Core Insights - Linde plc (LIN) is scheduled to report its third-quarter 2025 results on October 31, before the market opens [1][9] - The Zacks Consensus Estimate for third-quarter earnings per share is $4.18, reflecting a 6.09% increase year-over-year, while revenue is estimated at $8.6 billion, indicating a 2.93% year-over-year improvement [2][3][9] Q2 Earnings Highlights - In the previous quarter, Linde reported earnings of $4.09 per share, surpassing the Zacks Consensus Estimate of $4.03, driven by higher pricing and increased volumes from the Americas and EMEA segments [2] - Linde has consistently beaten earnings estimates over the past four quarters, with an average surprise of 1.08% [2] Performance Factors - Linde is a leader in industrial gas production, serving various end markets including healthcare, manufacturing, and chemicals [4] - The company is expected to maintain stable performance due to long-term contracts with major on-site clients and operations in resilient markets like healthcare and food and beverages [5] - However, macroeconomic challenges, particularly in Europe, may have weakened demand, affecting performance in cyclical markets such as metals, manufacturing, and energy [6] Segment Performance Estimates - The Zacks Consensus Estimate for operating profit in the Americas segment is $1.22 billion, an increase from $1.15 billion in Q3 2024 [7] - The Engineering business unit's operating profit estimate is $91 million, down from $108 million a year ago, which may impact demand and pricing dynamics [7] Earnings Prediction Insights - Linde's Earnings ESP is -1.30%, indicating that the model does not predict an earnings beat for this quarter [10]

Core Viewpoint - Linde plc is expected to report its second-quarter 2025 results on August 1, with earnings per share estimated at $4.03 and revenues at $8.35 billion, reflecting a year-over-year improvement in earnings and revenues [1][3][9]. Group 1: Q1 Performance and Expectations - In the previous quarter, Linde's earnings were $3.95 per share, surpassing the Zacks Consensus Estimate of $3.93, driven by higher pricing and increased volumes from the Americas segment [2]. - The Zacks Consensus Estimate for second-quarter earnings per share is $4.03, indicating a 4.68% improvement from the prior-year quarter [2]. - The expected revenue for the second quarter is $8.35 billion, which represents a year-over-year increase of 1.04% [3]. Group 2: Market Position and Performance Factors - Linde is a global leader in industrial gas production, serving various end markets including healthcare, manufacturing, and chemicals & refining [4]. - The company is anticipated to maintain stable performance due to long-term contracts with major on-site clients and operations in resilient end markets such as healthcare and food and beverages [5]. - However, challenges may arise from tariffs and changes in trade policies, which could slow down industrial activity globally, particularly affecting demand in markets like China and Europe [6]. Group 3: Segment Performance Estimates - The Zacks Consensus Estimate for operating profit in the Americas segment is $1.19 billion, an increase from $1.16 billion in the second quarter of 2024 [7]. - The operating profit estimate for the Engineering business unit is $100 million, up from $96 million a year ago [7]. - These factors are expected to influence demand and pricing dynamics, potentially impacting Linde's quarterly performance [7].