NOTE 11. LEASES

The following table presents our lease costs for the years ended December 31, 2025, 2024 and 2023:

 

 

 

2025

 

 

2024

 

 

2023

 

Operating lease cost

 

$

12.2

 

 

$

10.0

 

 

$

8.5

 

Finance lease cost:

 

 

 

 

 

 

 

 

 

Amortization of leased assets

 

$

6.3

 

 

$

4.2

 

 

$

3.1

 

Interest on lease liabilities

 

 

2.0

 

 

 

1.4

 

 

 

0.9

 

Total finance lease cost

 

$

8.3

 

 

$

5.6

 

 

$

4.0

 

 

Short-term lease expense and variable lease cost were not material for the years ended December 31, 2025, 2024 and 2023 and are excluded from the table above. As of December 31, 2025, we did not have any material leases that have not yet commenced.

 

The following table presents supplemental cash flow information related to our leases for the years ended December 31, 2025, 2024 and 2023:

 

 

 

2025

 

 

2024

 

 

2023

 

Cash paid for amounts included in the measurement of lease liabilities

 

 

 

 

 

 

 

 

 

Operating cash flows from operating leases

 

$

12.1

 

 

$

9.6

 

 

$

8.0

 

Operating cash flows from finance leases

 

 

1.8

 

 

 

1.3

 

 

 

0.8

 

Financing cash flows from finance leases

 

 

5.8

 

 

 

3.3

 

 

 

2.7

 

ROU assets obtained in exchange for lease liabilities

 

 

 

 

 

 

 

 

 

Operating leases (1)

 

$

18.5

 

 

$

19.0

 

 

$

15.8

 

Finance leases (2)

 

 

7.7

 

 

 

13.6

 

 

 

12.3

 

(1)
During 2025, increases in ROU assets included $4.9 million recognized from the acquisitions of Parallel and Geometrik and a $1.2 million increase from modifications that did not involve obtaining a new ROU asset. During 2024, increases in ROU assets included $13.0 million from the acquisitions of 3form and Zahner and a $4.7 million increase from modifications that did not involve obtaining a new ROU asset. During 2023, increases in ROU assets included a decrease of $1.0 million due to a change in lease classification upon modification and an increase of $0.6 million resulting from modifications that did not involve obtaining a new ROU asset.
(2)
During 2025, there were no modifications or acquired finance leases that involved obtaining a new ROU asset. During 2024, increases in ROU assets included $8.9 million from the acquisition of Zahner and a $1.1 million decrease from modifications that did not involve obtaining a new ROU asset. During 2023, increases in ROU assets included $8.6 million due to a change in lease classification upon modification for an existing manufacturing facility within our Architectural Specialties segment that had a modified expected lease term of 13 years, in addition to an increase of $3.7 million for a lease modification that did not involve obtaining a new ROU asset.

The following table presents the weighted average assumptions used to compute our ROU assets and lease liabilities:

 

 

 

December 31, 2025

 

 

December 31, 2024

 

Weighted average remaining lease term (in years)

 

 

 

 

 

 

Operating leases

 

 

5.8

 

 

 

5.7

 

Finance leases

 

 

10.3

 

 

 

11.4

 

Weighted average discount rate

 

 

 

 

 

 

Operating leases

 

 

5.4

%

 

 

5.6

%

Finance leases

 

 

5.2

%

 

 

5.1

%

 

Undiscounted future minimum lease payments as of December 31, 2025, by year and in the aggregate, having non-cancelable lease terms in excess of one year are as follows:

 

 

 

Operating Leases

 

 

Finance Leases

 

Maturity of lease liabilities

 

 

 

 

 

 

2026

 

$

13.1

 

 

$

8.2

 

2027

 

 

11.9

 

 

 

7.3

 

2028

 

 

10.1

 

 

 

3.9

 

2029

 

 

5.1

 

 

 

3.1

 

2030

 

 

4.2

 

 

 

3.2

 

Thereafter

 

 

15.3

 

 

 

26.5

 

Total lease payments

 

 

59.7

 

 

 

52.2

 

Less interest

 

 

(11.3

)

 

 

(13.4

)

Present value of lease liabilities

 

$

48.4

 

 

$

38.8

 

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 25, 2025
2023Feb 20, 2024
2022Feb 21, 2023
2021Feb 22, 2022
2020Feb 23, 2021
2019Feb 25, 2020
2018Feb 25, 2019
2017Feb 26, 2018
2016Feb 27, 2017
2015Feb 22, 2016

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.