GTLS
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Invalidation: The isolated read changes if GTLS's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The decrease in orders for the three months ended March 31, 2026 compared to the first quarter of 2025, was primarily attributable to lower retrofit orders, as the first quarter of 2025 included an especially large amount of retrofit orders.”10-Q · May 11, 2026 ↗
“Interest Expense, Net The following table presents the components of interest expense, net (dollars in millions): Three Months Ended March 31, 2026 2025 Interest expense term loans due March 2030 $ 21.4 $ 26.9 Interest expense senior secured notes due 2030 27…”10-Q · May 11, 2026 ↗
“Refining demand continues to be driven by United States shale production, benefiting from low cost shale oil, natural gas liquids and gas resulting in high 5 utilization and increased investment.”10-K · Feb 27, 2026 ↗
“The decrease in gross profit was primarily due to lower sales volumes, and the decrease in gross profit margin was primarily driven by lower sales volumes and unfavorable mix in addition to higher labor and material costs, in part driven by tariffs.”10-Q · May 11, 2026 ↗
Valuation discipline
Price/sales 2.2× · EV/sales 3.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 15 Jul, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for GTLS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-11 against the comparable filing from 2025-05-01.
No thresholded improvement was identified.
“Interest Expense, Net The following table presents the components of interest expense, net (dollars in millions): Three Months Ended March 31, 2026 2025 Interest expense term loans due March 2030 $ 21.4 $ 26.9 Interest expense senior secured notes due 2030 27.0 26.7 Interest expense senior unsecured notes due 2031 12.1 11.8 Interest expense senior secured revolving credit facility due April 2029 8.2 7.3 Financing costs amortization 4.9 4.8 Interest income (2.2) (1.2) Capitalized interest — (0.1) Other 1.6 0.9 Interest expense, net $ 73.0 $ 77.1 Interest expense, net decreased by $4.1 million for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, which w...”
“The decrease in gross profit was primarily due to lower sales volumes, and the decrease in gross profit margin was primarily driven by lower sales volumes and unfavorable mix in addition to higher labor and material costs, in part driven by tariffs.”
“Prior Year Same Quarter March 31, 2026 March 31, 2025 Variance ($) Variance (%) Sales $ 145.6 $ 153.2 $ (7.6) (5.0) % Gross Profit 34.0 37.2 (3.2) (8.6) % Gross Profit Margin 23.4 % 24.3 % SG&A Expenses $ 21.5 $ 17.7 $ 3.8 21.5 % SG&A Expenses (% of Sales) 14.8 % 11.6 % Operating Income $ 10.6 $ 17.6 $ (7.0) (39.8) % Operating Margin 7.3 % 11.5 % For the first quarter of 2026, Cryo Tank Solutions segment sales decreased by $7.6 million as compared to the same quarter in 2025 primarily driven by lower industrial gas sales across the globe.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In addition, if the Merger Agreement is terminated under circumstances where such termination fee becomes payable by Chart, Chart will also be required to reimburse Baker Hughes for the portion of the Flowserve Termination Payment that Baker Hughes paid on Ch…”
“Baker Hughes Merger Agreement On July 28, 2025, Chart entered into the Agreement and Plan of Merger, dated as of July 28, 2025 (as it may be amended from time to time, the “Merger Agreement”), by and among Baker Hughes Company (“Baker Hughes”), Tango Merger S…”
Depended on by
“Through partnerships such as our collaboration with Chart Industries, we are advancing cost-effective carbon capture by leveraging the high-purity CO₂ stream from our fuel cells, enabling near-zero-carbon baseload power from natural gas and biogas.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
GTLS is currently a Leader in the organic co-movement group Cryogenic Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GTLS; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.