Revenue (Tables)

9 Months Ended

Jun. 30, 2023

Revenue from Contract with Customer [Abstract]

Summary of Contract Asset and Liabilities

Contract assets and liabilities as of June 30, 2023 and September 30, 2022 are summarized below (in thousands):

	June 30, 2023		September 30, 2022
Contract assets	$	56,148	$	88,351
Contract liabilities	(225,767)		(79,857)
Net contract asset (liability)	$	(169,619)	$	8,494

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, 2023 and 2022 (in thousands):

	Three months ended June 30,				Nine months ended June 30,
	2023		2022		2023		2022
United States	$	153,258	$	102,931	$	387,531	$	272,069
Canada	21,765		23,599		62,255		60,777
Europe, Middle East and Africa	12,004		6,697		30,521		30,078
Asia/Pacific	2,338		1,645		4,903		4,235
Mexico, Central and South America	3,000		611		5,457		2,748
Total revenues by geographic destination	$	192,365	$	135,483	$	490,667	$	369,907

	Three months ended June 30,				Nine months ended June 30,
	2023		2022		2023		2022
Oil and gas (excludes petrochemical)	$	73,452	$	58,669	$	179,560	$	155,324
Petrochemical	21,995		15,187		70,372		51,268
Electric utility	43,824		30,173		114,899		82,079
Commercial and other industrial	35,527		14,966		74,846		30,583
Traction power	7,143		9,775		21,532		31,200
All others	10,424		6,713		29,458		19,453
Total revenues by market sector	$	192,365	$	135,483	$	490,667	$	369,907