(4)  Intangibles

All customer relationships are subject to amortization and are amortized over a weighted-average period of 16 years, which reflects the remaining economic life of the relationships as of December 31, 2025. The Company recorded amortization expense of $71 million for each of the years ended December 31, 2023, 2024 and 2025.

The carrying amount of customer relationships were as follows:

December 31,

(in thousands)

2024

  ​ ​ ​

2025

Gross carrying value of customer relationships

$

1,555,000

  ​ ​ ​

1,555,000

Accumulated amortization of customer relationships

(410,241)

(480,913)

Customer relationships

$

1,144,759

1,074,087

Future amortization expense as of December 31, 2025 is as follows (in thousands):

Year ending December 31, 2026

$

70,672

Year ending December 31, 2027

70,672

Year ending December 31, 2028

70,672

Year ending December 31, 2029

70,672

Year ending December 31, 2030

70,672

Thereafter

720,727

Total

$

1,074,087

Historical Timeline

Fiscal YearFiled
2025Feb 11, 2026Showing above
2024Feb 12, 2025
2023Feb 14, 2024
2022Feb 15, 2023
2021Feb 16, 2022
2020Feb 17, 2021
2019Feb 12, 2020

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.