Caterpillar Defined Benefit Plan Net Periodic Benefit Cost remained flat by 0.0% to $46.25M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 176.1%, from $16.75M to $46.25M. Over 3 years (FY 2022 to FY 2025), Defined Benefit Plan Net Periodic Benefit Cost shows a downward trend with a -41.3% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Fluctuations are driven by actuarial assumptions, discount rates, and the performance of pension plan assets.
The total net expense recognized in the income statement related to company-sponsored defined benefit pension plans and...
Highly dependent on the maturity of the company's workforce and the funding status of its pension plans.
adi_defined_benefit_plan_net_periodic_cost| FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|
| Value | $916.00M | -$65.00M | $67.00M | $185.00M |
| YoY Change | — | -107.1% | +203.1% | +176.1% |