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L'Air Liquide SA Earnings Calls
| Release date | Jul 28, 2026 |
| EPS estimate | $3.54 |
| EPS actual | - |
| Revenue estimate | 15.813B |
| Revenue actual | - |
| Expected change | +/- 1.59% |
| Release date | Feb 20, 2026 |
| EPS estimate | $3.75 |
| EPS actual | $3.70 |
| EPS Surprise | -1.33% |
| Revenue estimate | 15.565B |
| Revenue actual | 15.525B |
| Revenue Surprise | -0.258% |
| Release date | Jul 29, 2025 |
| EPS estimate | $3.81 |
| EPS actual | $3.91 |
| EPS Surprise | 2.62% |
| Revenue estimate | 16.192B |
| Revenue actual | 16.164B |
| Revenue Surprise | -0.170% |
| Release date | Jul 24, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for L'Air Liquide SA
Below you can see how AIQUF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 24, 2025 |
| Price on release | $168.51 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 18, 2025 | $165.14 |
| Jul 21, 2025 | $165.94 |
| Jul 22, 2025 | $165.83 |
| Jul 23, 2025 | $169.42 |
| Jul 24, 2025 | $168.51 |
| Jul 25, 2025 | $166.35 |
| Jul 28, 2025 | $165.05 |
| Jul 29, 2025 | $166.53 |
| Jul 30, 2025 | $163.90 |
| 4 days before | 2.04% |
| 4 days after | -2.74% |
| On release day | -1.28% |
| Change in period | -0.753% |
| Release date | Jul 29, 2025 |
| Price on release | $166.53 |
| EPS estimate | $3.81 |
| EPS actual | $3.91 |
| EPS surprise | 2.62% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $169.42 |
| Jul 24, 2025 | $168.51 |
| Jul 25, 2025 | $166.35 |
| Jul 28, 2025 | $165.05 |
| Jul 29, 2025 | $166.53 |
| Jul 30, 2025 | $163.90 |
| Jul 31, 2025 | $162.47 |
| Aug 01, 2025 | $162.64 |
| Aug 04, 2025 | $164.46 |
| 4 days before | -1.71% |
| 4 days after | -1.24% |
| On release day | -1.58% |
| Change in period | -2.93% |
| Release date | Feb 20, 2026 |
| Price on release | $170.46 |
| EPS estimate | $3.75 |
| EPS actual | $3.70 |
| EPS surprise | -1.33% |
| Date | Price |
|---|---|
| Feb 13, 2026 | $165.47 |
| Feb 17, 2026 | $163.64 |
| Feb 18, 2026 | $163.74 |
| Feb 19, 2026 | $163.63 |
| Feb 20, 2026 | $170.46 |
| Feb 23, 2026 | $169.82 |
| Feb 24, 2026 | $172.61 |
| Feb 25, 2026 | $173.55 |
| Feb 26, 2026 | $173.55 |
| 4 days before | 3.02% |
| 4 days after | 1.81% |
| On release day | -0.378% |
| Change in period | 4.88% |
| Release date | Jul 28, 2026 |
| Price on release | - |
| EPS estimate | $3.54 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 07, 2026 | $201.96 |
| Jul 08, 2026 | $198.69 |
| Jul 09, 2026 | $195.09 |
| Jul 10, 2026 | $198.08 |
| Jul 13, 2026 | $200.78 |
L'Air Liquide SA Earnings Call Transcript Summary of Q4 2025
Air Liquide delivered resilient 2025 results: group sales +2% (comparable), recurring net profit +10% (ex-FX), record Gas & Services OI margin improvement of +130 bps (ex-energy pass-through) and group OIR +100 bps. Recurring ROCE is above 11% and cash flow reached a record EUR 6.8bn, enabling gross CapEx of EUR 4.1bn and a proposed dividend increase to EUR 3.70 (+12%) plus a 1-for-10 free share proposal. The company recorded EUR 631m of efficiencies in 2025 (above the EUR 400m annual ADVANCE objective) and launched a structural transformation (organization simplification, industrial excellence, expanded GBS and AI-driven commercial automation) with ~5% headcount reduction since 2024 and further restructuring charges (~EUR 200m, mainly Europe). Backlog and 12‑month opportunities are at record levels (backlog ~EUR 4.9bn; 12-month opportunities EUR 4.6bn), with Electronics now representing ~40%+ of opportunities and a strong pipeline in carrier gases. The DIG Airgas acquisition closed in January 2026 and modestly increases backlog/opportunity figures. Management reaffirms disciplined capital allocation: CapEx and M&A prioritized, while distributions (dividend and potential future share actions) will be considered against cash generation and opportunities. Guidance: additional +100 bps OIR improvement targeted for 2026 and management extended the margin ambition by another +100 bps for 2027 (cumulative +560 bps over 2022–2027). Key risks/notes: energy pass-through protections in contracts, continued macro/geopolitical headwinds, regional demand variability (mixed Asia/Large Industry), EUR 200m restructuring nonrecurring costs in Europe, and no material at-risk projects in backlog.
