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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
3 Months Ended
Oct. 31, 2025
Oct. 31, 2024
Operating activities:    
Net income $ 53,936 $ 46,783
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 11,008 10,164
Stock-based compensation expense 6,746 5,813
Deferred income taxes 3,973 (903)
Other 223 (880)
Changes in operating assets and liabilities:    
Accounts receivable (12,875) (4,385)
Inventories (10,980) (2,107)
Prepaid expenses and other assets (391) (1,136)
Accounts payable and accrued liabilities (19,530) (33,960)
Income taxes 1,246 4,017
Net cash provided by operating activities 33,356 23,406
Investing activities:    
Purchases of property, plant and equipment (10,980) (7,286)
Payments to Acquire Businesses, Net of Cash Acquired (17,416) (140,625)
Other 8 10
Net cash used in investing activities (28,388) (147,901)
Financing activities:    
Payment of dividends (11,519) (11,402)
Proceeds from exercise of stock options 5,001 5,855
Payments for employee taxes withheld from stock-based awards (3,198) (2,090)
Purchase of treasury stock (4,054) 0
Proceeds from borrowing on credit agreement 46,640 135,149
Repayment of borrowing on credit agreement (30,500) (109,439)
Other 266 190
Net cash provided by financing activities 2,636 18,263
Effect of exchange rate changes on cash and cash equivalents 731 1,775
Net increase (decrease) in cash and cash equivalents 8,335 (104,457)
Cash and cash equivalents, beginning of period 174,349 250,118
Cash and cash equivalents, end of period $ 182,684 $ 145,661