Linde posts transcript of Q2 2026 earnings call
LIN•Q2 2026 earnings call highlights
- Linde discussed 2026 Q2 results on its earnings call attended by CEO Sanjiv Lamba, CFO Matt White, IR head Juan Pelaez.
- Sales rose 9% to $9.3 billion; EPS increased 10% to $4.50; operating margin fell 60 bps to 29.5%.
- Sale-of-gas backlog hit a record $8.1 billion, up $1 billion on a new US electronics win; more than 20 projects start this year.
- Management flagged US Homecare as the main margin drag, with strategic options under review; sequential improvement expected in Q3.
- Full-year EPS guidance lifted to $17.70-$17.90; Q3 seen at $4.45-$4.55; helium disruption boosted pricing but raised dislocation costs.
