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Chart Industries

GTLSSupplier

Chart Industries is a global manufacturer of cryogenic equipment, heat exchangers, and compression machinery for LNG, clean hydrogen, industrial gases, and power generation industries.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($4.10B)

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Cryo Tank Solutions (25%)
Heat Transfer Systems (20%)
Specialty Products (Howden) (40%)
RSL (15%)

Segment Breakdown & Key Customers

Product Details

Cryo Equipment & Heat Exchangers40%

Cryogenic storage tanks, trailers, and BAHX/PFHE heat exchangers for LNG, industrial gases, and clean energy.

Howden (Industrial Fans & Compressors)40%

Industrial fans, compressors, and heat-exchange equipment for gas processing, mining, and power — acquired 2023.

Repair, Service & Leasing (RSL)20%

Aftermarket services, equipment leasing, and maintenance for installed base of cryo assets.

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Chart Industries.

Company Info

Headquarters

Ball Ground, Georgia, USA

Founded

1992

Employees

11,500

Sector Overview — 산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정