Segment Information (Tables)

9 Months Ended

May 31, 2024

Segment Reporting [Abstract]

Segments Internal Financial Reports

The information in the following table is derived directly from the segments’ internal financial reports used for corporate management purposes.

For the three months ended May 31, 2024:

	Revenue								Earnings (loss) from operations
(in millions)	External		Intersegment			Total			External			Intersegment			Total
Manufacturing	$	685.1	$	70.8		$	755.9		$	54.2		$	11.9		$	66.1
Maintenance Services		69.9		16.9			86.8			5.9			—			5.9
Leasing & Management Services		65.2		0.2			65.4			40.5			—			40.5
Eliminations		—		(87.9	)		(87.9	)		—			(11.9	)		(11.9	)
Corporate		—		—			—			(28.3	)		—			(28.3	)
	$	820.2	$	—		$	820.2		$	72.3		$	—		$	72.3

For the nine months ended May 31, 2024:

	Revenue								Earnings (loss) from operations
(in millions)	External		Intersegment			Total			External			Intersegment			Total
Manufacturing	$	2,096.8	$	190.8		$	2,287.6		$	167.3		$	20.3		$	187.6
Maintenance Services		228.9		35.2			264.1			21.1			—			21.1
Leasing & Management Services		166.0		0.7			166.7			100.0			0.1			100.1
Eliminations		—		(226.7	)		(226.7	)		—			(20.4	)		(20.4	)
Corporate		—		—			—			(87.7	)		—			(87.7	)
	$	2,491.7	$	—		$	2,491.7		$	200.7		$	—		$	200.7

For the three months ended May 31, 2023:

	Revenue								Earnings (loss) from operations
(in millions)	External		Intersegment			Total			External			Intersegment			Total
Manufacturing	$	870.2	$	73.3		$	943.5		$	44.1		$	7.9		$	52.0
Maintenance Services		122.9		11.0			133.9			11.0			—			11.0
Leasing & Management Services		45.0		0.3			45.3			25.9			—			25.9
Eliminations		—		(84.6	)		(84.6	)		—			(7.9	)		(7.9	)
Corporate		—		—			—			(30.3	)		—			(30.3	)
	$	1,038.1	$	—		$	1,038.1		$	50.7		$	—		$	50.7

For the nine months ended May 31, 2023:

	Revenue								Earnings (loss) from operations
(in millions)	External		Intersegment			Total			External			Intersegment			Total
Manufacturing	$	2,485.3	$	214.6		$	2,699.9		$	87.3		$	20.7		$	108.0
Maintenance Services		306.4		25.7			332.1			23.3			—			23.3
Leasing & Management Services		134.9		1.0			135.9			82.2			0.1			82.3
Eliminations		—		(241.3	)		(241.3	)		—			(20.8	)		(20.8	)
Corporate		—		—			—			(79.5	)		—			(79.5	)
	$	2,926.6	$	—		$	2,926.6		$	113.3		$	—		$	113.3

	Total assets
(in millions)	May 31, 2024		August 31, 2023
Manufacturing	$	1,812.5	$	1,847.0
Maintenance Services		286.7		294.4
Leasing & Management Services		1,669.1		1,458.1
Unallocated, including cash		347.5		378.9
	$	4,115.8	$	3,978.4

Reconciliation of Earnings (Loss) from Operations to Earnings Before Income Tax and Earnings from Unconsolidated Affiliates

Reconciliation of Earnings from operations to Earnings before income tax and earnings from unconsolidated affiliates:

	Three months ended May 31,				Nine months ended May 31,
(in millions)	2024		2023		2024		2023
Earnings from operations	$	72.3	$	50.7	$	200.7	$	113.3
Interest and foreign exchange		24.7		22.8		72.5		64.0
Earnings before income tax and earnings from unconsolidated affiliates	$	47.6	$	27.9	$	128.2	$	49.3