v3.25.3
DERIVATIVES
9 Months Ended
Sep. 30, 2025
DERIVATIVES  
DERIVATIVES

NOTE 12 — DERIVATIVES

The Company uses derivative instruments to manage exposures to currency exchange rates, interest rates and commodity prices arising in the normal course of business. Both at inception and on an ongoing basis, the derivative instruments that qualify for hedge accounting are assessed as to their effectiveness, when applicable. Hedge ineffectiveness was immaterial in the three and nine months ended September 30, 2025 and 2024.

The Company is subject to the credit risk of the counterparties to derivative instruments. Counterparties include a number of major banks and financial institutions. None of the concentrations of risk with any individual counterparty was considered significant at September 30, 2025. The Company does not expect any counterparties to fail to meet their obligations.

Cash Flow Hedges

Certain foreign currency forward contracts are qualified and designated as cash flow hedges. The dollar equivalent gross notional amount of these short-term contracts was $91,061 and $96,444 at September 30, 2025 and December 31, 2024, respectively.

The Company had interest rate forward starting swap agreements that were qualified and designated as cash flow hedges that were terminated during 2024. Upon termination of the contracts in 2024, the Company had a gain of $25,852 recorded in AOCI that will be amortized to Interest expense, net over the life of the associated debt.

Net Investment Hedges

The Company has foreign currency forward contracts and zero-cost collar contracts that qualify and are designated as net investment hedges. The dollar equivalent gross notional amount of the foreign currency forward contracts and zero-cost collar contracts were $376,744 and $319,450 at September 30, 2025 and December 31, 2024, respectively.

Derivatives Not Designated as Hedging Instruments

The Company has certain foreign exchange forward contracts that are not designated as hedges. These derivatives are held as economic hedges of certain balance sheet exposures. The dollar equivalent gross notional amount of these contracts was $479,502 and $421,754 at September 30, 2025 and December 31, 2024, respectively.

Fair values of derivative instruments in the Company’s Condensed Consolidated Balance Sheets consisted of the following:

September 30, 2025

December 31, 2024

Other

Other

Other

Other

Current

Current

Other

Other

Current

Current

Other

Other

Derivatives by hedge designation

Assets

    

Liabilities

    

Assets

    

Liabilities

    

Assets

    

Liabilities

    

Assets

    

Liabilities

Designated as hedging instruments:

  

 

  

 

  

 

  

 

  

 

  

 

  

 

  

Foreign exchange contracts

$

2,745

$

423

$

$

$

1,663

$

2,972

$

$

Net investment contracts

534

26,280

10,276

Not designated as hedging instruments:

 

Foreign exchange contracts

 

417

1,186

 

1,560

 

4,251

 

 

Total derivatives

$

3,696

$

27,889

$

$

$

13,499

$

7,223

$

$

The effects of undesignated derivative instruments on the Company’s Consolidated Statements of Income consisted of the following:

    

    

Three Months Ended

    

Nine Months Ended

September 30, 

September 30, 

Derivatives by hedge designation

    

Classification of gain (loss)

    

2025

    

2024

    

2025

    

2024

Not designated as hedges:

  

  

 

  

  

 

  

Foreign exchange contracts

Selling, general & administrative expenses

$

113

$

3,108

$

22,071

$

(3,663)

The effects of designated hedges on AOCI consisted of the following:

    

    

Total gain (loss) recognized in AOCI, net of tax

    

September 30, 2025

    

December 31, 2024

    

Foreign exchange contracts

$

1,517

$

(812)

Forward starting swap agreements

16,823

18,067

Net investment contracts

(3,303)

 

20,403

The Company expects a gain of $1,517 related to existing contracts to be reclassified from AOCI, net of tax, to earnings over the next 12 months as the hedged transactions are realized.

The effects of designated hedges on the Company’s Consolidated Statements of Income consisted of the following:

    

    

Three Months Ended

    

Nine Months Ended

Gain (loss) recognized in the

September 30, 

September 30, 

Derivative type

    

Consolidated Statements of Income:

    

2025

    

2024

    

2025

    

2024

Foreign exchange contracts

 

Sales

$

1,387

$

(630)

$

1,052

$

657

 

Cost of goods sold

 

(219)

 

40

 

324

 

524

Forward starting swap agreements

Interest expense, net

689

639

2,066

706