Linde's EPS growth is underpinned by management actions, pricing power, cost control, and productivity, supporting a credible path to low-to-mid-teens EPS growth. Emerging growth vectors in space and electronics, alongside AI-driven productivity, provide additional upside to organic volume and margin expansion. Following the recent sell-off, shares offer 20% upside over 12 months plus a 1.5% dividend yield, reinforcing our Buy view on this high-quality, long-duration compounder.
LIN Q3 earnings and revenues increase year over year on the back of higher pricing and higher volumes from the Americas segment.
Linde plc ( LIN ) Q3 2025 Earnings Call October 31, 2025 9:00 AM EDT Company Participants Juan Pelaez - Vice President of Investor Relations Sanjiv Lamba - CEO & Director Matthew White - Executive VP & CFO Conference Call Participants Laurent Favre - BNP Paribas, Research Division Patrick Fischer - Goldman Sachs Group, Inc., Research Division Matthew DeYoe - BofA Securities, Research Division David Begleiter - Deutsche Bank AG, Research Division Mazahir Mammadli - Rothschild & Co Redburn, Research Division Vincent Andrews - Morgan Stanley, Research Division Patrick Cunningham - Citigroup Inc., Research Division John Ezekiel Roberts - Mizuho Americas LLC Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Michael Sison - Wells Fargo Securities, LLC, Research Division John McNulty - BMO Capital Markets Equity Research Joshua Spector - UBS Investment Bank, Research Division Kevin McCarthy - Vertical Research Partners, LLC James Hooper - Sanford C. Bernstein & Co., LLC.
The headline numbers for Linde (LIN) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Linde (LIN) came out with quarterly earnings of $4.21 per share, beating the Zacks Consensus Estimate of $4.18 per share. This compares to earnings of $3.94 per share a year ago.
Macroeconomic headwinds and softer industrial activity in Europe are likely to impact LIN's Q3 results despite steady support from long-term contracts.
Linde: Back To Buy As Headwinds Fade And Valuation Normalizes (Rating Upgrade)
Linde delivered another resilient quarter with Q2 2025 revenue up 3% YoY and adjusted EPS up 6% YoY. Operating cash flow was robust at $2.2 billion, marking a 15% YoY increase, highlighting strong financial health. Management issued strong Q3 guidance, projecting adjusted EPS growth of 4% to 7% YoY, showing continued confidence.
Linde plc (NASDAQ:LIN ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Juan Pelaez - Vice President of Investor Relations Matthew J. White - Executive VP & CFO Sanjiv Lamba - CEO & Director Conference Call Participants Christopher S.
LIN's Q2 earnings and revenues increase year over year, driven by higher profits from the Americas and EMEA segments.
Although the revenue and EPS for Linde (LIN) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Linde (LIN) came out with quarterly earnings of $4.09 per share, beating the Zacks Consensus Estimate of $4.03 per share. This compares to earnings of $3.85 per share a year ago.