other material
confidence high
sentiment neutral
materiality 0.50
Chart Industries Reiterates 2026 Targets: Mid-Teens Growth, Mid-40% EPS CAGR
CHART INDUSTRIES INC
- Mid-teens organic revenue growth through 2026; reported gross margin mid-30%'s; adjusted EPS CAGR mid-40%'s; FCF conversion 95-100%.
- Outlook excludes additional Big LNG projects beyond Sept 2023 backlog and DOE's $7B Hydrogen Hub awards.
- Howden acquisition diversified end-markets and geography; aftermarket/service now >30% of annual revenue.
- IPSMR technology booked for major international Big LNG project; order expected late 2024/early 2025; pipeline ~$8.5B.