(G) Fair Value of Financial Instruments

The fair value of our senior notes has been estimated based upon our current incremental borrowing rates for similar types of borrowing arrangements. The fair value of our Senior Unsecured Notes at March 31, 2026, is as follows.

 

 

 

 

 

 

 

 

Fair Value

 

 

 

 

 

 

 

 

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

2.500% Senior Unsecured Notes Due 2031

 

$

 

667,000

 

 

 

 

 

 

 

 

 

 

 

5.000% Senior Unsecured Notes Due 2036

 

$

 

718,000

 

 

 

 

 

 

 

The estimated fair value of our long-term debt was based on publicly quoted prices of these debt instruments (level 1 input). The carrying values of cash and cash equivalents, accounts receivable, accounts payable, and accrued liabilities approximate their fair values at March 31, 2026, due to the short-term maturities of these assets and liabilities. The fair value of our Term Loan also approximates its carrying values at March 31, 2026.

Historical Timeline

Fiscal YearFiled
2026May 19, 2026Showing above
2025May 20, 2025
2024May 22, 2024
2023May 19, 2023
2022May 20, 2022
2021May 21, 2021
2020May 22, 2020
2019May 23, 2019
2018May 23, 2018
2017May 24, 2017
2016May 25, 2016

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.