| LIN |
Report |
Adjusted EPS |
BEAT |
pred ~$4.55 vs. cons $4.49 |
MEDIUM |
| LIN |
Report |
Revenue |
IN-LINE |
pred ~$9.18B vs. cons $9.11B |
MEDIUM |
| LIN |
Report |
Underlying sales growth |
BEAT |
pred ~4.0% vs. cons 3.0% |
MEDIUM |
| LIN |
Guide |
FY26 adjusted EPS guidance |
BETTER |
guide ~$17.80–$18.05 (midpoint $17.93) vs. cons $17.84 (FY26) |
MEDIUM |
| LIN |
Guide |
3Q26 adjusted EPS guidance |
BETTER |
guide ~$4.58–$4.68 (midpoint $4.63) vs. cons $4.60 (3Q26) |
MEDIUM |
| LIN |
Guide |
FY26 adjusted operating-margin expansion |
BETTER |
guide ~60–70 bps vs. cons 55 bps (FY26) |
MEDIUM |
| LIN |
Guide |
Sale-of-gas backlog |
BETTER |
guide ~$7.8B vs. cons $7.4B (FY26 year-end) |
LOW |
| LIN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| LIN |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
Day-1 residual ~+3.5% and day-5 residual ~+5.0%: an EPS beat paired with a FY26 midpoint increase to ~$17.93 versus ~$17.84 consensus should lift out-period estimates; helium upside and higher electronics/backlog visibility add support beyond the reported quarter. |
MEDIUM |