GOODWILL AND OTHER INTANGIBLE ASSETS
Goodwill
(in millions)Business & IndustryManufacturing & DistributionAviationEducationTechnical SolutionsTotal
Balance at October 31, 2023$1,092.7 $502.2 $69.0 $459.3 $368.0 $2,491.3 
Acquisitions
— — — — 80.6 80.6 
Foreign currency translation
2.6 — 0.4 — 1.1 4.1 
Balance at October 31, 2024$1,095.5 $502.2 $69.4 $459.3 $449.6 $2,575.9 
Acquisitions (1)
— — — — 14.7 14.7 
Foreign currency translation3.2 — 0.1 — 0.3 3.7 
Adjustments
— — — — (3.2)(3.2)
Balance at October 31, 2025$1,098.7 $502.2 $69.6 $459.3 $461.4 $2,591.1 
(1) During 2025, goodwill increased primarily as a result of the LMC Acquisition. See Note 3, “Acquisitions,” for additional information.
We did not record goodwill impairment charges during fiscal years 2025 and 2024.
Other Intangible Assets
As of October 31,
20252024
(in millions)Gross Carrying AmountAccumulated AmortizationTotalGross Carrying AmountAccumulated AmortizationTotal
Customer contracts and relationships$761.7 $(518.7)$242.9 $748.2 $(467.2)$281.0 
Trademarks and trade names
13.1 (12.8)0.3 12.7 (11.7)1.0 
Contract rights and other
0.7 (0.7)— 0.7 (0.3)0.5 
Total(1)
$775.5 $(532.2)$243.2 $761.7 $(479.3)$282.4 
(1) These intangible assets are being amortized over the expected period of benefit, with a weighted average life of approximately 11 years.

Estimated Annual Amortization Expense for Each of the Next Five Years
(in millions)20262027202820292030
Estimated amortization expense(1)
$46.5 $40.4 $35.0 $29.7 $24.6 
(1) These amounts could vary as acquisitions of additional intangible assets occur in the future and as acquisition accounting is finalized for existing acquisitions.
The estimates of future cash flows used in determining the fair value of goodwill and other intangible assets involve significant management judgment and are based upon assumptions about expected future operating performance, economic conditions, market conditions, and cost of capital. Inherent in estimating the future cash flows are uncertainties beyond our control, such as changes in capital markets. The actual cash flows could differ materially from management’s estimates due to changes in business conditions, operating performance, and economic conditions.

Historical Timeline

Fiscal YearFiled
2025Dec 19, 2025Showing above
2024Dec 19, 2024
2023Dec 18, 2023
2022Dec 21, 2022
2021Dec 22, 2021
2020Dec 17, 2020
2019Dec 20, 2019
2018Dec 21, 2018
2017Dec 22, 2017
2016Dec 21, 2016
2015Dec 17, 2015

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.