LIN Earnings Prediction
The chart below shows how LIN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LIN sees a -0.24% change in stock price 10 days leading up to the earnings, and a +2.28% change 10 days following the report. On the earnings day itself, the stock moves by +0.13%. This data can give you a slight idea of what to expect for the next quarter's release.
LIN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
8.28B
-0.24%
-0.89%
Gross Margin
36.81%
4.57%
1.18%
Operating Margin
51.85%
112.50%
94.19%
Net Margin
21.36%
12.54%
11.37%
EPS
3.60
13.92%
11.80%
No Data Available
LIN Earnings Analysis
Linde PLC Corporation (LIN.N) Earnings Conference Call
Positive
Earnings Per Share Growth: Linde reported an EPS of $3.97, exceeding expectations of $3.94, marking an 11% increase year-over-year and a 13% increase when excluding foreign exchange effects.
Operating Profit Surge: Operating profit reached $2.5 billion, reflecting a 9% growth and resulting in a robust operating margin of 29.9%, driven by effective management actions around pricing and productivity.
Shareholder Value Commitment: The company returned $7 billion to shareholders through dividends and stock repurchases, demonstrating a strong commitment to capital allocation and shareholder value.
Strong Backlog Growth: Linde's backlog exceeded $10 billion, including a record $7 billion in gas backlog, indicating strong future revenue potential and project commitments.
2025 EPS Guidance Growth: Full year EPS guidance for 2025 is set between $16.15 and $16.55, representing a growth of 4% to 7%, or 8% to 11% when excluding a 4% currency headwind, showcasing confidence in continued earnings growth.
Negative
Stagnant Revenue Performance: Sales of $8.3 billion are flat to prior year and down 1% sequentially, indicating stagnation in revenue growth.
Volume Decline Analysis: The sequential volume decline is primarily attributed to softer EMEA metals and mining volumes and seasonality factors in APAC, reflecting a decrease in demand in key regions.
Currency Impact on Earnings: The current 2025 guidance range assumes a 4% FX translation headwind, which could negatively impact earnings due to unfavorable currency fluctuations.
EPS Guidance and Demand Outlook: The midpoint of the 2025 EPS guidance assumes 0% industrial production growth, suggesting a lack of expected demand increase from customers.
Operating Cash Flow Analysis: Operating cash flow for the full year was $9.4 billion, with almost 60% occurring in the second half, indicating potential cash flow challenges earlier in the year.
LIN FAQs
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LIN Earning Call Sentiment
Linde plc (NASDAQ:LIN) Q4 2024 Earnings Call Transcript
LIN.N
0.31%Positive
The earnings call indicates strong financial performance with an 11% EPS growth and $7 billion returned to shareholders. The backlog and new projects, particularly in electronics and hydrogen, suggest future growth. While the economic outlook is cautious, the optimistic guidance and disciplined capital allocation are positive. The Q&A reveals confidence in margin expansion and project execution, despite some regulatory uncertainties and vague management responses. Overall, the positive aspects outweigh the concerns, suggesting a likely positive stock price movement.
