Linde第三季度销售额94亿美元同比增9%：调整后每股收益4.59美元增9%，上调全年指引至17.82至17.92美元
全球最大的工业气体公司 Linde plc（纳斯达克代码 LIN）10月29日公布2026年第三季度业绩：销售额94.04亿美元，同比增长9%，其中汇率带来1%的有利影响；剔除汇率等因素的基础销售额增长5%，来自3%的价格提升与2%的销量增长，主要由电子、化工与能源、制造等终端市场拉动。
利润方面，公司当季净利16.92亿美元，稀释每股收益3.66美元，同比分别下降12%与11%，主要受 Linde AG 收购会计处理及降本计划等费用影响；剔除这些因素后，调整后净利21.22亿美元、增长7%，调整后稀释每股收益4.59美元、增长9%，高于市场预期的4.52美元。公司当季营业利润21.50亿美元，调整后营业利润27.63亿美元、增长8%，调整后营业利润率29.4%。
现金流方面，公司当季经营现金流31.69亿美元、增长8%；扣除13.92亿美元资本开支后，自由现金流17.77亿美元。当季公司通过股息与股票回购向股东返还16.85亿美元（扣除发行所得）。公司在手项目总额110亿美元。
展望方面，公司把2026年全年调整后稀释每股收益指引由17.70至17.90美元上调至17.82至17.92美元，相当于同比增长8%至9%；第四季度调整后每股收益预计4.40至4.50美元，同比增长5%至7%。
首席执行官 Sanjiv Lamba 表示，公司第三季度财务表现继续改善，销售额94亿美元与每股收益4.59美元双双创纪录，经营现金流达32亿美元；当季公司继续采取措施提升生产率、强化各业务板块表现，并称客户提案活动保持活跃、电子领域尤为明显，支撑了公司对在手订单继续增长的信心。
Linde Q3 Sales Rise 9% to $9.4 Billion: Adjusted EPS Up 9% to $4.59, Full-Year Guidance Raised to $17.82-$17.92
Linde plc (Nasdaq: LIN), the world's largest industrial gases company, reported third-quarter 2026 results on October 29: sales were $9.404 billion, up 9% year over year including a 1% favorable currency impact. Underlying sales rose 5%, from 3% price attainment and 2% higher volumes, led mainly by the electronics, chemicals and energy, and manufacturing end markets.
Net income was $1.692 billion and diluted earnings per share were $3.66, down 12% and 11% respectively, reflecting Linde AG purchase accounting impacts and cost reduction program and other charges. Excluding those items, adjusted net income rose 7% to $2.122 billion and adjusted diluted EPS rose 9% to $4.59, above the $4.52 analyst mean estimate reported by LSEG. Operating profit was $2.150 billion, and adjusted operating profit rose 8% to $2.763 billion, for an adjusted operating profit margin of 29.4%.
Operating cash flow rose 8% to $3.169 billion; after capital expenditures of $1.392 billion, free cash flow was $1.777 billion. The company returned $1.685 billion to shareholders through dividends and stock repurchases, net of issuances, during the quarter. Its project backlog stood at $11 billion.
Linde raised its full-year 2026 adjusted diluted EPS guidance to $17.82 to $17.92, representing growth of 8% to 9%, from a previous $17.70 to $17.90. For the fourth quarter it expects adjusted EPS of $4.40 to $4.50, up 5% to 7% from a year earlier.
Chief Executive Officer Sanjiv Lamba said the company's financial performance continued to improve in the third quarter, with record sales of $9.4 billion and record EPS of $4.59 alongside strong operating cash flow of $3.2 billion, and that customer proposal activity remains robust, particularly across electronics, supporting confidence in continued backlog growth.
来源：GSM·美国（原文链接）
图片来源：图：Linde 位于 West Virginia 州 Washington 的空气分离工厂实景，左侧标识牌可见 Linde 字样。Snoopywv 摄，CC BY-SA 3.0，经 Wikimedia Commons。Photo: Linde's air separation plant in Washington, West Virginia. Snoopywv, CC BY-SA 3.0, via Wikimedia Commons.
