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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) - USD ($)
$ in Thousands
6 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Cash flows from operating activities:    
Net income (loss) $ 37,810 $ (3,962)
Adjustments to reconcile net income (loss) to net cash provided by (used in) operating activities:    
Depreciation 75,188 74,589
Amortization of intangible assets 55,725 59,066
Amortization of debt issuance costs 2,392 3,527
Deferred income tax expense 4,930 3,144
Gain on disposition of property, plant and equipment (13,088) (2,409)
Stock-based compensation expense 18,897 18,610
Changes in assets and liabilities:    
Accounts receivable (51,360) 40,578
Inventories (218,974) (49,554)
Prepaid income taxes, expenses and other (6,313) (29,341)
Accounts payable 5,988 87,743
Accrued liabilities and other (76,856) (156,635)
Long-term liabilities and other 8,553 16,226
Net cash provided by (used in) operating activities (157,108) 61,582
Cash flows from investing activities:    
Purchases of property, plant and equipment (60,019) (51,538)
Proceeds from dispositions of property, plant and equipment 28,895 21,209
Other (86) (4,134)
Net cash used in investing activities (31,210) (34,463)
Cash flows from financing activities:    
Payments on term-loan credit facilities (56,264) (85,000)
Borrowings on revolving asset-based credit facilities 23,216 0
Payments on revolving asset-based credit facilities (23,174) 0
Payments on other debt (2,003) (5,514)
Cash dividends paid (54,827) (53,153)
Payments on finance lease obligations (470) (414)
Purchases of treasury shares (30,280) (1,725)
Payments related to vesting of stock-based awards (12,643) (14,300)
Short-term financial obligations and other, net 6,990 (6,899)
Net cash used in financing activities (149,455) (167,005)
Effect of exchange rate changes on cash and cash equivalents (6,647) 12,389
Net decrease in cash and cash equivalents (344,420) (127,497)
Cash and cash equivalents, beginning of period 586,596 501,316
Cash and cash equivalents, end of period 242,176 373,819
Supplemental cash flow information:    
Income taxes paid 46,039 53,726
Interest paid 22,229 31,715
Non-cash investing transactions:    
Capital expenditures in accounts payable $ 6,920 $ 3,246