v3.26.1
Segment Reporting (Tables)
9 Months Ended
Apr. 30, 2026
Segment Reporting [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
Three Months Ended April 30, 2026
Net sales$629.9 $281.7 $83.5 $995.1 $— $995.1 
Cost of sales422.6 179.2 49.2 
Other segment items (2)
80.3 64.8 27.5 
Earnings (loss) before income taxes
$127.0 $37.7 $6.8 $171.5 $(16.7)$154.8 
Equity earnings in unconsolidated affiliates$3.5 $— $— $3.5 
Nine Months Ended April 30, 2026
Net sales$1,784.8 $799.2 $242.8 $2,826.8 $— $2,826.8 
Cost of sales1,202.7 503.0 140.4 
Other segment items (2)
250.1 195.3 80.9 
Earnings (loss) before income taxes
$332.0 $100.9 $21.5 $454.4 $(35.5)$418.9 
Equity earnings in unconsolidated affiliates$7.1 $0.1 $— $7.2 
April 30, 2026
Equity investments in unconsolidated affiliates$37.8 $0.7 $— $38.5 
Three Months Ended April 30, 2025
Net sales$582.6 $283.3 $74.2 $940.1 $— $940.1 
Cost of sales396.3 169.6 45.6 
Other segment items (2)
81.0 62.5 22.8 
Earnings (loss) before income taxes
$105.3 $51.2 $5.8 $162.3 $(75.3)$87.0 
Equity earnings in unconsolidated affiliates$2.5 $— $— $2.5 
Nine Months Ended April 30, 2025
Net sales$1,702.6 $794.6 $213.0 $2,710.2 $— $2,710.2 
Cost of sales1,149.8 472.6 129.1 
Other segment items (2)
247.3 188.9 83.9 
Earnings (loss) before income taxes
$305.5 $133.1 $— $438.6 $(96.1)$342.5 
Equity earnings in unconsolidated affiliates$6.5 $0.1 $— $6.6 
July 31, 2025
Equity investments in unconsolidated affiliates$33.5 $0.5 $— $34.0 
(1) Corporate and unallocated includes interest expense and certain corporate expenses determined to be non-allocable to the segments, such as gain on sale of fixed assets, business development charges, restructuring and related 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):
Three Months Ended
April 30,
Nine Months Ended
April 30,
2026202520262025
Mobile Solutions segment
Off-Road$104.0 $95.6 $285.1 $264.9 
On-Road28.3 26.9 74.7 84.3 
Aftermarket497.6 460.1 1,425.0 1,353.4 
Total Mobile Solutions segment629.9 582.6 1,784.8 1,702.6 
Industrial Solutions segment
Industrial Filtration Solutions237.1 231.8 675.4 651.8 
Aerospace and Defense44.6 51.5 123.8 142.8 
Total Industrial Solutions segment281.7 283.3 799.2 794.6 
Life Sciences segment
Total Life Sciences segment83.5 74.2 242.8 213.0 
Total Company$995.1 $940.1 $2,826.8 $2,710.2 
Schedule of Revenue from External Customers and Long-Lived Assets, by Geographical Areas
Net sales, generally disaggregated by location where the customer’s order was received were as follows (in millions):
Three Months Ended
April 30,
Nine Months Ended
April 30,
2026202520262025
U.S. and Canada$427.1 $420.9 $1,207.2 $1,221.7 
EMEA289.3 259.5 816.9 728.8 
APAC172.8 158.3 503.3 465.3 
LATAM105.9 101.4 299.4 294.4 
Total$995.1 $940.1 $2,826.8 $2,710.2 

Property, plant and equipment, net and right-of-use asset by geographic region were as follows (in millions):
Property, Plant and Equipment, Net
Right-Of-Use Asset
April 30, 2026July 31, 2025April 30, 2026July 31, 2025
U.S. and Canada$231.4 $225.7 $18.0 $26.8 
EMEA190.8 195.2 18.5 16.5
APAC74.7 76.2 11.4 11.0
LATAM140.3 147.4 5.3 6.2 
Total$637.2 $644.5 $53.2 $60.5