v3.26.1
DERIVATIVES
6 Months Ended
Jun. 30, 2026
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 six months ended June 30, 2026 and 2025.

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 June 30, 2026. 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 $75,802 and $88,555 at June 30, 2026 and December 31, 2025, respectively.

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 $307,871 and $337,659 at June 30, 2026 and December 31, 2025, 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 $577,777 and $370,668 at June 30, 2026 and December 31, 2025, respectively.

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

June 30, 2026

December 31, 2025

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

$

1,693

$

187

$

$

$

2,149

$

289

$

$

Net investment contracts

7,254

528

102

12,529

Not designated as hedging instruments:

 

Foreign exchange contracts

 

1,127

1,323

 

582

 

470

 

 

Total derivatives

$

10,074

$

2,038

$

$

$

2,833

$

13,288

$

$

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

Three Months Ended June 30, 

Six Months Ended June 30, 

Derivatives by hedge designation

  ​ ​ ​

Classification of gain (loss)

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

Not designated as hedges:

  ​

  ​

 

  ​

  ​

 

  ​

Foreign exchange contracts

Selling, general & administrative expenses

$

1,640

$

13,625

$

(1,714)

$

21,958

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

  ​ ​ ​

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

  ​ ​ ​

June 30, 2026

  ​ ​ ​

December 31, 2025

Foreign exchange contracts

$

993

$

1,396

Forward starting swap agreements

15,195

16,291

Net investment contracts

(1,079)

 

(5,721)

The Company expects a gain of $993 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:

Gain (loss) recognized in the

Three Months Ended June 30, 

Six Months Ended June 30, 

Derivative type

  ​ ​ ​

Consolidated Statements of Income:

  ​ ​ ​

2026

  ​ ​ ​

2025

  ​ ​ ​

2026

  ​ ​ ​

2025

Foreign exchange contracts

 

Sales

$

1,041

$

378

$

2,513

$

(335)

 

Cost of goods sold

 

132

 

182

 

1,691

 

543

Forward starting swap agreements

Interest expense, net

689

689

1,378

1,378