Earnings Analyses

Reported results, market expectations and a look at the next quarter.

Verdicts Across Listed Reports1 Analysis

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Friday, July 31Pre-Market

Linde PLC

LIN · Q2 2026Industrial Gases · Industrial Chemicals

56/ 100

VerdictHOLD

Revenue beat expectations, but the profit and guidance measures came in only level with them, and the adjusted operating margin slipped 60 basis points. The stock fell roughly 6% on earnings day because the capital budget grew faster than profit and the record $11.1B backlog adds nothing to today's revenue. From here the question is what comes out of the strategic review of the U.S. home care business dragging the margin down.

Revenue Growth (YoY): + 9%
EPS Surprise: + 0%
Post-Earnings Reaction: − 5.9%

In 30 SecondsRevenue rose 9% year over year to a record $9.29B, while adjusted EPS of $4.50 beat estimates by just 0.2%.