The earnings call highlighted Air Liquide's strong financial performance in the first half of 2025, with significant achievements in operational efficiency and investment backlog. While there were challenges in specific regions like Asia and China, the overall resilience and strategic growth initiatives position the company positively for future growth. The sentiment is largely positive due to the outweighing highlights of strong operational metrics and strategic growth investments.

Company Guidance

During the Air Liquide First Half 2025 Results Conference Call, the company provided a comprehensive overview of its financial performance and strategic initiatives. Key metrics highlighted include a 2% sales growth on a comparable basis, a record Gas & Services operating margin improvement of 130 basis points, and efficiencies reaching EUR 287 million, a 23% increase compared to H1 2024. The recurring Return on Capital Employed (ROCE) improved to 11%, and the investment backlog reached a record high of EUR 4.6 billion. The company also emphasized its transformation program, which includes streamlining operations and leveraging data and AI, contributing to margin improvements. Guidance for 2025 was confirmed, with an expectation of a 460 basis point margin improvement by the end of 2026. Additionally, Air Liquide highlighted its strategic investments in Electronics and energy transition projects, with significant projects underway, such as a EUR 250 million investment in Dresden for a semiconductor plant and a EUR 500 million investment in the ELYgator project in the Netherlands.

Record OR Margin Improvement

Achieved a record Gas & Services OR margin improvement, reaching plus 130 basis points, excluding the energy pass-through effect.

Significant Efficiency Gains

Delivered record high efficiencies, reaching EUR 287 million, a significant plus 23% compared to H1 2024.

Strong Investment Backlog

Solid investment backlog stands at a new record high of EUR 4.6 billion, securing future growth.

Strong Performance in the Americas

Sales in the Americas have been strong overall, reaching plus 3% on a comparable basis, driven by robust growth in Healthcare and Large Industry.

Growth in Electronics Investment

Secured close to EUR 1 billion of new investment in Electronics, with major projects announced in Germany, the U.S., and Asia.

Air Liquide (DE:AILA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:AILA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 18, 2026	2025 (Q4)	0.66 / -	0.526	―	―	―
Jul 29, 2025	2025 (Q2)	0.64 / 0.64	0.555	15.08% (+0.08)
Feb 21, 2025	2024 (Q4)	0.56 / 0.53	0.507	3.88% (+0.02)
Jul 26, 2024	2024 (Q2)	0.53 / 0.56	0.56	-0.76% (>-0.01)
Feb 20, 2024	2023 (Q4)	0.49 / 0.51	0.541	-6.32% (-0.03)
Jul 27, 2023	2023 (Q2)	0.51 / 0.56	0.378	47.86% (+0.18)
Feb 16, 2023	2022 (Q4)	0.61 / 0.54	0.452	19.66% (+0.09)
Jul 28, 2022	2022 (Q2)	0.42 / 0.38	0.441	-14.15% (-0.06)	―	―
Feb 16, 2022	2021 (Q4)	0.45 / 0.45	0.485	-6.87% (-0.03)	―	―
Jul 29, 2021	2021 (Q2)	0.45 / 0.44	0.381	15.70% (+0.06)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:AILA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	€34.20	€33.60	-1.75%
Feb 21, 2025	€33.54	€33.54	0.00%
Jul 26, 2024	€31.76	€31.76	0.00%
Feb 20, 2024	€30.81	€30.46	-1.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Air Liquide (DE:AILA) report earnings?

Air Liquide (DE:AILA) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).

What is Air Liquide (DE:AILA) earnings time?

Air Liquide (DE:AILA) earnings time is at Feb 18, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Air Liquide stock?

The P/E ratio of Air Liquide is N/A.

What is DE:AILA EPS forecast?

DE:AILA EPS forecast for the fiscal quarter 2025 (Q4) is 0.66.

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