• LNG Alliance Pte Ltd. recently selected Chart Industries’ IPSMR® process technology and modular solutions for the 7.8 MTPA Amigo LNG export facility in Guaymas, Sonora, Mexico.
• This contract highlights Chart Industries’ growing influence in high-efficiency LNG infrastructure and signals continued global interest in flexible, site-adaptable liquefaction systems.
• We'll assess how securing a major LNG liquefaction contract could influence Chart Industries' forward-looking investment narrative and project pipeline strength.

Find companies with promising cash flow potential yet trading below their fair value.

Chart Industries Investment Narrative Recap

To be a shareholder in Chart Industries, you need to believe in the sustained adoption of high-efficiency LNG and gas infrastructure, with execution on large-scale contracts as a main catalyst. The recent Amigo LNG contract is clearly a positive for near-term backlog visibility, but ongoing execution risks and the dependence on timely project realization remain at the forefront for investors, especially with the company’s order-driven growth model.

Among recent announcements, the June 18, 2025 update stands out: Chart was named as the technology supplier for the He4u consortium’s Tetra4 LNG and helium project. This reinforces the company’s exposure to major, multi-year energy infrastructure contracts, cementing LNG as a crucial catalyst, but also underscoring that delays or cancellations in these projects could still impact growth expectations.

In contrast, investors should be aware that project realization timelines, and the risks when large contracts face unexpected delays, are always relevant when...

Read the full narrative on Chart Industries (it's free!)

Chart Industries' outlook anticipates $5.5 billion in revenue and $708.7 million in earnings by 2028. This scenario assumes annual revenue growth of 9.3% and an earnings increase of $475.9 million from current earnings of $232.8 million.

Uncover how Chart Industries' forecasts yield a $208.39 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Community opinions on Chart Industries’ fair value span from US$208.39 to US$271.68 based on three different estimates from the Simply Wall St Community. Given the emphasis on project pipeline strength as a growth driver, you’ll notice how differently participants weigh execution risk and future revenue streams.

Explore 3 other fair value estimates on Chart Industries - why the stock might be worth as much as 58% more than the current price!

Build Your Own Chart Industries Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Chart Industries research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Chart Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Chart Industries' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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