Chart Industries faces a sharp post-acquisition normalization, with revenue growth decelerating from 130% in 2023Q4 to -11.7% in 2026Q1 and gross margin compressing from 34.1% in 2025Q3 to 28.4% in 2026Q1.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated sharply to -11.7% in 2026Q1, with gross margin compressing to 28.4% from 34.1% in 2025Q3, and operating income swung to -$88.5M in 2025Q3, indicating strained profitability.
Currently trading at under 12x 2025 P/E and approximately 7.5x EV/2026 EBITDA, the stock is significantly undervalued relative to its historical average of ~20x P/E.
Chart Industries presents a compelling investment opportunity amid a 34% drawdown from its recent high and a 41% decline from its all-time peak.
In a bull case, faster LNG FIDs could push 3-year revenue CAGR to +12%, indicating strong growth potential.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q2 2026Latest May 11, 2026 | $0.36-81.3% vs $1.93 | $885M-14.6% vs $1.0B |
Q1 2026 Feb 27, 2026 | $2.51-27.9% vs $3.48 | $1.1B-8.6% vs $1.2B |
Q4 2025 Oct 29, 2025 | $2.78-7.6% vs $3.01 | $1.1B-10.8% vs $1.2B |
Q3 2025 Jul 29, 2025 | $2.59-1.1% vs $2.62 | $1.1B-8.8% vs $1.2B |
Baker Hughes is executing a long-term strategy to diversify beyond oil, highlighted by its acquisition of Chart Industries. The acquisition brings significant leverage but is expected to unlock strong combined cash generation and enhanced sales opportunities. Combining sales efforts creates a compelling one-stop-shop, likely to drive higher sales than the companies could achieve independently.
U.S. oilfield services provider Baker Hughes raised its forecast for full-year revenue on Wednesday, reflecting the benefits of its $13.6 billion acquisition of industrial equipment maker Chart Industries earlier this year.
Benchmark GTLS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Chart Industries, Inc. (GTLS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $209.90 | $10.05B | 636.06 | 2.49% | 0.99% | 1.33% | 0.29% | |
| $48.08 | $5.74B | 19.47 | -3.16% | 2.94% | 5.48% | 2.07% | |
| $16.64 | $526.24M | -4.78 | 0.84% | -11.37% | -320.56% | — | |
| $82.83 | $5.04B | 22.27 | 3.71% | 5.75% | 7.51% | 0.43% | |
| $48.60 | $2.84B | 35.47 | 38.79% | -2.98% | -3.58% | — | |
| $47.44 | $1.57B | 32.72 | 4.11% | 8.01% | 7.65% | 0.76% |
Chart Industries, Inc. (GTLS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Chart Industries, Inc. (GTLS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 16, 2026·SEC
Jun 22, 2026·SEC
Jun 15, 2026·SEC
Get notified when GTLS posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Chart Industries, Inc. (GTLS) stock FAQ — growth, dividends, profitability & financials explained
Chart Industries, Inc. (GTLS) reported $4.15B in revenue over the trailing twelve months. Revenue was $4.26B in fiscal year 2025. That is 2773% more than the $148.4M of fiscal year 1996.
Chart Industries, Inc. (GTLS) grew revenue by 2.5% in fiscal year 2025, compared with the prior fiscal year.
No. Chart Industries, Inc. (GTLS) reported a net loss of $26.3M over the trailing twelve months.
Yes. Chart Industries, Inc. (GTLS) pays a dividend that yields 0.29% at the current price, a small yield.
Chart Industries, Inc. (GTLS) had a return on equity (ROE) of 1.3% in fiscal year 2025. That is below the market's typical 10-15%.
Chart Industries, Inc. (GTLS) generated $10.1M in free cash flow over the trailing twelve months.
