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Air Liquide (ADR) Earnings Calls
| 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 | - |
| Release date | Feb 21, 2025 |
| EPS estimate | $0.600 |
| EPS actual | $0.560 |
| EPS Surprise | -6.67% |
| Revenue estimate | 14.133B |
| Revenue actual | 14.301B |
| Revenue Surprise | 1.19% |
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 | Feb 21, 2025 |
| Price on release | $33.72 |
| EPS estimate | $0.600 |
| EPS actual | $0.560 |
| EPS surprise | -6.67% |
| Date | Price |
|---|---|
| Feb 14, 2025 | $33.16 |
| Feb 18, 2025 | $33.03 |
| Feb 19, 2025 | $32.65 |
| Feb 20, 2025 | $32.89 |
| Feb 21, 2025 | $33.72 |
| Feb 24, 2025 | $33.06 |
| Feb 25, 2025 | $33.55 |
| Feb 26, 2025 | $33.28 |
| Feb 27, 2025 | $32.83 |
| 4 days before | 1.67% |
| 4 days after | -2.64% |
| On release day | -1.94% |
| Change in period | -1.01% |
| 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% |
Air Liquide (ADR) Earnings Call Transcript Summary of Q4 2025
Air Liquide delivered resilient 2025 results with group sales up +2% on a comparable basis, Gas & Services OI margin improving by 130 bps (ex-energy pass-through) and group operating margin up ~100 bps (ex-energy pass-through). Recurring net profit rose ~+10% excluding FX and recurring ROCE is above 11%. Cash generation was strong (€6.8bn), enabling record capex (€4.1bn gross), a €1.9bn dividend payment and a reduction in net debt (net debt/equity ~31%). The investment backlog remains elevated (≈€4.9bn) and 12‑month opportunities hit a record ≈€4.6bn, with electronics representing >40% of near‑term opportunities. The Group closed the DIG Airgas acquisition in January 2026 (small contribution to disclosed backlog figures) and expects the DIG deal to raise gearing by >10 percentage points. Management reported EUR 631m of efficiencies in 2025 (vs. a €400m annual ADVANCE target) and is scaling a structural transformation (organization simplification, industrial excellence, GBS expansion, AI-driven commercial automation). Social/sustainability highlights: lowest lost-time accident frequency on record, CO2 emissions down 13% vs 2020 and carbon intensity down 46% over 10 years. The Board will propose a 12% dividend increase to €3.70/share and a 1-for-10 free share distribution (subject to shareholder approval). Guidance: reiteration of +100 bps OIR margin improvement for 2026 and an extension of the margin ambition to a cumulative +560 bps improvement over 2022–2027 (i.e., another +100 bps in 2027). Management is cautiously constructive on 2026 activity — electronics and select industrial pockets are key upside drivers — while executing restructuring in Europe (one‑time restructuring costs ~€200m disclosed).
