Leases (Tables)

12 Months Ended

Jul. 31, 2026

Leases

Schedule of Lease Assets and Liabilities


Leases		Classification			July 31, 2026			July 31, 2025
Assets
Operating lease assets		Operating lease ROU assets		$	36,571		$	39,045
Financing lease assets		Other assets, net			54,976			37,803
Total leased assets				$	91,547		$	76,848

Liabilities
Current
Operating		Current operating lease liabilities		$	15,257		$	16,082
Financing		Other current liabilities			19,024			12,391
Noncurrent
Operating		Operating lease liabilities			22,604			24,079
Financing		Other liabilities			37,065			27,161
Total leased liabilities				$	93,950		$	79,713

Schedule of Lease Costs


				For the year ended July 31,
Leases expense		Classification		2026			2025			2024
Operating lease expense		Operating expense - personnel, vehicle, plant and other		$	10,676		$	10,088		$	9,166
		Operating expense - equipment lease expense			11,336			17,586			20,727
		General and administrative expense			224			894			347
Total operating lease expense					22,236			28,568			30,240

Short-term expense		Operating expense - personnel, vehicle, plant and other			9,407			9,731			9,952
		General and administrative expense			31			609			351
Total short-term expense					9,438			10,340			10,303

Variable lease expense		Operating expense - personnel, vehicle, plant and other			897			843			1,168
		Operating expense - equipment lease expense			1,809			779			745
Total variable lease expense					2,706			1,622			1,913

Finance lease expense:
Amortization of leased assets		Depreciation and amortization expense			17,510			10,614			7,128
Interest on lease liabilities		Interest expense			4,176			2,816			2,110
Total finance lease expense					21,686			13,430			9,238

Total lease expense				$	56,066		$	53,960		$	51,694

Schedule of Minimum Annual Payments Under Existing Operating Leases


Maturities of lease liabilities			Operating leases			Finance leases			Total
2027		$	15,645		$	22,172		$	37,817
2028			10,341			15,728			26,069
2029			7,491			12,312			19,803
2030			3,628			5,918			9,546
2031			2,277			4,285			6,562
Thereafter			6,363			4,687			11,050
Total lease payments		$	45,745		$	65,102		$	110,847
Less: Imputed interest			(7,884)			(9,013)			(16,897)
Present value of lease liabilities		$	37,861		$	56,089		$	93,950

Schedule of Minimum Annual Payments Under Existing Finance Leases


Maturities of lease liabilities			Operating leases			Finance leases			Total
2027		$	15,645		$	22,172		$	37,817
2028			10,341			15,728			26,069
2029			7,491			12,312			19,803
2030			3,628			5,918			9,546
2031			2,277			4,285			6,562
Thereafter			6,363			4,687			11,050
Total lease payments		$	45,745		$	65,102		$	110,847
Less: Imputed interest			(7,884)			(9,013)			(16,897)
Present value of lease liabilities		$	37,861		$	56,089		$	93,950

Schedule of Operating and Finance Lease Assumptions


		As of July 31, 2026				As of July 31, 2025
Lease type		Weighted-average remaining lease term (years)		Weighted-average discount rate		Weighted-average remaining lease term (years)		Weighted-average discount rate
Operating leases		4.5		7.1%		4.6		7.2%
Finance leases		4.4		7.1%		4.8		7.3%

Schedule of Cash Flow Information


	For the year ended July 31,
	2026			2025			2024
Cash paid for amounts included in the measurement of lease liabilities for operating leases:
Operating cash flows	$	17,516		$	25,816		$	29,019

Cash paid for amounts included in the measurement of lease liabilities for financing leases:
Operating cash flows	$	15,751		$	11,109		$	9,377
Financing cash flows	$	19,234		$	11,320		$	5,363