GTLS · CIK 0000892553
What Chart Industries, Inc. told the SEC could break it.
Chart Industries' register reflects how globally distributed it is: foreign operations were 57.8% of 2025 consolidated sales and 52.3% of property, plant and equipment, exposing it to currency risk across the Chinese yuan, euro, British pound, South African rand, Indian rupee and Canadian dollar. That same international footprint runs into trade policy — changes to U.S. tariffs and import/export rules (USMCA, U.S.-China tensions, Russia sanctions) and foreign local-content requirements that it may not be able to pass through to customers. On the supply side, it relies on a limited number of suppliers for custom, long-lead-time materials, including the special grades of aluminum used in its brazed aluminum heat exchangers and compressors.
3 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Currency (FX)
- foreign operations (57.8% of sales) — yuan/euro/GBP/rand/rupee/CADmedium
Foreign operations were 57.8% of 2025 consolidated sales and 52.3% of PP&E, exposing Chart to currency risk across the Chinese yuan, euro, British pound, South African rand, Indian rupee and Canadian dollar.
“Our foreign operations accounted for 57.8% of 2025 consolidated sales and 52.3% of total property, plant and equipment at December 31, 2025.”
SEC filing →As of 2026
Regulatory & policy
- US trade policy / tariffs / sanctions (USMCA, US-China, Russia)medium
Chart's globally distributed operations are exposed to U.S. trade-policy, tariff and import/export changes (USMCA, US-China tensions, Russia sanctions) and foreign local-content requirements, which it may be unable to pass through to customers.
“Changes in U.S. trade policy, tariff and import/export regulations may have a material adverse effect on our business, financial condition and results of operations.”
SEC filing →As of 2026
Supplier concentration
- limited suppliers of special-grade aluminum (brazed aluminum heat exchangers)medium
Chart relies on a limited number of suppliers for custom-made materials with long lead times, including special grades of aluminum used in its brazed aluminum heat exchangers and compressors.
“We rely on a limited number of suppliers for some of these materials, including special grades of aluminum used in our brazed aluminum heat exchangers and compressors included in some of our product offerings.”
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