It would help to know what unit sales of nat. gas powered engines were from WPRT. That's the real indicator- how many they sold and how many they have delivered to customers.
I roughly looked through the numbers I see nothing that indicates numbers are down, on the Nat. Gas engines, They hide that info well, I will wait for WPRT's report on Thur. CMI's report is nice in our neck of the woods. A MUCH better look on Thur. after the Bell.