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CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
6 Months Ended
Jan. 31, 2026
Jan. 31, 2025
Operating activities:    
Net income $ 101,987 $ 87,117
Adjustments to reconcile net income to net cash provided by operating activities:    
Depreciation and amortization 22,205 20,096
Stock-based compensation expense 9,259 7,993
Deferred income taxes 7,571 (3,076)
Other 410 231
Changes in operating assets and liabilities:    
Accounts receivable (1,924) 6,605
Inventories (16,747) (8,384)
Prepaid expenses and other assets (1,280) (2,571)
Accounts payable and accrued liabilities (34,710) (41,650)
Income taxes (101) (3,361)
Net cash provided by operating activities 86,670 63,000
Investing activities:    
Purchases of property, plant and equipment (21,947) (14,423)
Payments to Acquire Businesses, Net of Cash Acquired (17,416) (137,348)
Payment for (Proceeds from) Other Investing Activity (1,958) 53
Net cash used in investing activities (41,321) (151,718)
Financing activities:    
Payment of dividends (23,084) (22,867)
Proceeds from exercise of stock options 8,255 5,712
Payments for employee taxes withheld from stock-based awards (3,318) (2,130)
Purchase of treasury stock (8,964) 0
Proceeds from borrowing on credit agreement 72,500 159,373
Repayment of borrowing on credit agreement (93,560) (162,621)
Proceeds from (Payment for) Other Financing Activity 266 190
Net cash used in financing activities (47,905) (22,343)
Effect of exchange rate changes on cash and cash equivalents 4,699 (605)
Net increase (decrease) in cash and cash equivalents 2,143 (111,666)
Cash and cash equivalents, beginning of period 174,349 250,118
Cash and cash equivalents, end of period $ 176,492 $ 138,452