17.Leases

 

We are a lessee for numerous operating leases, primarily related to real estate, transportation and equipment. The terms and conditions for these leases vary by the type of underlying asset. The vast majority of our operating leases have terms ranging between one and fifteen years, some of which include options to extend the leases, and some of which include options to terminate the leases. We include the renewal or termination options in the lease terms, when it is reasonably certain that we will exercise that option. We also lease certain real estate and equipment under finance leases. Our lease contracts generally do not provide any guaranteed residual values.

 

The accounting for some of our leases may require significant judgment, which includes determining whether a contract contains a lease, determining the incremental borrowing rates to utilize in our net present value calculation of lease payments for lease agreements which do not provide an implicit rate, and assessing the likelihood of renewal or termination options.

 

The following tables illustrate the financial impact of our leases as of and for the years ended December 31, 2025, 2024 and 2023, along with other supplemental information about our existing leases (in thousands, except years and percentages):

 

  

Year Ended December 31,

 
  

2025

  

2024

  

2023

 

Components of lease expenses:

            

Finance lease expense:

            

Amortization of right of use assets

 $2,217  $1,826  $1,230 

Interest incurred on lease liabilities

  2,287   2,296   1,969 

Operating lease expense

  28,299   28,585   26,451 

Short term lease expense

  103,699   111,994   121,615 

Total lease expense

 $136,502  $144,701  $151,265 

 

  

December 31,

 
  

2025

  

2024

  

2023

 

Other supplementary information (in thousands, except years and discount rates):

            

Cash paid for amounts included in measurement of lease liabilities:

            

Operating cash flows from operating leases

 $28,029  $27,429  $28,269 

Right-of-use assets obtained in an exchange for lease obligations:

            

Operating leases

 $15,820  $14,083  $13,022 

Weighted average remaining lease term:

            

Operating leases

  5.7   5.8   7.0 

Finance leases

  7.0   7.5   8.2 

Weighted average discount rate:

            

Operating leases

  8.8%  9.1%  9.6%

Finance leases

  13.2%  12.9%  12.6%

 

The operating cash flows for finance leases approximates the interest expense for the year.

 

As of December 31, 2025, maturity of our lease liabilities are as follows (in thousands):

 

  

Operating

  

Finance

 
  

Leases

  

Leases

 

Years ending December 31,

        

2026

 $23,504  $4,131 

2027

  18,968   3,651 

2028

  15,223   2,980 

2029

  10,972   2,830 

2030

  8,315   2,930 

Due after 5 years

  19,062   7,569 
  $96,044  $24,091 

Less: amounts representing interest

  (21,716)  (8,970)

Total

 $74,328  $15,121 
         

Current portion

 $18,225  $2,359 

Noncurrent portion

  56,103   12,762 

Total

 $74,328  $15,121 

 

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.