Chart Industries, Inc. · NYSE:GTLS
Chart Industries — FY2018 Earnings Presentation
9 slides from Chart Industries's earnings presentation, Feb 14, 2019
Slide 1: Chart Industries Fourth Quarter and Full Year 2018
Exhibit 99.2 Chart Industries Fourth Quarter and Full Year 2018 February 14, 2019 © 2019 Chart Industries, Inc. Confidential and Proprietary © 2019 Chart Industries, Inc. Confidential and Proprietary
Slide 2: Forward Looking Statements
Forward Looking Statements Certain statements made in this news release are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning the Company’s business plans, including statements regarding the
Slide 3: Q4 and Full Year Orders & Sales
Q4 and Full Year Orders & Sales Q4 Orders1 FY Orders1 Q4 Sales1 FY Sales1 ($USD Million) ($USD Million) ($USD Million) ($USD Million) $273 $1,142 $290 $1,084 +10.3% +32.6% +7.7% +28.6% $273 $1,142 $290 $1,084 $248 $269 $862 $843 Q4 2017 Q4 2018 FY 2017 FY 2018 Q4 2017 Q4 2018 FY 2017 FY 2018 1. All
Slide 4: December 31, 2018 Backlog
December 31, 2018 Backlog Chart Industries1,2,3 Energy & Chemicals2,3 2016 $326 2016 $100 2017 $446 2017 $211 2018 $568 , +27% 2018 $253 , +20% +9% ex VRV +1% ex VRV Distribution & Storage East3 Distribution & Storage West 2016 $112 2016 $114 2017 $117 2017 $119 2018 $185 , +59% 2018 $130 , 9% +22%
Slide 5: Q4 and Full Year Adjusted EPS
Q4 and Full Year Adjusted EPS Change V. Change V. $ millions, except per share amounts Q4 2018 Q4 2017 FY 2018 FY 2017 PY PY Net income (loss) $18.0 $27.5 ($9.5) $53.6 $26.2 $27.4 from continuing operations EPS 0.64 0.87 (0.23) 1.75 0.84 0.91 from Legacy Operations EPS (0.08) ‐ (0.08) (0.08) ‐ (0.08
Slide 6: Big LNG Order Opportunities: 2019
Big LNG Order Opportunities: 2019 Number Project Chart Customer Operator Size Chart Content Expected Timing of Chart orders 1 Calcasieu Pass BHGE Venture Global 10 MTPA 18 cold boxes, BAHX Throughout 2019 2 Driftwood Bechtel Tellurian 27 MTPA IPSMR, cold boxes, BAHX, Q2/Q3 2019 for 1st ACHX phase 3
Slide 7: 2019 Revenue Guidance
2019 Revenue Guidance 2018 actual ($M) 2019 Prior Guidance ($M) 2019 Guidance ($M) $1,084 $1,240 ‐ $1,300 $1,260 ‐ $1,310 Ref # Description Revenue ($M) vs PY 1 2018 Actual (continuing ops) $1,084 2 Organic growth 70 - 100 7 - 9% +10.5 months incremental VRV 3 110 - 120 10 - 12% + synergies 4 Pricin
Slide 8: 2019 Adjusted EPS Guidance
2019 Adjusted EPS Guidance 2018 actual 2019 Prior Guidance 2019 Guidance $2.02 $2.40 - $2.75 $2.50 - $2.85 Ref # Description Revenue ($M) EPS 1 2018 actual (continuing ops) $1,084 $1.67 2 Adjustments 0.35 3 2018 actual (continuing ops adjusted) $1,084 $2.02 Organic growth 4 180 - 220 0.32 - 0.57 +10
Slide 9: 2019 Guidance
2019 Guidance FY 2018 Results Prior FY 2019 Guidance Full Year 2019 Sales Sales Sales $1.08B $1.24B - $1.30B $1.26B - $1.31B 28.6% growth 16% - 18% growth 17% - 22% growth 13.4% organic growth 6% - 7% organic growth 7%-9% organic growth Adjusted EPS Adjusted EPS Adjusted EPS $2.02 $2.40 - $2.75 $2.5