15. Leases

We lease property and equipment under finance and operating leases. For leases with terms greater than 12 months, we record the related asset and obligation at the present value of lease payments over the term. Many of our leases include rental escalation clauses, renewal options and/or termination options that are factored into our determination of lease payments when appropriate.

We also lease certain property, plant and equipment, including office facilities, under operating leases. The lease term consists of the noncancellable period of the lease and the periods covered by options to extend or terminate the lease when it is reasonably certain that the Company will exercise such options. The Company's lease agreements do not contain any residual value guarantees.

Lease Position

The following table presents the lease-related assets and liabilities recorded on the balance sheet as of October 31, 2025 and 2024 (in thousands):

October 31, 

 

October 31, 

2025

 

2024

Assets

  ​

  ​ ​ ​

  ​

  ​

Non-current assets:

  ​

 

  ​

  ​

Operating lease assets

Operating lease right-of-use assets

$

16,333

$

18,316

Finance lease assets

Property, plant and equipment, net

 

4,307

 

4,609

$

20,640

$

22,925

Liabilities

  ​

 

  ​

 

  ​

Current liabilities:

  ​

 

  ​

 

  ​

Operating

Current portion of operating leases

$

3,568

$

3,296

Finance

Current portion of long-term obligations and finance leases

 

885

 

874

Long-term obligations

  ​

 

  ​

 

  ​

Operating

Long-term operating leases, less current portion

 

14,962

 

17,476

Finance

Long-term obligations and finance leases, less current portion

 

4,051

 

4,274

$

23,466

$

25,920

Weighted-average remaining lease term:

  ​ ​ ​

Fiscal 2025

Fiscal 2024

Operating leases

 

5.5 years

6.5 years

Finance leases

 

6.2 years

7.0 years

Weighted-average discount rate:

 

  ​

  ​

Operating leases

 

2.79

%

2.49

%

Finance leases

 

5.34

%

4.89

%

Lease Costs

The following table presents certain information related to the lease costs for finance and operating leases for the years ended October 31, 2025 and 2024 (in thousands):

  ​ ​ ​

Year ended

Year ended

 

October 31, 2025

October 31, 2024

Amortization of financing lease assets (recorded in cost of sales)

 

1,017

994

Operating lease cost

3,756

4,202

Short-term lease cost

599

952

Sublease income

17

Variable lease cost

98

62

Interest on financing lease liabilities

248

255

Total lease cost

5,735

6,465

Other Information

The following table presents supplemental cash flow information related to the leases for the years ended October 31, 2025 and 2024 (in thousands):

  ​ ​ ​

Year ended

Year ended

Cash paid for amounts included in the measurement of lease liabilities

 

October 31, 2025

October 31, 2024

Operating cash flows for operating leases

 

3,488

3,878

Financing cash flows for finance leases

927

882

Operating cash flows for finance leases

247

255

The total right-of-use assets obtained in exchange for new operating leases for the years ended October 31, 2025 and 2024 were $1.3 million and $3.7 million.

Undiscounted Cash Flows

The following table reconciles the undiscounted cash flows for each of the first five years and total remaining years to the finance lease liabilities and operating lease liabilities recorded on the balance sheet as of October 31, 2025 (in thousands):

  ​ ​ ​

Operating

  ​ ​ ​

Finance 

Year

Leases

 

Leases

2026

 

$

4,002

 

$

1,121

2027

3,962

1,027

2028

3,617

932

2029

3,147

705

2030

2,137

663

Thereafter

2,869

1,286

Total lease payments

19,734

5,734

Less: imputed interest

1,204

798

Total lease liability

 

$

18,530

 

$

4,936

Historical Timeline

Fiscal YearFiled
2025Jan 14, 2026Showing above
2024Jan 14, 2025
2023Jan 31, 2024
2022Dec 20, 2022
2021Dec 21, 2021
2020Dec 21, 2020

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.