Revenue (Tables)

3 Months Ended

Dec. 31, 2023

Revenue from Contract with Customer [Abstract]

Summary of Contract Asset and Liabilities

Contract assets and liabilities as of December 31, 2023 and September 30, 2023 are summarized below (in thousands):

	December 31, 2023		September 30, 2023
Contract assets	$	67,594	$	60,621
Contract liabilities	(328,888)		(279,796)
Net contract liability	$	(261,294)	$	(219,175)

Disaggregation of Revenue

The following tables present our disaggregated revenue by geographic destination and market sector for the three months ended December 31, 2023 and 2022 (in thousands):

	Three months ended December 31,
	2023		2022
United States	$	159,860	$	100,112
Canada	20,350		18,496
Europe	6,532		4,134
Middle East and Africa	3,275		2,425
Mexico, Central and South America	2,657		915
Asia/Pacific	1,343		776
Total revenues by geographic destination	$	194,017	$	126,858

	Three months ended December 31,
	2023		2022
Oil and gas (excludes petrochemical)	$	83,636	$	43,510
Petrochemical	28,367		22,490
Electric utility	40,703		28,407
Commercial and other industrial	24,672		17,050
Traction power	4,345		7,072
All others	12,294		8,329
Total revenues by market sector	$	194,017	$	126,858