Linde Publishes Q3 2026 Earnings Call Transcript
Bitget2026/10/29 18:59- Linde's October 29, 2026, third-quarter earnings call featured CEO Sanjiv Lamba, CFO Matt White and IR head Juan Pelaez.
- A $425 million restructuring charge primarily covered severance and portfolio actions; full severance savings are expected by the second half of 2027.
- Lincare moved under White's oversight as management evaluates strategic alternatives; fourth-quarter guidance assumes no meaningful profit improvement at the business.
- Fourth-quarter EPS guidance was $4.40-$4.50, implying 5%-7% growth; the full-year forecast stood at $17.82-$17.92.
- Third-quarter EPS rose 9% to a record $4.59; operating margin excluding cost pass-through was flat as non-gas businesses weighed on performance.
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