v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Feb. 28, 2026
Feb. 28, 2025
Feb. 28, 2026
Feb. 28, 2025
Cash flows from (used by) operating activities:        
Net earnings (loss) $ 93,032 $ 25,473 $ 270,314 $ (150,245)
Adjustments to reconcile net earnings (loss) to cash flows from operating activities:        
Depreciation and amortization 102,567 70,584 175,289 141,021
Write-off of committed financing fees     11,563 0
Stock-based compensation 14,800 8,100 26,042 18,270
Write-down of inventory     2,818 15,735
Unrealized loss on undesignated commodity hedges (1,979) 8,136 6,084 6,110
Unrealized loss (gain) on undesignated foreign exchange hedges     925 (3,922)
Deferred income taxes and other long-term taxes     3,402 (95,090)
Litigation expense 4,067 4,720 7,802 354,720
Other     2,565 2,325
Changes in operating assets and liabilities     (136,348) (43,459)
Net cash flows from operating activities     370,456 245,465
Cash flows from (used by) investing activities:        
Acquisitions, net of cash acquired     (2,516,079) 0
Capital expenditures     (248,132) (204,454)
Proceeds from government assistance related to property, plant and equipment     0 25,000
Proceeds from the sale of property, plant and equipment     2,179 5,270
Proceeds from insurance     8,466 0
Other     (890) (960)
Net cash flows used by investing activities     (2,754,456) (175,144)
Cash flows from (used by) financing activities:        
Proceeds from issuance of long-term debt     1,985,000 0
Repayments of long-term debt     (21,207) (20,241)
Debt issuance costs     (8,476) (38)
Committed financing fees     (11,563) 0
Proceeds from accounts receivable facilities     1,919 13,303
Repayments under accounts receivable facilities     (1,919) (13,303)
Treasury stock acquired     (57,203) (98,433)
Tax withholdings related to share settlements, net of purchase plans     (5,693) (10,256)
Dividends     (39,968) (40,981)
Net cash flows from (used by) financing activities     1,840,890 (169,949)
Effect of exchange rate changes on cash     836 (501)
Decrease in cash, restricted cash and cash equivalents     (542,274) (100,129)
Cash, restricted cash and cash equivalents at beginning of period     1,045,904 859,555
Cash, restricted cash and cash equivalents at end of period 503,630 759,426 503,630 759,426
Supplemental information:        
Cash paid for income taxes     25,474 59,861
Cash paid for interest     28,775 25,277
Noncash activities:        
Liabilities related to additions of property, plant and equipment     56,068 15,637
Cash and cash equivalents 495,036 758,403 495,036 758,403
Restricted cash 8,594 1,023 8,594 1,023
Total cash, restricted cash and cash equivalents $ 503,630 $ 759,426 $ 503,630 $ 759,426