Leases (Tables)

9 Months Ended

Jun. 30, 2026

The components of lease expense during the three and nine months ended June 30, 2026 and 2025 were as follows:


	Three Months Ended June 30,				Nine Months Ended June 30,
Lease Expense	2026		2025		2026		2025
Operating lease expense(1)	$	9,134	$	8,428	$	26,754	$	23,693
Finance lease expense:
Amortization of leased assets	227		227		681		681
Interest on lease liabilities	48		62		154		197
Variable lease expense	2,978		2,708		9,228		7,861
Sublease income	(3)		(30)		(24)		(89)
Total net lease expense	$	12,384	$	11,395	$	36,793	$	32,343

(1) Excludes the expense for short-term leases, which was not significant for the three and nine months ended June 30, 2026 and 2025.

Schedule of Supplemental Information

Supplemental balance sheet, cash flow and other information related to our leases was as follows (in thousands, except lease term and discount rate):


Leases	Classification	June 30, 2026		September 30, 2025
Assets:
Operating lease assets	Right-of-use assets for operating leases	$	182,004	$	178,861
Finance lease assets	Property and equipment, net(1)	2,347		3,028
Total leased assets		$	184,351	$	181,889

Liabilities:
Current
Operating lease liabilities	Operating lease liabilities, current portion	$	14,814	$	16,967
Finance lease liabilities	Long-term debt, current portion(1)	1,104		1,029
Non-current
Operating lease liabilities	Operating lease liabilities	184,623		174,838
Finance lease liabilities	Long-term debt	1,968		2,805
Total lease liabilities		$	202,509	$	195,639

(1) The finance lease assets and liabilities as of June 30, 2026 and September 30, 2025 consisted of one facility lease. The finance lease asset is recorded net of accumulated amortization of $3.3 million and $2.6 million as of June 30, 2026 and September 30, 2025, respectively.


Lease Term and Discount Rate	June 30, 2026		September 30, 2025
Weighted-average remaining lease term (in years):
Operating leases	7.37		7.44
Finance lease	2.58		3.33

Weighted average discount rate:
Operating leases	5.22	%	5.09	%
Finance lease	6.02	%	6.02	%


	Nine Months Ended June 30,
Supplemental Disclosure of Cash Flow and Other Information	2026		2025
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows from operating leases	$	15,167	$	16,758
Financing cash flows from finance leases	762		692

Non-cash activity related to lease liabilities:
Lease assets obtained in exchange for new operating lease liabilities	$	22,799	$	34,097

Schedule of Maturities of Operating Lease Liabilities

Maturities of lease liabilities were as follows:


	As of June 30, 2026
Years ending September 30,	Operating Leases		Finance Lease
Remainder of 2026	$	5,638	$	312
2027	26,451		1,263
2028	37,299		1,301
2029	36,402		439
2030	33,593		—
2031 and thereafter	109,373		—
Total lease payments	248,756		3,315
Less: interest	(49,319)		(243)
Present value of lease liabilities	199,437		3,072
Less: current lease liabilities	(14,814)		(1,104)
Long-term lease liabilities	$	184,623	$	1,968

Schedule of Maturities of Finance Lease Liabilities

Maturities of lease liabilities were as follows:


	As of June 30, 2026
Years ending September 30,	Operating Leases		Finance Lease
Remainder of 2026	$	5,638	$	312
2027	26,451		1,263
2028	37,299		1,301
2029	36,402		439
2030	33,593		—
2031 and thereafter	109,373		—
Total lease payments	248,756		3,315
Less: interest	(49,319)		(243)
Present value of lease liabilities	199,437		3,072
Less: current lease liabilities	(14,814)		(1,104)
Long-term lease liabilities	$	184,623	$	1,968