v3.26.1
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
 12 Months Ended
Jul. 31, 2026
Jul. 31, 2025
Jul. 31, 2024
Jul. 31, 2023
Operating activities:        
Net income $ 205,378 $ 189,256 $ 197,215 $ 174,857
Adjustments to reconcile net income to net cash provided by operating activities:        
Depreciation and amortization 44,870 40,639 29,873  
Stock-based compensation expense 22,855 11,882 7,361  
Deferred income taxes 2,361 (7,623) (9,399)  
Other (1,675) (2,540) 1,401  
Changes in operating assets and liabilities (net of effects of business acquisitions):        
Accounts receivable (24,074) (14,356) (6,581)  
Inventories (19,183) (18,889) 21,697  
Prepaid expenses and other assets (1,369) (2,098) (743)  
Accounts payable and accrued liabilities 13,208 (9,862) 19,198  
Income taxes 1,756 (5,213) (4,948)  
Net cash provided by operating activities 244,127 181,196 255,074  
Investing activities:        
Purchases of property, plant and equipment (51,473) (27,577) (79,892)  
Acquisition of businesses, net of cash acquired (17,416) (144,541) 0  
Other 9,873 864 (1,155)  
Net cash used in investing activities (59,016) (171,254) (81,047)  
Financing activities:        
Payment of dividends (46,139) (45,542) (45,060)  
Proceeds from exercise of stock options 11,318 6,171 8,186  
Payments for employee taxes withheld from stock-based awards (3,345) (2,683) (2,797)  
Purchase of treasury stock (42,204) (50,838) (72,225)  
Proceeds from borrowing on credit facilities 69,500 266,846 175,103  
Repayments of Lines of Credit 154,281 258,015 133,884  
Other (12,220) 190 149  
Net cash used in financing activities (177,371) (83,871) (70,528)  
Effect of exchange rate changes on cash and cash equivalents 5,060 (1,840) (4,913)  
Net increase (decrease) in cash and cash equivalents 12,800 (75,769) 98,586  
Cash, Cash Equivalents, Restricted Cash, and Restricted Cash Equivalents, Beginning Balance 174,349 250,118 151,532  
Cash, Cash Equivalents, Restricted Cash, and Restricted Cash Equivalents, Ending Balance 187,149 174,349 250,118 $ 151,532
Supplemental Cash Flow Information        
Cash interest paid $ 2,858 $ 4,656 $ 2,930