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[SITUATION] · [ACTIVE]

2 clusters · 13 sources · 21 days · First seen 21 days ago · Last updated about 9 hours ago

Categories: BUSINESS

Linde plc financial performance 2026

Entities: Sanjiv Lamba · Schaeffler AG · Klaus Rosenfeld · German stock market (MDAX) · Vitesco

Overview

In early July, Linde plc projected 2025 revenue of $33 billion and strong cash flow, supporting a positive outlook for its stock. By the end of July, the company released its second‑quarter 2026 results, showing a 9 % year‑on‑year increase in sales to $9.289 billion. Underlying sales rose 4 % driven by price and volume gains, with acquisitions contributing an additional 1 %. Operating profit reached $2.554 billion and adjusted operating profit rose 7 % to $2.744 billion, yielding an adjusted profit margin of 29.5 %. Diluted earnings per share were $4.15, up 9 %, and adjusted EPS increased to $4.50, up 10 % from the prior year. The quarter generated $2.271 billion of operating cash flow, resulting in $833 million of free cash flow after capex and $1.590 billion returned to shareholders via dividends and share repurchases.

Coverage disagrees

Sources make claims that cannot both be true. CLSTR reports the disagreement; it does not decide who is right.

"Linde plc reported second‑quarter 2026 sales of $9.289 billion, up 9% year‑on‑year." (Linde plc)

vs

"Underlying sales increased 4% year‑on‑year." (Linde plc)

Both claims refer to the year‑on‑year change in Linde's sales for the same period, but one says sales rose 9 % while the other says they rose 4 %, which cannot both be true.

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[DISPUTED] Linde plc reported second‑quarter 2026 sales of $9.289 billion, up 9% year‑on‑year. (Linde plc)
[DISPUTED] Underlying sales increased 4% year‑on‑year. (Linde plc)
[● 9 SOURCES] Schaeffler AG reduced its 2028 group revenue target to €24‑26 billion, down from €27‑29 billion. (eadfd703-ff4a-4b52-ba44-c63bf38ec57f, 52995fe4-5a41-4150-bb2d-9335317ab1d2, 68447063-fbdd-4f13-bc40-cc3e84ff90c4, aff49e)
[● 9 SOURCES] The previous 2028 group revenue target was €27‑29 billion. (Schaeffler AG)
[● 9 SOURCES] Schaeffler lowered the 2028 sales target for its E‑Mobility division to €6.25‑7.25 billion, down from €8.25‑9.00 billion. (Schaeffler AG)
[● 9 SOURCES] Schaeffler now expects the E‑Mobility division EBIT margin for 2028 to be between –4 percent and 0 percent. (Schaeffler AG)
[● 9 SOURCES] Schaeffler's adjusted group EBIT margin target for 2028 remains at 6 %‑8 %. (eadfd703-ff4a-4b52-ba44-c63bf38ec57f, 52995fe4-5a41-4150-bb2d-9335317ab1d2, 68447063-fbdd-4f13-bc40-cc3e84ff90c4, aff49e)
[● 9 SOURCES] Adjusted free‑cash‑flow target for Schaeffler in 2028 stays at €400‑600 million. (eadfd703-ff4a-4b52-ba44-c63bf38ec57f, 52995fe4-5a41-4150-bb2d-9335317ab1d2, 68447063-fbdd-4f13-bc40-cc3e84ff90c4, aff49e)
[● 6 SOURCES] Schaeffler shares fell about 16 percent to €6.83 and trading was temporarily halted.

Timeline

about 9 hours ago

[BUSINESS] 13 sources
Schaeffler AG cuts 2028 revenue target as e‑mobility demand weakens
Schaeffler cuts its 2028 revenue target to €24‑26 bn, lowers e‑mobility sales to €6.25‑7.25 bn, sees EBIT margin fall to –4‑0 %, shares drop 16 % to €6.83.
21 days ago

[BUSINESS] 2 sources
Linde forecasts $33 bn 2025 revenue and strong cash flow, bolstering stock
Linde projects $33 bn revenue and $12 bn cash flow for 2025, citing stable industrial‑gases demand and boosting its defensive stock profile.

Sources

autogazette.de · backlinksseo.in · bondguide.de · cash.ch · femina1912.fr · finanzen.at · finanznachrichten.de · iplcricketmatch.com · it-boltwise.de · maschinenmarkt.vogel.de · onetz.de · sharedeals.de · sompo.com.sg