v3.25.2
Segment Reporting (Tables)
12 Months Ended
Jul. 31, 2025
Segment Reporting, Measurement Disclosures [Abstract]  
Schedule of Segment Details
Segment details were as follows (in millions):
Mobile Solutions SegmentIndustrial Solutions SegmentLife Sciences Segment
Total Segment
Corporate and
Unallocated (1)
Total
Company
Year ended July 31, 2025
Net sales$2,291.0 $1,104.4 $295.5 $3,690.9 $— $3,690.9 
Cost of sales1,544.0 654.9 177.9 
Other segment items (2)
329.4 251.8 113.2 
Earnings (loss) before income taxes
$417.6 $197.7 $4.4 $619.7 $(127.5)$492.2 
Equity earnings in unconsolidated affiliates$8.1 $0.2 $— $8.3 $— $8.3 
Assets$1,334.8 $883.7 $458.4 $2,676.9 $300.3 $2,977.2 
Equity investments in unconsolidated affiliates$33.5 $0.5 $— $34.0 $— $34.0 
Year ended July 31, 2024
Net sales$2,250.8 $1,066.5 $269.0 $3,586.3 $— $3,586.3 
Cost of sales1,524.6 624.0 156.5 
Other segment items (2)
321.7 243.7 122.9 
Earnings (loss) before income taxes
$404.5 $198.8 $(10.4)$592.9 $(57.6)$535.3 
Equity earnings in unconsolidated affiliates$7.3 $0.1 $— $7.4 $— $7.4 
Assets$1,339.5 $821.7 $512.1 $2,673.3 $241.0 $2,914.3 
Equity investments in unconsolidated affiliates$26.8 $0.1 $— $26.9 $— $26.9 
Year ended July 31, 2023
Net sales$2,174.8 $1,014.7 $241.3 $3,430.8 $— $3,430.8 
Cost of sales1,535.4 594.3 136.8 
Other segment items (2)
309.0 234.2 94.6 
Earnings (loss) before income taxes$330.4 $186.2 $9.9 $526.5 $(57.8)$468.7 
Equity earnings in unconsolidated affiliates$3.6 $— $— $3.6 $— $3.6 
Assets$1,243.8 $788.1 $513.8 $2,545.7 $224.8 $2,770.5 
Equity investments in unconsolidated affiliates$24.2 $0.2 $— $24.4 $— $24.4 
(1) Corporate and unallocated includes interest expense and certain corporate expenses determined to be non-allocable to the segments, such as restructuring charges and portions of incentive compensation.
(2) Other segment items consist primarily of selling, general and administrative expenses, research and development expense and other income (expense).
Schedule of Reconciliation of Net Sales by Product Group Per Segment
Net sales by business unit were as follows (in millions):
Year Ended July 31,
202520242023
Mobile Solutions segment
Off-Road$359.5 $380.8 $428.7 
On-Road110.6 139.8 145.8 
Aftermarket1,820.9 1,730.2 1,600.3 
Total Mobile Solutions segment2,291.0 2,250.8 2,174.8 
Industrial Solutions segment
Industrial Filtration Solutions
914.2 901.1 872.2 
Aerospace and Defense190.2 165.4 142.5 
Total Industrial Solutions segment1,104.4 1,066.5 1,014.7 
Life Sciences segment
Total Life Sciences segment295.5 269.0 241.3 
Total Company$3,690.9 $3,586.3 $3,430.8 
Schedule of Net Sales by Origination and Property, Plant and Equipment by Geographic Region
Net sales, generally disaggregated by location where the customer’s order was received, property, plant and equipment, net and right-of-use asset by geographic region were as follows (in millions):
Net Sales Property, Plant and Equipment, Net
Right-Of-Use Asset
Year ended July 31, 2025
U.S. and Canada$1,632.3 $225.7 $26.8 
EMEA1,027.2 195.2 16.5 
APAC635.7 76.2 11.0 
LATAM395.7 147.4 6.2 
Total$3,690.9 $644.5 $60.5 
Year ended July 31, 2024
U.S. and Canada$1,583.1 $209.7 $23.3 
EMEA1,012.9 199.6 19.1 
APAC601.5 75.5 10.6 
LATAM388.8 160.7 6.7 
Total$3,586.3 $645.5 $59.7 
Year ended July 31, 2023
U.S. and Canada$1,464.7 $219.7 $25.3 
EMEA1,007.8 202.4 15.5 
APAC608.8 76.5 11.6 
LATAM349.5 154.3 7.1 
Total$3,430.8 $652.9 $59.5