Fourth Quarter 2023 Earnings Report slide image

Fourth Quarter 2023 Earnings Report

Non-GAAP Measures Linde LINDE PLC AND SUBSIDIARIES SUMMARY NON-GAAP RECONCILIATIONS (UNAUDITED) The following adjusted amounts are Non-GAAP measures and are intended to supplement investors' understanding of the company's financial statements by providing measures which investors, financial analysts and management use to help evaluate the company's operating performance. Items which the company does not believe to be indicative of ongoing business trends are excluded from these calculations so that investors can better evaluate and analyze historical and future business trends on a consistent basis. Definitions of these Non-GAAP measures may not be comparable to similar definitions used by other companies and are not a substitute for similar GAAP measures. See the "NON GAAP MEASURES AND RECONCILIATIONS" starting on page x for additional details relating to the adjustments. (Millions of dollars, except per share amounts) Quarter Ended December 31 Reported GAAP Amounts Other charges (a) Pension settlement charges (b) Purchase accounting impacts - Linde AG (c) Total adjustments Adjusted amounts Sales Operating Profit Net Income Diluted EPS 2023 2022 2023 2022 2023 2022 2023 2022 $ 8,302 $ 7,899 $ 2,028 $ 1,687 $ 1,543 $ 1,328 $ (2) 25 (4) 16 3.16 $ (0.01) 2.67 0.03 3 0.01 246 289 211 230 0.43 0.46 244 314 210 246 0.43 0.49 $ 8,302 $ 7,899 $ 2,272 $ 2,001 $ 1,753 $ 1,574 $ 3.59 $ 3.16 (Millions of dollars, except per share amounts) Sales Operating Profit Net Income Diluted EPS Year to Date December 31 2023 2022 2023 2022 2023 2022 2023 2022 Reported GAAP Amounts $ 32,854 $ 33,364 $ Other charges (a) 8,024 $ 40 5,369 $ 1,029 6,199 $ (41) Pension settlement charges (b) 13 4,147 $ 893 5 12.59 $ 8.23 (0.08) 1.77 0.03 0.01 Purchase accounting impacts - Linde AG (c) Total adjustments 1,006 1,046 1,506 818 1,150 1.66 2.28 2,535 790 2,048 1.61 4.06 Adjusted amounts $ 32,854 $ 33,364 $ 9,070 $ 7,904 $ 6,989 $ 6,195 $ 14.20 $ 12.29 (a) 2023 year to date charges related primarily to severance and delist charges, which were offset by a tax settlement. 2022 year to date charges related primarily to charges associated with the deconsolidation and impairment of Russian subsidiaries resulting from the ongoing war in Ukraine and related sanctions. (b) To adjust for pension settlement charges. (c) To adjust for purchase accounting impacts related to the merger. 22 22
View entire presentation