v3.26.1
Revenue (Tables)
 6 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Contract Asset and Liabilities
Contract assets and liabilities as of March 31, 2026 and September 30, 2025 are summarized below (in thousands):
March 31, 2026September 30, 2025
Contract assets$113,297 $136,679 
Contract liabilities(314,506)(297,949)
Net contract liability$(201,209)$(161,270)
Schedule of Disaggregation of Revenue
The following tables present our disaggregated revenue by geographic destination and market sector for the three and six months ended March 31, 2026 and 2025 (in thousands):
Three months ended March 31,Six months ended March 31,
2026202520262025
United States$232,272 $227,834 $427,150 $425,606 
Canada29,823 33,970 62,282 65,664 
Middle East and Africa13,618 8,282 23,490 12,840 
Europe10,478 5,897 18,704 11,425 
Asia/Pacific9,840 1,646 15,143 3,226 
Mexico, Central and South America584 1,002 1,030 1,301 
     Total revenues by geographic destination$296,615 $278,631 $547,799 $520,062 

Three months ended March 31,Six months ended March 31,
2026202520262025
Oil and gas (excludes petrochemical)$112,744 $101,167 $210,633 $196,846 
Electric utility80,479 70,339 149,752 121,579 
Commercial and other industrial54,446 40,369 95,071 84,669 
Petrochemical27,551 43,704 50,329 76,887 
Light rail traction power9,048 10,008 17,662 18,236 
All others12,347 13,044 24,352 21,845 
     Total revenues by market sector$296,615 $278,631 $547,799 $520,062