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Derivative Financial Instruments
9 Months Ended
Sep. 30, 2012
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative Financial Instruments
Derivative Financial Instruments
We record all derivatives on the balance sheet at fair value. The accounting for changes in the fair value of derivatives depends on whether we have elected to designate a derivative in a hedging relationship and apply hedge accounting and whether the hedging relationship has satisfied the criteria necessary to apply hedge accounting. Derivatives designated and qualifying as a hedge of the exposure to changes in the fair value of an asset, liability, or firm commitment attributable to a particular risk are considered fair value hedges. Derivatives designated and qualifying as a hedge of the exposure to variability in expected future cash flows, including forecasted transactions, are considered cash flow hedges. Derivatives may also be designated as hedges of the foreign currency exposure of a net investment in a foreign operation. Hedge accounting generally provides for the matching of the timing of gain or loss recognition on the hedging instrument with the recognition of the changes in the fair value of the hedged asset or liability that are attributable to the hedged risk in a fair value hedge or the earnings effect of the hedged forecasted transactions in a cash flow hedge. We may enter into derivative contracts that are intended to economically hedge certain risks, even though hedge accounting does not apply or we elect not to apply hedge accounting.
Risk Management Objective of Using Derivatives
We are exposed to certain risks arising from both our business operations and economic conditions and principally manage our exposures to these risks through management of our core business activities. Certain of our foreign operations expose us to fluctuations of foreign interest rates and exchange rates that may impact revenues, expenses, cash receipts and payments. We enter into derivative financial instruments to protect the value or fix the amount of certain cash flows in terms of the functional currency of the business unit with that exposure.
Cash Flow Hedges of Foreign Exchange Risk
We are exposed to fluctuations in various foreign currencies against our functional currencies. We use foreign currency derivatives including currency forward agreements to manage our exposure to fluctuations in the various exchange rates. Currency forward agreements involve fixing the foreign currency exchange rate for delivery of a specified amount of foreign currency on a specified date.
Beginning in 2012, certain business units within our segments with exposure to foreign currency exchange risks have designated certain currency forward agreements as cash flow hedges of forecasted intercompany inventory purchases and sales. The effective portion of changes in the fair value of derivatives designated and that qualify as cash flow hedges of foreign exchange risk is recorded in other comprehensive income ("OCI") and is subsequently reclassified into either revenue or cost of revenue (hedge of sales classified into revenue and hedge of purchases classified into cost of revenue) in the period that the hedged forecasted transaction affects earnings. Any ineffective portion of the change in fair value of the derivative is recognized directly in selling, general
and administrative expenses. Our policy is to de–designate cash flow hedges at the time forecasted transactions are recognized as assets or liabilities on a business unit’s balance sheet and report subsequent changes in fair value through selling, general and administrative expenses where the gain or loss due to movements in currency rates on the underlying asset or liability is revalued. If it becomes probable that the originally forecasted transaction will not occur, the gain or loss related to the hedge recorded within other comprehensive income is recognized into net income.
Listed in the table below are the outstanding foreign currency derivatives that were used to hedge foreign exchange risks as of September 30, 2012.
 
(in millions; except number of instruments)
 
 
 
 
Foreign Currency Derivative
Number of
Instruments
 
Notional
Sold
 
Sell Notional Currency
 
Notional
Purchased
 
Buy Notional
Currency
Buy PLN/ Sell EUR forward
2

 
2.0

 
Euro (EUR)
 
9.0

 
Polish Zloty
(PLN)
Buy HUF/ Sell EUR forward
2

 
1.6

 
Euro (EUR)
 
515.0

 
Hungarian 
Forint (HUF)
Sell CAD/ Buy SEK forward
4

 
4.2

 
Canadian Dollar (CAD)
 
28.7

 
Swedish Krona (SEK)
Sell EUR/ Buy SEK forward
2

 
5.0

 
Euro (EUR)
 
44.6

 
Swedish Krona (SEK)
Sell USD/ Buy SEK forward
2

 
13.0

 
United States 
Dollar (USD)
 
90.3

 
Swedish Krona (SEK)
Sell AUD/ Buy SEK forward
4

 
4.2

 
Australian Dollar (AUD)
 
29.1

 
Swedish Krona (SEK)
Sell GBP/ Buy SEK forward
2

 
2.5

 
British Pound Sterling (GBP)
 
26.0

 
Swedish Krona (SEK)


The table below presents the effect of our derivative financial instruments on the Condensed Consolidated and Combined Income Statements and Statements of Comprehensive Income.
 
 
Three Months Ended
September 30,
 
Nine Months Ended
September 30,
 
2012
 
2011
 
2012
 
2011
Derivatives in Cash Flow Hedges
 
 
 
 
 
 
 
Foreign Exchange Contracts
 
 
 
 
 
 
 
Amount of gain (loss) recognized in OCI (a)
$
2

 
$

 
$
4

 
$

Amount of (gain) loss reclassified from OCI into cost of revenue (a)

 

 
(1
)
 

Amount of gain (loss) recognized in net income (b)

 

 

 

(a)
Effective portion
(b)
Ineffective portion and amount excluded from effectiveness testing
As of September 30, 2012, $3 million of the net unrealized gains on cash flow hedges is expected to be reclassified into earnings in the next 12 months. The ineffective portion of the change in fair value of a cash flow hedge is recognized immediately in selling, general and administrative expenses in the Condensed Consolidated and Combined Income Statements and, for the three and nine months ended September 30, 2012, was not material.


The fair values of our foreign exchange contracts currently included in our hedging program were as follows:
 
(in millions)
September 30, 2012
Derivatives designated as hedging instruments
 
Assets
 
Other current assets
$
2

Total fair value
$
2