Other

Fair value of plan assets

Carrier Global Fair value of plan assets decreased by 73.6% to $76.00M in Q4 2025 compared to the prior quarter. Over 2 years (FY 2023 to FY 2025), Fair value of plan assets shows a downward trend with a -43.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryLiquidity
SignalHigher is better
VolatilityVolatile
First reportedQ4 2018
Last reportedQ4 2025

How to read this metric

An increase suggests better funding coverage for pension liabilities, reducing the risk of future cash calls.

Detailed definition

This represents the total market value of the assets held in a trust to fund defined benefit pension obligations. It is...

Peer comparison

Varies based on the size of the pension plan and the investment strategy of the plan assets.

Metric ID: other_defined_benefit_plan_pension_plan_with_projected_b_d3c25d

Historical Data

3 periods
 Q4 '23Q4 '24Q4 '25
Value$239.00M$288.00M$76.00M
QoQ Change+20.5%-73.6%
YoY Change+20.5%-73.6%
Range$76.00M$288.00M
Avg YoY Growth-26.6%
Median YoY Growth-26.6%

Frequently Asked Questions

What is Carrier Global's fair value of plan assets?
Carrier Global (CARR) reported fair value of plan assets of $76.00M in Q4 2025.
What is the long-term trend for Carrier Global's fair value of plan assets?
Over 2 years (2023 to 2025), Carrier Global's fair value of plan assets has grown at a -43.6% compound annual growth rate (CAGR), from $239.00M to $76.00M.
What does fair value of plan assets mean?
The total market value of the investments held to pay for future pension benefits.