L'Air Liquide S.A. — News

L'Air Liquide S.A. (AIQUY) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-28 12:43:20

L'Air Liquide S.A. exemplifies a high-quality, fundamentally safe industrial gas leader, but its valuation is unjustifiably rich versus operational realities. AIQUF trades at 29-31x P/E and 15-16x EV/EBITDA, despite modest 5-7% growth, restrained FCF, and lower ROIC than Linde. Current premium reflects overhyped expectations for hydrogen and electronics; actual returns remain single-digit and cyclicality risks persist.

seekingalpha.com - 2026-07-28 10:57:04

The company remains confident it can increase its operating margin and deliver recurring net profit growth at constant exchange rates.

wsj.com - 2026-07-28 02:20:00

Air Liquide confirmed ‌its margin outlook on Tuesday after first-half operating earnings broadly met expectations, as growth in electronics and industrial gases ​helped offset a still-muted industrial backdrop.

reuters.com - 2026-07-28 01:55:06

Investors looking for stocks in the Chemical - Diversified sector might want to consider either Avient (AVNT) or Air Liquide (AIQUY). But which of these two stocks presents investors with the better value opportunity right now?

zacks.com - 2026-07-21 12:41:10

Investors looking for stocks in the Chemical - Diversified sector might want to consider either Innospec (IOSP) or Air Liquide (AIQUY). But which of these two stocks presents investors with the better value opportunity right now?

zacks.com - 2026-07-20 12:41:05

Investors interested in Chemical - Diversified stocks are likely familiar with LyondellBasell (LYB) and Air Liquide (AIQUY). But which of these two stocks is more attractive to value investors?

zacks.com - 2026-06-26 12:40:19

Investors interested in stocks from the Chemical - Diversified sector have probably already heard of LyondellBasell (LYB) and Air Liquide (AIQUY). But which of these two stocks presents investors with the better value opportunity right now?

zacks.com - 2026-06-10 12:41:12

AIQUY will invest nearly EUR 200M in South Korea under a long-term SK hynix deal to support next-generation HBM chip production for AI infrastructure.

zacks.com - 2026-06-09 11:30:42

Air Liquide is reaffirmed as a buy, supported by margin expansion and a robust €5.5 billion investment backlog. AIQUF's Q1 group sales grew 1.9%, with US structural drivers offsetting softness in the EU and Asia; the electronics segment posted 9% growth. Internal simplification initiatives and productivity measures suggest further gains are increasingly driven by execution rather than external factors.

seekingalpha.com - 2026-06-04 21:26:07

Investors interested in Chemical - Diversified stocks are likely familiar with LyondellBasell (LYB) and Air Liquide (AIQUY). But which of these two companies is the best option for those looking for undervalued stocks?

zacks.com - 2026-05-25 12:40:23

Investors with an interest in Chemical - Diversified stocks have likely encountered both Dow Inc. (DOW) and Air Liquide (AIQUY). But which of these two stocks is more attractive to value investors?

zacks.com - 2026-05-07 12:40:20

Here is how Air Liquide (AIQUY) and BASF SE (BASFY) have performed compared to their sector so far this year.

zacks.com - 2026-05-04 10:40:38