Non-Current Liabilities

Underfunded Retirement Plans

Barnes Group Underfunded Retirement Plans decreased by 0.8% to $36.54M in Q3 2024 compared to the prior quarter. Year-over-year, this metric declined by 15.9%, from $43.43M to $36.54M. Over 3 years (FY 2020 to FY 2023), Underfunded Retirement Plans shows a downward trend with a -22.3% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Liabilities
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2019
Last reportedQ4 2025

How to read this metric

A decrease is favorable as it reduces long-term balance sheet liabilities and future funding requirements.

Detailed definition

This represents the shortfall between the projected benefit obligations of a company's pension or postretirement plans a...

Peer comparison

Varies significantly based on industry maturity and the age of the workforce.

Metric ID: underfunded_retirement_plans

Historical Data

14 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24
Value$93.63M$91.69M$76.78M$75.68M$74.31M$73.09M$54.35M$48.02M$44.85M$43.43M$45.99M$41.48M$36.83M$36.54M
QoQ Change-2.1%-16.3%-1.4%-1.8%-1.6%-25.6%-11.6%-6.6%-3.2%+5.9%-9.8%-11.2%-0.8%
YoY Change-20.6%-20.3%-29.2%-36.6%-39.6%-40.6%-15.4%-13.6%-17.9%-15.9%
Range$36.54M$93.63M
CAGR-25.1%
Avg YoY Growth-25.0%
Median YoY Growth-20.5%
Current Streak3 quarters decline

Frequently Asked Questions

What is Barnes Group's underfunded retirement plans?
Barnes Group (B) reported underfunded retirement plans of $36.54M in Q3 2024.
How has Barnes Group's underfunded retirement plans changed year-over-year?
Barnes Group's underfunded retirement plans decreased by 15.9% year-over-year, from $43.43M to $36.54M.
What is the long-term trend for Barnes Group's underfunded retirement plans?
Over 3 years (2020 to 2023), Barnes Group's underfunded retirement plans has grown at a -22.3% compound annual growth rate (CAGR), from $98.17M to $45.99M.
What does underfunded retirement plans mean?
The amount by which a company's pension obligations exceed the assets held to pay for them.