LIN · Industrials
LINDE PLC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Guidance / OutlookImportance 51 · Surprise 60Linde provided fiscal 2026 adjusted EPS guidance of USD 17.70 to USD 17.90 per share. Q2 adjusted EPS was USD 4.50 and exceeded consensus expectations. Linde scheduled its next earnings report for October 30, 2026.
- Guidance and OutlookImportance 51 · Surprise 60Linde provided fiscal-year 2026 adjusted EPS guidance of $17.70 to $17.90 per share. The guidance followed second-quarter reporting and establishes management’s outlook for the full year ending in 2026. Linde’s next…
- Revenue Performance and MixImportance 42 · Surprise 14Linde reported Q2 2026 revenue of USD 9.29 billion. Revenue increased 9.3% year over year. The quarterly revenue result exceeded consensus estimates, indicating performance above analyst expectations.
News · 2026-09-09
- Order Backlog and Book-to-BillImportance 51 · Surprise 24Linde has an $8.1 billion backlog, providing earnings visibility beyond Q2 2026. The backlog supports the company’s forward outlook despite increasing electronics-sector-wide growth rather than a Linde-specific…
- Capital Expenditure ProgramImportance 31 · Surprise 42Linde’s higher capital expenditure is limiting near-term upside, according to the report. Increased capex is occurring alongside delayed contributions from projects, reducing the pace of expected earnings benefits. The…
- Capital Expenditure OutlookImportance 31 · Surprise 42Higher capital expenditure is limiting the upside to Linde’s outlook, according to the third-party report. Delayed project contributions are also tempering expected earnings benefits. The report does not quantify the…
- End-Market Demand TrendsImportance 20 · Surprise 24Electronics-sector growth is supporting Linde’s demand, but the tailwind is increasingly broad-based rather than specific to Linde. The report characterizes Linde’s second-quarter volumes as stronger. Electronics…
- Margin DriversImportance 15 · Surprise 14Linde’s Q2 operating margin declined 60 basis points despite stronger pricing and volumes. The margin pressure indicates that pricing and volume gains did not fully offset other operating costs or project-timing…
- Competition and Market PositionImportance 10 · Surprise 6Linde is described as executing strongly, but peer momentum is limiting its relative upside. Air Products and Air Liquide are identified as having stronger margin-improvement stories. The comparison suggests…
News · 2026-09-08
- End-Market Demand TrendsImportance 17 · Surprise 24UBS expects Linde’s volumes to improve and backlog contributions to support demand through 2027. The commentary identifies Lincare’s healthcare business and helium operations as areas facing challenges. UBS’s outlook…
News · 2026-09-07
- End-Market Demand TrendsImportance 17 · Surprise 24UBS expects Linde’s volumes to improve and backlog contributions to support demand through 2027. The commentary identifies Lincare’s healthcare business and helium operations as areas facing challenges. UBS’s outlook…
News · 2026-09-04
- End-Market Demand TrendsImportance 17 · Surprise 24UBS expects Linde’s volumes to improve and backlog contributions to support demand through 2027. The commentary identifies Lincare’s healthcare business and helium operations as areas facing challenges. UBS’s outlook…
News · 2026-08-26
- Guidance / OutlookImportance 47 · Surprise 60Management’s 2026 guidance calls for continued earnings-per-share growth. Contract price escalations and productivity programs are identified as the supports for the expected EPS increase. The report also describes…
News · 2026-08-25
- Guidance / OutlookImportance 73 · Surprise 50Linde has a record project backlog of approximately $10 billion, supporting its medium-term growth outlook. The company’s 2026 EPS guidance calls for 6%–9% growth. Third-party reporting identifies expanding…
- Order Backlog and Book-to-BillImportance 69 · Surprise 50Linde has a record project backlog valued at $10 billion. The backlog provides visibility into future project activity and supports the company’s 2026 EPS growth outlook of 6–9%. Projects associated with clean energy,…
- Liquid Hydrogen Market GrowthImportance 23 · Surprise 24Linde is expanding its presence in clean energy markets, particularly hydrogen. The hydrogen opportunity is presented as part of the company’s long-term growth platform alongside its industrial-gas operations. The…
News · 2026-08-24
- Guidance / OutlookImportance 80 · Surprise 68Linde’s 2026 adjusted EPS guidance is $17.40 to $17.90, representing projected growth of 6% to 9%. The company reported a record $10 billion project backlog, providing visibility into future revenue and cash flows. The…
- Order Backlog and Book-to-BillImportance 64 · Surprise 42Linde reportedly has a record project backlog of approximately $10 billion, with broader estimates ranging from $8 billion to $10 billion. The backlog covers industrial-gas plants and related infrastructure and…
- End-Market Demand TrendsImportance 10 · Surprise 6Sustainable Growth Advisers added Linde to its Global Growth Strategy portfolio in the second quarter of 2026 based on expectations of a global industrial recovery. The reported opportunity is concentrated in the U.S.,…
News · 2026-08-23
- Guidance / OutlookImportance 80 · Surprise 68Linde’s 2026 adjusted EPS guidance is $17.40 to $17.90, representing projected growth of 6% to 9%. The company reported a record $10 billion project backlog, providing visibility into future revenue and cash flows. The…
- Order Backlog and Book-to-BillImportance 64 · Surprise 42Linde reportedly has a record project backlog of approximately $10 billion, with broader estimates ranging from $8 billion to $10 billion. The backlog covers industrial-gas plants and related infrastructure and…
News · 2026-08-22
- Order Backlog and Book-to-BillImportance 61 · Surprise 42Linde reportedly has a substantial project backlog valued at approximately $10 billion. The backlog is expected to provide multi-year revenue visibility and support the company’s full-year 2026 earnings guidance. The…
- Revenue Performance and MixImportance 36 · Surprise 14Linde reported Q2 2026 revenue of $9.29 billion, up 9.3% year over year. Adjusted EPS was $4.50 for the quarter, exceeding analyst expectations. The reported results indicate continued year-over-year growth, although…
- Guidance / OutlookImportance 36 · Surprise 24Linde reiterated full-year 2026 adjusted EPS guidance of $17.70 to $17.90. The guidance is supported by a significant project backlog and diversified market exposure. The reiterated range provides the company’s current…
News · 2026-08-21
- Revenue Performance and MixImportance 36 · Surprise 14Linde reported Q2 2026 revenue of $9.29 billion, up 9.3% year over year. Adjusted EPS was $4.50 for the quarter, exceeding analyst expectations. The reported results indicate continued year-over-year growth, although…
- Space Launch Market ExposureImportance 23 · Surprise 24Third-party reporting identifies Linde as a key industrial-gas supplier to SpaceX. The exposure links Linde’s industrial-gas and hydrogen solutions to continued aerospace and space-launch demand. The reports do not…
- DividendsImportance 13 · Surprise 6Linde declared a quarterly dividend of $1.60 per share. The dividend was cited alongside Q2 2026 adjusted EPS of $4.50 and revenue of $9.29 billion. The digest characterizes Linde’s dividend policy as steady,…
News · 2026-08-20
- Guidance and OutlookImportance 51 · Surprise 60Linde raised its full-year 2026 adjusted EPS outlook to a range of $17.70-$17.90. Second-quarter adjusted EPS was $4.50, $0.01 above consensus estimates. The revised full-year outlook was described as aligned with…
- Revenue Performance and MixImportance 43 · Surprise 32Linde reported second-quarter 2026 revenue of $9.289 billion, up 9.3% year over year. Revenue exceeded analyst expectations during the quarter. Bernstein highlighted 6.6% revenue growth in Linde’s core industrial-gas…
- DividendsImportance 6 · Surprise 6Linde declared a quarterly dividend following its second-quarter 2026 results. The company was reported to have a 34-year dividend growth streak. The digest does not state the declared dividend amount, record date, or…
News · 2026-08-19
- Guidance and OutlookImportance 51 · Surprise 60Linde raised its full-year 2026 adjusted EPS outlook to a range of $17.70-$17.90. Second-quarter adjusted EPS was $4.50, $0.01 above consensus estimates. The revised full-year outlook was described as aligned with…
- Revenue Performance and MixImportance 43 · Surprise 32Linde reported second-quarter 2026 revenue of $9.289 billion, up 9.3% year over year. Revenue exceeded analyst expectations during the quarter. Bernstein highlighted 6.6% revenue growth in Linde’s core industrial-gas…
- Margin DriversImportance 13 · Surprise 6Linde’s second-quarter 2026 gross profit margin was reported at 48%. Net margin was 20.43%, indicating that 20.43 cents of each revenue dollar converted to net profit. Investor concerns centered on margin pressure at…
- DividendsImportance 6 · Surprise 6Linde declared a quarterly dividend following its second-quarter 2026 results. The company was reported to have a 34-year dividend growth streak. The digest does not state the declared dividend amount, record date, or…
News · 2026-08-17
- Guidance and OutlookImportance 69 · Surprise 60Linde raised its full-year 2026 adjusted EPS guidance to $17.70-$17.90 following its second-quarter 2026 results. The reported outlook indicates management expects continued earnings growth and improved conversion of…
- Semiconductor Gas InvestmentImportance 64 · Surprise 42Linde plans to invest $1 billion in Arizona under a semiconductor supply agreement. The project is intended to support semiconductor manufacturing demand and strengthen Linde’s long-term customer relationships in the…
- Order Backlog and Book-to-BillImportance 50 · Surprise 24Third-party reporting identified a project backlog of approximately $10 billion for Linde. The backlog provides visibility into future project activity and supports the company’s longer-term growth outlook. Reporting…
- Revenue Performance and MixImportance 37 · Surprise 6Linde reported second-quarter 2026 revenue of $9.29 billion. Second-quarter adjusted EPS was $4.50, and both revenue and earnings exceeded analyst expectations. Third-party coverage described the quarter as showing…
- DividendsImportance 13 · Surprise 6Linde declared a quarterly dividend of $1.60 per share. The dividend announcement accompanied reported second-quarter adjusted EPS of $4.50 and revenue of $9.29 billion. Third-party coverage characterized the dividend…
News · 2026-08-16
- DividendsImportance 13 · Surprise 6Linde declared a quarterly dividend of $1.60 per share. The digest identifies the dividend amount but does not provide an aggregate payout value. The digest also does not specify the record date, ex-dividend date, or…
News · 2026-08-14
- Liquid Hydrogen Market GrowthImportance 45 · Surprise 64The European liquid hydrogen market is forecast to grow from $7.2 billion in 2026 to $13.1 billion by 2035, representing a 6.8% CAGR. Growth is being driven by decarbonization demand in heavy transport and…
- Thermal Spray Market CompetitionImportance 42 · Surprise 64The global thermal spray service market is projected to expand from $6.29 billion in 2025 to $12.05 billion by 2035, a 6.6% CAGR. Demand is supported by energy-transition infrastructure, gas-turbine installations, and…
- Guidance / OutlookImportance 26 · Surprise 24Linde reaffirmed its full-year guidance after reporting Q2 2026 results. The report referenced concerns about lighter guidance but did not state the company’s numerical full-year revenue or earnings targets. Analysts…
- Guidance and OutlookImportance 26 · Surprise 24Linde reaffirmed its full-year 2026 guidance following its second-quarter results. Third-party analysts project mid-to-high single-digit revenue and earnings growth for the full year. Analysts also expect margin…
- Margin DriversImportance 20 · Surprise 24Linde demonstrated solid operating leverage in Q2 FY26 alongside $9.29 billion of revenue and $4.50 of adjusted EPS. Healthcare margin pressure was identified as a constraint on profitability. The report did not…
- Revenue Performance and MixImportance 9 · Surprise 6Linde reported Q2 FY26 revenue of $9.29 billion. Adjusted EPS was $4.50 for the quarter. The industrial gas portfolio includes oxygen, nitrogen, hydrogen, and specialty gases, while the report did not provide segment…
News · 2026-08-13
- Revenue Performance and MixImportance 33 · Surprise 6Linde reported Q2 FY26 revenue of $9.29 billion. Q2 FY26 adjusted EPS was $4.50. The reported revenue figure exceeded the materiality threshold of $279 million.
News · 2026-08-11
- Revenue Performance and MixImportance 36 · Surprise 14Linde reported quarterly revenue of $9.29 billion, exceeding analyst expectations. Revenue increased 9.3% year over year, representing an approximately $791 million increase based on the reported revenue base. The…
- Guidance / OutlookImportance 16 · Surprise 6Linde maintained its full-year EPS guidance, according to MarketBeat's August 11 report. The report did not provide a revised dollar amount for the full-year EPS outlook or identify changes to revenue, margins, or…
- DividendsImportance 9 · Surprise 6Linde declared a quarterly dividend of $1.60 per share. The dividend implies an annualized payout of $6.40 per share if maintained for four quarters. The digest did not report a dividend increase, payment date, or…
News · 2026-08-08
- Revenue Performance and MixImportance 47 · Surprise 14Linde reported second-quarter 2026 revenue of $9.29 billion, up 9.3% year over year. Quarterly EPS was $4.50 and exceeded analyst expectations. The reporting did not provide a segment revenue breakdown or quantify…
News · 2026-08-07
- Semiconductor Gas InvestmentImportance 58 · Surprise 42Linde secured a long-term agreement to supply ultra-high-purity gases to a leading semiconductor manufacturer. The company plans to invest $1.8 billion across facilities in Phoenix, United States, and Taiwan. The…
News · 2026-08-06
- Revenue Performance and MixImportance 47 · Surprise 14Linde reported second-quarter 2026 revenue of $9.29 billion, up 9.3% year over year. Quarterly EPS was $4.50 and exceeded analyst expectations. The reporting did not provide a segment revenue breakdown or quantify…
- DividendsImportance 9 · Surprise 6Linde declared a quarterly dividend of $1.60 per share during its second-quarter 2026 reporting cycle. The dividend was reported alongside revenue of $9.29 billion and EPS of $4.50. The digest did not state the…
10-Q · 2026-07-31
- Gross Margin DriversImportance 45 · Surprise 40Cost of sales increased $555 million, or 13%, in the second quarter and $921 million, or 11%, for the six months ended June 30, 2026. Cost of sales rose to 52.3% of quarterly sales and 51.9% of six-month sales,…
- Operating Expense TrendsImportance 43 · Surprise 32SG&A increased $128 million, or 8%, to $1,784 million for the six months ended June 30, 2026, while second-quarter SG&A increased $21 million, or 2%. SG&A declined to 9.9% of six-month sales from 10.0% in 2025 and to…
- FX / Currency ImpactImportance 37 · Surprise 32Currency translation increased consolidated sales by 2% in the second quarter and 3% for the six months ended June 30, 2026. The principal contributors were the Chinese yuan, Euro and Brazilian real, with additional…
- End-Market Demand TrendsImportance 31 · Surprise 32Second-quarter 2026 volumes increased sales by 2%, primarily driven by the electronics, manufacturing, and chemicals and energy end markets. In the Americas, volume growth was also 2%, led by electronics and…
- Engineering Project TimingImportance 27 · Surprise 40Engineering sales increased 13% in the second quarter of 2026 but only 2% year-to-date, reflecting project timing. Second-quarter engineering operating profit increased 11%, also primarily due to project timing and…
- Income Tax Rate ChangesImportance 18 · Surprise 14The reported effective tax rate decreased to 24.0% in the second quarter of 2026 from 24.4% in the second quarter of 2025. For the six months ended June 30, 2026, the reported rate declined to 23.7% from 24.0%,…