(E) Leases

We lease certain real estate, buildings, and equipment, including rail cars and barges. Certain of these leases contain escalations of rent over the term of the lease, as well as options for us to extend the term of the lease at the end of the original term. These extensions range from periods of one year to twenty years. Our lease agreements do not contain material residual value guarantees or material restrictive covenants. In calculating the present value of future minimum lease payments, we use the rate implicit in the lease if it can be determined. Otherwise, we use our incremental borrowing rate in effect at the commencement of the lease to determine the present value of the future minimum lease payments. Additionally, we lease certain equipment under short-term leases with initial terms of less than 12 months. These short-term equipment leases are not recorded on the balance sheet.

Lease expense for our operating and short-term leases is shown below.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For the Years Ended March 31,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2026

 

 

2025

 

 

2024

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Operating Lease Cost

 

$

 

8,804

 

 

$

 

7,953

 

 

$

 

8,030

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Short-term Lease Cost

 

 

 

2,165

 

 

 

 

1,306

 

 

 

 

691

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Lease Cost

 

$

 

10,969

 

 

$

 

9,259

 

 

$

 

8,721

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Right-of-Use Assets and Lease Liabilities are reflected on our Balance Sheet as follows.

 

 

 

 

 

 

 

 

 

 

 

 

March 31,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2026

 

 

2025

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Operating Leases:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Operating Lease Right-of-Use Assets

 

$

 

29,346

 

 

$

 

29,313

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current Operating Lease Liabilities

 

$

 

4,144

 

 

$

 

4,032

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Noncurrent Operating Lease Liabilities

 

 

 

32,559

 

 

 

 

33,597

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Operating Lease Liabilities

 

$

 

36,703

 

 

$

 

37,629

 

 

 

 

 

 

 

 

 

 

 

Future payments for operating leases are as follows.

 

 

 

 

 

 

 

 

 

Amount

 

 

 

 

 

 

 

 

Fiscal Year

 

(dollars in thousands)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2027

 

$

 

5,227

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2028

 

 

 

4,467

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2029

 

 

 

4,044

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2030

 

 

 

4,130

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2031

 

 

 

3,798

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Thereafter

 

 

 

26,237

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total Lease Payments

 

$

 

47,903

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Less: Imputed Interest

 

 

 

(11,200

)

 

 

 

 

 

 

 

 

 

 

 

 

 

Present Value of Lease Liabilities

 

$

 

36,703

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weighted-Average Remaining Lease Term (in years)

 

 

 

11.7

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weighted-Average Discount Rate

 

 

 

4.43

%

 

 

 

 

 

 

 

Historical Timeline

Fiscal YearFiled
2026May 19, 2026Showing above
2025May 20, 2025
2024May 22, 2024
2023May 19, 2023
2021May 21, 2021
2020May 22, 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.