| LIN |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$4.52 vs. cons ~$4.46 |
MEDIUM |
| LIN |
Report |
Sales / Revenue (Q2'26) |
IN-LINE |
pred ~$8.65B vs. cons ~$8.58B |
LOW |
| LIN |
Report |
Adjusted operating margin (Q2'26) |
IN-LINE |
pred ~30.2% vs. cons ~30.0% |
MEDIUM |
| LIN |
Guide |
FY2026 Adjusted EPS guidance (top-end raise = swing factor) |
BETTER |
guide ~$17.70-$17.95 vs. cons ~$17.80 (FY2026) |
LOW |
| LIN |
Guide |
Q3'26 Adjusted EPS guidance |
UNCHANGED |
guide ~$4.52-$4.62 (~$4.57) vs. cons ~$4.56 (Q3 2026) |
LOW |
| LIN |
Guide |
Sale-of-gas project backlog (electronics/AI wins) |
BETTER |
guide ~$8.0B vs. prior $7.1B (backlog, YE2026) |
MEDIUM |
| LIN |
Guide |
Helium contract pricing/volume (upside, not in guide) |
BETTER |
guide low-single-digit price roll ~+2% vs. cons ~0% (Q2'26 helium) |
LOW |
| LIN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.9% |
— |
LOW |
| LIN |
Return |
5-day cumulative residual |
+0.7% (STABILIZE) |
LIN is a low-beta compounder whose prints rarely surprise; expect a modest FX-aided EPS beat and a floor raise, but the top end of FY guide is likely held (management wanted 'a few more months'), so out-period estimates barely move. That mutes follow-through and prevents a fade — shares drift/stabilize post-print, with helium/backlog optionality the only source of upward revisions. Stock already off its ~$546 July high (~$508) means positioning is less demanding, capping downside. |
LOW |