Chart Industries Earnings Calls

Q1 2025 Beat
$1.86 (1.09%)
Release date May 01, 2025
EPS estimate $1.84
EPS actual $1.86
EPS Surprise 1.09%
Revenue estimate 1.121B
Revenue actual 1.002B
Revenue Surprise -10.70%
Q4 2024 Missed
$2.66 (-16.88%)
Release date Feb 28, 2025
EPS estimate $3.20
EPS actual $2.66
EPS Surprise -16.88%
Revenue estimate 1.06B
Revenue actual 1.107B
Revenue Surprise 4.45%
Q3 2024 Missed
$2.18 (-14.84%)
Release date Nov 01, 2024
EPS estimate $2.56
EPS actual $2.18
EPS Surprise -14.84%
Revenue estimate 1.179B
Revenue actual 1.063B
Revenue Surprise -9.87%
Q2 2024 Missed
$2.18 (-15.18%)
Release date Aug 02, 2024
EPS estimate $2.57
EPS actual $2.18
EPS Surprise -15.18%
Revenue estimate 1.107B
Revenue actual 1.04B
Revenue Surprise -6.05%

Last 4 Quarters for Chart Industries

Below you can see how GTLS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.

Q2 2024 Missed
Release date Aug 02, 2024
Fiscal end date Jun 30, 2024
Price on release $126.01
EPS estimate $2.57
EPS actual $2.18
EPS surprise -15.18%
Date Price
Jul 29, 2024 $158.26
Jul 30, 2024 $158.99
Jul 31, 2024 $161.08
Aug 01, 2024 $153.85
Aug 02, 2024 $126.01
Aug 05, 2024 $115.92
Aug 06, 2024 $122.13
Aug 07, 2024 $113.01
Aug 08, 2024 $119.27
4 days before -20.38%
4 days after -5.35%
On release day -8.01%
Change in period -24.64%
Q3 2024 Missed
Release date Nov 01, 2024
Fiscal end date Sep 30, 2024
Price on release $130.00
EPS estimate $2.56
EPS actual $2.18
EPS surprise -14.84%
Date Price
Oct 28, 2024 $123.95
Oct 29, 2024 $123.43
Oct 30, 2024 $122.78
Oct 31, 2024 $120.72
Nov 01, 2024 $130.00
Nov 04, 2024 $141.43
Nov 05, 2024 $149.07
Nov 06, 2024 $166.01
Nov 07, 2024 $162.96
4 days before 4.88%
4 days after 25.35%
On release day 8.79%
Change in period 31.47%
Q4 2024 Missed
Release date Feb 28, 2025
Fiscal end date Dec 31, 2024
Price on release $190.55
EPS estimate $3.20
EPS actual $2.66
EPS surprise -16.88%
Date Price
Feb 24, 2025 $183.07
Feb 25, 2025 $179.19
Feb 26, 2025 $185.92
Feb 27, 2025 $182.25
Feb 28, 2025 $190.55
Mar 03, 2025 $163.51
Mar 04, 2025 $166.60
Mar 05, 2025 $166.05
Mar 06, 2025 $144.15
4 days before 4.09%
4 days after -24.35%
On release day -14.19%
Change in period -21.26%
Q1 2025 Beat
Release date May 01, 2025
Fiscal end date Mar 31, 2025
Price on release $151.45
EPS estimate $1.84
EPS actual $1.86
EPS surprise 1.09%
Date Price
Apr 25, 2025 $135.49
Apr 28, 2025 $135.03
Apr 29, 2025 $135.87
Apr 30, 2025 $134.98
May 01, 2025 $151.45
May 02, 2025 $156.74
May 05, 2025 $154.13
May 06, 2025 $151.25
May 07, 2025 $150.74
4 days before 11.78%
4 days after -0.469%
On release day 3.49%
Change in period 11.26%

Chart Industries Earnings Call Transcript Summary of Q1 2025

Summary of Key Points from Chart Industries Q1 2025 Earnings Call for Investors

1. Financial Performance Overview:

  • Orders: $1.32 billion for Q1 2025, a 17.3% increase YoY, aided by the Woodside Louisiana LNG Phase 2 project.
  • Sales: $1 billion, representing a 6.6% organic growth with three of four segments showing sales increases.
  • Gross Margin: Achieved 33.9%, marking the fourth consecutive quarter above 33%.
  • Adjusted Operating Income Margin: Improved by 190 basis points due to cost synergies, reaching a margin of 19.9%.
  • Adjusted EBITDA: $231.1 million, equating to 23.1% of sales and an 80 basis point improvement YoY.
  • Earnings Per Share: Reported adjusted diluted EPS of $0.99 and adjusted of $1.86, reflecting a 38.8% increase.
  • Free Cash Flow: Negative $80.1 million attributed to seasonal outlays but improved by $55.6 million YoY.

2. Backlog and Order Trends:

  • LNG constitutes ~25% of the backlog; significant activities in nuclear, marine, space exploration, and carbon capture sectors.
  • Strong order trends in nuclear and space exploration demonstrate broad-based demand; commercial pipeline estimated at $24 billion.
  • Anticipation of large LNG orders due to growing global demand and government support for LNG projects.

3. Strategic Focus and Growth:

  • Continued emphasis on aftermarket service and repair (RSL), which makes up about a third of revenue.
  • Positive trends in demand across diverse markets, including data centers, indicating future growth.
  • New dedicated team member for data centers has created a robust pipeline of $400 million in opportunities.

4. Tariffs and Risk Management:

  • Current anticipated impact from tariffs estimated at $50 million, with a focus on mitigation through sourcing and supply chain efficiency.
  • Efforts are underway to limit the impact of tariffs, including favorable sourcing strategies and price increases initiated.

5. Guidance for 2025:

  • Maintained full-year sales guidance of $4.65 billion to $4.85 billion; adjusted EBITDA expected between $1.175 billion and $1.225 billion.
  • The second half of 2025 anticipated to outperform the first half due to project timing and backlog conversion.

6. Market Conditions and Economic Outlook:

  • Mixed signals in markets like industrial gas; however, strength in RSL, LNG, and diverse end markets support overall stability.
  • Continued focus on managing uncertainties, especially in the hydrogen market and overall economic conditions.

7. Operational Efficiency and Future Initiatives:

  • Significant improvements in gross margins and operational efficiencies expected to continue as the company progresses towards medium-term targets.
  • Investment strategies for post-debt paydown phase will focus on high ROI capital expenditures, potential share repurchases, and suitable acquisitions.

Conclusion

Chart Industries demonstrates strong growth momentum in Q1 2025 with significant order increases and positive sales trends across multiple sectors. Strategic initiatives to mitigate tariff impacts and focus on after-market services position the company for sustained growth, despite potential economic uncertainties. Investors should pay attention to their guidance and ongoing market developments as they navigate forward.

Chart Industries Earnings History

Earnings Calendar

FAQ

When is the earnings report for GTLS?
Chart Industries (GTLS) has scheduled its earnings report for Aug 01, 2025 before the markets open.

What is the GTLS price-to-earnings (P/E) ratio?
GTLS P/E ratio as of May 16, 2025 (TTM) is 30.72.

What is the GTLS EPS forecast?
The forecasted EPS (Earnings Per Share) for Chart Industries (GTLS) for the first fiscal quarter 2025 is $2.68.

What are Chart Industries's retained earnings?
On its balance sheet, Chart Industries reported retained earnings of $1.00 billion for the latest quarter ending Mar 31, 2025.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT CHART INDUSTRIES
Chart Industries
Chart Industries, Inc. manufactures and sells engineered equipment for the energy and industrial gas industries worldwide. The company operates through four segments: Cryo Tank Solutions, Heat Transfer Systems, Specialty Products, and Repair, Service & Leasing. It provides bulk and packaged gas cryogenic solutions for the storage, distribution, vaporization, and application of industrial gases; cryogenic trailers, ISO containers, bulk storage tan...
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