Related Party Transactions

12 Months Ended

Sep. 30, 2025

Related Party Transactions [Abstract]

Related Party Transactions

Related Party Transactions

During the years ended September 30, 2025, 2024 and 2023, the Company purchased raw materials from related parties in the amount of $— million, $4.4 million and $6.8 million, respectively.

During the years ended September 30, 2025, 2024 and 2023, the Company recognized revenues from the related parties in the amount of $12.2 million, $12.1 million and $5.9 million, respectively.

Payable balances with the related parties were immaterial as of September 30, 2025 and 2024.

Receivable balances with the related parties were $1.3 million and $0.5 million as of September 30, 2025 and 2024, respectively.

Subsequent to the investment in Atlas, the Company concluded that Atlas is a related party. The following are the transactions with Atlas:

During the years ended September 30, 2025, the Company recognized less than $0.1 million revenue from the Atlas.

During the year ended September 30, 2025, the Company received sublease income accounted for as other income in the amount of $1.1 million.

As of September 30, 2025 investment in Atlas included in the investment in equity securities was $53.9 million (see note 6).

As of September 30, 2025 other receivable balance primarily related to sublease income (see note 6) included in prepaid and other current assets was $0.3 million.

As of September 30, 2025, the carrying value of the promissory note receivable included in other non-current assets was $1.8 million. The Company recognized immaterial amount of interest income during the year ended September 30, 2025.

As of September 30, 2025 sublease security deposit balance included in other non-current liabilities was $0.2 million.