Linde plc: EPS $4.59 vs $4.52 expected; revenue $9.40B vs $9.16B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.59 | 4.52 | +1.5% | 4.21 |
| Revenue (USD bn) | 9.40 | 9.16 | +2.6% | 8.62 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 4.59 | 4.52 | +1.5% | 9.40 | 9.16 | +2.6% |
| Jul 31, 2026 | Q2 FY2026 | 4.50 | 4.49 | +0.2% | 9.29 | 9.02 | +3.0% |
| May 1, 2026 | Q1 FY2026 | 4.33 | 4.27 | +1.4% | 8.78 | 8.60 | +2.1% |
| Feb 5, 2026 | Q4 FY2025 | 4.20 | 4.18 | +0.5% | 8.76 | 8.64 | +1.4% |
| Oct 31, 2025 | Q3 FY2025 | 4.21 | 4.18 | +0.7% | 8.62 | 8.62 | −0.1% |
| Aug 1, 2025 | Q2 FY2025 | 4.09 | 4.03 | +1.5% | 8.49 | 8.36 | +1.6% |
| May 1, 2025 | Q1 FY2025 | 3.95 | 3.92 | +0.8% | 8.11 | 8.24 | −1.6% |
| Feb 6, 2025 | Q4 FY2024 | 3.97 | 3.94 | +0.8% | 8.28 | 8.42 | −1.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Linde plc results: EPS $4.59 vs $4.52 expected; revenue $9.40B vs $9.16B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 1.5%; revenue above the estimate by 2.6%.
Revenue was up 9.2% from $8.62 billion a year earlier (Q3 FY2025). EPS was up 9.0% from $4.21 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Revenue growth points to expanding activity at Linde plc, but the available information does not identify the contribution from sales volumes or pricing. The business supplies gases used in varied industrial and medical processes, making customer demand central to interpreting the results.
The company serves healthcare, energy, manufacturing, food, electronics and chemicals. This diversity provides multiple sources of demand, while process plant design and construction add an engineering business serving customers and the company's own gas facilities. Interpreting performance therefore requires distinguishing gas supply from plant execution.
What to watch on the earnings call: The earnings call merits attention to management's explanation of revenue growth across demand and pricing, and differences in activity across industries and regions. Comments on gas supply margins, operating costs, engineering project execution and spending on the company's facilities also warrant attention.
For the full analysis of Linde plc stock — valuation, scores and financial statements — see the stock page linked with this story.