I don't know off the top of my head, but maybe their latest management presentation has a mention? I know they have a big pipeline - always been so - but since most orders have to be part of a construction/engineered plan they very frequently ship long after order placement, but for O & G folks that have their own expertise and have shorter lead times.
I don't recall any situations of insufficient mfg capacity delaying shipments - usually credit issues, construction changes, cancellations, etc.
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