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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Laurent Favre | BNP Paribas | 10 questions · 30% challenging |
| Jeff Zekauskas | JPMorgan | 8 questions · 38% challenging |
| Duffy Fischer | Goldman Sachs | 7 questions · 0% challenging |
| Kevin McCarthy | Vertical Research Partners | 7 questions · 0% challenging |
| Dave Begleiter | Deutsche Bank | 7 questions · 29% challenging |
| Patrick Cunningham | Citigroup | 6 questions · 0% challenging |
| Matthew DeYoe | Bank of America | 5 questions · 60% challenging |
| John McNulty | BMO Capital Markets | 5 questions · 0% challenging |
| Josh Spector | UBS | 5 questions · 0% challenging |
| Vincent Andrews | Morgan Stanley | 5 questions · 20% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| BNP Paribas | 1 analyst | 10 questions · 30% challenging |
| JPMorgan | 1 analyst | 8 questions · 38% challenging |
| Bank of America | 2 analysts | 7 questions · 43% challenging |
| Deutsche Bank | 1 analyst | 7 questions · 29% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 0% challenging |
| Morgan Stanley | 2 analysts | 7 questions · 14% challenging |
| Vertical Research Partners | 1 analyst | 7 questions · 0% challenging |
| Wells Fargo | 2 analysts | 6 questions · 50% challenging |
Sales surged 8% to $8.8 billion with EPS of $4.33 up 10%, or 5% excluding favorable currency translation, as margin expansion tracked at the upper end of the range. Electronics and AI-related investment continued accelerating while Americas industrial recovery gained traction, though EMEA weakness persisted from prolonged industrial stagnation. Management raised full-year EPS guidance to $17.60-$17.90, upgrading growth to 7-9%.
Demand | Capex Investment | Macroeconomic | Pricing | Margin | Regulation Policy | Geographic Expansion | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 1 | 1 | 1 | 1 | 1 | 1 |
| 2025Q1 | 3 | 4 | 2 | 1 | 4 | 2 | 1 | |
| 2025Q2 | 4 | 4 | 3 | 1 | 2 | 2 | ||
| 2025Q3 | 7 | 2 | 3 | 2 | 1 | 1 | ||
| 2025Q4 | 5 | 3 | 4 | 2 | 1 | |||
| 2026Q1 | 9 | 5 | 6 | 4 | 1 | 2 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 3 | 4 | 7 | 5 | 9 |
| Capex Investment | 5 | 4 | 4 | 2 | 3 | 5 |
| Macroeconomic | 1 | 2 | 3 | 3 | 4 | 6 |
| Pricing | 1 | 1 | 1 | 2 | 2 | 4 |
| Margin | 1 | 4 | 2 | 1 | 1 | |
| Regulation Policy | 1 | 2 | 2 | 1 | ||
| Geographic Expansion | 1 | 1 | 1 | 2 | ||
| Revenue Growth | 1 | 4 |
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call May 1, 2026
FY2026 Q1 in brief
Sales surged 8% to $8.8 billion with EPS of $4.33 up 10%, or 5% excluding favorable currency translation, as margin expansion tracked at the upper end of the range.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Linde plc (LIN), FY2026 Q1: 9/10. Scores: Linde plc’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: LIN daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $8.28B | -0.2% | $3.60 | +13.9% | 26.5% | 20.8% | $1.56B |
| FY2025 Q1 | $8.11B | +0.1% | $3.51 | +4.8% | 27.4% | 20.6% | $891M |
| FY2025 Q2 | $8.49B | +2.8% | $3.73 | +8.4% | 27.7% | 20.8% | $954M |
| FY2025 Q3 | $8.62B | +3.1% | $4.09 | +27.0% | 27.2% | 22.4% | $1.67B |
| FY2025 Q4 | $8.76B | +5.8% | $3.26 | -9.4% | 23.0% | 17.9% | $1.57B |
| FY2026 Q1Selected | $8.78B | +8.2% | $3.98 | +13.4% | 37.2% | 21.1% | $898M |
| FY2026 Q2 | $9.29B | +9.3% | $4.15 | +11.3% | 27.3% | 20.8% | $833M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +8.25% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LIN Linde plc | 9 | +8.3% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |