Makampani atatu akuluakulu a gasi mu 2023Q2

Kugwira ntchito kwa ndalama zogwirira ntchito zamakampani atatu akuluakulu a gasi padziko lonse lapansi kunasakanizidwa m'gawo lachiwiri la 2023. Kumbali imodzi, mafakitale monga chithandizo chamankhwala chapakhomo ndi zamagetsi ku Ulaya ndi United States anapitirizabe kutentha, ndi kuwonjezeka kwa voliyumu ndi mtengo woyendetsa galimoto chaka- kuwonjezeka pachaka kwa phindu kwa kampani iliyonse; Kumbali inayi, momwe madera ena amagwirira ntchito adachepetsedwa ndi kufunikira kofooka kuchokera kumakampani akuluakulu, komanso kutumiza kosavomerezeka kwa ndalama ndi mbali ya mtengo wa equation.

1. Ndalama zomwe amapeza zimasiyanasiyana pakati pamakampani

Malipiro a gawo lachiwiri la Linde anali $8,204 miliyoni, kutsika ndi 3% pachaka.Phindu logwira ntchito (losinthidwa) linazindikira $ 2,286 miliyoni, kuwonjezeka kwa 15% pachaka, makamaka chifukwa cha kuwonjezeka kwa mtengo ndi mgwirizano wamagulu onse. Makamaka, malonda aku Asia Pacific mgawo loyamba anali $1,683 miliyoni, kukwera 2% pachaka, makamaka m'misika yamagetsi, mankhwala ndi mphamvu.Ndalama zonse za French Liquid Air 2023 zidakwana € 6,806 miliyoni mgawo lachiwiri ndipo zidafika € 13,980 miliyoni mu theka loyamba la chaka, kuwonjezeka kwa 4.9% pachaka.Makamaka, Gasi & Services adawona kukula kwa ndalama m'madera onse, ndi Europe ndi United States zikuyenda bwino, motsogozedwa ndi zomwe zikuchitika m'magawo a mafakitale ndi zaumoyo. Ndalama za Gasi ndi Ntchito zinafika ku EUR 6,513 miliyoni mgawo lachiwiri ndi EUR 13,405 miliyoni mu theka loyamba la chaka, zomwe zikuwerengera pafupifupi 96% ya ndalama zonse, kukwera ndi 5.3% pachaka.Kugulitsa kwa Air Chemical kotala lachitatu mu 2022 kunali $3.034 biliyoni, kutsika pafupifupi 5% pachaka.Makamaka, mitengo ndi mabuku adakwera ndi 4% ndi 3%, motero, koma panthawi imodzimodziyo ndalama kumbali ya mphamvu zinatsika ndi 11%, komanso mbali ya ndalama inalinso ndi zotsatira zoipa za 1%. Phindu lachitatu logwira ntchito lidapeza $ 644 miliyoni, chiwonjezeko cha 2.68% pachaka.

2. Ndalama zomwe zimaperekedwa ndi misika yaying'ono zimasakanizidwa chaka ndi chaka Linde: ndalama zaku America zinali $3.541 biliyoni, kukwera ndi 1% pachaka,kuyendetsedwa ndi mafakitale azaumoyo ndi zakudya;Europe, Middle East ndi Africa (EMEA) ndalama zinali $2.160 biliyoni, kukwera 1% pachaka, motsogozedwa ndi kukwera kwa mitengo. thandizo; Ndalama za ku Asia Pacific zinali $ 1,683 miliyoni, kukwera 2% pachaka, ndi kufunikira kwapang'onopang'ono kuchokera kumisika yotsiriza monga zamagetsi, mankhwala ndi mphamvu.FALCON:Malinga ndi zomwe amapeza m'dera la gasi, ndalama zomwe zimaperekedwa mu theka loyamba ku America zidakwana EUR5,159 miliyoni, kukwera ndi 6.7% pachaka, ndipo kugulitsa m'mafakitale kumakwera 10% pachaka, makamaka chifukwa cha kuwonjezeka kwa mtengo; makampani azaumoyo adakula 13.5%, komabe chifukwa cha kukwera kwamitengo mumakampani azachipatala aku US gasi komanso chitukuko chaumoyo wapakhomo ndi mabizinesi ena ku Canada ndi Latin America; kuonjezera apo, malonda m'mafakitale akuluakulu adatsika ndi 3.9% ndipo Zamagetsi zidatsika 5.8%, makamaka chifukwa chosowa chofooka. Ndalama za theka loyamba ku Europe zidakwana € 4,975 miliyoni, kukwera 4.8% pachaka. Chifukwa cha chitukuko champhamvu monga chithandizo chamankhwala kunyumba, malonda a zaumoyo adakula ndi 5.7%; kugulitsa m'mafakitale ambiri kudakwera ndi 18.1%, makamaka chifukwa chakukwera kwamitengo; motsogozedwa ndi zomwe zikuchitika m'gawo lachipatala chapakhomo komanso kukwera kwamitengo yamafuta azachipatala, kugulitsa kwamakampani azachipatala kumawonjezeka ndi 5.8% pachaka. Asia-Pacific dera mu theka loyamba la ndalama za 2,763 miliyoni mayuro, mpaka 3.8%, lalikulu mafakitale madera ofooka ankafuna; madera ambiri ogulitsa ntchito zabwino, makamaka chifukwa cha kukwera kwamitengo m'gawo lachiwiri komanso kuwonjezeka kwa malonda pamsika waku China; ndalama zamakampani amagetsi zidakula pang'onopang'ono mu gawo lachiwiri la kukula kwa 4.3% pachaka.Ndalama za theka loyamba ku Middle East ndi Africa zinali € 508 miliyoni, kukwera ndi 5.8% pachaka,ndi malonda a gasi ku Egypt ndi South Africa akuchita bwino.Airchemicals:Pankhani ya ndalama zoyendetsera gasi malinga ndi dera,mayiko aku America adapeza ndalama zogwirira ntchito za US $ 375 miliyoni mgawo lachitatu lazachuma, kukwera ndi 25% pachaka.Izi zinali makamaka chifukwa cha mitengo yapamwamba komanso kuchuluka kwa malonda, koma panthawi imodzimodziyo mbali yamtengo wapatali inalinso ndi zotsatira zoipa.Ndalama ku Asia zinali $ 241 miliyoni, kuwonjezeka kwa 14% chaka ndi chaka, ndi kuwonjezeka kwa voliyumu ndi mtengo chaka ndi chaka, pamene mbali ya ndalama ndi kuwonjezeka kwa mtengo kunali ndi zotsatira zoipa.Ndalama ku Europe zinali $176 miliyoni, kukwera 28% pachaka,ndi kukwera kwamitengo ndi 6% ndi kuwonjezeka kwa voliyumu 1%, kuchepetsedwa pang'ono ndi kukwera mtengo. Kuphatikiza apo, ndalama zapakati pa Middle East ndi India zinali $ 96 miliyoni, kukwera kwa 42% pachaka, motsogozedwa ndi kukwaniritsidwa kwa gawo lachiwiri la polojekiti ya Jazan.

3. Makampani ali ndi chidaliro chakukula kwachuma kwazaka zonse Linde adatiikuyembekeza EPS yosinthidwa kwa kotala yachitatu kukhala pakati pa $ 3.48 mpaka $ 3.58, kufika 12% mpaka 15% pa nthawi yomweyi chaka chatha, kutengera kukula kwa ndalama za 2% chaka ndi chaka komanso motsatizana motsatizana. 12% mpaka 15%.French Liquid Air adaterogululi liri ndi chidaliro chopititsa patsogolo malire ogwirira ntchito ndikukwaniritsa kukula kwa ndalama zomwe amapeza pafupipafupi mu 2023.Air Products adateroChitsogozo chake chazaka zonse cha EPS pazachuma cha 2023 chikhala pakati pa $11.40 ndi $11.50, chiwonjezeko cha 11% mpaka 12% kuposa EPS yosinthidwa chaka chatha, ndipo chiwongolero chake cha kotala chachinayi cha 2023 cha EPS chidzakhala pakati pa $3.04 ndi $3.14, ndi kuwonjezeka kwa 7% mpaka 10% kuposa gawo lachinayi lachuma cha 2022 EPS yosinthidwa.