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Jeff Zajkowski

veteran investment banker who most recently served as Managing Director and Head of Equity Capital Markets for the Americas at JPMorgan Chase & Co.

Jeff Zajkowski is a veteran investment banker who most recently served as Managing Director and Head of Equity Capital Markets for the Americas at J.P. Morgan, where he specialized in advising issuer clients on equity financing alternatives across public, private, and derivative capital markets. Over a 22-year tenure at J.P. Morgan, Zajkowski covered a wide range of industries and major company IPOs and trades, including General Motors, Anadarko Petroleum, Royalty Pharma, T-Mobile, and Line Corp, generating approximately $2 billion in annual revenue for ECM and chairing the Equity Commitments Committee. His career began at Goldman Sachs, progressing to Managing Director overseeing capital market desks, before joining J.P. Morgan and later leading ECM for Asia Pacific, with earlier roles at Merrill Lynch focusing on equity-linked solutions and derivatives. He holds an MBA from Harvard Business School, a BS from The Wharton School, and possesses deep credentials in equity capital markets, though specific securities licenses or public performance rankings are not listed.

Jeff Zajkowski's questions to LINDE (LIN) leadership

Question · Q3 2025

Jeff Zajkowski from JPMorgan Chase & Co. inquired about the financial impact of helium and rare gas price pressure, asking if the estimated $50 million year-over-year penalty and 1.5% to 2.5% EPS growth trimming was accurate.

Answer

CEO Sanjiv Lamba confirmed that APAC pricing, excluding helium and rare gases, was positive, noting China's deflationary environment. CFO Matt White broadly agreed with the math, stating that the combined volume and pricing impact from helium and rare gases could be a 1% to 2% impact on EPS year-on-year, likely at the lower end of that range, with APAC being most affected. He also mentioned some stabilization in rare gas pricing but uncertainty regarding Russian helium supply.

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Question · Q3 2025

Jeff Zajkowski inquired about the financial impact of helium and rare gases, specifically asking if a $50 million year-over-year penalty was trimming EPS growth by 1.5%-2.5%.

Answer

Sanjiv Lamba, CEO, confirmed that APAC pricing, excluding helium and rare gases, was positive, noting deflation in China. Matt White, CFO, generally agreed with the math, stating that for the full year, the combined volume and pricing impact from helium and rare gases could be a 1%-2% drag on EPS (lower end of the range), with APAC being most affected. He noted some stabilization in rare gas pricing, but helium's outlook depends on Russian supply.

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