Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38730 LINDE PLC (Exact name of registrant as specified in its charter) 98-1448883 Ireland (State or other jurisdictio ...

财务业绩 - 2020年第三季度销售额68.55亿美元，较上季度增长7%，较去年同期下降2%；营业利润15.15亿美元，较上季度增长15%，较去年同期增长9%[3] - 调整后每股收益（EPS）在2.11 - 2.16美元之间，同比增长13% - 15%（排除外汇因素）；全年调整后EPS在8.05 - 8.10美元之间，同比增长12%（排除外汇因素）[6] 区域表现 - 美洲地区第三季度销售额26.41亿美元，较上季度增长9%，较去年同期下降5%；营业利润7.42亿美元，较上季度增长19%，较去年同期增长11%[8] - 亚太地区第三季度销售额14.84亿美元，较上季度增长15%，较去年同期增长2%；营业利润3.37亿美元，较上季度增长15%，较去年同期增长9%[9] - 欧洲、中东和非洲地区（EMEA）第三季度销售额16.22亿美元，较上季度增长12%，较去年同期下降1%；营业利润3.7亿美元，较上季度增长22%，较去年同期增长10%[11] 市场趋势 - 医疗保健市场销售额占比20%，同比增长5%，环比增长2%；食品与饮料市场销售额占比10%，同比下降4%，环比增长11%[17] - 电子市场销售额占比10%，同比增长4%，环比增长3%；制造业市场销售额占比19%，同比下降8%，环比增长12%[17] 项目与订单 - 气体销售（SOG）积压订单约37亿美元，与第二季度相比，启动了五个新项目，签署了四个新项目[21] - 工程业务第三方订单第三季度新增4.84亿美元，积压订单49.03亿美元[13] ESG表现 - 目标到2028年将温室气体排放强度降低35%，已降低19%；低碳能源购买量较2018年增加8%，超过三分之一的能源消耗为低碳能源[23] - 与PlugPower签署谅解备忘录，测试燃料电池发动机卡车；在美国东北部地区签订约50万兆瓦时/年的新零碳电力合同[23]

Table of Contents For the quarterly period ended June 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38730 LINDE PLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) 98-1448883 Ireland (State or other jurisdiction of ...

业务韧性与增长 - 65%销售防御性，业务模式具韧性，2018 - 1H20运营利润率从17.1%升至20.3%，资本回报率从10.3%升至12.3%[3] - 2019 - 1H20每股收益增长23.0%、11.0%，股息增长6.0%、10.0%[3] 核心战略 - 核心战略包括资本支出效率、网络密度，通过优化基础、利用复苏、把握增长实现可持续价值创造[4] 清洁氢业务 - 到2030年清洁氢市场潜力大，公司在欧盟、德国等关键地区布局，有20亿美元传统氢气业务和80多个电解厂[5] - 面临挑战为到2030年缩小与传统替代方案成本差距，需降低50 - 60%资本支出、运营成本和可再生能源成本[6] 二季度财务结果 - 二季度销售额63.77亿美元，同比降11%，环比降5%；运营利润13.17亿美元，同比持平，环比降3%[8] - 运营现金流17.64亿美元，同比增76%，环比增31%；资本支出7.83亿美元，同比降9%，环比降2%[8] 财务指引 - 2020年第三季度调整后每股收益预计在1.90 - 1.95美元，同比增1 - 4%（剔除汇率）[14] - 2020年全年调整后每股收益预计在7.60 - 7.80美元，同比增7 - 9%（剔除汇率），资本支出30 - 34亿美元[14] 各地区业务表现 - 美洲、亚太、EMEA地区二季度销售额同比均降13%，受COVID - 19影响，金属和制造业终端市场销量受冲击大[21][22][23] - 工程业务二季度销售额8.10亿美元，同比增8%，运营利润1.38亿美元，同比增39%[24] 终端市场趋势 - 医疗保健、电子终端市场二季度销售额同比分别增4%、5%，食品饮料、制造业等终端市场销售额同比下降[28] 高质量订单积压 - 天然气销售订单积压约36亿美元，二季度启动4个新项目，签署2个新项目[30][31] ESG表现 - 目标到2028年温室气体排放强度降低35%，截至目前已降16%；可再生能源占比从2018年的35%增至38%[33] 非GAAP指标 - 公司提供非GAAP指标以辅助投资者评估经营业绩，对多项指标进行调整以排除非经常性项目影响[36][40]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38730 LINDE PLC (Exact name of registrant as specified in its charter) 98-1448883 Ireland The Priestley Centre 10 Priestl ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________________________ FORM 10-K _______________________________________________ ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38730 LINDE PLC (Exact name of registrant ...

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 or For the transition period from to Commission file number 001-38730 LINDE PLC (Exact name of registrant as specified in its charter) 98-1448883 Ireland (State or other jurisdictio ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38730 LINDE PLC (Exact name of registrant as specified in its charter) 98-1448883 (I.R.S. Employer Identification No.) The ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38730 LINDE PLC (Exact name of registrant as specified in its charter) Ireland (State or other jurisdiction of incorporat ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________________________ FORM 10-K _______________________________________________ þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38730 LINDE PLC (Exact name of registrant ...