Helium

Second recent semiconductor supply win; $250M Arizona investment to build PRISM hydrogen units, CO2 purification and helium/hydrogen/CO2 bulk and pipeline systems with phased start-up.

GAAP operating loss driven by ~$2.9B pre-tax project-exit charges; adjusted EPS $3.47 beat guidance. Company raises FY26 adjusted EPS outlook and sets capex ≈ $3.5B.

Long-term deal to supply multiple new semiconductor fabs and back-end packaging via four new ASUs and underground pipelines delivering N2, O2, Ar and He.

Feasibility study to use natural hydrogen from a South Australia project as core feedstock for green methanol, with a preliminary study planned in H2 2026.

Largest centralized refrigeration system supplies supercritical helium at 4.5 K and liquid nitrogen precooling to cool ITER superconducting magnets and thermal shields.

Contracts cover cryogenic manufacturing equipment through flight 42 and a three‑year supply of propellants and ground gases for Ariane 6 operations.

NRC completed an Environmental Assessment and issued a FONSI for a proposed advanced SMR at Seadrift, Texas, clearing a key Construction Permit step to supply electricity and industrial steam.

Stable 2025: margin held, net debt reduced, staff >12k. Investments in air-separation, on-site/CO2/cylinder plants, helium, decarbonization, R&D/digitalization. 2026 growth expected.

Missile strikes at Ras Laffan damaged LNG Trains 4 & 6; repairs may take 3–5 years with force majeure on contracts. Pearl GTL offline ≥1 year; condensate, LPG, naphtha and helium production affected.

The contract covers two LNG mega-trains, gas treatment, and CCS facilities. First LNG cargo is expected by 2031, enhancing Qatar's LNG capacity and environmental performance.