21.

LEASE OBLIGATIONS

The Company leases office space for SQP for $1,500 per month. The lease, which was originally signed on March 25, 2021, is for a period of two years with five one-year renewals available immediately following the end of the base term. As of September 30, 2025, the Company has only committed to one-year renewals and is evaluating whether to renew for additional periods.

The Company has two right-of-use operating leases acquired on April 29, 2022, as part of the Tri-State Paving, LLC transaction. The first operating lease, for the Hurricane, West Virginia facility, had a net present value of $236,000 at inception, and a carrying value of $0 at September 30, 2025. The 4.5% interest rate on the operating lease is based on the Company’s incremental borrowing rate at inception. The Company signed a one-year renewal after the lease expired and as of September 30, 2025 is evaluating whether to renew for additional periods.

The second operating lease, for the Chattanooga, Tennessee facility, had a net present value of $144,000 at inception, and expired on August 31, 2024. The lease was renewed for a two-year period with a net present value of $140,000 and had a carrying value of $50,000 at September 30, 2025. The 8.5% interest rate on the operating lease is based on the Company’s incremental borrowing rate at inception.

The Company has a right-of-use operating lease with Enterprise acquired on August 11, 2022, as part of the Ryan Environmental acquisition. This lease agreement was initially for thirty-one vehicles with a net present value of $1.2 million. The Company subsequently netted fifty-one additional leased vehicles. The right-of-use operating lease had a carrying value of $1.9 million at September 30, 2025. Each vehicle leased under the master lease program has its own implicit rate.

The Company has a right-of-use operating lease acquired on March 28, 2023. This lease, for the Winchester, Kentucky facility, had a net present value of $290,000 at inception and a carrying value of $44,000 at September 30, 2025. The 7.5% interest rate on the operating lease is based on the Company’s incremental borrowing rate at inception.

Schedules related to the Company’s operating leases at fiscal year ended September 30, 2025 can be found below:

Operating Lease-Weighted Average Remaining Term

Years left

  ​ ​ ​

Remaining liability

  ​ ​ ​

Lease end

  ​ ​ ​

Fiscal year end

Operating lease 1

 

0.0

$

 

3/31/2025

 

2025

Operating lease 2

 

0.5

 

50,137

 

8/31/2026

 

2026

Operating lease 3

 

3.5

 

1,949,038

 

9/30/2028

 

2028

Operating lease 4

 

0.0

 

 

9/30/2024

 

2024

Operating lease 5

0.8

44,467

3/31/2026

2026

$

2,043,642

Weighted average remaining term

 

3.4

years

  ​

 

  ​

Operating Lease Maturity Schedule

  ​ ​ ​

  ​ ​ ​

2026

$

1,291,116

2027

 

799,632

2028

 

308,279

2029

 

101,426

 

2,500,453

Less amounts representing interest

 

(456,811)

Present value of operating lease liabilities

$

2,043,642

  ​ ​ ​

Twelve Months Ended

  ​ ​ ​

Twelve Months Ended

September 30, 

September 30, 

Operating Lease Expense

 

2025

2024

Amortization

Operating lease 1

$

45,833

$

87,167

Operating lease 2

 

72,564

74,042

Operating lease 3

 

885,178

688,869

Operating lease 4

 

124,701

Operating lease 5

116,461

101,243

Total amortization

 

1,120,036

1,076,022

Interest

 

Operating lease 1

$

545

$

3,833

Operating lease 2

 

7,661

1,892

Operating lease 3

 

220,615

219,414

Operating lease 4

 

4,899

Operating lease 5

 

6,847

14,250

Total interest

235,668

244,288

Total amortization and interest

$

1,355,704

$

1,320,310

  ​ ​ ​

Twelve Months Ended

  ​ ​ ​

Twelve Months Ended

September 30, 

September 30, 

Cash Paid for Operating Leases

2025

2024

Operating lease 1

$

46,378

$

91,000

Operating lease 2

 

80,225

75,934

Operating lease 3

 

1,105,793

908,283

Operating lease 4

 

129,600

Operating lease 5

123,308

115,493

$

1,355,704

$

1,320,310

The Company rents equipment for use on construction projects with rental agreements being week to week or month to month. Rental expense can vary by fiscal year due to equipment requirements on construction projects and the availability of Company owned equipment. Rental expense, which is included in cost of goods sold on the consolidated statements of income, was $16.3 million and $22.9 million for the years ended September 30, 2025, and 2024, respectively.

Historical Timeline

Fiscal YearFiled
2025Dec 15, 2025Showing above
2024Dec 19, 2024
2023Jan 16, 2024
2022Dec 22, 2022
2021Dec 29, 2021
2020Jan 5, 2021
2019Dec 20, 2019
2018Dec 28, 2018
2017Dec 15, 2017
2016Dec 15, 2016
2015Dec 17, 2015

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.