gobluejd
HAIL!!!
How much inventory do they order from you to typical produce so many builds or days they expect your supply to last on hand? Obviously this type of shortage is far from the norm. But will your orders come to a stop at some point if they cannot build or they will still allocate enough of your parts regardless to future build so many units? I’m just curious how it may work. I can only imagine they will go full steam until something runs out. Interesting times indeed.
Quite honestly, I am in the E-Coat portion (Our product paints the frame, bare metal of bodies for all automobile manufactures as well as Toro, John Deere, Harley Davidson, Whirlpool etc). Basically anything metal that is exposed to elements of weather or harsh environments. I can tell you we were slow first month or so of COVID, then because allot of places where shut down, they took advantage and started ordering from us to do maintenance during down time (yes some people still worked in the plants). Our stuff typically wears out and only can really do heavy housekeeping when you drain paint tanks. Typically the Big 3 shut down for July and December to do this stuff.
For some reason (knock on wood) we are very busy and have been since maybe last April/May. This is a good thing.