LIN · Industrials

LINDE PLC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Revenue Performance and MixImportance 36 · Surprise 14
  Linde reported quarterly revenue of $9.40 billion, up 9.3% year over year. Quarterly earnings were $4.59 per share, above expectations. The reported revenue increase was approximately $0.8 billion year over year,…

News · 2026-11-06

• Q3 Revenue Performance and MixImportance 24 · Surprise 14
  Linde reported third-quarter revenue of $9.40 billion, up 9.3% year over year. Third-quarter earnings per share were $4.59. The reported revenue exceeded analyst expectations, although the digest provides no segment or…
• DividendsImportance 13 · Surprise 6
  Linde declared a quarterly dividend of $1.60 per share. The reported annual dividend yield was 1.2%. The quarterly dividend amount was also reported alongside Linde's third-quarter results.

News · 2026-11-05

• Long-term Debt IssuanceImportance 26 · Surprise 24
  Linde plc is expected to issue EUR 500 million in aggregate nominal amount of fixed-rate securities, with maturities on November 12, 2029 and November 12, 2033. The offer price was listed as to be confirmed. The…

News · 2026-11-04

• Revenue Performance and MixImportance 36 · Surprise 14
  Linde reported revenue of $9.40 billion, up 9.3% year over year. The reported increase represents approximately $0.80 billion, exceeding the stated $282 million materiality threshold. The report said revenue exceeded…
• DividendsImportance 13 · Surprise 6
  Linde recently declared a quarterly dividend of $1.60 per share, as reported in the digest. Yahoo Finance also listed a cash dividend of EUR 1.60 and an ex-date of December 3, 2026. The digest did not state the…

News · 2026-11-03

• DividendsImportance 13 · Surprise 6
  Yahoo Finance Australia reported a cash dividend of EUR 1.60 per share, with an ex-dividend date of December 3, 2026. MarketBeat separately reported that Linde declared a quarterly dividend of $1.60 per share. The…

News · 2026-11-02

• Liquid Hydrogen Market GrowthImportance 20 · Surprise 22
  The global waste-to-hydrogen market is estimated at USD 2.6 billion in 2026 and is projected to reach USD 11.4 billion by 2036, a 15.9% CAGR. The report identifies rising demand for lower-carbon hydrogen, expanding…
• Electronics Market GrowthImportance 17 · Surprise 24
  Third-party reporting attributed Linde’s strong third-quarter results partly to demand in electronics and AI-related semiconductors. The digest provides no specific growth rate, order volume, or geographic breakdown…

News · 2026-11-01

• Restructuring ChargesImportance 46 · Surprise 42
  Linde forecast a restructuring charge of $425 million. The forecast charge exceeds the $282 million materiality threshold. The reported charge was discussed alongside the company’s third-quarter 2026 results.
• Guidance / OutlookImportance 34 · Surprise 42
  Third-party reporting says Linde forecast a $425 million restructuring charge, exceeding the $282 million materiality threshold. The report also describes the fourth-quarter EPS outlook as slightly tempered but…
• Electronics Market GrowthImportance 17 · Surprise 24
  Third-party reporting cited increasing demand from electronics and AI-related semiconductor customers as a growth catalyst for Linde. It also noted volume growth in the Americas. The digest provides no quantified…
• Q3 Revenue Performance and MixImportance 8 · Surprise 6
  Linde reported third-quarter 2026 revenue of $9.40 billion and adjusted EPS of $4.59. Revenue performance was driven by pricing and volume growth in the Americas. The company also cited increasing demand from…

News · 2026-10-31

• Restructuring ChargesImportance 46 · Surprise 42
  Linde had a planned restructuring charge of $425 million, an amount above the stated $282 million materiality threshold. The charge was reported alongside Linde’s Q3 2026 results. The report did not specify the…
• Strategic Cost ReductionImportance 46 · Surprise 42
  The report says Linde planned a $425 million restructuring charge, an amount above the stated materiality threshold. It does not specify the restructuring’s scope, timing, or affected segments or geographies. The…
• Guidance / OutlookImportance 23 · Surprise 24
  The report characterizes Linde’s fourth-quarter EPS guidance as conservative. It provides no EPS range, comparison with prior guidance, or explanation of the assumptions behind the outlook. The guidance is mentioned…
• End-Market Demand TrendsImportance 17 · Surprise 24
  The report attributed Linde’s strong Q3 results partly to demand in the Americas and electronics. It did not quantify demand growth or provide order, backlog, or market-share data for either area. No specific products,…
• Revenue Performance and MixImportance 10 · Surprise 6
  Linde reported Q3 2026 revenue of $9.40 billion. The report attributed revenue performance to pricing and demand in the Americas and electronics. Linde’s adjusted Q3 EPS was $4.59; the report did not provide a…

News · 2026-10-30

• Revenue Performance and MixImportance 36 · Surprise 14
  Linde reported third-quarter 2026 revenue of US$9.4 billion, up 9% year over year from US$8.6 billion. Revenue exceeded the Zacks Consensus Estimate of US$9.18 billion. The digest provides no segment or geographic…
• Net Income and ProfitabilityImportance 29 · Surprise 22
  Third-quarter 2026 net income was US$1.7 billion, down from US$1.9 billion a year earlier, a decline of approximately 11%. Reported diluted EPS from continuing operations fell to US$3.66 from US$4.09, also a decline of…
• Guidance / OutlookImportance 23 · Surprise 24
  On its third-quarter 2026 earnings call, Linde’s executives maintained a cautious near-term outlook amid uneven industrial demand and profitability pressures in certain businesses. Management cited restructuring,…

10-Q · 2026-10-29

• Capital Expenditure ProgramImportance 66 · Surprise 32
  Linde spent $4.172 billion on capital expenditures in the nine months ended September 30, 2026, up $369 million from the prior-year period. The increase primarily reflected investment in new plants and production…
• Order Backlog and Book-to-BillImportance 65 · Surprise 24
  At September 30, 2026, Linde reported approximately $7.9 billion of sale-of-gas large projects under construction. The amount represents the total estimated capital cost of those plants, indicating substantial ongoing…
• Capital AllocationImportance 59 · Surprise 40
  Linde used $2,606 million for net purchases of ordinary shares during the first nine months of 2026, compared with $3,191 million in the prior-year period. Cash dividends to Linde plc shareholders were $2,214 million,…
• Operating Cash Flow TrendsImportance 50 · Surprise 32
  Cash provided by operating activities was $7,680 million for the nine months ended September 30, 2026, up $360 million, or 5%, year over year. Higher net income adjusted for non-cash charges drove the increase, partly…
• Gross Margin DriversImportance 48 · Surprise 32
  Cost of sales, excluding depreciation and amortization, rose $583 million, or 13%, in third-quarter 2026 and $1,504 million, or 12%, in the first nine months. Cost of sales increased to 52.8% of sales for the quarter…
• Headcount / RestructuringImportance 48 · Surprise 42
  Linde recorded a $425 million segment-level charge for cost reduction program and other charges in third-quarter 2026, including $200 million of global severance charges and $42 million of other cost-reduction charges.…
• Strategic Cost ReductionImportance 48 · Surprise 42
  Linde recognized a 2026 cost reduction program during the third quarter of 2026, with charges increasing $436 million for the quarter and $381 million for the nine months ended September 30, 2026. The program included…
• Outstanding IndebtednessImportance 46 · Surprise 48
  During the first nine months of 2026, Linde issued €1.6 billion of Euro-denominated notes and repaid $925 million of U.S. dollar-denominated notes and €700 million of Euro-denominated notes. Cash provided by debt was…
• Geographic Market CommentaryImportance 44 · Surprise 40
  Americas sales increased 11% in the third quarter and 10% year to date; pricing contributed 6% to quarterly growth, and volumes contributed 3% in both periods. EMEA sales increased 7% in both periods, with quarterly…
• Segment Revenue PerformanceImportance 39 · Surprise 22
  Third-quarter 2026 sales were $3,601 million in Americas, up 11%; $2,327 million in EMEA, up 7%; and $1,950 million in APAC, up 12%. Americas growth included 6% from pricing and 3% from volume, while APAC growth…
• Revenue Performance and MixImportance 37 · Surprise 14
  Linde reported third-quarter 2026 sales of $9,404 million, up 9% year over year, and nine-month sales of $27,474 million, also up 9%. Higher price attainment contributed 3% growth in both periods, while volumes added…
• Operating Margin DriversImportance 36 · Surprise 32
  GAAP operating profit fell $217 million, or 9%, to $2,150 million in third-quarter 2026, and operating margin declined to 22.9% from 27.5%. Cost reduction program charges and cost inflation drove the quarterly decline,…
• Net Income and ProfitabilityImportance 31 · Surprise 22
  Third-quarter 2026 net income attributable to Linde plc decreased $237 million, or 12%, to $1,692 million, while diluted EPS fell 11% to $3.66 from $4.09. The company attributed the EPS decrease to lower net income,…
• Income Tax Rate ChangesImportance 25 · Surprise 22
  Linde’s effective tax rate was 21.1% in third-quarter 2026, compared with 18.0% in third-quarter 2025, a 3.1 percentage-point increase. The nine-month effective tax rate rose to 22.9% from 21.9%. The company attributed…
• End-Market Demand TrendsImportance null · Surprise 32
  Consolidated sales volumes increased 2% in both the third quarter and first nine months of 2026, primarily driven by electronics, chemicals and energy, and manufacturing end markets. In the Americas, volumes increased…

Earnings call · 2026-10-29

• Guidance / OutlookImportance 80 · Surprise 68
  For Q4 2026, management guided to EPS of $4.40–$4.50, representing 5%–7% growth, and assumed no economic improvement, including in Lincare. The full-year EPS guide was $17.82–$17.92, with the change in the expected FX…
• Electronics Market GrowthImportance 54 · Surprise 40
  Electronics grew 15% in the quarter, primarily through organic growth across APAC and the U.S.; Linde’s 50% Taiwanese joint venture grew at similar rates. Management expects double-digit electronics growth to continue,…
• Headcount / RestructuringImportance 52 · Surprise 42
  Linde recorded a $425 million restructuring charge in the third quarter to align its cost base and portfolio with market conditions. Roughly half of the charge related to severance, particularly in lower-growth…
• Order Backlog and Book-to-BillImportance 44 · Surprise 24
  Linde’s sale-of-gas project backlog was close to $8 billion, and management retained an internal year-end target with an $8 billion handle. The company expected to start up projects totaling around $1 billion during…
• Revenue Performance and MixImportance 42 · Surprise 14
  Third-quarter sales were $9.4 billion, up 9% year over year, with underlying sales growth of 5% after currency, cost pass-through, acquisitions, and engineering contributions. Volume increased 2% and prices increased…
• Operating Margin DriversImportance 42 · Surprise 14
  Third-quarter operating profit increased 8% to $2.8 billion, while operating margin declined 30 basis points year over year to 29.4%. Margin was flat excluding cost pass-through, and gains in the combined gas segments…
• Operating Cash Flow TrendsImportance 42 · Surprise 14
  Third-quarter operating cash flow was $3.2 billion, up 8% year over year and in line with EBITDA growth. Management said second-half operating cash flow is seasonally higher because of the timing of taxes, interest,…
• End-Market Demand TrendsImportance 42 · Surprise 40
  Electronics grew 15%, led by organic growth in APAC and the U.S.; Food & Beverage grew 3%, while Healthcare grew 2% overall and at a mid-single-digit rate excluding Lincare. Chemicals & Energy grew 12% on stronger U.S.…
• Woodside Project Start-UpImportance 40 · Surprise 42
  The Woodside project’s air separation unit began supplying nitrogen in the third quarter, with progress continuing through year-end and into next year. Linde was temporarily supplying hydrogen through its pipeline…
• Helium Supply ChainImportance 40 · Surprise 42
  Management said Linde maintained helium supply through the crisis and added customers with long-term contract commitments, supported by its global sourcing network. Pricing actions were focused on recovering…
• Industrial Market DemandImportance 36 · Surprise 40
  Chemicals & Energy grew 12%, reflecting stronger volumes in the U.S. and China, with customers along the U.S. Gulf Coast and in China benefiting from relative raw-material advantages. More complex refiners required…
• Competition and Market PositionImportance 29 · Surprise 30
  Linde said it expects to win more than its fair share of electronics opportunities, including large atmospheric projects, drawing on existing relationships with the top 10 electronics players worldwide. The pipeline…
• Middle East Conflict ImpactImportance 26 · Surprise 24
  Management said Middle East conflict-related sourcing and logistics disruption costs are being recovered through pricing on new helium contracts, while also increasing Linde’s cost structure. Helium prices rose across…
• European Industrial SlowdownImportance 25 · Surprise 32
  Europe’s reported 1% positive volume was largely attributable to equipment sales; underlying volume was flat, which management described as stable versus declines of 2%–3% 12–18 months earlier, but saw no near-term…
• Customer DynamicsImportance 20 · Surprise 24
  Linde was supplying Woodside temporarily with hydrogen from its existing pipeline network to support ammonia production while the project’s on-site assets came online. Management said those molecules could otherwise…
• China Market AccessImportance 18 · Surprise 40
  Management said China’s Q3 steel production declined 2.5% amid a government production-curtailment order, while chemicals were flat and electronics industrial production grew about 17%. Exports supported the economy,…
• Space Launch Demand TrendsImportance 17 · Surprise 24
  Rare-gas sales for satellite propulsion softened because customer payloads continued to await launch. Separately, Linde described increased U.S. space-propellant activity, while the sale-of-plant backlog included a…

8-K · 2026-10-29

• Capital Expenditure ProgramImportance 27 · Surprise 24
  Linde expects full-year 2026 capital expenditures of $5.5 billion to $6.0 billion. The planned spending is to support growth and maintenance requirements. Those requirements include the company’s $7.9 billion…
• Capital Expenditure OutlookImportance 27 · Surprise 24
  Linde forecasts full-year 2026 capital expenditures of $5.5 billion to $6.0 billion to fund growth and maintenance requirements. The spending plan includes support for its $7.9 billion contractual sale of gas project…
• Order Backlog and Book-to-BillImportance 26 · Surprise 24
  Linde reported a total project backlog of $11 billion, including $7.9 billion of contractual sale-of-gas project backlog. Customer proposal activity was robust, particularly in electronics, and management said it…
• Margin DriversImportance 24 · Surprise 14
  Third-quarter operating profit was $2,150 million, while adjusted operating profit was $2,763 million, up 8% year over year. Adjusted operating profit margin was 29.4%. Operating margin was 30 basis points below the…
• End-Market Demand TrendsImportance 15 · Surprise 32
  Linde reported 5% underlying sales growth in the third quarter, comprising 3% price attainment and 2% higher volumes. Volume growth was primarily in electronics, chemicals & energy, and manufacturing end markets.…
• Segment Revenue PerformanceImportance 14 · Surprise 22
  Americas sales were $3,601 million, up 11%, with underlying sales up 9% on 6% higher pricing and 3% higher volumes; operating profit was $1,263 million, or 35.1% of sales, 50 basis points above the prior year. APAC…
• Geographic Market CommentaryImportance 14 · Surprise 22
  In the Americas, underlying sales increased 9%, driven by 6% higher pricing and 3% higher volumes, primarily in electronics, chemicals & energy, and metals & mining. APAC underlying sales increased 8%, with 3% higher…