Chart Industries Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Chart Industries Inc (GTLS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Chart Industries Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 4,147M vs 63,359M combined for its competitors (6.1% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-14.7% annualized vs trailing 12 months), vs accelerating (+7.9%) for its tracked peer group.
- Growth: Chart Industries Inc generated -11.6% revenue growth year over year in Q1 2026, vs -2.7% for its competitors combined.
- Profitability: Its -1.6% net margin compares with 10.2% for the peer group.
- Peer revenue share: Chart Industries Inc accounted for 4.9% of combined revenue among its tracked peer group, down from 5.4% a year earlier.
- Peer differentiation: Revenue per employee of $0.35M compares with $0.31M for the peer group (1.2x).
- Structure: Chart Industries Inc operates in the following segments: Repair, Service and Leasing, Heat Transfer Systems, Specialty Products, Cryo Tank Solutions.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GTLS Sales vs. its Competitors, Q1 2026
Chart Industries Inc reported revenue contraction of 11.63 % year on year in Q1 2026, below its competitors' combined revenue change of -2.65 %.
With a net margin of -1.64 %, Chart Industries Inc reported lower profitability than its competitors (10.24 %).
Chart Industries Inc generated 4.92 % of the combined sales of its peer group, down from 5.39 % a year earlier.
API endpoints for this dataset
Chart Industries Inc vs. its Competitors, Q1 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Chart Industries Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Chart Industries Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Chart Industries Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Chart Industries Inc's competitor groups requires a Commercial License.
For context: the Rental & Leasing industry grew revenue 9.7% year over year, combined, vs -11.6% for Chart Industries Inc. Chart Industries Inc's share of combined industry revenue moved from 2.99% to 2.41%, a loss of 0.58 percentage points.
Chart Industries Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Chart Industries Inc | No | No | No | No |
| Competitors combined (8) | ||||
| High-Confidence Competitors (4) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 50.00 % (4 of 8) | 12.50 % (1 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
GTLS Stock Performance relative to its Competitors
GTLS Stock Performance relative to High-Confidence Competitors
GTLS Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Emerson Electric Co | 282.9% | Outperformed |
| 2 | Honeywell International Inc | 282.9% | Outperformed |
| 3 | Graham Corporation | 282.9% | Outperformed |
| 4 | Ingersoll Rand Inc | 282.9% | Outperformed |
| 5 | A O Smith Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Chart Industries Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Chart Industries Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Chart Industries Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Chart Industries Inc |
10,043.72 | 4,147.40 |
 Emerson Electric Co |
91,240.47 | 18,637.00 |
 Honeywell International Inc |
68,876.98 | 30,716.00 |
 Ingersoll Rand Inc |
31,765.99 | 8,051.80 |
 A O Smith Corporation |
9,060.03 | 3,801.90 |
 Graham Corporation |
844.29 | 261.37 |
| SUBTOTAL | 211,898.83 | 67,506.13 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Chart Industries Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Chart Industries Inc's Competitors Named by the Company
Competitive relationships identified from Chart Industries Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| KPS Capital Partners | Company report | 85% |
| Howden | Company report | 85% |
| Baker Hughes Company | Company report | 85% |
| Blue Origin | Company report | 85% |
| Kathairos | Company report | 85% |
| Wison | Company report | 85% |
| Samsung | Company report | 85% |
| Chick-fil-A | Company report | 85% |
| United Launch Alliance | Company report | 85% |
| Cryoport, Inc. | Company report | 85% |
| Plug Power | Company report | 85% |
| Fortress Energy | Company report | 85% |
| Inspira Technologies Oxy B H N Ltd | Company report | 85% |
| Paid Inc | Company report | 85% |
| Graham Corporation | Company report | 85% |
| Ingersoll Rand Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Chart Industries Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Chart Industries Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Chart Industries Inc | Repair, Service and Leasing 31.50 % |
| Emerson Electric Co | Safety and Productivity 11.33 % |
| Honeywell International Inc | Building Automation 40.45 % |
| Ingersoll Rand Inc | Industrial Technologies and Services 78.45 % |
| A O Smith Corporation | North America 80.47 % |
| Ferrellgas Partners L P | Propane operation and related equipment sales segment 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Chart Industries Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Chart Industries Inc | 10,044 | 352,161 | -2,513 |
| Emerson Electric Co | 91,240 | 255,301 | 35,329 |
| Honeywell International Inc | 68,877 | 304,119 | 69,525 |
| Ingersoll Rand Inc | 31,766 | 383,419 | 66,195 |
| A O Smith Corporation | 9,060 | 330,600 | 43,009 |
| Graham Corporation | 844 | 357,064 | 16,143 |
| PEERS TOTAL | 201,855 | 305,623 | 54,763 |
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Chart Industries Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Chart Industries Inc | North America 46.94 % |
| Ingersoll Rand Inc | United States 41.13 % |
| Graham Corporation | US 85.20 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Chart Industries Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 23 companies in Chart Industries Inc's industry classification, broader than the peer set above. Market cap in millions of $.Chart Industries Inc ranks #0 of 23 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,018, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | United Rentals Inc | 65,785 | 38.61 % |
| 2 | Aercap Holdings n v | 29,265 | 17.18 % |
| 3 | Ftai Aviation Ltd | 16,902 | 9.92 % |
| 4 | U haul Holding Company | 11,533 | 6.77 % |
| 5 | Ryder System Inc | 1,234 | 5.2% |
| 6 | Caris Life Sciences Inc | 1,234 | 5.2% |
| 7 | Herc Holdings Inc | 1,234 | 5.2% |
| 8 | Avis Budget Group Inc | 1,234 | 5.2% |
| 9 | Willscot Holdings Corporation | 1,234 | 5.2% |
| 10 | Mcgrath Rentcorp | 1,234 | 5.2% |
| 0 | Chart Industries Inc | 10,044 | 0.00 % |
Market cap and industry share for the rest of Chart Industries Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-07-16.
Chart Industries Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Rental & Leasing industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (56 companies). See the full Rental & Leasing industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 32.54 % | 36.75 % (avg) | -4.2 pp |
| Operating Margin | 6.24 % | industry median | -0.9 pp |
| EBITDA Margin | 9.48 % | 20.43 % (avg) | -11.0 pp |
| Capital Intensity (Capex / Revenue) | 2.28 % | 10.75 % (avg) | -8.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Chart Industries Inc's Valuation vs Competitive Position
Valuation multiples vs the Rental & Leasing industry average (56 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Rental & Leasing industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 21.5x | - |
| EV / EBITDA | 33.7x | 13.2x | +20.5x |
| P/B | 2.9x | 3.2x | -0.3x |
| Return on Equity | -0.87 % | industry aggregate | -9.67 % |
| Return on Invested Capital | 2.16 % | 6.11 % (avg) | -3.95 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Chart Industries Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2017 | 2018 | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 15.09 % | 9.66 % | 19.81 % | 2.64 % | 22.36 % | 107.91 % | 24.08 % | 2.50 % |
| Operating Margin | 4.25 % | 8.49 % | 6.23 % | 6.72 % | 9.40 % | 11.61 % | 15.57 % | 8.41 % |
| Return on Invested Capital | 1.88 % | 3.65 % | 2.53 % | 2.34 % | 3.11 % | 3.78 % | 6.15 % | 2.99 % |
| P/E | 54.4x | 24.4x | 47.5x | 110.9x | 236.2x | 355.6x | 39.3x | 759.6x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Chart Industries Inc's Strategic Group Map
Chart Industries Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Chart Industries Inc's trailing-12-month revenue growth of -1.5% and operating margin of 6.2% compares with an average of 0.3% growth and 7.7% margin across its 8 closest peers by combined growth, margin and ROIC -- Chart Industries Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Chart Industries Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 2,018 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.28 % vs industry average 10.75 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Chart Industries Inc's dedicated Suppliers and Customers pages, not here.
Chart Industries Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Chart Industries Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Chart Industries Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 9.7 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-14.7% annualized vs trailing 12 months).
Opportunities
No rule matched.
Threats
- Industry dominated by United Rentals Inc , holding 38.61 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Chart Industries Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Chart Industries Inc | 0.18 | 1.45 | 1.08 |
| Emerson Electric Co | 0.05 | 0.88 | 0.65 |
| Honeywell International Inc | 0.47 | 1.24 | 1.69 |
| Ingersoll Rand Inc | 0.53 | 1.86 | 0.69 |
| A O Smith Corporation | 0.22 | 1.57 | 0.28 |
| Graham Corporation | 0.13 | 1.08 | 0.02 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Chart Industries Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Chart Industries Inc | Q1 2026 | -11.6 % | - |
| Emerson Electric Co | Q2 2026 | +7.0 % | +22.5 % |
| Honeywell International Inc | Q3 2026 | -52.0 % | -64.3 % |
| Ingersoll Rand Inc | Q3 2026 | +5.7 % | +172.5 % |
| A O Smith Corporation | Q3 2026 | -0.2 % | -4.3 % |
| Graham Corporation | Q2 2026 | +30.4 % | -14.9 % |
| PEERS TOTAL | -26.3 % | -25.3 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Chart Industries Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Chart Industries Inc | Q1 2026 | -4.2 % | +23.4 % |
| Emerson Electric Co | Q2 2026 | +2.7 % | +9.7 % |
| Honeywell International Inc | Q3 2026 | -5.7 % | - |
| Ingersoll Rand Inc | Q3 2026 | +3.8 % | -15.8 % |
| A O Smith Corporation | Q3 2026 | -0.4 % | -14.2 % |
| Graham Corporation | Q2 2026 | +33.9 % | -62.7 % |
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Chart Industries Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Chart Industries Inc | - | - | - |
| Emerson Electric Co | 6.13% | 8.71% | 12.69% |
| Honeywell International Inc | 10.10% | 15.11% | 39.45% |
| Ingersoll Rand Inc | 7.58% | 7.40% | 13.49% |
| A O Smith Corporation | 14.04% | 18.25% | 26.73% |
| Graham Corporation | 3.82% | 7.24% | 8.15% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Chart Industries Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Chart Industries Inc | - | 2.42 |
| Emerson Electric Co | 35.58 | 4.90 |
| Honeywell International Inc | 10.26 | 2.24 |
| Ingersoll Rand Inc | 23.12 | 3.95 |
| A O Smith Corporation | 18.65 | 2.38 |
| Graham Corporation | 69.73 | 3.23 |
| PEERS AVERAGE | 18.71 | 3.14 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.