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Matthew White

Executive VP & CFO, Linde plc

Search every verified Matthew White interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. On Linde's second quarter 2026 earnings call, Matthew White discussed the company's helium business, noting strong price improvement but higher costs for dislocation. He stated that the dollar contribution from helium is positive, though the margin effect is currently slightly dilutive, and said this should stabilize as the company prioritizes meeting customers and signing new contracts at a positive dollar contribution. White also addressed the company's space sector opportunity, saying Linde is on track for the billion-dollar opportunity it previously outlined, with 2030 as the timeline and expectations of "billion plus" in space markets. He indicated that once the space market reaches a certain size, Linde would split it out in its end markets for more visibility. Additionally, White commented on challenges at Linkare, describing them as not new and noting persistent headwinds from labor cost inflation and changes in reimbursement environments, with a new management team focused on improving business quality through portfolio pruning and aggressive operational improvements.

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