v3.26.1
CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS' EQUITY (UNAUDITED) - USD ($)
$ in Thousands
Total
Class A Common Stock
Class B-1 common stock
Common Stock
Class A Common Stock
Common Stock
Class B-1 common stock
Additional Paid-In Capital
Accumulated Deficit
Accumulated Other Comprehensive Income (Loss)
Treasury Stock
Non-Controlling interest
Beginning balance (in shares) at Sep. 30, 2024       129,421,797 51,499,195          
Beginning balance at Sep. 30, 2024 $ 607,139     $ 1 $ 0 $ 634,851 $ (151,448) $ (1,840) $ (9,460) $ 135,035
Beginning balance (in shares) at Sep. 30, 2024                 786,048  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net loss (92,051)           (66,260)     (25,791)
Stock-based compensation (in shares)       746,481            
Stock-based compensation 15,459         15,459        
Effect of remeasurement of non-controlling interest due to other share transactions 0         1,186       (1,186)
Proceeds from exercise of stock options (in shares)       721,227            
Proceeds from exercise of stock options 1,767         1,767        
(Loss) gain on foreign currency translation, net of tax 16,768             12,026   4,742
Gain (loss) on cash flow hedges, net of tax 2,287             1,627   660
Class A common stock withheld related to settlement of employee taxes for stock-based compensation awards (in shares)       (29,287)         (29,287)  
Class A common stock withheld related to settlement of employee taxes for stock-based compensation awards (490)               $ (490)  
Purchases of Capped Calls related to 2030 Convertible Senior Notes (29,000)         (29,000)        
Distribution to AES Grid Stability (1,035)         (1,035)        
Ending balance (in shares) at Jun. 30, 2025       130,860,218 51,499,195          
Ending balance at Jun. 30, 2025 520,844     $ 1 $ 0 623,228 (217,708) 11,813 $ (9,950) 113,460
Ending balance (in shares) at Jun. 30, 2025                 815,335  
Beginning balance (in shares) at Mar. 31, 2025       130,451,861 51,499,195          
Beginning balance at Mar. 31, 2025 499,063     $ 1 $ 0 615,996 (223,960) 6,083 $ (9,950) 110,893
Beginning balance (in shares) at Mar. 31, 2025                 815,335  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net loss 6,894           6,252     642
Stock-based compensation (in shares)       193,151            
Stock-based compensation 6,367         6,367        
Effect of remeasurement of non-controlling interest due to other share transactions 0         338       (338)
Proceeds from exercise of stock options (in shares)       215,206            
Proceeds from exercise of stock options 527         527        
(Loss) gain on foreign currency translation, net of tax 13,405             9,611   3,794
Gain (loss) on cash flow hedges, net of tax (5,412)             (3,881)   (1,531)
Ending balance (in shares) at Jun. 30, 2025       130,860,218 51,499,195          
Ending balance at Jun. 30, 2025 $ 520,844     $ 1 $ 0 623,228 (217,708) 11,813 $ (9,950) 113,460
Ending balance (in shares) at Jun. 30, 2025                 815,335  
Beginning balance (in shares) at Sep. 30, 2025 51,499,195 131,164,365   131,164,365 51,499,195          
Beginning balance at Sep. 30, 2025 $ 548,848     $ 1 $ 0 627,956 (199,762) 11,613 $ (10,213) 119,253
Beginning balance (in shares) at Sep. 30, 2025                 850,206  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net loss (136,103)           (98,814)     (37,289)
Stock-based compensation (in shares)       992,295            
Stock-based compensation 14,118         14,118        
Effect of AES Redemption of Class B-1 common stock for Class A common stock (in shares)       (10,066,414) 10,066,414          
Effect of AES Redemption of Class B-1 common stock for Class A common stock 0         23,428       (23,428)
Effect of remeasurement of non-controlling interest due to other share transactions 0         1,349       (1,349)
Proceeds from exercise of stock options (in shares)       1,051,973            
Proceeds from exercise of stock options 3,470         3,470        
(Loss) gain on foreign currency translation, net of tax (4,867)             (3,940)   (927)
Gain (loss) on cash flow hedges, net of tax 8,475             6,721   1,754
Class A common stock withheld related to settlement of employee taxes for stock-based compensation awards (in shares)       (138,156)         (138,156)  
Class A common stock withheld related to settlement of employee taxes for stock-based compensation awards (2,717)               $ (2,717)  
Purchases of Capped Calls related to 2030 Convertible Senior Notes (29,000)                  
Ending balance (in shares) at Jun. 30, 2026   143,136,891 41,432,781 143,136,891 41,432,781          
Ending balance at Jun. 30, 2026 431,224     $ 1 $ 0 670,321 (298,576) 14,394 $ (12,930) 58,014
Ending balance (in shares) at Jun. 30, 2026                 988,362  
Beginning balance (in shares) at Mar. 31, 2026       132,781,092 51,499,195          
Beginning balance at Mar. 31, 2026 458,183     $ 1 $ 0 640,755 (265,759) 6,052 $ (12,930) 90,064
Beginning balance (in shares) at Mar. 31, 2026                 988,362  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                    
Net loss (44,276)           (32,817)     (11,459)
Stock-based compensation (in shares)       63,474            
Stock-based compensation 4,888         4,888        
Effect of AES Redemption of Class B-1 common stock for Class A common stock (in shares)       10,066,414 (10,066,414)          
Effect of AES Redemption of Class B-1 common stock for Class A common stock 0         (23,428)       23,428
Effect of remeasurement of non-controlling interest due to other share transactions 0         159       (159)
Proceeds from exercise of stock options (in shares)       225,911            
Proceeds from exercise of stock options 1,091         1,091        
(Loss) gain on foreign currency translation, net of tax (2,862)             (2,492)   (370)
Gain (loss) on cash flow hedges, net of tax 14,200             10,834   3,366
Ending balance (in shares) at Jun. 30, 2026   143,136,891 41,432,781 143,136,891 41,432,781          
Ending balance at Jun. 30, 2026 $ 431,224     $ 1 $ 0 $ 670,321 $ (298,576) $ 14,394 $ (12,930) $ 58,014
Ending balance (in shares) at Jun. 30, 2026                 988,362