v3.26.1
Revenue (Tables)
 9 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Contract Asset and Liabilities
Contract assets and liabilities as of June 30, 2026 and September 30, 2025 are summarized below (in thousands):
June 30, 2026September 30, 2025
Contract assets$116,002 $136,679 
Contract liabilities(466,362)(297,949)
Net contract liability$(350,360)$(161,270)
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, 2026 and 2025 (in thousands):
Three months ended June 30,Nine months ended June 30,
2026202520262025
United States$250,624 $224,537 $677,774 $650,143 
Canada24,140 42,611 86,422 108,275 
Middle East and Africa15,875 9,917 39,365 22,757 
Europe8,606 5,522 27,310 16,947 
Asia/Pacific11,782 1,805 26,925 5,031 
Mexico, Central and South America713 1,881 1,743 3,182 
     Total revenues by geographic destination$311,740 $286,273 $859,539 $806,335 

Three months ended June 30,Nine months ended June 30,
2026202520262025
Oil and gas (excludes petrochemical)$106,275 $105,464 $316,908 $302,310 
Electric utility88,616 74,909 238,368 196,488 
Commercial and other industrial76,317 49,519 171,388 134,188 
Petrochemical18,461 36,349 68,790 113,236 
Light rail traction power7,961 8,549 25,623 26,785 
All others14,110 11,483 38,462 33,328 
     Total revenues by market sector$311,740 $286,273 $859,539 $806,335