Chart Industries Inc. is set to report first-quarter earnings Monday, with analysts expecting earnings of $2.34 per share on revenue of $1.06 billion.
The forecasts represent sequential declines from the industrial gas equipment maker's fourth-quarter results, when the company posted earnings of $2.51 per share on revenue of $1.08 billion—a quarter that itself fell well short of Wall Street's expectations.
Pressure is mounting. EPS estimates have declined 23% over the past 60 days, while revenue estimates have dropped more than 6%. In the past week, estimates have remained flat. Analysts rate the stock a Hold, with a mean price target of $204.43, implying roughly 2% downside from the current price near $208. The stock trades just below its 52-week high of $208.77.
The LNG market balance is projected to loosen in 2026, driven by a substantial increase in LNG supply. Global LNG supply is forecast to rise about 7% in 2026. Chart Industries, which manufactures cryogenic equipment, should benefit. Yet the company has struggled to translate tailwinds into consistent profitability.
What investors are watching: margin stability, execution against a lower bar, and management commentary on LNG market exposure.
In Q4, the company missed EPS expectations by 26% and revenue forecasts by 12%. Q1 results will determine whether the stock can hold its gains.
This article was generated with the support of AI and reviewed by an editor.
