Note F. Goodwill and Intangible Assets

The carrying amount of goodwill attributable to each reportable segment with goodwill balances and the changes in those balances during the fiscal years ended September 30, 2025 and 2024 are as follows:

 

 

 

Reinforcement
Materials

 

 

Performance
Chemicals

 

 

Total

 

 

 

(In millions)

 

Balance at September 30, 2023

 

$

51

 

 

$

83

 

 

$

134

 

Foreign currency impact

 

 

(3

)

 

 

2

 

 

 

(1

)

Balance at September 30, 2024

 

 

48

 

 

 

85

 

 

 

133

 

Foreign currency impact

 

 

2

 

 

 

(1

)

 

 

1

 

Balance at September 30, 2025

 

$

50

 

 

$

84

 

 

$

134

 

 

 

 

 

 

 

 

 

 

 

 

The following table provides information regarding the Company’s intangible assets with finite lives:

 

 

 

September 30, 2025

 

 

September 30, 2024

 

 

 

Gross
Carrying
Value

 

 

Accumulated
Amortization

 

 

Net
Intangible
Assets

 

 

Gross
Carrying
Value

 

 

Accumulated
Amortization

 

 

Net
Intangible
Assets

 

 

 

(In millions)

 

Developed technologies(1)

 

$

41

 

 

$

(14

)

 

$

27

 

 

$

34

 

 

$

(12

)

 

$

22

 

Trademarks

 

 

2

 

 

 

(1

)

 

$

1

 

 

 

2

 

 

 

(1

)

 

 

1

 

Customer relationships

 

 

63

 

 

 

(36

)

 

 

27

 

 

 

60

 

 

 

(30

)

 

 

30

 

Total intangible assets

 

$

106

 

 

$

(51

)

 

$

55

 

 

$

96

 

 

$

(43

)

 

$

53

 

 

(1)
Included within Developed technologies as of September 30, 2025 is $8 million of intangible assets acquired during the first quarter of fiscal 2025 as discussed in Note C above.

 

Intangible assets are amortized over their estimated useful lives, which range between ten and twenty-five years, with a weighted average amortization period of sixteen years. Amortization expense for each of fiscal 2025, 2024 and 2023 was $6 million and is included in Cost of sales, Selling and administrative expenses and Research and technical expenses in the Consolidated Statements of Operations. Total amortization expense is estimated to be approximately $7 million each year for the next five fiscal years.

Historical Timeline

Fiscal YearFiled
2025Nov 24, 2025Showing above
2024Nov 20, 2024
2023Nov 22, 2023
2022Nov 23, 2022
2021Nov 29, 2021
2020Nov 25, 2020
2019Nov 22, 2019
2018Nov 21, 2018
2017Nov 22, 2017
2016Nov 23, 2016
2015Nov 25, 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.