Linde’s Q3 2026 revenue expectations center on sustained electronics demand tied to AI semiconductor expansion, which drove 18% growth in that segment during Q2 and contributed to a record $8.1 billion sale-of-gas backlog. Analysts currently project roughly $9.16–9.17 billion in sales for the quarter ending September, implying about 6% year-over-year growth from $8.62 billion in Q3 2025, following Q2’s 9.3% beat to $9.29 billion. Management guided Q3 adjusted EPS of $4.45–4.55 while raising full-year 2026 EPS outlook to $17.70–17.90, reflecting productivity gains and new project starts offset by potential margin pressure from the Lincare healthcare unit under strategic review. Results are scheduled for release before market open on October 29, with traders monitoring volume trends, pricing realization, and any updates on backlog conversion or end-market conditions.