Financial Performance - Full-Year 2023 Adjusted EPS is projected to be in the range of $13.80 to $14.00, representing a +12% to +14% increase compared to 2022, assuming no currency impact[2] - Third Quarter 2023 Adjusted EPS is expected to be in the range of $3.48 to $3.58, a +12% to +15% increase versus 2022, with an estimated YoY currency tailwind of +2%[2] - Second Quarter 2023 diluted EPS was $3.57, a +15% increase YoY[105] - The company's After-Tax ROC was 24.9%, a +490 bps increase YoY[105] Sales and Operations - Second Quarter 2023 sales were $8.204 billion, a -3% decrease YoY[105] - Americas sales in 2Q 2023 were $3.541 billion to $3.551 billion, a +1% increase YoY[5] - EMEA sales in 2Q 2023 were $2.160 billion to $2.177 billion, a +1% increase YoY[17] - APAC sales in 2Q 2023 were $1.683 billion to $1.598 billion, a +2% increase YoY[7] - The company's high-quality project backlog is $7.8 billion[91] Capital Allocation and Investments - The company's CAPEX for Full-Year 2023 is projected to be $3.5 billion to $4.0 billion[2] - The company reinvested $2.5 billion in the business YTD[18] - The company returned $2.9 billion to shareholders YTD, including $1.7 billion in net share buybacks and $1.2 billion in dividends[19]
Linde plc(LIN) - 2023 Q2 - Earnings Call Presentation