v3.25.2
Revenue (Tables)
9 Months Ended
Jun. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Contract Asset and Liabilities
Contract assets and liabilities as of June 30, 2025 and September 30, 2024 are summarized below (in thousands):
June 30, 2025September 30, 2024
Contract assets$133,015 $102,827 
Contract liabilities(299,512)(287,763)
Net contract liability$(166,497)$(184,936)
Schedule of Disaggregation of Revenue
The following tables present our disaggregated revenue by geographic destination and market sector for the three and nine months ended June 30, 2025 and 2024 (in thousands):
Three months ended June 30,Nine months ended June 30,
2025202420252024
United States$224,537 $243,744 $650,143 $620,537 
Canada42,611 29,695 108,275 74,205 
Europe5,522 9,464 16,947 24,261 
Middle East and Africa9,917 2,322 22,757 8,400 
Mexico, Central and South America1,881 1,962 3,182 6,778 
Asia/Pacific1,805 981 5,031 3,112 
     Total revenues by geographic destination$286,273 $288,168 $806,335 $737,293 

Three months ended June 30,Nine months ended June 30,
2025202420252024
Oil and gas (excludes petrochemical)$105,464 $114,336 $302,310 $301,792 
Petrochemical36,349 56,784 113,236 135,221 
Electric utility74,909 57,009 196,488 145,214 
Commercial and other industrial49,519 42,044 134,188 101,610 
Light rail traction power8,549 5,322 26,785 14,184 
All others11,483 12,673 33,328 39,272 
     Total revenues by market sector$286,273 $288,168 $806,335 $737,293