What is T-Mobile US's expected long-term rate of return on investments?

T-Mobile US (TMUS) reported expected long-term rate of return on investments of 8.0% in Q4 2025.

How has T-Mobile US's expected long-term rate of return on investments changed year-over-year?

T-Mobile US's expected long-term rate of return on investments decreased by 0.0% year-over-year, from 8.0% to 8.0%.

What does expected long-term rate of return on investments mean?

The estimated annual percentage return the company expects to generate on its pension plan investments over the long term.

Other

Expected long-term rate of return on investments

T-Mobile US Expected long-term rate of return on investments remained flat by 0.0% to 8.0% in Q4 2025 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from 8.0% to 8.0%.

Analysis

StatementIncome Statement

SectionOther

CategoryRisk

SignalContext dependent

VolatilityStable

First reportedQ4 2020

Last reportedQ4 2025Feb 11, 2026

How to read this metric

An aggressive (higher) expected return assumption lowers current pension expense, while a conservative (lower) assumption increases current expense but reduces the risk of future funding shortfalls.

Detailed definition

This is the long-term rate of return that management expects to earn on the assets held in its defined benefit pension a...

Peer comparison

Commonly disclosed in the footnotes of companies with defined benefit plans; compared against industry benchmarks and historical performance.

Metric ID: other_defined_benefit_plan_assumptions_used_calculating__08278c

Historical Data

5 periods

	Q4 '21	Q4 '22	Q4 '23	Q4 '24	Q4 '25
Value	5%	7%	7%	8%	8%
QoQ Change	—	+40.0%	+0.0%	+14.3%	+0.0%
YoY Change	—	+40.0%	+0.0%	+14.3%	+0.0%

Range5% – 8%

CAGR+60.0%

Avg YoY Growth+13.6%

Median YoY Growth+7.1%

Current Streak4+ quarters growth

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Frequently Asked Questions

What is T-Mobile US's expected long-term rate of return on investments?: T-Mobile US (TMUS) reported expected long-term rate of return on investments of 8.0% in Q4 2025.
How has T-Mobile US's expected long-term rate of return on investments changed year-over-year?: T-Mobile US's expected long-term rate of return on investments decreased by 0.0% year-over-year, from 8.0% to 8.0%.
What does expected long-term rate of return on investments mean?: The estimated annual percentage return the company expects to generate on its pension plan investments over the long term.