Stretched by business that already arrived

Using ONLY the supplied earnings call transcript and no outside information: On this call, does management convey that the company is CURRENTLY BEING STRETCHED OR RESHAPED BY REAL BUSINESS THAT HAS ALREADY ARRIVED OR IS ALREADY COMMITTED — and that the company is actively catching up to it, with the full effect of that business still ahead of the reported results? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent present-tense situation with BOTH halves present: (1) REAL BUSINESS ALREADY IN HAND IS PRESSING ON THE COMPANY. Management points to demand, orders, contracts, customers, projects, volumes, or activity that is ALREADY won, arriving, or being served now — actual business, not pipeline, market opportunity, forecasts, or hoped-for demand — at a level that visibly exceeds what the company was previously set up to handle. This pressure may show up in many forms, and any genuine expression counts: committed work or orders whose delivery is ramping or queued ahead; customers already won or expanding faster than the company can fully serve; volumes or activity running ahead of the capacity, staffing, or arrangements the company had in place; a step-up in business that the reported period only partially caught because it began recently or is still ramping. (2) THE COMPANY IS VISIBLY CATCHING UP, AND THE NUMBERS LAG. Management describes real responses already underway — hiring, training, adding capacity, shifts, facilities, inventory, or systems; accelerating production or rollout; reorganizing or re-planning around the higher level; absorbing ramp, start-up, or expansion costs in current results ahead of the revenue they will serve — and conveys, directly or plainly in substance, that the reported results reflect only the early portion of this business, with its larger contribution expected over coming periods as the catch-up completes. Candor about strain, cost, or growing pains strengthens rather than weakens a YES. The essence is ONE phenomenon: demand arrived first, the company is now growing into it, and today's numbers describe the smaller company that existed before the catch-up. The industry, the form of the incoming business, and the form of the response may vary widely. Answer NO if the forward story rests mainly on pipeline, market size, hoped-for demand, or opportunities not yet committed. NO if the company is expanding primarily in anticipation of demand it still has to win rather than in response to business already arrived or committed. NO if the expansion described is routine maintenance or the company's ordinary annual cadence with no sense that business has outrun its setup. NO if the pressure comes chiefly from shortages of inputs the company buys rather than from its own incoming business. NO if the step-up is attributed by management mainly to a one-time event, catch-up, pull-forward, or temporary condition it expects to fade. NO if the arrived business is already fully reflected in the reported results with no meaningful contribution still ahead. NO if management is chiefly cutting, consolidating, defending weak results, or explaining delays and cancellations of previously promised business. NO if the situation appears only in an analyst's question or characterization that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.