Tearsheet

ChampionX (CHX)


Market Price (9/4/2025): $25.8 | Market Cap: $4.9 Bil
Sector: Industrials | Industry: Construction Machinery & Heavy Transportation Equipment

ChampionX (CHX)


Market Price (9/4/2025): $25.8
Market Cap: $4.9 Bil
Sector: Industrials
Industry: Construction Machinery & Heavy Transportation Equipment

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.3%, FCF Yield is 6.9%
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.2%, Rev Chg QQuarterly Revenue Change % is -6.3%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.3%, FCF Yield is 6.9%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%
2 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.2%, Rev Chg QQuarterly Revenue Change % is -6.3%

Market Valuation

 9/4/252024202320222021
Share Price CYE$25.80$27.00$28.68$28.16$19.43
Market Cap CYE ($ Bil)4.95.15.55.63.9
Total Debt ($ Bil)0.70.70.70.70.8
Total Cash ($ Bil)0.50.50.30.30.3
Enterprise Value ($ Bil)5.15.86.26.34.7
Valuation Ratios     
P/S TTM1.41.41.51.51.3
P/EBIT TTM10.710.412.024.219.9
P/E TTM16.816.218.237.736.0
Sector Ratios     
P/S TTM (Sector)1.91.81.61.31.8
P/EBIT TTM (Sector)16.415.415.411.815.8
P/E TTM (Sector)25.021.721.917.221.7
 9/4/2520242023
Share Price CYE$25.80$27.00$28.68
Market Cap CYE ($ Bil)4.95.15.5
Total Debt ($ Bil)0.70.70.7
Total Cash ($ Bil)0.50.50.3
Enterprise Value ($ Bil)5.15.86.2
Valuation Ratios   
P/S TTM1.41.41.5
P/EBIT TTM10.710.412.0
P/E TTM16.816.218.2
Sector Ratios   
P/S TTM (Sector)1.91.81.6
P/EBIT TTM (Sector)16.415.415.4
P/E TTM (Sector)25.021.721.9

Business Description

ChampionX Corporation provides chemistry solutions, and engineered equipment and technologies to oil and gas companies worldwide. The company's Production Chemical Technologies segment offers onshore and offshore chemical solutions, such as corrosion inhibitors, scale inhibitors, emulsion breakers, and biocides to oil and natural gas production and midstream markets to manage and control corrosion, oil and water separation, flow assurance, sour gas treatment, and water-related issues. The company's Production & Automation Technologies segment provides artificial lift equipment, end-to-end automation and digital solutions, and other production equipment, including electrical submersible pumping systems, gas lift systems, jet pumps, multiplex surface pumps, plunger lift equipment, progressive cavity pumping systems, downhole rod lift systems, emissions monitoring solutions, chemical injection systems, flow control valves, and gauges under the Harbison-Fischer, Norris, Alberta Oil Tool, Oil Lift Technology, PCS Ferguson, Pro-Rod, Upco, Unbridled ESP, Norriseal-Wellmark, Quartzdyne, Spirit, Theta, Timberline, and Windrock brands. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
CHX Return-55%32%45%2%-6%-100%
Peers Return18%16%7%37%29%7%177%
S&P 500 Return16%27%-19%24%23%10%100%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: CAT, FSS, GBX, CMI, PCAR.
[3] 2025 data is for the year up to 9/3/2025 (YTD)

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Financials

CHXCATFSSGBXCMIPCARMedian
NameChampionXCaterpil.Federal .Greenbri.Cummins PACCAR  
Mkt Price-416.05122.3146.44395.2398.86122.31
Mkt Cap4.9195.47.41.454.552.029.7
Rev LTM3,57663,1391,9753,53433,72032,36117,969
Op Inc LTM45611,5103083943,7554,3562,105
FCF LTM3427,740226761,6522,363997
FCF 3Y Avg4228,349159-1181,3182,651870
CFO LTM48311,3732563592,8444,0821,663
CFO 3Y Avg55111,5171902492,4784,1031,515

Growth & Margins

CHXCATFSSGBXCMIPCARMedian
NameChampionXCaterpil.Federal .Greenbri.Cummins PACCAR  
Rev Chg LTM-4.2%-4.9%9.1%0.7%-1.3%-8.6%-2.7%
Rev Chg 3Y Avg3.7%5.8%15.2%12.9%11.6%11.3%11.4%
Rev Chg Q-6.3%-0.7%15.1%2.7%-1.7%-14.9%-1.2%
QoQ Delta Rev Chg LTM-1.6%-0.2%3.9%0.6%-0.5%-3.9%-0.3%
Op Mgn LTM12.7%18.2%15.6%11.2%11.1%13.5%13.1%
Op Mgn 3Y Avg12.0%18.8%14.0%7.8%10.1%14.8%13.0%
QoQ Delta Op Mgn LTM-0.1%-0.9%0.2%0.5%0.5%-1.1%0.1%
CFO/Rev LTM13.5%18.0%13.0%10.2%8.4%12.6%12.8%
CFO/Rev 3Y Avg14.8%17.8%10.4%6.9%7.4%12.4%11.4%
FCF/Rev LTM9.6%12.3%11.5%2.2%4.9%7.3%8.4%
FCF/Rev 3Y Avg11.3%12.9%8.6%-3.2%3.9%8.0%8.3%

Valuation

CHXCATFSSGBXCMIPCARMedian
NameChampionXCaterpil.Federal .Greenbri.Cummins PACCAR  
Mkt Cap4.9195.47.41.454.552.029.7
P/S1.43.13.80.41.61.61.6
P/EBIT10.716.024.43.512.411.912.2
P/E16.820.733.46.318.515.017.7
P/CFO10.217.229.04.019.212.715.0
Total Yield6.3%6.2%3.4%18.5%7.2%10.9%6.8%
Dividend Yield0.4%1.4%0.4%2.7%1.8%4.3%1.6%
FCF Yield 3Y Avg7.3%5.4%2.9%-8.1%3.3%5.3%4.3%
D/E0.10.20.01.30.20.30.2
Net D/E0.00.20.01.10.10.10.1

Returns

CHXCATFSSGBXCMIPCARMedian
NameChampionXCaterpil.Federal .Greenbri.Cummins PACCAR  
1M Rtn--2.9%-0.1%5.6%11.6%2.8%2.8%
3M Rtn-19.5%26.1%2.6%22.4%6.0%19.5%
6M Rtn-28.4%53.5%-12.2%15.0%-1.9%15.0%
12M Rtn-18.7%30.2%-1.9%28.9%7.1%18.7%
3Y Rtn-143.1%215.3%82.6%99.8%94.7%99.8%
1M Excs Rtn--5.8%-2.9%2.8%8.8%-0.0%-0.0%
3M Excs Rtn-13.1%22.2%-3.4%17.1%0.0%13.1%
6M Excs Rtn-16.7%43.7%-22.7%2.6%-14.9%2.6%
12M Excs Rtn-6.7%17.8%-14.7%17.1%-5.8%6.7%
3Y Excs Rtn-68.2%139.6%7.9%33.0%29.3%33.0%

Financials

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Production Chemical Technologies2,4042,3481,842993 
Production & Automation Technologies1,003955762616884
Drilling Technologies216229172116247
Reservoir Chemical Technologies9614514162 
Corporate and other39129157114 
Total3,7583,8063,0751,9001,131


Operating Income by Segment
$ Mil20242023202220212020
Production Chemical Technologies35024016594 
Production & Automation Technologies1188946-69854
Drilling Technologies455530373
Reservoir Chemical Technologies11-9030-6 
Corporate and other-46-51   
Total478242272-607128


Price Behavior

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/29/2025-2.2%-1.3%-0.4%
2/4/2025-0.6%1.4%-2.7%
10/23/2024-2.1%-4.8%5.5%
7/24/20240.0%0.5%-8.5%
4/24/20241.0%-4.2%-5.3%
2/5/20249.2%8.5%17.7%
10/24/2023-8.0%-8.8%-12.9%
7/24/2023-0.5%1.5%0.7%
...
SUMMARY STATS   
# Positive101111
# Negative121111
Median Positive3.5%3.4%3.6%
Median Negative-2.1%-3.0%-8.5%
Max Positive18.2%20.1%25.1%
Max Negative-10.4%-16.1%-74.9%