Chart Shareholders Approve Acquisition by Baker Hughes for $210 per Share
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy GTLS?
The company said, "On October 6, 2025 Chart's (GTLS) shareholders voted to approve the company's acquisition by Baker Hughes (BKR). Under the terms of the merger agreement, Chart shareholders will be entitled to receive $210 per share of common stock in cash upon the close of the transaction. With regulatory reviews still underway in certain jurisdictions, we presently expect closing in the second quarter of 2026, understanding that the timing may evolve as those processes progress."
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Analyst Views on GTLS
Wall Street analysts forecast GTLS stock price to rise
5 Analyst Rating
0 Buy
5 Hold
0 Sell
Hold
Current: 207.300
Low
210.00
Averages
210.67
High
212.00
Current: 207.300
Low
210.00
Averages
210.67
High
212.00
About GTLS
Chart Industries, Inc. is engaged in the designing, engineering, and manufacturing of process technologies and equipment for gas and liquid molecule handling for the Nexus of Clean-clean power, clean water, clean food, and clean industrials, regardless of molecule. The Company's Cryo Tank Solutions segment designs and manufactures and supplies bulk, microbulk and mobile equipment used in the storage, distribution, vaporization, and application of industrial gases and certain hydrocarbons. Its Heat Transfer Systems segment facilitates natural gas, petrochemical processing, petroleum refining, power generation and industrial gas companies in the production or processing of their products. Its Specialty Products segment supplies highly engineered equipment and process technologies used in specialty end-market applications for hydrogen and helium, LNG, biofuels, carbon capture, food and beverage, metals and mining, aerospace, space exploration, lasers, and water treatment, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
No Street Capital Reduces Stake in Chart Industries by 265,000 Shares
- Transaction Overview: According to a February 17, 2026 SEC filing, No Street Capital sold 265,000 shares of Chart Industries in Q4 2025, with an estimated transaction value of $53.70 million, indicating a potential decline in confidence in the company.
- Impact on Holdings: Following this sale, No Street Capital's stake in Chart Industries was reduced to 110,000 shares, representing only 1.53% of its reported U.S. equity AUM, highlighting a diminished significance of the company within its investment portfolio.
- Market Performance Comparison: As of Monday, shares of Chart Industries were priced at $207.21, reflecting a 9% increase over the past year, yet significantly underperforming the S&P 500's 17% gain, indicating weakness in its market performance.
- Financial Metrics Analysis: Despite a 13.4% increase in full-year 2025 orders to $5.68 billion, fourth-quarter orders fell by 23.8% year-over-year due to the absence of large LNG awards, suggesting challenges that could impact future profitability.
See More
No Street Capital Reduces Stake in Chart Industries
- Stake Reduction: No Street Capital sold 265,000 shares of Chart Industries in Q4 2025, with an estimated transaction value of $53.70 million, indicating the impact of market fluctuations on its investment portfolio.
- Decline in Value: As of December 31, 2025, the value of No Street Capital's holdings decreased by $52.37 million, reflecting the dual impact of market price changes and trading activities, leaving a remaining stake of only 110,000 shares valued at $22.69 million.
- Orders and Financial Performance: Chart Industries saw a 13.4% increase in full-year 2025 orders to $5.68 billion, although Q4 orders fell by 23.8% year-over-year, suggesting instability in market demand that could affect future revenue growth.
- Market Competition and Investment Advice: Despite Chart Industries' significant position in the LNG and hydrogen markets, its stock has only risen by 9%, which may reflect capital rotation towards higher-growth consumer and tech stocks, prompting investors to proceed with caution.
See More
U.S. Stock Futures Lower; ADT and MongoDB Earnings in Focus
- ADT Earnings Forecast: ADT Inc. is projected to report earnings of $0.22 per share on revenue of $1.30 billion, with shares falling 1.5% to $7.90 in after-hours trading, indicating market caution regarding its profitability.
- MongoDB Earnings Outlook: MongoDB Inc. is expected to post earnings of $1.45 per share on revenue of $667.15 million, although its shares dipped 0.2% to $327.81 in after-hours trading, reflecting investor interest in its growth prospects.
- Market Sentiment Decline: U.S. stock futures are trading lower this morning, suggesting a cautious investor sentiment ahead of the earnings reports, which may impact overall market dynamics.
- Investor Focus: As earnings season approaches, investors are closely watching the performance of ADT and MongoDB to assess their adaptability and growth potential in the current economic landscape.
See More
Chart Industries Q4 Earnings Miss Expectations
- Earnings Shortfall: Chart Industries reported a Q4 non-GAAP EPS of $2.51, missing expectations by $0.50, indicating pressure on profitability that could undermine investor confidence.
- Revenue Decline: The company generated $1.08 billion in revenue, a 2.7% year-over-year decrease, falling short of market expectations by $110 million, reflecting challenges from weak market demand and intensified competition.
- Market Reaction: The earnings miss may exert downward pressure on Chart Industries' stock price, prompting investors to closely monitor subsequent market dynamics and the company's strategic responses.
- Uncertain Outlook: The disappointing earnings report could impact future growth expectations for the company, necessitating a cautious evaluation of Chart Industries' adaptability and potential risks in the current economic climate.
See More
Chart Industries Reports Q4 Adjusted Earnings Decline
- Earnings Report: Chart Industries reported adjusted earnings of $2.51 per diluted share for Q4, reflecting a decline compared to the previous year, indicating challenges faced by the company amid increasing market competition and rising costs.
- Market Environment: Despite efforts to enhance operational efficiency over the past year, overall profitability has been pressured by rising raw material prices and supply chain issues, which may impact investor confidence moving forward.
- Strategic Adjustments: Chart Industries may need to reassess its market strategy to adapt to the changing economic landscape and customer demands, ensuring sustainable long-term growth.
- Investor Focus: With the earnings decline, investors will closely monitor the company's future financial guidance and strategic plans to evaluate its adaptability and growth potential in the current economic climate.
See More
Chart Industries Reports 2025 Financial Highlights
- Order Growth: Chart Industries reported total orders of $5.68 billion for 2025, reflecting a 13.4% increase, indicating strong demand in gas and liquid handling technologies, although Q4 orders fell by 23.8%, the overall growth trend remains positive.
- Sales Revenue: The company achieved sales of $4.26 billion in 2025, up 2.5%, with a 4.1% increase when excluding the impact of large projects in 2024, demonstrating stability and adaptability in its core business.
- Adjusted Operating Income: Adjusted operating income for 2025 was $884.4 million, with an operating margin of 20.7%, showing resilience in profitability despite a 40 basis point decline year-over-year due to higher SG&A costs.
- Free Cash Flow: The company generated $204.8 million in free cash flow for 2025, maintaining a strong cash position despite increased capital expenditures and working capital, providing support for future investments and acquisitions.
See More
No Street Capital Reduces Stake in Chart Industries by 265,000 Shares
- Transaction Overview: According to a February 17, 2026 SEC filing, No Street Capital sold 265,000 shares of Chart Industries in Q4 2025, with an estimated transaction value of $53.70 million, indicating a potential decline in confidence in the company.
- Impact on Holdings: Following this sale, No Street Capital's stake in Chart Industries was reduced to 110,000 shares, representing only 1.53% of its reported U.S. equity AUM, highlighting a diminished significance of the company within its investment portfolio.
- Market Performance Comparison: As of Monday, shares of Chart Industries were priced at $207.21, reflecting a 9% increase over the past year, yet significantly underperforming the S&P 500's 17% gain, indicating weakness in its market performance.
- Financial Metrics Analysis: Despite a 13.4% increase in full-year 2025 orders to $5.68 billion, fourth-quarter orders fell by 23.8% year-over-year due to the absence of large LNG awards, suggesting challenges that could impact future profitability.
See More
No Street Capital Reduces Stake in Chart Industries
- Stake Reduction: No Street Capital sold 265,000 shares of Chart Industries in Q4 2025, with an estimated transaction value of $53.70 million, indicating the impact of market fluctuations on its investment portfolio.
- Decline in Value: As of December 31, 2025, the value of No Street Capital's holdings decreased by $52.37 million, reflecting the dual impact of market price changes and trading activities, leaving a remaining stake of only 110,000 shares valued at $22.69 million.
- Orders and Financial Performance: Chart Industries saw a 13.4% increase in full-year 2025 orders to $5.68 billion, although Q4 orders fell by 23.8% year-over-year, suggesting instability in market demand that could affect future revenue growth.
- Market Competition and Investment Advice: Despite Chart Industries' significant position in the LNG and hydrogen markets, its stock has only risen by 9%, which may reflect capital rotation towards higher-growth consumer and tech stocks, prompting investors to proceed with caution.
See More
U.S. Stock Futures Lower; ADT and MongoDB Earnings in Focus
- ADT Earnings Forecast: ADT Inc. is projected to report earnings of $0.22 per share on revenue of $1.30 billion, with shares falling 1.5% to $7.90 in after-hours trading, indicating market caution regarding its profitability.
- MongoDB Earnings Outlook: MongoDB Inc. is expected to post earnings of $1.45 per share on revenue of $667.15 million, although its shares dipped 0.2% to $327.81 in after-hours trading, reflecting investor interest in its growth prospects.
- Market Sentiment Decline: U.S. stock futures are trading lower this morning, suggesting a cautious investor sentiment ahead of the earnings reports, which may impact overall market dynamics.
- Investor Focus: As earnings season approaches, investors are closely watching the performance of ADT and MongoDB to assess their adaptability and growth potential in the current economic landscape.
See More
Chart Industries Q4 Earnings Miss Expectations
- Earnings Shortfall: Chart Industries reported a Q4 non-GAAP EPS of $2.51, missing expectations by $0.50, indicating pressure on profitability that could undermine investor confidence.
- Revenue Decline: The company generated $1.08 billion in revenue, a 2.7% year-over-year decrease, falling short of market expectations by $110 million, reflecting challenges from weak market demand and intensified competition.
- Market Reaction: The earnings miss may exert downward pressure on Chart Industries' stock price, prompting investors to closely monitor subsequent market dynamics and the company's strategic responses.
- Uncertain Outlook: The disappointing earnings report could impact future growth expectations for the company, necessitating a cautious evaluation of Chart Industries' adaptability and potential risks in the current economic climate.
See More
Chart Industries Reports Q4 Adjusted Earnings Decline
- Earnings Report: Chart Industries reported adjusted earnings of $2.51 per diluted share for Q4, reflecting a decline compared to the previous year, indicating challenges faced by the company amid increasing market competition and rising costs.
- Market Environment: Despite efforts to enhance operational efficiency over the past year, overall profitability has been pressured by rising raw material prices and supply chain issues, which may impact investor confidence moving forward.
- Strategic Adjustments: Chart Industries may need to reassess its market strategy to adapt to the changing economic landscape and customer demands, ensuring sustainable long-term growth.
- Investor Focus: With the earnings decline, investors will closely monitor the company's future financial guidance and strategic plans to evaluate its adaptability and growth potential in the current economic climate.
See More
Chart Industries Reports 2025 Financial Highlights
- Order Growth: Chart Industries reported total orders of $5.68 billion for 2025, reflecting a 13.4% increase, indicating strong demand in gas and liquid handling technologies, although Q4 orders fell by 23.8%, the overall growth trend remains positive.
- Sales Revenue: The company achieved sales of $4.26 billion in 2025, up 2.5%, with a 4.1% increase when excluding the impact of large projects in 2024, demonstrating stability and adaptability in its core business.
- Adjusted Operating Income: Adjusted operating income for 2025 was $884.4 million, with an operating margin of 20.7%, showing resilience in profitability despite a 40 basis point decline year-over-year due to higher SG&A costs.
- Free Cash Flow: The company generated $204.8 million in free cash flow for 2025, maintaining a strong cash position despite increased capital expenditures and working capital, providing support for future investments and acquisitions.
See More
