v3.25.3

Segment Reporting (Tables)

3 Months Ended

Oct. 31, 2025

Segment Reporting [Abstract]

Schedule of Segment Details

Segment details were as follows (in millions):

						Mobile Solutions Segment						Industrial Solutions Segment						Life Sciences Segment						Total Segment						Corporate and Unallocated (1)						Total Company
Three months ended October 31, 2025
Net sales						$	598.3					$	257.8					$	79.3					$	935.4					$	—					$	935.4
Cost of sales						398.9						157.8						46.0
Other segment items (2)						88.1						67.8						26.0
Earnings (loss) before income taxes						$	111.3					$	32.2					$	7.3					$	150.8					$	(3.3)					$	147.5
Equity earnings in unconsolidated affiliates						$	1.9					$	—					$	—					$	1.9
October 31, 2025
Assets						$	1,366.3					$	868.8					$	453.0					$	2,688.1					$	338.7					$	3,026.8
Equity investments in unconsolidated affiliates						$	34.4					$	0.6					$	—					$	35.0
Three months ended October 31, 2024
Net sales						$	572.4					$	257.6					$	70.1					$	900.1					$	—					$	900.1
Cost of sales						382.1						151.5						43.7
Other segment items (2)						85.6						65.1						31.7
Earnings (loss) before income taxes						$	104.7					$	41.0					$	(5.3)					$	140.4					$	(9.9)					$	130.5
Equity earnings in unconsolidated affiliates						$	2.0					$	—					$	—					$	2.0
July 31, 2025
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

(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, 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 October 31,
			2025						2024
Mobile Solutions segment
Off-Road			$	94.6					$	89.1
On-Road			23.4						32.1
Aftermarket			480.3						451.2
Total Mobile Solutions segment			598.3						572.4
Industrial Solutions segment
Industrial Filtration Solutions			215.7						212.4
Aerospace and Defense			42.1						45.2
Total Industrial Solutions segment			257.8						257.6
Life Sciences segment
Total Life Sciences segment			79.3						70.1
Total Company			$	935.4					$	900.1

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 October 31,
						2025						2024
U.S. and Canada						$	407.4					$	409.8
EMEA						262.8						240.9
APAC						165.4						155.2
LATAM						99.8						94.2
Total						$	935.4					$	900.1

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
						October 31, 2025						July 31, 2025						October 31, 2025						July 31, 2025
U.S. and Canada						$	224.9					$	225.7					$	24.7					$	26.8
EMEA						193.8						195.2						17.6						16.5
APAC						75.3						76.2						10.1						11.0
LATAM						144.9						147.4						6.0						6.2
Total						$	638.9					$	644.5					$	58.4					$	60.5

X

- Definition

Tabular disclosure of all significant reconciling items in the reconciliation of total revenues from reportable segments to the entity's consolidated revenues.

+ References

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-Topic 280
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Tabular disclosure of information concerning material long-lived assets (excluding financial instruments, customer relationships with financial institutions, mortgage and other servicing rights, deferred policy acquisition costs, and deferred taxes assets) located in identified geographic areas and/or the amount of revenue from external customers attributed to that country from which revenue is material. An entity may also provide subtotals of geographic information about groups of countries.

+ References

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- Definition

Tabular disclosure of the profit or loss and total assets for each reportable segment. An entity discloses certain information on each reportable segment if the amounts (a) are included in the measure of segment profit or loss reviewed by the chief operating decision maker or (b) are otherwise regularly provided to the chief operating decision maker, even if not included in that measure of segment profit or loss.

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