14. Fair Value Measurements

Money market funds, time deposits and corporate notes/bonds are classified within Level 1 of the fair value hierarchy because they are valued based on quoted market prices in active markets.

The principal market in which we execute our foreign currency derivatives is the institutional market in an over-the-counter environment with a relatively high level of price transparency. The market participants are generally large financial institutions. Our foreign currency derivatives’ valuation inputs are based on quoted prices and quoted pricing intervals from public data sources and do not involve management judgment. These contracts are typically classified within Level 2 of the fair value hierarchy.

Our significant financial assets and liabilities measured at fair value on a recurring basis as of September 30, 2025 and 2024 were as follows:

 

(in thousands)

 

September 30, 2025

 

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Financial assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents(1)

 

$

38,031

 

 

$

 

 

$

 

 

$

38,031

 

Forward contracts

 

 

 

 

 

6,007

 

 

 

 

 

 

6,007

 

Option contracts

 

 

 

 

 

6,228

 

 

 

 

 

 

6,228

 

 

$

38,031

 

 

$

12,235

 

 

$

 

 

$

50,266

 

Financial liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Forward contracts

 

 

 

 

 

4,773

 

 

 

 

 

 

4,773

 

 

$

 

 

$

4,773

 

 

$

 

 

$

4,773

 

 

(in thousands)

 

September 30, 2024

 

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Financial assets:

 

 

 

 

 

 

 

 

 

 

 

 

Cash equivalents(1)

 

$

48,509

 

 

$

 

 

$

 

 

$

48,509

 

Forward contracts

 

 

 

 

 

1,202

 

 

 

 

 

 

1,202

 

 

$

48,509

 

 

$

1,202

 

 

$

 

 

$

49,711

 

Financial liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Forward contracts

 

 

 

 

 

4,166

 

 

 

 

 

 

4,166

 

 

$

 

 

$

4,166

 

 

$

 

 

$

4,166

 

 

(1)
Money market funds and time deposits.

Historical Timeline

Fiscal YearFiled
2025Nov 21, 2025Showing above
2024Nov 14, 2024
2023Nov 20, 2023
2022Nov 15, 2022
2021Nov 22, 2021
2020Nov 20, 2020
2019Nov 18, 2019
2018Nov 16, 2018

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.