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Carrier Global CARR Expected return on plan assets
Expected return on plan assets at other companies
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Where this comes from
Reported directly by Carrier Global in its filing.
Tagged under the XBRL concept carr:DefinedBenefitPlanAssumptionsUsedCalculatingBenefitObligationExpectedReturnOnPlanAssets.
The source filing: Carrier Global’s 10-K, filed February 5, 2026.
- Filed
- Feb 5, 2026, 3:26 PM EST
- Fiscal year
- FY2025
- Accession
- 0001783180-26-000008
| Line item | Benefit Obligation / 2025 | Benefit Obligation / 2024 | Net Costs / 2025 | Net Costs / 2024 | Net Costs / 2023 |
|---|---|---|---|---|---|
| Discount rate | |||||
| Projected benefit obligation | 4.5% | 4.3% | 4.3% | 4.3% | 4.2% |
| Interest cost (1) | —% | — | 4.1% | 4.2% | 4.1% |
| Service cost (1) | —% | — | 3.8% | 4.5% | 4.5% |
| Salary scale | 2.4% | 2.6% | 2.6% | 2.2% | 2.4% |
| Expected return on plan assets | —% | — | 5.2% | 6.3% | 5.7% |
ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA
FAQ
- What is Carrier Global's expected return on plan assets?
- Carrier Global (CARR) reported expected return on plan assets of $0 in Q4 2025.
- What does expected return on plan assets mean?
- This represents the expected long-term rate of return on assets held in a pension plan trust. It is used to reduce the net periodic pension cost recognized in the income statement.
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