Segment Information (Tables)

9 Months Ended

Jun. 30, 2026

Segment Reporting [Abstract]

Schedule of Segment Reporting Information, by Segment


					Technology Solutions Segment
		High
		Performance
		Products			United									Consolidated
Three months ended June 30,		Segment			Kingdom			U.S.			Total			Total

		(Amounts in thousands)
2026
Sales:
Product		$	148		$	14		$	9,781		$	9,795		$	9,943
Service			275			14			4,166			4,180			4,455
Total sales			423			28			13,947			13,975			14,398
Cost of sales:
Product			40			14			7,836			7,850			7,890
Services			167			—			2,008			2,008			2,175
Total cost of sales			207			14			9,844			9,858			10,065
Gross profit			216			14			4,103			4,117			4,333
Research and development			832			—			—			—			832
Selling, general and administrative			1,062			313			3,668			3,981			5,043
Total operating expenses			1,894			313			3,668			3,981			5,875
Operating (loss) income		$	(1,678)		$	(299)		$	435		$	136		$	(1,542)

Interest expense		$	(4)		$	—		$	(178)		$	(178)		$	(182)
Interest income		$	2		$	33		$	489		$	522		$	524
Depreciation and amortization		$	(3)		$	—		$	(33)		$	(33)		$	(36)
Cash and cash equivalents		$	124		$	5,069		$	19,473		$	24,542		$	24,666
Accounts receivable, net of allowance		$	120		$	72		$	11,164		$	11,236		$	11,356
Financing receivables, net of allowance		$	—		$	—		$	16,543		$	16,543		$	16,543
Total assets		$	12,236		$	5,234		$	53,311		$	58,545		$	70,781
Capital expenditures		$	—		$	—		$	—		$	—		$	—

2025
Sales:
Product		$	12		$	50		$	10,088		$	10,138		$	10,150
Service			372			111			4,815			4,926			5,298
Total sales			384			161			14,903			15,064			15,448
Cost of sales:
Product			44			48			8,461			8,509			8,553
Services			216			21			2,205			2,226			2,442
Total cost of sales			260			69			10,666			10,735			10,995
Gross profit			124			92			4,237			4,329			4,453
Research and development			791			—			—			—			791
Selling, general and administrative			1,162			164			3,559			3,723			4,885
Total operating expenses			1,953			164			3,559			3,723			5,676
Operating (loss) income		$	(1,829)		$	(72)		$	678		$	606		$	(1,223)

Interest expense		$	(3)		$	—		$	(102)		$	(102)		$	(105)
Interest income		$	10		$	42		$	388		$	430		$	440
Depreciation and amortization		$	(18)		$	—		$	(47)		$	(47)		$	(65)
Cash and cash equivalents		$	48		$	3,881		$	22,379		$	26,260		$	26,308
Accounts receivable, net of allowance		$	177		$	1,043		$	12,233		$	13,276		$	13,453
Financing receivables, net of allowance		$	—		$	—		$	6,938		$	6,938		$	6,938
Total assets		$	11,488		$	8,302		$	46,994		$	55,296		$	66,784
Capital expenditures		$	(10)		$	—		$	(56)		$	(56)		$	(66)


					Technology Solutions Segment
		High
		Performance
		Products			United									Consolidated
Nine months ended June 30,		Segment			Kingdom			U.S.			Total			Total

		(Amounts in thousands)
2026
Sales:
Product		$	421		$	83		$	27,253		$	27,336		$	27,757
Service			1,203			55			13,431			13,486			14,689
Total sales			1,624			138			40,684			40,822			42,446
Cost of sales:
Product			56			65			22,449			22,514			22,570
Services			560			—			5,776			5,776			6,336
Total cost of sales			616			65			28,225			28,290			28,906
Gross profit			1,008			73			12,459			12,532			13,540
Research and development			2,508			—			—			—			2,508
Selling, general and administrative			3,139			513			9,885			10,398			13,537
Total operating expenses			5,647			513			9,885			10,398			16,045
Operating (loss) income		$	(4,639)		$	(440)		$	2,574		$	2,134		$	(2,505)

Interest expense		$	(11)		$	—		$	(466)		$	(466)		$	(477)
Interest income		$	3		$	101		$	1,548		$	1,649		$	1,652
Depreciation and amortization		$	(39)		$	—		$	(127)		$	(127)		$	(166)
Cash and cash equivalents		$	124		$	5,069		$	19,473		$	24,542		$	24,666
Accounts receivable, net of allowance		$	120		$	72		$	11,164		$	11,236		$	11,356
Financing receivables, net of allowance		$	—		$	—		$	16,543		$	16,543		$	16,543
Total assets		$	12,236		$	5,234		$	53,311		$	58,545		$	70,781
Capital expenditures		$	(3)		$	—		$	(116)		$	(116)		$	(119)

2025
Sales:
Product		$	367		$	600		$	28,750		$	29,350		$	29,717
Service			1,094			220			13,234			13,454			14,548
Total sales			1,461			820			41,984			42,804			44,265
Cost of sales:
Product			167			552			23,832			24,384			24,551
Services			584			70			5,836			5,906			6,490
Total cost of sales			751			622			29,668			30,290			31,041
Gross profit			710			198			12,316			12,514			13,224
Research and development			2,340			—			—			—			2,340
Selling, general and administrative			3,439			385			9,631			10,016			13,455
Total operating expenses			5,779			385			9,631			10,016			15,795
Operating (loss) income		$	(5,069)		$	(187)		$	2,685		$	2,498		$	(2,571)

Interest expense		$	(8)		$	—		$	(251)		$	(251)		$	(259)
Interest income		$	12		$	134		$	1,197		$	1,331		$	1,343
Depreciation and amortization		$	(56)		$	—		$	(131)		$	(131)		$	(187)
Cash and cash equivalents		$	48			3,881			22,379		$	26,260		$	26,308
Accounts receivable, net of allowance		$	177			1,043			12,233		$	13,276		$	13,453
Financing receivables, net of allowance		$	—			—			6,938		$	6,938		$	6,938
Total assets		$	11,488		$	8,302		$	46,994		$	55,296		$	66,784
Capital expenditures		$	(13)		$	—		$	(107)		$	(107)		$	(120)

Schedule of concentration risk

All customers below are in the U.S. division of our TS segment. Each customer’s letter (e.g. “Customer E”) does not change meaning if Customer E is in multiple tables, it is the same customer.

Below are customers with 10% or more of accounts receivable as of June 30, 2026 or September 30, 2025.


		As of June 30, 2026						As of September 30, 2025

		(Amounts in millions)
					% of Total						% of Total
		Accounts receivable			Accounts receivable			Accounts receivable			Accounts receivable

Customer A		$	1.1		10	%		$	—		-	%

Below are customers with 10% or more of financing receivables as of June 30, 2026 or September 30, 2025.


		As of June 30, 2026						As of September 30, 2025

		(Amounts in millions)
					% of Total						% of Total
		Financing Receivables			Financing Receivables			Financing Receivables			Financing Receivables

Customer E		$	2.4		15	%		$	0.8		5	%
Customer B		$	2.9		18	%		$	5.9		40	%
Customer C		$	2.2		13	%		$	0.2		1	%
Customer D		$	2.5		15	%		$	2.8		19	%
Customer G		$	0.9		5	%		$	1.6		11	%

The following table lists customers from which the Company derived revenues of 10% or more of total revenues for the three and nine months ended June 30, 2026 and 2025.


		Three months ended June 30,												Nine months ended June 30,
		2026						2025						2026						2025

		(Amounts in millions)												(Amounts in millions)
		Customer			% of Total			Customer			% of Total			Customer			% of Total			Customer			% of Total
		Revenues			Revenues			Revenues			Revenues			Revenues			Revenues			Revenues			Revenues

		(Amounts in millions)
Customer E		$	0.8		6	%		$	—		-	%		$	4.1		10	%		$	—		-	%
Customer F		$	—		-	%		$	2.3		15	%		$	—		-	%		$	3.4		8	%