Possibly/probably. It's hard to tell if something's "missing" based on the pictures (it could just be out of frame). Always helps to have someone knowledgeable on site to definitely state one way or another.
The thing about the transformer is that that's the responsibility of the utility, so yes, may not move at the same pace as Tesla. And also big transformers are probably long lead-time items. Still, I imagine that Tesla would be aware of the overall project schedule and not deploy a V3 site to a location that won't get a transformer for 2 months. Like I said, they have gotten this down to a science and are probably deploying their V3 equipment to sites that are either already ready for power or they know they will be in good time.