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.