Other

Expected return on plan assets

This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ4 2023
Last reportedQ4 2025

How to read this metric

Higher expected returns reduce net pension expense, but overly optimistic assumptions may signal future funding risks if actual returns underperform.

Detailed definition

This represents the expected long-term rate of return on assets held in a pension plan trust. It is used to reduce the n...

Peer comparison

Benchmark against peer pension asset allocation strategies and market return expectations.

Metric ID: other_defined_benefit_plan_assumptions_used_calculating__687a29

Historical Data

3 periods
 Q4 '23Q4 '24Q4 '25
Value000
Range00

Frequently Asked Questions

What is Carrier Global's expected return on plan assets?
Carrier Global (CARR) reported expected return on plan assets of $0.00 in Q4 2025.
What does expected return on plan assets mean?
The anticipated annual return on pension plan investments used to offset pension costs.