Other

Defined Benefit Plan Funded Status

Carrier Global Defined Benefit Plan Funded Status increased by 18.0% to -$123.00M in Q4 2025 compared to the prior quarter. Over 3 years (FY 2020 to FY 2025), Defined Benefit Plan Funded Status shows a downward trend with a 20.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalHigher is better
VolatilityModerate
First reportedQ1 2025
Last reportedQ1 2026

How to read this metric

A higher or positive status indicates a well-funded plan, whereas a negative status signals potential future cash outflows to cover deficits.

Detailed definition

The funded status is the difference between the fair value of pension plan assets and the projected benefit obligation....

Peer comparison

Aerospace and defense companies often manage large pension liabilities, and investors compare funded status to assess the risk of future cash calls.

Metric ID: defined_benefit_plan_funded_status

Historical Data

3 periods
 Q4 '23Q4 '24Q4 '25
Value-$107.00M-$150.00M-$123.00M
QoQ Change-40.2%+18.0%
YoY Change-40.2%+18.0%
Range-$150.00M-$107.00M
Avg YoY Growth-11.1%
Median YoY Growth-11.1%

Frequently Asked Questions

What is Carrier Global's defined benefit plan funded status?
Carrier Global (CARR) reported defined benefit plan funded status of -$123.00M in Q4 2025.
What is the long-term trend for Carrier Global's defined benefit plan funded status?
Over 3 years (2020 to 2025), Carrier Global's defined benefit plan funded status has grown at a 20.7% compound annual growth rate (CAGR), from $70.00M to -$123.00M.
What does defined benefit plan funded status mean?
The difference between the money set aside for pensions and the amount the company owes to retirees.