Question · Q3 2025
Tim asked for an update on lead times for compression equipment, specifically Caterpillar engines. He also inquired about any shifts in customer behavior in a lower crude environment, such as increased outsourcing or deferrals in aftermarket services.
Answer
President and CEO Brad Childers stated that lead times for Caterpillar engines remain a gating item, currently at 60 weeks, though some units might be available sooner. He noted no major shifts in customer behavior beyond typical seasonality related to budgeting for 2026. Mr. Childers confirmed that aftermarket services activity remains robust due to high industry utilization, with customers focused on keeping gas moving and equipment serviced.