Chart Industries, Inc. - Common Stock (GTLS)

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

Gas handling company Chart (NYSE:GTLS) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 5.3% year on year to $1 billion. The company’s full-year revenue guidance of $4.75 billion at the midpoint came in 2.5% above analysts’ estimates. Its non-GAAP profit of $1.71 per share was 6.4% below analysts’ consensus estimates.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Shares of gas handling company Chart (NYSE:GTLS) jumped 14.7% in the morning session after the company reported strong first quarter 2025 results which featured full-year EBITDA guidance well above analysts' expectations and a backlog that outperformed Wall Street estimates. The key highlight for the quarter was a record $5.14 billion backlog, fueled by double-digit growth in orders across multiple segments, including nuclear, LNG, and hydrogen, an early signal that customer demand remains durable despite macro uncertainties. Zooming out, we think this was a solid quarter.

Gas handling company Chart (NYSE:GTLS) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 5.3% year on year to $1.00 billion. The company’s full-year revenue guidance of $4.75 billion at the midpoint came in 2.5% above analysts’ estimates. Its non-GAAP profit of $1.86 per share was 1.8% above analysts’ consensus estimates.

Gas handling company Chart (NYSE:GTLS) will be reporting results tomorrow before market hours. Here’s what to look for.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

Chart currently trades at $127 per share and has shown little upside over the past six months, posting a middling return of 1%. However, the stock is beating the S&P 500’s 10.7% decline during that period.

As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the gas and liquid handling industry, including Gorman-Rupp (NYSE:GRC) and its peers.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn as the industry has shed 8.6% over the past six months. This drop was worse than the S&P 500’s 1.6% loss.

Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Chart (NYSE:GTLS) and its peers.

Let’s dig into the relative performance of SPX Technologies (NYSE:SPXC) and its peers as we unravel the now-completed Q4 gas and liquid handling earnings season.