7. FAIR VALUE OF FINANCIAL INSTRUMENTS

The fair value of financial instruments has been estimated by the Company using available market information at December 31, 2025 and 2024, and valuation methodologies considered appropriate. The estimates presented in the table below are not necessarily indicative of amounts the Company could realize in a current market exchange (in millions):

 

 

 

December 31, 2025

 

 

December 31, 2024

 

 

 

Carrying

 

 

Estimated
Fair

 

 

Carrying

 

 

Estimated
Fair

 

 

 

Amount

 

 

Value

 

 

Amount

 

 

Value

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash and cash equivalents

 

$

260

 

 

$

260

 

 

$

37

 

 

$

37

 

Investments in equity securities

 

 

79

 

 

 

79

 

 

 

69

 

 

 

69

 

Available-for-sale debt securities

 

 

226

 

 

 

226

 

 

 

192

 

 

 

192

 

Trading securities

 

 

5

 

 

 

5

 

 

 

5

 

 

 

5

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

8% Senior Secured Notes due 2027

 

 

 

 

 

 

 

 

696

 

 

 

700

 

5⅝% Senior Secured Notes due 2027

 

 

 

 

 

 

 

 

1,722

 

 

 

1,686

 

6⅞% Senior Notes due 2028

 

 

42

 

 

 

35

 

 

 

622

 

 

 

457

 

6% Senior Secured Notes due 2029

 

 

630

 

 

 

644

 

 

 

626

 

 

 

577

 

5¼% Senior Secured Notes due 2030

 

 

1,479

 

 

 

1,442

 

 

 

1,468

 

 

 

1,261

 

4¾% Senior Secured Notes due 2031

 

 

1,055

 

 

 

942

 

 

 

1,054

 

 

 

822

 

10⅞% Senior Secured Notes due 2032

 

 

1,992

 

 

 

2,188

 

 

 

2,212

 

 

 

2,299

 

10¾% Senior Secured Notes due 2033

 

 

698

 

 

 

741

 

 

 

 

 

 

 

9¾% Senior Secured Notes due 2034

 

 

1,762

 

 

 

1,881

 

 

 

 

 

 

 

6⅞% Junior-Priority Secured Notes due 2029

 

 

1,189

 

 

 

1,108

 

 

 

1,175

 

 

 

940

 

6⅛% Junior-Priority Secured Notes due 2030

 

 

1,183

 

 

 

985

 

 

 

1,175

 

 

 

842

 

ABL Facility and other debt

 

 

21

 

 

 

21

 

 

 

359

 

 

 

359

 

 

The carrying value of the Company’s long-term debt in the above table is presented net of unamortized deferred debt issuance costs. The estimated fair value is determined using the methodologies discussed below in accordance with accounting standards related to the determination of fair value based on the U.S. GAAP fair value hierarchy as discussed in Note 8 - Fair Value. The estimated fair value for financial instruments with a fair value that does not equal its carrying value is considered a Level 1 valuation. The Company utilizes the market approach and obtains indicative pricing through publicly available subscription services such as Bloomberg to determine fair values where relevant.

Cash and cash equivalents. The carrying amount approximates fair value due to the short-term maturity of these instruments (less than three months).

Investments in equity securities. Estimated fair value is based on closing price as quoted in public markets.

Available-for-sale debt securities. Estimated fair value is based on closing price as quoted in public markets or other various valuation techniques.

Trading securities. Estimated fair value is based on closing price as quoted in public markets.

Senior Notes, Senior Secured Notes and Junior-Priority Secured Notes. Estimated fair value is based on the closing market price for these notes.

ABL Facility and other debt. The carrying amount of the ABL Facility and all other debt approximates fair value due to the nature of these obligations.

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Historical Timeline

Fiscal YearFiled
2025Feb 19, 2026Showing above
2024Feb 19, 2025
2023Feb 21, 2024
2022Feb 17, 2023
2021Feb 17, 2022
2020Feb 18, 2021

About Fair Value Disclosures

Fair value disclosures classify all assets and liabilities measured at fair value into a three-level hierarchy: Level 1 (quoted market prices), Level 2 (observable inputs like yield curves), and Level 3 (unobservable inputs requiring management estimates). The proportion of Level 3 assets directly reflects how much of the balance sheet depends on internal models rather than market evidence.

Key signals: a growing Level 3 balance relative to total fair-value assets increases valuation uncertainty and earnings volatility risk. Watch for transfers between levels — assets moving from Level 2 to Level 3 often signal deteriorating market liquidity. Unrealized gains and losses on Level 3 positions flow through earnings or other comprehensive income, so large swings deserve scrutiny. For financial institutions, examine the sensitivity disclosures that show how Level 3 valuations change under alternative assumptions. Compare the fair value of debt against its carrying amount to gauge hidden leverage.