Jun 30, 2023

Chart Q2 2023 Earnings Report

Reported record second quarter financial metrics, driven by Howden acquisition and strong demand.

Key Takeaways

Chart Industries reported a record second quarter in 2023, with significant growth in sales, gross profit, and backlog, driven by the Howden acquisition and strong demand across its segments. The company is making ahead-of-schedule progress on cost and commercial synergies related to the Howden integration, with numerous deleveraging actions completed.

Record total backlog of $3.96 billion, a 24.1% increase compared to Q2 2022.

Record sales of $908.1 million, up 10.3% compared to Q2 2022.

Adjusted operating income was $154.4 million, or 17.0% operating income as a percent of sales.

Adjusted EPS of $1.19, up from a reported EPS of ($0.01).

Total Revenue
$908M
Previous year: $405M
+124.3%
EPS
$1.19
Previous year: $0.88
+35.2%
Gross Profit
$281M
Previous year: $94.8M
+196.0%
Cash and Equivalents
$202M
Previous year: $150M
+35.1%
Free Cash Flow
$76.2M
Previous year: $18M
+323.3%
Total Assets
$9.41B
Previous year: $3.17B
+197.0%

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Forward Guidance

Chart Industries reiterates its outlook for 2023 sales to be in the anticipated range of $3.66 billion to $3.80 billion, with associated adjusted EBITDA of $780 million to $810 million. The 2024 adjusted EBITDA outlook of approximately $1.3 billion is also reiterated.

Positive Outlook

  • Reiterating 2023 sales outlook of $3.66 billion to $3.80 billion.
  • Anticipating adjusted EBITDA of $780 million to $810 million in 2023.
  • Adjusted diluted EPS expected in the range of $5.70 to $6.70 in 2023.
  • Adjusted free cash flow anticipated in the range of $300 million to $350 million in 2023.
  • Reiterating 2024 adjusted EBITDA outlook of approximately $1.3 billion.