6.

DISAGGREGATION OF REVENUE

The Company disaggregates revenue based on the following lines of service: (1) Gas & Water Distribution, (2) Gas & Petroleum Transmission, and (3) Electrical, Mechanical, & General services and construction. Our contract types are: Lump Sum, Unit Price, Cost Plus and T&M. The following tables present our disaggregated revenue for the fiscal years ended September 30, 2025 and 2024:

Twelve Months Ended September 30, 2025

Electrical,

  ​ ​ ​

Gas & Water

  ​ ​ ​

Gas & Petroleum

  ​ ​ ​

Mechanical,

  ​ ​ ​

 Total revenue

Distribution

Transmission

& General

from contracts

Lump sum contracts

$

$

$

141,753,561

$

141,753,561

Unit price contracts

 

149,574,917

 

48,061,502

 

4,139,223

 

201,775,642

Cost plus and T&M contracts

 

 

16,524,635

 

50,947,535

 

67,472,170

Total revenue from contracts

$

149,574,917

$

64,586,137

$

196,840,319

$

411,001,373

 

  ​

 

  ​

 

  ​

 

  ​

Earned over time

$

84,260,791

$

48,061,502

$

152,546,419

$

284,868,712

Earned at point in time

 

65,314,126

 

16,524,635

 

44,293,900

 

126,132,661

Total revenue from contracts

$

149,574,917

$

64,586,137

$

196,840,319

$

411,001,373

Twelve Months Ended September 30, 2024

Electrical,

Gas & Water

Gas & Petroleum

Mechanical,

Total revenue 

  ​ ​ ​

Distribution

  ​ ​ ​

Transmission

  ​ ​ ​

& General

  ​ ​ ​

from contracts

Lump sum contracts

$

$

$

121,997,872

$

121,997,872

Unit price contracts

 

82,426,199

 

71,265,020

 

4,141,938

 

157,833,157

Cost plus and T&M contracts

 

 

9,790,155

 

62,255,677

 

72,045,832

Total revenue from contracts

$

82,426,199

$

81,055,175

$

188,395,487

$

351,876,861

  ​

 

  ​

 

  ​

 

  ​

Earned over time

$

9,541,650

$

71,265,020

$

133,898,665

$

214,705,335

Earned at point in time

 

72,884,549

 

9,790,155

 

54,496,822

 

137,171,526

Total revenue from contracts

$

82,426,199

$

81,055,175

$

188,395,487

$

351,876,861

The Company’s disaggregated revenue does vary slightly from the Company’s segment reporting due to combining the Industrial and Building Construction into Electrical, Mechanical, & and General, and one legal entity in the Underground Infrastructure

Construction segment that performs services other than underground construction that are included in Electrical, Mechanical, & General. The volume of these services is not material to the Company’s segment reporting.

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

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.