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Revenue (Tables)
9 Months Ended
Jun. 30, 2024
Revenue from Contract with Customer [Abstract]  
Schedule of Contract Asset and Liabilities
Contract assets and liabilities as of June 30, 2024 and September 30, 2023 are summarized below (in thousands):
June 30, 2024September 30, 2023
Contract assets$90,955 $60,621 
Contract liabilities(282,924)(279,796)
Net contract liability$(191,969)$(219,175)
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, 2024 and 2023 (in thousands):
Three months ended June 30,Nine months ended June 30,
2024202320242023
United States$243,744 $153,258 $620,537 $387,531 
Canada29,695 21,765 74,205 62,255 
Europe9,464 8,038 24,261 20,125 
Middle East and Africa2,322 3,966 8,400 10,396 
Mexico, Central and South America1,962 3,000 6,778 5,457 
Asia/Pacific981 2,338 3,112 4,903 
     Total revenues by geographic destination$288,168 $192,365 $737,293 $490,667 

Three months ended June 30,Nine months ended June 30,
2024202320242023
Oil and gas (excludes petrochemical)$114,336 $73,452 $301,792 $179,560 
Petrochemical56,784 21,995 135,221 70,372 
Electric utility57,009 43,824 145,214 114,899 
Commercial and other industrial42,044 35,527 101,610 74,846 
Light rail traction power5,322 7,143 14,184 21,532 
All others12,673 10,424 39,272 29,458 
     Total revenues by market sector$288,168 $192,365 $737,293 $490,667