Linde plc (LIN)
AI Chip Demand Gives Linde a New Growth Catalyst
Linde TodayLINLinde$487.41 +5.03 (+1.04%) As of 10:44 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$387.78▼$548.20Dividend Yield1.31%P/E Ratio31.52Price Target$546.80Add to WatchlistLinde NASDAQ: LIN has been selling gases—nitrogen, oxygen, argon, and hydrogen—for more than a century, mostly to hospitals, food companies, and refineries.
Linde Has Quietly Compounded for Years. These 3 Stocks Share Its Stickiest Advantage
Some companies grow quietly because their customers physically cannot leave them, and four stocks have turned that structural trap into decades of compounding returns most investors overlook entirely.
Linde: Strong Execution, But Peer Momentum And Higher CapEx Limit The Upside
Q2 remained solid, but operating margin declined 60 basis points despite stronger pricing and volumes. The $8.1 billion backlog supports earnings visibility, although electronics growth is increasingly a sector-wide tailwind rather than a Linde-specific catalyst. Higher CAPEX and delayed project contributions temper the outlook, while APD and Air Liquide currently offer stronger margin-improvement stories.
Linde: My 'Not Cheap' Thesis Has Been True Since 2023
Linde plc remains a 'Hold' due to excessive valuation, despite its world-class fundamentals and robust profitability. LIN trades at a 27x-30x P/E, requiring unrealistic growth or sector re-rating to justify current levels and deliver meaningful upside. Recent results show strong margins, cash generation, and backlog, but capital allocation—especially buybacks at high multiples—raises concerns.
Linde plc (LIN) Q2 2026 Earnings Call Transcript
Linde plc (LIN) Q2 2026 Earnings Call Transcript
Linde Q2 Earnings Call Highlights
Linde NASDAQ: LIN reported record second-quarter sales and earnings per share, while expanding its sale-of-gas project backlog to a record $8.1 billion following a new U.S. electronics contract. The industrial-gases company also said it expects to start more than 20 projects during the remainder of 2026, representing approximately $1.3 billion of investment.
LIN Q2 Earnings & Revenues Beat Estimates on Volume & Pricing Growth
Linde delivers Q2 earnings growth as pricing, volume gains, currency and acquisitions drive sales, with electronics leading end-market gains.
Linde (LIN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Linde (LIN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Linde (LIN) Q2 Earnings and Revenues Top Estimates
Linde (LIN) came out with quarterly earnings of $4.5 per share, beating the Zacks Consensus Estimate of $4.49 per share. This compares to earnings of $4.09 per share a year ago.
Linde raises lower end of 2026 guidance after Q2 earnings beat
Linde , the world's largest industrial gases company, raised the bottom end of its full-year earnings forecast on Friday after posting second-quarter results that beat market expectations.
Linde to invest $1 billion in Arizona after winning semiconductor supply deal
Linde , the world's largest industrial gases company, said on Friday it had secured a new long-term agreement to supply ultra-high-purity industrial gases to one of the world's largest semiconductor manufacturers and would invest about $1 billion in Arizona.
Linde to Report Q2 Earnings: Here's What Investors Should Know
LIN's Q2 earnings may have gained from resilient contracts and backlog, while weaker European industrial activity poses risks.
