v3.26.1
Revenue Recognition (Tables)
 9 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
Table 4.1: Revenue by Service Type
For the Three Months EndedFor the Nine Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(dollars in thousands)
Program Operations$602,807 47.1 %$626,981 46.5 %$1,924,106 49.0 %$2,045,720 49.7 %
Clinical Services553,075 43.2 %560,360 41.6 %1,607,602 40.9 %1,535,849 37.3 %
Employment & Other55,852 4.4 %81,906 6.1 %186,025 4.7 %274,513 6.7 %
Technology Solutions67,237 5.3 %79,153 5.9 %212,251 5.4 %256,779 6.2 %
Total revenue$1,278,971 $1,348,400 $3,929,984 $4,112,861 
Table 4.2: Revenue by Contract Type
For the Three Months EndedFor the Nine Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(in thousands)
Performance-based$755,826 59.1 %$761,428 56.5 %$2,209,585 56.2 %$2,193,605 53.3 %
Cost-plus303,486 23.7 %301,385 22.4 %1,033,798 26.3 %1,020,311 24.8 %
Fixed price155,200 12.1 %180,390 13.4 %489,327 12.5 %540,078 13.1 %
Time and materials64,459 5.0 %105,197 7.8 %197,274 5.0 %358,867 8.7 %
Total revenue$1,278,971 $1,348,400 $3,929,984 $4,112,861 
Table 4.3: Revenue by Customer Type
For the Three Months EndedFor the Nine Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(dollars in thousands)
New York state government agencies$148,067 11.6 %$148,408 11.0 %$445,548 11.3 %$466,053 11.3 %
Other U.S. state government agencies275,793 21.6 %291,312 21.6 %817,052 20.8 %869,561 21.1 %
Total U.S. state government agencies423,860 439,720 1,262,600 1,335,614 
U.S. federal government agencies701,932 54.9 %743,058 55.1 %2,204,623 56.1 %2,267,078 55.1 %
International government agencies137,462 10.7 %146,018 10.8 %413,321 10.5 %451,608 11.0 %
Other, including local municipalities and commercial customers15,717 1.2 %19,604 1.5 %49,440 1.3 %58,561 1.4 %
Total revenue$1,278,971 $1,348,400 $3,929,984 $4,112,861 
Table 4.4: Effect of Changes in Contract Estimates
For the Three Months EndedFor the Nine Months Ended
June 30, 2026June 30, 2025June 30, 2026June 30, 2025
(in thousands, except per share data)
Increase/(decrease) in revenue recognized due to changes in contract estimates$(1,291)$607 $5,628 $11,181 
Increase/(decrease) in diluted earnings per share recognized due to changes in contract estimates$(0.02)$0.01 $0.08 $0.14