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Condensed Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
6 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Operating activities    
Net income $ 15,011 $ 12,861
Adjustments to reconcile net income to net cash used inprovided by operating activities:    
Depreciation and amortization 5,223 5,084
Stock compensation expense 10,524 6,010
Inventory adjustment to net realizable value 170 32
Provision for doubtful accounts 116 105
Deferred tax expense 1,727 1,230
Gain on disposal of property and equipment 2 (53)
Changes in operating assets and liabilities:    
Accounts receivable (2,051) (9,208)
Inventory (2,628) (2,889)
Prepaid taxes and tax refund receivable (916) (3,277)
Prepaid expenses and other assets 1,425 3,028
Operating lease assets and liabilities (155) (419)
Accounts payable (11,753) (2,838)
Accrued expenses and other current liabilities (5,523) (4,688)
Deferred revenue 10 69
Payables to sellers 17,836 4,457
Net cash provided by operating activities 29,018 9,504
Investing activities    
Cash paid for business acquisitions, net of cash acquired 0 (6,287)
Purchases of property and equipment, including capitalized software (4,411) (3,683)
Purchase of short-term investments (2,971) (13,298)
Maturities of short-term investments 5,429 4,682
Other investing activities, net 113 26
Net cash used in investing activities (1,840) (18,560)
Financing activities    
Common stock repurchases (1,513) (79)
Taxes paid associated with net settlement of stock compensation awards (5,756) (4,841)
Payments of the principal portion of finance lease liabilities (55) (49)
Proceeds from exercise of stock options, net of tax 889 192
Net cash used in financing activities (6,435) (4,777)
Effect of exchange rate differences on cash and cash equivalents (42) (907)
Net increase (decrease) in cash and cash equivalents 20,701 (14,740)
Cash and cash equivalents at beginning of period 174,607 153,226
Cash and cash equivalents at end of period 195,308 138,486
Supplemental disclosure of cash flow information    
Cash paid for income taxes, net 5,478 5,146
Non-cash: Common stock surrendered in the exercise of stock options 104 47
Non-cash: Acquisition consideration paid in common stock 0 945
Non-cash: Cash not yet paid for business acquisitions $ 0 $ 213