Other
Expected long-term rate of return on plan assets
CSX Expected long-term rate of return on plan assets remained flat by 0.0% to $0.02 in Q4 2025 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from $0.02 to $0.02. Over 2 years (FY 2023 to FY 2025), Expected long-term rate of return on plan assets shows relatively stable performance with a 0.0% CAGR.
Analysis
StatementIncome Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityStable
First reportedQ1 2023
Last reportedQ4 2025Feb 12, 2026
How to read this metric
A higher rate reduces the calculated pension expense, while a lower rate increases the required company contributions.
Detailed definition
The estimated annual percentage return on assets held in a defined benefit pension plan. This assumption is used by mana...
Peer comparison
Peers in the energy sector typically align this with long-term capital market expectations for diversified portfolios.
Metric ID:
other_defined_benefit_plan_assumptions_used_calculating__e33353Historical Data
3 years
| FY'23 | FY'24 | FY'25 | |
|---|---|---|---|
| Value | 0.1 | 0.1 | 0.1 |
| YoY Change | — | +0.0% | +0.0% |
Range0.1 – 0.1
CAGR+0.0%
Avg YoY Growth+0.0%
Median YoY Growth+0.0%
Current Streak2+ years growth
Expected long-term rate of return on plan assets at Other Companies
Frequently Asked Questions
- What is CSX's expected long-term rate of return on plan assets?
- CSX (CSX) reported expected long-term rate of return on plan assets of $0.02 in Q4 2025.
- How has CSX's expected long-term rate of return on plan assets changed year-over-year?
- CSX's expected long-term rate of return on plan assets decreased by 0.0% year-over-year, from $0.02 to $0.02.
- What is the long-term trend for CSX's expected long-term rate of return on plan assets?
- Over 2 years (2023 to 2025), CSX's expected long-term rate of return on plan assets has grown at a 0.0% compound annual growth rate (CAGR), from $0.07 to $0.07.
- What does expected long-term rate of return on plan assets mean?
- The expected annual return rate used to project the growth of pension plan assets.