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Air Liquide (ADR) Earnings Calls
| Release date | Jul 28, 2026 |
| EPS estimate | $0.708 |
| EPS actual | $0.688 |
| EPS Surprise | -2.82% |
| Revenue estimate | 8.168B |
| Revenue actual | 15.745B |
| Revenue Surprise | 92.76% |
| Release date | Feb 20, 2026 |
| EPS estimate | $0.686 |
| EPS actual | $0.676 |
| EPS Surprise | -1.46% |
| Revenue estimate | 15.602B |
| Revenue actual | 15.571B |
| Revenue Surprise | -0.201% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.686 |
| EPS actual | $0.696 |
| EPS Surprise | 1.46% |
| Revenue estimate | 16.151B |
| Revenue actual | 15.782B |
| Revenue Surprise | -2.28% |
| Release date | Jul 24, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for Air Liquide (ADR)
Below you can see how AIQUY 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 | $36.86 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 18, 2025 | $36.22 |
| Jul 21, 2025 | $36.46 |
| Jul 22, 2025 | $36.58 |
| Jul 23, 2025 | $37.34 |
| Jul 24, 2025 | $36.86 |
| Jul 25, 2025 | $36.78 |
| Jul 28, 2025 | $36.32 |
| Jul 29, 2025 | $36.74 |
| Jul 30, 2025 | $36.22 |
| 4 days before | 1.78% |
| 4 days after | -1.75% |
| On release day | -0.222% |
| Change in period | 0% |
| Release date | Jul 29, 2025 |
| Price on release | $36.74 |
| EPS estimate | $0.686 |
| EPS actual | $0.696 |
| EPS surprise | 1.46% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $37.34 |
| Jul 24, 2025 | $36.86 |
| Jul 25, 2025 | $36.78 |
| Jul 28, 2025 | $36.32 |
| Jul 29, 2025 | $36.74 |
| Jul 30, 2025 | $36.22 |
| Jul 31, 2025 | $35.82 |
| Aug 01, 2025 | $35.84 |
| Aug 04, 2025 | $36.15 |
| 4 days before | -1.63% |
| 4 days after | -1.58% |
| On release day | -1.41% |
| Change in period | -3.18% |
| Release date | Feb 20, 2026 |
| Price on release | $37.60 |
| EPS estimate | $0.686 |
| EPS actual | $0.676 |
| EPS surprise | -1.46% |
| Date | Price |
|---|---|
| Feb 13, 2026 | $36.50 |
| Feb 17, 2026 | $36.65 |
| Feb 18, 2026 | $35.65 |
| Feb 19, 2026 | $35.82 |
| Feb 20, 2026 | $37.60 |
| Feb 23, 2026 | $37.31 |
| Feb 24, 2026 | $37.95 |
| Feb 25, 2026 | $38.22 |
| Feb 26, 2026 | $38.54 |
| 4 days before | 3.01% |
| 4 days after | 2.49% |
| On release day | -0.762% |
| Change in period | 5.58% |
| Release date | Jul 28, 2026 |
| Price on release | $39.47 |
| EPS estimate | $0.708 |
| EPS actual | $0.688 |
| EPS surprise | -2.82% |
| Date | Price |
|---|---|
| Jul 22, 2026 | $40.29 |
| Jul 23, 2026 | $39.88 |
| Jul 24, 2026 | $40.07 |
| Jul 27, 2026 | $40.34 |
| Jul 28, 2026 | $39.47 |
| Jul 29, 2026 | $39.23 |
| Jul 30, 2026 | $39.60 |
| Jul 31, 2026 | $39.36 |
| Aug 03, 2026 | $39.16 |
| 4 days before | -2.04% |
| 4 days after | -0.785% |
| On release day | -0.608% |
| Change in period | -2.80% |
Air Liquide (ADR) Earnings Call Transcript Summary of Q2 2026
Air Liquide reported a resilient H1 2026: comparable sales growth accelerated to 3.5% in Q2 (5.2% ex-FX & energy, including DIG Airgas), with group comparable growth of 2.6% for H1. Margin expansion remained on track, delivering +110 basis points in H1 driven by pricing (Industrial Merchant pricing +5.2% in Q2), ~EUR 299m of operational efficiencies, and active portfolio management. Recurring net profit increased 10% on a constant currency basis (recurring net profit group share EUR 1.9bn). Cash flow stayed strong (+8% ex-currency) and recurring ROCE held at ~11% despite higher investment. Investment momentum is exceptional: record H1 industrial investment decisions of EUR 2.9bn, a backlog of signed projects under execution at ~EUR 6.0bn (up from EUR 5.5bn in Q1), and a pipeline/12-month opportunity set near EUR 4.8bn (total opportunities > EUR 10bn), with Electronics representing ~50% of the pipeline. Notable new Large Industry wins include a $350m supply deal for Hyundai-POSCO (low-carbon steel), a $200m low-carbon syngas/hydrogen plant for Oxea (Texas), and a EUR 70m nitrogen plant in Kazakhstan. The company managed temporary helium supply constraints by diversifying sources and container logistics, and reported progress on ESG targets (renewable power start-ups in Secunda). Net debt rose to EUR 13.9bn (impacted by financing for DIG Airgas, dividend seasonality, and stopped factoring programs), but management emphasized strong balance sheet capacity to fund investments and M&A. Guidance for 2026–2027 was reconfirmed, including a cumulative +560 bps margin improvement target over six years.
