Expected long-term rate of return on investments
T-Mobile US Expected long-term rate of return on investments remained flat by 0.0% to 2.0% in Q4 2025 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from 2.0% to 2.0%. Over 4 years (FY 2021 to FY 2025), Expected long-term rate of return on investments shows an upward trend with a 12.5% CAGR.
Analysis
How to read this metric
An aggressive (higher) expected return assumption lowers current pension expense, while a conservative (lower) assumption increases current expense but reduces the risk of future funding shortfalls.
Detailed definition
This is the long-term rate of return that management expects to earn on the assets held in its defined benefit pension a...
Peer comparison
Commonly disclosed in the footnotes of companies with defined benefit plans; compared against industry benchmarks and historical performance.
other_defined_benefit_plan_assumptions_used_calculating__08278cHistorical Data
| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | 5% | 7% | 7% | 8% | 8% |
| YoY Change | — | +40.0% | +0.0% | +14.3% | +0.0% |
Expected long-term rate of return on investments at Other Companies
Frequently Asked Questions
- What is T-Mobile US's expected long-term rate of return on investments?
- T-Mobile US (TMUS) reported expected long-term rate of return on investments of 2.0% in Q4 2025.
- How has T-Mobile US's expected long-term rate of return on investments changed year-over-year?
- T-Mobile US's expected long-term rate of return on investments decreased by 0.0% year-over-year, from 2.0% to 2.0%.
- What is the long-term trend for T-Mobile US's expected long-term rate of return on investments?
- Over 4 years (2021 to 2025), T-Mobile US's expected long-term rate of return on investments has grown at a 12.5% compound annual growth rate (CAGR), from 5.0% to 8.0%.
- What does expected long-term rate of return on investments mean?
- The estimated annual percentage return the company expects to generate on its pension plan investments over the long term.