Baker Hughes adds Chart revenue: what it means for GTLS stock
Published on 10/01/2026 at 16:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Baker Hughes said Chart Industries will contribute USD 1.85 billion to USD 2.25 billion of revenue in fiscal year 2026 after the acquisition, according to StockTitan on September 9, 2026. The filing states that Chart entered the consolidated outlook from the July 16, 2026 closing date, making the former GTLS business part of Baker Hughes' third reporting segment.
Chart adds a measurable revenue stream
The fiscal-year 2026 outlook assigns Chart USD 300 million to USD 400 million of adjusted EBITDA alongside the revenue range, with the contribution weighted toward the second half of the year. Investing.com reported on September 9, 2026, that management expects 55.00 percent to 65.00 percent of Chart's segment EBITDA in the fourth quarter, reflecting the acquisition timing and seasonal pattern.
That phasing matters because the fiscal-year 2026 contribution is a stub-period forecast rather than a full twelve-month Chart projection. The numbers therefore describe the earnings bridge into Baker Hughes, not a standalone annual forecast for the former GTLS company.
Margins are the longer-term test
Management targets Chart adjusted EBITDA margins of 22.00 percent to 23.00 percent by the second half of 2028, compared with 17.00 percent in the second half of 2026, according to Investing.com. That is a 5.00 to 6.00 percentage-point margin expansion target over the period, with cost savings, operating improvements and commercial cross-selling identified as the main levers.
The near-term counterweight is operational execution. Reuters reported on September 9, 2026, that Chart margins were affected by LNG equipment timing and soft hydrogen demand, even as Baker Hughes raised its fiscal-year 2026 revenue forecast to USD 28.50 billion to USD 30.30 billion from USD 26.65 billion to USD 28.05 billion.
The ownership change sets the frame
For GTLS stock, the decisive development is the shift from a standalone listed industrial-equipment company to a business reported inside Baker Hughes after the July 2026 transaction. The fiscal-year 2026 revenue range, the adjusted EBITDA contribution and the 2028 margin target now provide the clearest measurable markers for judging Chart's integration into the larger energy and industrial platform.
Chart Industries stock facts
- Company: Chart Industries, Inc.
- ISIN: US16115Q3083
- Ticker: GTLS
- Sector / Industry: Industrials / Industrial Machinery
- Acquisition closing: July 16, 2026
- Fiscal-year 2026 revenue contribution: USD 1.85 billion to USD 2.25 billion
- Fiscal-year 2026 adjusted EBITDA contribution: USD 300 million to USD 400 million
