Chart Industries (GTLS) Stock Forecast & Price Target

Chart Industries has demonstrated a robust growth trajectory, particularly in its Q2:25 orders, which increased by 29% year-over-year, bolstered by significant gains in its Specialty and RSL segments, achieving growth rates of 56% and 30%, respectively. The Specialty Products segment alone reported orders of $663.3 million, reflecting a remarkable 56.5% increase driven by advancements in diverse end markets such as hydrogen/helium, nuclear, and food & beverage. Additionally, the company’s better-than-expected earnings per share and free cash flow further reinforce a positive outlook, highlighting its strong operational performance and strategic expansion initiatives, including the recent acquisition of Howden and the planned merger with Flowserve.

Chart Industries has experienced a year-over-year decline in orders, despite a slight quarter-over-quarter growth, indicating a troubling trend in sustaining demand. The company's reliance on large customers presents a significant risk, as the potential loss or delay in their purchases could adversely affect revenue and profitability. Additionally, increasing competition may pressure Chart Industries to lower prices, which could further diminish sales and earnings prospects.