Chart Industries (GTLS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Chart Industries reported revenue of $1.1 billion for the quarter ended September 2025, reflecting a year-over-year increase of 3.6% [1] - The company's EPS was $2.78, up from $2.18 in the same quarter last year, but fell short of the consensus estimate of $3.01, resulting in an EPS surprise of -7.64% [1] - The reported revenue was below the Zacks Consensus Estimate of $1.18 billion, leading to a revenue surprise of -6.95% [1] Financial Performance Metrics - Orders for Cryo Tank Solutions were $116.1 million, below the estimated $151.55 million [4] - Orders for Heat Transfer Systems significantly exceeded expectations at $760.8 million, compared to the estimated $348.06 million [4] - Orders for Specialty Products were $438.5 million, surpassing the estimated $373.64 million [4] - Orders for Repair, Service & Leasing were $365 million, slightly below the estimated $387.33 million [4] - Total backlog reached $6.05 billion, exceeding the estimated $5.47 billion [4] Sales Performance - Sales for Cryo Tank Solutions were $151.2 million, below the average estimate of $168.33 million, representing a year-over-year decline of 7% [4] - Sales for Repair, Service & Leasing were $330.2 million, compared to the average estimate of $390.19 million, reflecting an 8.4% year-over-year decrease [4] - Sales for Specialty Products were $269.9 million, below the estimated $343.33 million, indicating a decline of 4.7% year-over-year [4] - Sales for Heat Transfer Systems were $349.3 million, exceeding the average estimate of $312.95 million, showing a significant year-over-year increase of 36.3% [4] Stock Performance - Chart Industries' shares returned -0.3% over the past month, while the Zacks S&P 500 composite increased by 3.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]