6. Goodwill, intangible assets, and impairments

Goodwill

The following table presents the change in goodwill balances by reportable segment for fiscal year 2023.

  

Electronic

  

  

Components

Farnell

Total

(Thousands)

Carrying value at July 2, 2022 (1)

$

291,526

$

467,307

$

758,833

Foreign currency translation

 

5,303

 

16,493

 

21,796

Carrying value at July 1, 2023 (1)

$

296,829

$

483,800

$

780,629

(1)Includes accumulated impairment of $1,482,677 from prior fiscal years.

Intangible Assets

The net book value of intangible assets was $6.5 million as of July 1, 2023, which is not material to the consolidated financial statements. Intangible asset amortization expense was $6.0 million, $15.0 million, and $41.0 million for fiscal 2023, 2022, and 2021, respectively.

Historical Timeline

Fiscal YearFiled
2023Aug 18, 2023Showing above
2022Aug 12, 2022
2021Aug 13, 2021
2020Aug 14, 2020
2019Aug 15, 2019
2018Aug 17, 2018
2017Aug 17, 2017
2016Aug 12, 2016

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.