_determine_the_funded_status_c007ed

Historical Data

4 periods

	Q4 '23	Q4 '24	Q4 '25	Q4 '26
Value	4.7%	5%	5.3%	5.4%
QoQ Change	—	+6.4%	+6.0%	+1.9%
YoY Change	—	+6.4%	+6.0%	+1.9%

Range4.7% – 5.4%

Avg YoY Growth+4.8%

Median YoY Growth+6.0%

Current Streak3+ quarters growth

Discount Rates Used To Determine The Funded Status Of The Plan at Other Companies

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Frequently Asked Questions

What is RBC Bearings's discount rates used to determine the funded status of the plan?: RBC Bearings (RBC) reported discount rates used to determine the funded status of the plan of 5.4% in Q1 2026.
What is the long-term trend for RBC Bearings's discount rates used to determine the funded status of the plan?: Over 3 years (2023 to 2026), RBC Bearings's discount rates used to determine the funded status of the plan has grown at a 4.7% compound annual growth rate (CAGR), from 4.7% to 5.4%.
What does discount rates used to determine the funded status of the plan mean?: The interest rate used to estimate the current value of future employee benefit obligations.