Linde plc · LIN · Next earnings

Linde plc reports Friday, Oct 30, 2026

LIN reports before market open with consensus EPS at $4.52 and revenue at $9.16B. Last quarter: Linde Q1 2026: EPS $4.33 Beats on Americas Strength, Helium Tightness and Space Push

Reports Before market open40 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $4.52 Calendar consensus
Consensus revenue $9.16B Calendar consensus
Report date Oct 30, 2026 Friday, date estimated
Session Before market open 40 days away

Where LIN left off: FY2026 Q1

Full report

Linde Q1 2026: EPS $4.33 Beats on Americas Strength, Helium Tightness and Space Push

EPS surprise +1.4% Reported $4.33 vs $4.27
Revenue surprise +2.1% Reported $8.78B vs $8.60B
Stock move +1.4% Event window
Subsequent drift -2.1% Up to 20 sessions

Management raised the lower end of full-year EPS guidance, with the prior quarter's range standing at $17.40 to $17.90. The guidance sentiment moved from maintained in Q4 2025 to raised in Q1 2026. Management expects margin expansion despite assuming no broader economic improvement. Capex outlook shifted from increasing to stable at approximately $1.3 billion annually, split between base spend and project backlog. The company also announced a 7% dividend increase and $800 million in share repurchases.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical volatility, particularly Middle East conflict affecting EMEA volumes.
  • U.S. health-care policy changes that could further suppress equipment demand for several quarters.
  • Seasonal weakness in APAC and potential supply-chain constraints for helium and feedstock.
  • Uncertainty around energy policy and renewable subsidies in Europe.

Questions analysts left open

  • Drivers of margin variation across regions (Europe vs. Americas vs. APAC).
  • Helium pricing trajectory and the duration of the current shortage.
  • Timeline and capacity for commercial-space contracts to reach 5% of sales.
  • Impact of U.S. health-care policy on equipment services demand.
  • Potential for capex delays on projects outside the Americas.

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Recent LIN quarters

All LIN earnings
+1.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.