Linde plc (LIN)
Linde plc (LIN) Q4 2025 Earnings Call Transcript
Linde plc (LIN) Q4 2025 Earnings Call Transcript
Linde: Stock Remains A 'Hold' As I Missed The Perfect Buying Opportunity
Linde delivered Q4 earnings that beat analyst estimates, with revenues up 5.8% and adjusted net income rising 4%. LIN's 2026 guidance aligns with consensus, projecting $17.40–$17.90 EPS and modest currency tailwinds. I maintain a 'Hold' rating and lower the price target to $510.90, citing limited upside after missing the December entry point.
Linde Q4 Earnings Beat on Higher Americas Pricing, Revenues Rise Y/Y
LIN tops Q4 EPS and revenue estimates as higher Americas pricing and volumes lift results, with segment profits rising across regions.
Linde (LIN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Linde (LIN) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Linde (LIN) Surpasses Q4 Earnings and Revenue Estimates
Linde (LIN) came out with quarterly earnings of $4.2 per share, beating the Zacks Consensus Estimate of $4.18 per share. This compares to earnings of $3.97 per share a year ago.
Linde Set to Report Q4 Earnings: What's in Store for the Stock?
LIN's Q4 earnings are expected to have been affected by softer industrial activity across Europe.
Seeking Clues to Linde (LIN) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Linde (LIN), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Linde (LIN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Linde (LIN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Linde: Built To Compound For Decades
Linde is a high-quality compounder with excellent long-term growth prospects and a dominant position in industrial gases. LIN has delivered 23% net income CAGR over five years, driven by the successful Praxair integration, scale, and continued execution. Shares trade at a relative discount—6x sales and 29x earnings—offering an attractive entry for long-term investors despite recent end market weakness.
Linde: Quality At Discount
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.
Linde Q3 Earnings & Revenues Top Estimates on Higher Americas Pricing
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 Transcript
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.
