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SR Bancorp, Inc. SRBK Expected long-term rate of return on plan assets

Expected long-term rate of return on plan assets at other companies

CONMED logo
CONMEDCNMD
$0.020.0%
FRA
Franklin Financial Services CorporationFRAF
$0.020.0%
LKQ logo
LKQLKQ
$0.01-2.3%
Minerals Technologies logo
Minerals TechnologiesMTX
6.6%+0.1pp
Norwood Financial logo
Norwood FinancialNWFL
$0.020.0%
Equitable Holdings logo
Equitable HoldingsEQH
$0.020.0%

Other financials

Income statement

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Revenue$8.4M+6.4%
Net income$886.0K+65.0%
EPS (diluted)$0.11-8.3%

Balance sheet

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Cash & equivalents$63.7M+2.3%
Total debt$53.0M+65.6%
Total equity$184.5M-5.4%
Total assets$1.1B+6.5%

Cash flow

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Operating cash flow$2.0M-21.9%
CapEx$133.0K+79.7%
Free cash flow$1.9M-24.9%

Valuation

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Market cap$146.31M+22.0%
Enterprise value$135.63M+8.2%
P/E31.6×+8.3×
P/S4.6×

Profitability

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Net margin-27.5%-37.6pp
FCF margin-22.7%

Returns & leverage

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Return on equity2.4%+2.4pp
Debt / equity0.3×+0.1×

Where this comes from

Reported directly by SR Bancorp, Inc. in its filing.

Tagged under the XBRL concept us-gaap:DefinedBenefitPlanAssumptionsUsedCalculatingNetPeriodicBenefitCostExpectedLongTermReturnOnAssets.

The official record: SR Bancorp, Inc.’s 10-K, filed September 29, 2025, on SEC EDGAR. View the filing →

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Questions, answered.

What is SR Bancorp, Inc.'s expected long-term rate of return on plan assets?
SR Bancorp, Inc. (SRBK) reported expected long-term rate of return on plan assets of 6.5% in Q2 2025.
What does expected long-term rate of return on plan assets mean?
The expected long-term rate of return on plan assets used to estimate the annual income generated by the pension fund's investment portfolio. This assumption directly impacts the net periodic benefit cost reported in the income statement.