Linde plc · LIN · Next earnings

Linde plc reports Thursday, Feb 4, 2027

LIN reports before market open with consensus EPS at $4.51 and revenue at $9.24B. Last quarter: Linde posts record sales as restructuring weighs on the outlook

Reports Before market open91 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $4.51 Calendar consensus
Consensus revenue $9.24B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 91 days away

Where LIN left off: FY2026 Q3

Full report

Linde posts record sales as restructuring weighs on the outlook

EPS surprise +1.5% Reported $4.59 vs $4.52
Revenue surprise +2.6% Reported $9.40B vs $9.16B
Stock move -1.0% Event window
Subsequent drift 0.0% Up to 20 sessions

FY guidance was maintained; Q4 EPS guidance is 4.40–4.50, reflecting a cautious near-term outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Persistent inflation and energy-cost volatility, especially in the Americas.
  • Lincare underperformance and restructuring execution.
  • No near-term catalyst for a European industrial recovery.
  • Weak Chinese domestic demand and a potential chemicals slowdown.
  • Helium supply uncertainty from Qatar and logistical constraints.

Questions analysts left open

  • Whether the roughly $8 billion gas backlog and plant-sale backlog can be sustained.
  • What is driving the 10–13% year-over-year increase in COGS per unit.
  • The timing and magnitude of savings from Lincare restructuring.
  • The European outlook, including potential de-industrialisation.
  • Helium supply and pricing, given Qatar capacity and logistics constraints.

Ask FN2 about LIN next report

Transcript, numbers and history already loaded
What should I watch for in LIN's next earnings report?How did LIN guide last quarter, and is consensus above or below that?Give me the bull and bear case going into LIN earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the LIN recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent LIN quarters

All LIN earnings
-1.0%FY2026 Q3-5.9%FY2026 Q2+1.4%FY2026 Q1-2.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.