Chart Industries (GTLS) Stock Forecast & Price Target

Chart Industries demonstrated a robust financial performance in Q2 2025, with a notable 29% year-over-year increase in orders, driven primarily by significant growth in the Specialty and RSL segments, which surged by 56% and 30%, respectively. The Specialty segment alone recorded orders of $663.3 million, reflecting a remarkable 56.5% increase, underpinned by heightened demand across diverse end markets such as hydrogen, nuclear, and food & beverage. Furthermore, the financial results exceeded expectations, showcasing stronger earnings per share (EPS) and improved free cash flow, bolstering the company’s growth narrative moving forward.

The analysis highlights a concerning trend for Chart Industries, as order growth on a quarter-over-quarter basis is insufficient to offset a year-over-year decline, indicating potential stagnation in demand. Additionally, significant reliance on a limited number of large customers poses a risk, as their purchasing decisions directly impact revenue and profitability, heightening the vulnerability of the company's financial stability. Furthermore, increasing competition within the industry may lead to market share loss or necessitate price reductions, both of which could adversely affect sales and earnings.