Other

OCI Defined Benefit Plan, After Tax

CMS Energy OCI Defined Benefit Plan, After Tax remained flat by 0.0% to -$1.00M in Q1 2026 compared to the prior quarter. Over 2 years (FY 2021 to FY 2023), OCI Defined Benefit Plan, After Tax shows an upward trend with a -36.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementIncome Statement
SectionOther
CategoryRisk
SignalHigher is better
VolatilityModerate
First reportedQ2 2017
Last reportedQ1 2026Apr 28, 2026

How to read this metric

Positive values indicate improved pension funding status or actuarial gains; negative values indicate increased liabilities.

Detailed definition

The net impact of actuarial gains or losses and plan amendments related to defined benefit pension plans, recognized in...

Peer comparison

Standard for companies with legacy defined benefit pension obligations.

Metric ID: cvx_oci_defined_benefit_plan_after_reclassification_after_tax

Historical Data

18 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q1 '26
Value-$3.00M-$1.00M$0.00-$1.00M-$1.00M-$1.00M-$1.00M$0.00-$1.00M$0.00-$1.00M-$1.00M$0.00$0.00$0.00$0.00-$1.00M-$1.00M
QoQ Change+66.7%+100.0%+0.0%+0.0%+0.0%+100.0%+100.0%+0.0%+100.0%+0.0%
YoY Change+66.7%+0.0%+100.0%+0.0%+100.0%+0.0%+100.0%+100.0%
Range-$3.00M$0.00
CAGR-22.8%
Avg YoY Growth+58.3%
Median YoY Growth+83.3%

Frequently Asked Questions

What is CMS Energy's oci defined benefit plan, after tax?
CMS Energy (CMS) reported oci defined benefit plan, after tax of -$1.00M in Q1 2026.
What is the long-term trend for CMS Energy's oci defined benefit plan, after tax?
Over 2 years (2021 to 2023), CMS Energy's oci defined benefit plan, after tax has grown at a -36.8% compound annual growth rate (CAGR), from -$5.00M to -$2.00M.
What does oci defined benefit plan, after tax mean?
Changes in the value of pension obligations not yet hitting the income statement.