| LIN |
Report |
Adjusted EPS |
BEAT |
pred ~$4.55 vs. cons $4.49 |
MEDIUM |
| LIN |
Report |
Revenue |
IN-LINE |
pred ~$9.10B vs. cons $9.02B |
MEDIUM |
| LIN |
Report |
Underlying sales growth |
BEAT |
pred ~3.4% vs. cons 3.0% |
LOW |
| LIN |
Guide |
FY2026 adjusted EPS guidance midpoint |
BETTER |
guide ~$17.90 vs. cons $17.89 (FY2026) |
MEDIUM |
| LIN |
Guide |
Adjusted EPS guidance midpoint |
LOWER |
guide ~$4.55 vs. cons $4.58 (Q3 2026) |
LOW |
| LIN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| LIN |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest Q2 beat can initially lift shares, but FY2026 guidance near ~$17.90 versus consensus $17.89 implies roughly $9.02 of H2 EPS after predicted H1 EPS of $8.88, below the prior consensus-implied H2 requirement of about $9.07; limited out-period revisions should cause most of the day-1 gain to fade. |
MEDIUM |