The earnings call presented a strong performance with significant order growth, revenue, and margin improvements. The company showed resilience with robust demand trends across key segments, a strong backlog, and reiterated a positive outlook for 2025. However, challenges such as negative free cash flow and the potential impact of global tariffs were noted, alongside a decline in CTS orders. Overall, the sentiment remains positive due to the outweighing highlights.

Company Guidance

During the Chart Industries 2025 First Quarter Results Conference Call, the company provided extensive guidance on their financial performance and outlook. Orders increased by 17.3% to $1.32 billion compared to the first quarter of 2024, with sales organically growing by 6.6% to $1 billion. The gross margin remained robust at 33.9%, marking the fourth consecutive quarter above this threshold, while adjusted operating income margin expanded by 190 basis points due to cost synergies from the Howden integration. Adjusted EBITDA rose to $231.1 million, up by 80 basis points, and adjusted diluted earnings per share increased by 38.8% to $1.86. Despite negative free cash flow of $80.1 million typical for the first quarter, it showed an improvement of $55.6 million from the previous year. The net leverage ratio stood at 2.91, with a target of 2 to 2.5 by the end of 2025. The company reiterated its full-year guidance, anticipating sales between $4.65 billion and $4.85 billion and adjusted EBITDA between $1.175 billion and $1.225 billion. They also highlighted strong demand trends across various sectors, including LNG, space exploration, nuclear, and data centers, while maintaining a significant commercial pipeline valued at approximately $24 billion.

Significant Order Growth

Orders increased by 17.3% compared to Q1 2024, reaching $1.32 billion, including Woodside Louisiana LNG Phase 2. Specialty Products orders increased by 24.6%, and Repair Service & Leasing (RSL) orders grew by 36.1%.

Revenue and Margin Improvements

Sales organically grew by 6.6% to $1 billion with a gross margin of 33.9%. Adjusted EBITDA was $231.1 million, representing a 23.1% margin. Adjusted diluted earnings per share increased by 38.8%.

Strong Backlog and Demand Trends

The company reiterated its strong backlog, with LNG making up a quarter. Demand trends are positive across most business areas, and the commercial pipeline remains robust at approximately $24 billion.

Cost Synergies and Operational Efficiencies

Achieved a 190-basis point expansion in adjusted operating income margin due to cost synergies from the integration of Howden and improved operational efficiencies.

Positive Outlook for 2025

The company reiterated its full-year guidance for 2025, anticipating sales between $4.65 billion and $4.85 billion and adjusted EBITDA between $1.175 billion and $1.225 billion.

Chart Industries (GTLS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GTLS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q3)	3.15 / -	2.18	―	―	―
Jul 29, 2025	2025 (Q2)	2.46 / 2.59	2.18	18.81% (+0.41)	―	―
May 01, 2025	2025 (Q1)	1.83 / 1.86	1.49	24.83% (+0.37)
Feb 28, 2025	2024 (Q4)	3.16 / 2.66	2.25	18.22% (+0.41)
Nov 01, 2024	2024 (Q3)	2.50 / 2.18	1.28	70.31% (+0.90)
Aug 02, 2024	2024 (Q2)	2.48 / 2.18	1.19	83.19% (+0.99)
May 03, 2024	2024 (Q1)	1.58 / 1.49	1.41	5.67% (+0.08)
Feb 28, 2024	2023 (Q4)	2.11 / 2.25	1.67	34.73% (+0.58)
Oct 27, 2023	2023 (Q3)	1.48 / 1.28	1.49	-14.09% (-0.21)
Jul 28, 2023	2023 (Q2)	0.95 / 1.19	0.88	35.23% (+0.31)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GTLS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$171.65	$198.80	+15.82%
May 01, 2025	$134.98	$151.45	+12.20%
Feb 28, 2025	$182.25	$190.55	+4.55%
Nov 01, 2024	$120.72	$130.00	+7.69%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Chart Industries (GTLS) report earnings?

Chart Industries (GTLS) is schdueled to report earning on Oct 24, 2025, TBA (Confirmed).

What is Chart Industries (GTLS) earnings time?

Chart Industries (GTLS) earnings time is at Oct 24, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GTLS EPS forecast?

GTLS EPS forecast for the fiscal quarter 2025 (Q3) is 3.15.

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