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TPI Composites, Inc.
5/5/2022
Wondering if you've seen any impact on order volume or customer demand. It sounds like you're maintaining your revenue expectations, so maybe there hasn't been a meaningful impact here, but just wanted to see any impact to customer demand at this point.
At this point, no. We've been very successful in our transitions. We've got the ability to provide some additional volume this year. There's some interest in that in certain geographies. So I would say we haven't seen a decrease. We could see a little bit of a pickup just because of the speed of our transitions and demands in certain of the regions. But at this point, Justin, we haven't seen any decline in demand from a cost standpoint.
Got it. Okay. And then, you know, in Q1, you know, you produced more sets than you had planned. And I know a part of that is the transitions. But is there anything else in Q1 where some plants performing, you know, ahead of expectations or anything else that enabled you to kind of exceed expectations there?
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