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AZZ AZZ Expected long-term rate of return on plan assets (as a percent)

Expected long-term rate of return on plan assets (as a percent) at other companies

Equitable Holdings logo
Equitable HoldingsEQH
$0.020.0%
LKQ logo
LKQLKQ
$0.01-2.3%
TFS Financial logo
TFS FinancialTFSL
$0.02+8.7%
Medline, Inc.
 logo
Medline, Inc. MDLN
$0.01-5.8%
T-Mobile US logo
T-Mobile USTMUS
$0.02+14.3%
Knight-Swift Transportation Holdings Inc. logo
Knight-Swift Transportation Holdings Inc.KNX
$0.050.0%

Other financials

Income statement

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Revenue$385.1M+9.4%
Gross profit$87.6M+11.3%
Operating income$57.1M+41.3%
Net income$15.9M-21.2%
EPS (diluted)$0.53-22.1%

Balance sheet

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Cash & equivalents$705.0K-52.6%
Total debt$541.7M-38.5%
Total equity$1.3B+27.9%
Total assets$2.2B-0.6%

Cash flow

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Operating cash flow$72.6M+12.8%
CapEx$22.1M-26.3%
Free cash flow$50.5M+47.0%

Valuation

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Market cap$4.72B+41.4%

Profitability

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Gross margin23.9%-0.3pp
Operating margin16%+1.1pp
Net margin19.2%+11.1pp
FCF margin26.9%+18.5pp

Returns & leverage

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Return on equity26.6%+11.9pp
Debt / equity0.4×-0.4×
Current ratio1.7×0.0×

Where this comes from

Reported directly by AZZ in its filing.

Tagged under the XBRL concept azz:DefinedBenefitPlanAssumptionsUsedCalculatingBenefitObligationExpectedLongTermRateOfReturnOnPlanAssets.

The official record: AZZ’s 10-K, filed April 22, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is AZZ's expected long-term rate of return on plan assets (as a percent)?
AZZ (AZZ) reported expected long-term rate of return on plan assets (as a percent) of 6.8% in Q4 2025.
What is the long-term trend for AZZ's expected long-term rate of return on plan assets (as a percent)?
Over 2 years (2024 to 2026), AZZ's expected long-term rate of return on plan assets (as a percent) has grown at a 3.9% compound annual growth rate (CAGR), from 6.3% to 6.8%.
What does expected long-term rate of return on plan assets (as a percent) mean?
This is the estimated annual percentage return the company expects to earn on its defined benefit plan assets over the long term. It is a key actuarial assumption used to determine net periodic pension costs and the funded status of the plan, reflecting management's outlook on market performance.