CLAIM #36385 · Linde plc Ordinary Shares (LIN) · 2025Q4 earnings call · Feb 5, 2026 · due Dec 31, 2026
“Now going forward, I do expect some relief on the supply side, and that should start to manifest itself in the other segment in time.”
Matt White · CFO
How to check this claim
Look at: Other segment operating profit/margin trend, attributable to helium supply relief
It came true if: Other segment operating profit or margin improves versus prior-year comparable period
Where: Company segment reporting (10-K/10-Q segment disclosures, earnings call commentary)
In context
“eases or those supply agreements lap, then we substitute with either our sites, our supply. But, all in, I'd say, usually, somewhere between twelve to twenty-four months, you have full run rate. And you get a pretty significant chunk that you can get within the first zero to twelve months. So how I would think about the synergy timing. As far as other segment, just to kind of remind what's in there, there's really three pieces that are in the global other. Do you have what we call sort of our global helium supply group. And what they do is they sell all the helium intercompany to the geographic regions. And they also sell some wholesale direct out of this segment. So, clearly, you saw some retrenchment and pricing impact in the helium business, of which is reflected in this other segment. Now going forward, I do expect some relief on the supply side, and that should start to manifest itself in the other segment in time. But it obviously had to take the brunt of these changes in the intercompany transfer pricing in some of that over the last two years. The second business in here is our global materials business. They continue to perform quite well, actually. This is mostly in the aerospace and in primarily 3D printing powders. As you can imagine, that is a pretty hot field right now when you think about aerospace and commercial space. So they've been growing quite nicely. You may recall first quarter of last year, we had a large insurance claim. That also was in this business, to the tune of around $40 million or so. That is part of the other income, online that you may have seen change year on year for a full year. And then the third piece is our corporate overhead cost. We put all of the overhead costs”
Verify independently
SEC filings for LIN ↗ · Claim quote is verbatim from the 2025Q4 earnings call.