Richer on arrival: the business now flowing in carries better economics than the blend the numbers show

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management convey that the business NOW ARRIVING OR RAMPING at the company carries BETTER ECONOMICS than the blended results being reported — and that the reported numbers understate the company because they mix this richer incoming business with an older, lower-economics base or with temporary costs of scaling into it? Answer YES when management's own words convey, in whatever form fits the business, BOTH halves of ONE coherent story as a present-tense reality: (1) THE INCOMING BUSINESS IS REAL AND ECONOMICALLY RICHER. Management describes business that is actually arriving, ramping, or recently begun — real orders, customers, contracts, volumes, locations, products, or activity now flowing, not pipeline, hopes, or market opportunity — AND indicates that this newer business is economically better for the company than the base it is joining: better margins, better pricing or terms, lower cost to serve, faster payback, richer mix, better unit economics, or profitability the older business did not have. The comparison must be against the company's OWN existing or reported blend, expressed in whatever terms fit the industry, and grounded in what is actually being earned or booked now rather than in targets or models. (2) THE REPORTED NUMBERS ARE A LAGGING BLEND, AND MANAGEMENT SAYS SO. Management conveys, directly or plainly in substance, that the results being reported do not yet show these richer economics — because the new business is still a small share of the mix, because it began recently or mid-period, or because current results also carry identifiable costs of ramping, scaling, onboarding, or standing up that new business ahead of its revenue — so that as the mix naturally shifts and the ramp matures, results improve from what is already in motion rather than from anything still to be won. Answer NO if the improved economics are only targeted, planned, modeled, or hoped for rather than already being realized on real incoming business. NO if the better economics come chiefly from passing through cost inflation, favorable commodity or market prices the company passively receives, or one-time items. NO if the new business is described but management gives no indication it is economically better than the existing blend. NO if the richer business is already the dominant share of results, with no meaningful mix shift or ramp still ahead. NO if the company is chiefly explaining weakness, cutting costs on a shrinking business, or defending a struggling core. NO if the improvement depends mainly on market recovery, new demand not yet secured, or decisions not yet made. NO if the idea appears only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.