Linde zdvojnásobila kapacitu dodávek průmyslových plynů pro Tata Steel v Kalinganagaru, což má umožnit zvýšení roční produkce oceli ze 3 na 8 milionů tun.
WOKING, England--(BUSINESS WIRE)--Linde (Nasdaq: LIN) today announced it has expanded its long-term supply of industrial gases to Tata Steel Limited at its Kalinganagar Industrial Complex in Odisha, India.
Under a long-term supply agreement, Linde has doubled its on-site capacity for Tata Steel through the de-captivation of two air separation units (ASUs) at Kalinganagar. The newly acquired units are now providing oxygen, nitrogen and argon for Tata Steel’s iron and steelmaking operations. The additional capacity will help enable Tata Steel to increase annual steel production at Kalinganagar from three million tons to eight million tons per year.
The new ASUs bring Linde’s total capacity in the Kalinganagar region to more than seven thousand tons of oxygen per day. In addition to supporting Tata Steel’s growth, the additional ASUs will help Linde meet increasing demand for industrial gases across the regional merchant market.
“This expansion with Tata Steel underscores the strength of our long-standing relationship and highlights the critical role of industrial gases in steelmaking,” said Moloy Banerjee, President ASEAN & South Asia, Linde. “The project further deepens our network density in an important industrial region and positions Linde to capture further growth opportunities in India.”
About Linde
Linde is a leading global industrial gases and engineering company with 2025 sales of $34 billion. We live our mission of making our world more productive every day by providing high-quality solutions, technologies and services which are making our customers more successful and helping to sustain, decarbonize and protect our planet.
Linde serves a variety of end markets such as chemicals & energy, food & beverage, electronics, healthcare, manufacturing, metals and mining. Linde’s industrial gases and technologies are used in countless applications, enabling space exploration and launch technologies, delivering ultra-high-purity and specialty gases for semiconductor manufacturing, providing life-saving medical oxygen and enabling clean hydrogen production and carbon capture to reduce greenhouse gas emissions. Linde also delivers state-of-the-art gas processing solutions to support customer growth, efficiency improvements and emissions reductions.
For more information about the company and its products and services, please visit www.linde.com
Ocenění společnosti Linde (LIN) metodou DCF stanovuje vnitřní hodnotu na základě zisku na 245,08 USD a na základě volného peněžního toku na 180,79 USD, oproti aktuální ceně 498,43 USD.
On October 19, 2026, we delve into the DCF analysis for Linde PLC LIN, a company that has seen a notable price performance with an 18.1% increase year-to-date and a 13.7% rise over the past year. However, the valuation models present a stark contrast:
DCF Earnings-based intrinsic value suggests a significant overvaluation compared to the current price, indicating a margin of safety of -103.4%. DCF Free Cash Flow (FCF)-based intrinsic value also points to overvaluation, with a margin of safety of -175.7%. The GF Score™ of 91/100 indicates strong financial health but raises questions about the reliability of the DCF inputs due to its low predictability rank of 2/5 stars. What Is LIN Worth? DCF Earnings-Based Model The DCF earnings-based model for Linde PLC employs a two-stage approach to estimate intrinsic value. The first stage anticipates a robust growth in earnings per share (EPS) over the next ten years, followed by a terminal growth phase. Below are the assumptions used in this model:
Parameter Value Current EPS (TTM, excl. non-recurring) $15.67 10-Year Growth Rate 10.9% 10-Year Treasury Rate 5.08% Discount Rate (ceil(Treasury) + 6%) 12% Terminal Growth Rate 4% In the first stage, the EPS is projected to grow at 10.9% annually for ten years, discounted at a rate of 12%. The calculation summary is as follows:
Stage Description Value Growth Stage (Years 1-10) EPS growing at 10.9%, discounted at 12% $148.48 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 12% $96.60 Intrinsic Value Growth + Terminal $245.08 With the current price at $498.43, the intrinsic value of $245.08 indicates that Linde PLC is significantly overvalued, resulting in a margin of safety of -103.4%. Notably, GuruFocus employs EPS excluding non-recurring items because research indicates that stock prices correlate more closely with earnings than with free cash flow. For further analysis, you can visit the LIN DCF Calculator.
What Does the Free Cash Flow DCF Say? The Free Cash Flow (FCF)-based intrinsic value for Linde PLC stands at $180.79. This figure further corroborates the earnings-based DCF analysis, as both models indicate significant overvaluation. The margin of safety for the FCF-based valuation is -175.7%, reinforcing the notion that Linde PLC is trading at a premium compared to its intrinsic value.
How Does GF Value™ Compare to the DCF Models? The GF Value™ for Linde PLC is calculated at $513.00, suggesting a slight undervaluation of 2.8%. This proprietary measure from GuruFocus is derived from historical trading multiples, past business growth, and future performance estimates. While the DCF models indicate significant overvaluation, the GF Value™ presents a more favorable perspective, highlighting the discrepancy among the three valuation methods. For more insights, check the GF Value™.
What Does LIN's GF Score™ Tell Us? The GF Score™ evaluates a company's financial health and growth potential based on various metrics. Linde PLC boasts a strong GF Score™ of 91/100, indicating solid fundamentals. However, the predictability rank of 2/5 stars suggests that the DCF models may be less reliable for this stock. Below is a summary of LIN's GF Score™ metrics:
Metric Rating GF Score™ 91/100 Financial Strength 6/10 Profitability 9/10 Growth 9/10 Valuation 9/10 Momentum 5/10 For a comprehensive overview of LIN, visit the LIN stock page.
Key Assumptions and Limitations It is essential to recognize that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Stocks with low predictability ratings, such as Linde PLC, tend to yield less reliable DCF estimates. The terminal growth rate of 4% used in this analysis serves as a simplifying assumption that may not fully capture future market dynamics.
What This Means for Investors In synthesizing the three valuation perspectives—DCF earnings, DCF FCF, and GF Value™—a clear tension emerges. The DCF models indicate significant overvaluation, while the GF Value™ suggests a slight undervaluation. Given the low predictability rank and the mixed signals from the valuation models, investors should exercise caution. Additionally, the Guru 13F activity shows that 20 gurus currently hold Linde PLC, with 8 adding and 8 trimming their positions, while insiders have been net selling over the past 12 months. This insider activity could serve as a warning signal. For further insights into Linde PLC's valuation, explore the LIN DCF Calculator.
Frequently Asked Questions What is LIN's intrinsic value based on DCF?
earnings-based $245.08, FCF-based $180.79
Is LIN overvalued or undervalued?
Based on the DCF and GF Value™ consensus, LIN is significantly overvalued.
How reliable is the DCF model for LIN?
The DCF model's reliability is diminished due to its predictability rank of 2/5.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures
I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
Společnost Forbes J M & Co. LLP ve třetím čtvrtletí nově získala podíl ve společnosti Linde v podobě 39 118 akcií v hodnotě přibližně 18,567 milionu USD.
Forbes J M & Co. LLP bought a new stake in Linde PLC (NASDAQ:LIN – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 39,118 shares of the basic materials company’s stock, valued at approximately $18,567,000. Linde comprises about 1.3% of Forbes J M & Co. LLP’s investment portfolio, making the stock its 21st largest holding.
Several other hedge funds and other institutional investors have also recently made changes to their positions in LIN. Atwood & Palmer Inc. increased its holdings in shares of Linde by 12.9% during the second quarter. Atwood & Palmer Inc. now owns 175 shares of the basic materials company’s stock valued at $91,000 after acquiring an additional 20 shares in the last quarter. Meadowbrook Advisors Group LLC boosted its holdings in shares of Linde by 4.3% in the 1st quarter. Meadowbrook Advisors Group LLC now owns 511 shares of the basic materials company’s stock valued at $253,000 after acquiring an additional 21 shares during the last quarter. Valmark Advisers Inc. lifted its position in Linde by 0.5% during the first quarter. Valmark Advisers Inc. now owns 4,159 shares of the basic materials company’s stock valued at $2,062,000 after purchasing an additional 22 shares during the period. Ellenbecker Investment Group boosted its holdings in Linde by 3.7% in the first quarter. Ellenbecker Investment Group now owns 652 shares of the basic materials company’s stock valued at $323,000 after purchasing an additional 23 shares during the last quarter. Finally, Principia Wealth Advisory LLC grew its position in Linde by 74.2% during the 2nd quarter. Principia Wealth Advisory LLC now owns 54 shares of the basic materials company’s stock worth $28,000 after purchasing an additional 23 shares during the period. Hedge funds and other institutional investors own 82.80% of the company’s stock.
Wall Street Analysts Forecast Growth Several equities research analysts have recently issued reports on LIN shares. Bank of America increased their target price on shares of Linde from $532.00 to $550.00 and gave the stock a “neutral” rating in a research note on Friday, July 17th. UBS Group decreased their price objective on shares of Linde from $612.00 to $574.00 and set a “buy” rating on the stock in a report on Monday, October 5th. Barclays started coverage on shares of Linde in a research note on Monday, October 12th. They issued an “overweight” rating and a $577.00 price target for the company. Jefferies Financial Group boosted their price target on shares of Linde from $535.00 to $560.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. Finally, Evercore upped their price target on Linde from $515.00 to $525.00 and gave the company an “outperform” rating in a report on Wednesday, August 12th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $547.10.
Check Out Our Latest Stock Analysis on Linde Linde Stock Performance NASDAQ LIN opened at $498.43 on Friday. Linde PLC has a 1-year low of $387.78 and a 1-year high of $548.20. The company has a debt-to-equity ratio of 0.51, a current ratio of 0.88 and a quick ratio of 0.75. The business has a 50 day moving average price of $478.52 and a 200 day moving average price of $498.15. The company has a market capitalization of $229.77 billion, a P/E ratio of 32.20, a PEG ratio of 2.91 and a beta of 0.71.
Linde (NASDAQ:LIN – Get Free Report) last released its earnings results on Friday, July 31st. The basic materials company reported $4.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.49 by $0.01. The company had revenue of $9.29 billion for the quarter, compared to analyst estimates of $9.02 billion. Linde had a net margin of 20.43% and a return on equity of 20.09%. The firm’s quarterly revenue was up 9.3% on a year-over-year basis. During the same period in the prior year, the firm earned $4.09 EPS. Linde has set its FY 2026 guidance at 17.700-17.900 EPS and its Q3 2026 guidance at 4.450-4.550 EPS. Sell-side analysts expect that Linde PLC will post 17.86 EPS for the current fiscal year.
Linde Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd were paid a $1.60 dividend. This represents a $6.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Thursday, September 3rd. Linde’s dividend payout ratio is 41.34%.
Linde News Summary Here are the key news stories impacting Linde this week:
Positive Sentiment: Barclays turned bullish on Linde. The firm initiated coverage with an “overweight” rating, adding to recent positive sentiment around Linde’s earnings durability, pricing power and exposure to long-term industrial and technology demand. Barclays initiates coverage of Linde at overweight Positive Sentiment: Linde is expanding its carbon-capture business in Sweden. The company plans to build a facility capable of capturing 200,000 tonnes of CO2 annually at a waste-to-energy site, reinforcing its position in industrial decarbonization and potentially expanding its project pipeline. Linde to build 200,000-tonne CO2 capture plant at Swedish waste-to-energy facility Positive Sentiment: Linde’s Taiwan affiliate is pursuing hydrogen infrastructure growth. Linde LienHwa is developing hydrogen-as-a-service and refueling solutions, which could create longer-term revenue opportunities as Taiwan increases hydrogen adoption. Linde LienHwa tackles hydrogen transport dilemma with HaaS Interview: Linde LienHwa fuels Taiwan’s hydrogen push Neutral Sentiment: RBC remains constructive but lowered its target. Royal Bank of Canada cut its price target from $553 to $549 while retaining an “outperform” rating, suggesting continued confidence but slightly less near-term upside. Negative Sentiment: Valuation is becoming a concern. Commentary that Linde appears fully valued on current earnings could weigh on the stock, particularly given its elevated earnings multiple and the need for continued earnings growth to justify further appreciation. Linde Stock Looks Fully Valued On Current Earnings Linde Company Profile (Free Report)
Linde plc (NASDAQ:LIN) is a global industrial gases and engineering company. It produces and distributes atmospheric gases such as oxygen, nitrogen and argon, as well as hydrogen, helium, carbon dioxide and specialty gases. The company serves customers through packaged gases, bulk deliveries, on-site production and pipeline systems.
Linde’s products and services support a broad range of industries, including healthcare, food and beverage, manufacturing, chemicals, energy, refining, electronics and metals.
See Also Five stocks we like better than Linde Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding LIN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Linde PLC (NASDAQ:LIN – Free Report).
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Birch Hill Investment Advisors LLC bought a new stake in shares of Linde PLC (NASDAQ:LIN – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,950 shares of the basic materials company’s stock, valued at approximately $1,875,000.
A number of other institutional investors also recently added to or reduced their stakes in LIN. State Street Corp raised its stake in Linde by 3.7% in the second quarter. State Street Corp now owns 20,344,181 shares of the basic materials company’s stock valued at $10,558,016,000 after buying an additional 719,052 shares during the last quarter. Amundi grew its holdings in Linde by 13.4% in the first quarter. Amundi now owns 3,162,409 shares of the basic materials company’s stock valued at $1,567,796,000 after purchasing an additional 373,012 shares during the period. Dimensional Fund Advisors LP boosted its stake in Linde by 2.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,740,541 shares of the basic materials company’s stock worth $1,358,712,000 after purchasing an additional 64,078 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Linde by 28.6% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,624,728 shares of the basic materials company’s stock worth $805,475,000 after buying an additional 361,664 shares during the last quarter. Finally, Swiss National Bank grew its holdings in shares of Linde by 6.6% in the first quarter. Swiss National Bank now owns 1,370,361 shares of the basic materials company’s stock valued at $679,370,000 after purchasing an additional 85,360 shares during the period. Institutional investors own 82.80% of the company’s stock.
Linde News Summary Here are the key news stories impacting Linde this week:
Positive Sentiment: Barclays turned bullish on Linde. The firm initiated coverage with an “overweight” rating, adding to recent positive sentiment around Linde’s earnings durability, pricing power and exposure to long-term industrial and technology demand. Barclays initiates coverage of Linde at overweight Positive Sentiment: Linde is expanding its carbon-capture business in Sweden. The company plans to build a facility capable of capturing 200,000 tonnes of CO2 annually at a waste-to-energy site, reinforcing its position in industrial decarbonization and potentially expanding its project pipeline. Linde to build 200,000-tonne CO2 capture plant at Swedish waste-to-energy facility Positive Sentiment: Linde’s Taiwan affiliate is pursuing hydrogen infrastructure growth. Linde LienHwa is developing hydrogen-as-a-service and refueling solutions, which could create longer-term revenue opportunities as Taiwan increases hydrogen adoption. Linde LienHwa tackles hydrogen transport dilemma with HaaS Interview: Linde LienHwa fuels Taiwan’s hydrogen push Neutral Sentiment: RBC remains constructive but lowered its target. Royal Bank of Canada cut its price target from $553 to $549 while retaining an “outperform” rating, suggesting continued confidence but slightly less near-term upside. Negative Sentiment: Valuation is becoming a concern. Commentary that Linde appears fully valued on current earnings could weigh on the stock, particularly given its elevated earnings multiple and the need for continued earnings growth to justify further appreciation. Linde Stock Looks Fully Valued On Current Earnings Analysts Set New Price Targets Several analysts have recently commented on LIN shares. Bank of America lifted their price target on shares of Linde from $532.00 to $550.00 and gave the company a “neutral” rating in a research report on Friday, July 17th. Weiss Ratings upgraded Linde from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, July 21st. KeyCorp started coverage on shares of Linde in a research report on Thursday, September 10th. They set an “overweight” rating and a $542.00 price objective for the company. DZ Bank restated a “neutral” rating on shares of Linde in a report on Thursday, August 6th. Finally, UBS Group reduced their price target on shares of Linde from $612.00 to $574.00 and set a “buy” rating on the stock in a research report on Monday, October 5th. Three analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $547.10. Get Our Latest Stock Analysis on Linde
Linde Trading Up 1.1% NASDAQ:LIN opened at $498.43 on Friday. The company has a market capitalization of $229.77 billion, a PE ratio of 32.20, a P/E/G ratio of 2.91 and a beta of 0.71. Linde PLC has a 52-week low of $387.78 and a 52-week high of $548.20. The stock’s 50 day moving average price is $478.52 and its 200 day moving average price is $498.15. The company has a quick ratio of 0.75, a current ratio of 0.88 and a debt-to-equity ratio of 0.51.
Linde (NASDAQ:LIN – Get Free Report) last issued its quarterly earnings results on Friday, July 31st. The basic materials company reported $4.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.49 by $0.01. Linde had a return on equity of 20.09% and a net margin of 20.43%. The firm had revenue of $9.29 billion for the quarter, compared to analysts’ expectations of $9.02 billion. During the same quarter in the previous year, the firm posted $4.09 EPS. The firm’s revenue for the quarter was up 9.3% on a year-over-year basis. Linde has set its FY 2026 guidance at 17.700-17.900 EPS and its Q3 2026 guidance at 4.450-4.550 EPS. On average, research analysts anticipate that Linde PLC will post 17.86 EPS for the current year.
Linde Announces Dividend The business also recently declared a quarterly dividend, which was paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd were issued a $1.60 dividend. This represents a $6.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Thursday, September 3rd. Linde’s dividend payout ratio (DPR) is currently 41.34%.
Linde Company Profile (Free Report)
Linde plc (NASDAQ:LIN) is a global industrial gases and engineering company. It produces and distributes atmospheric gases such as oxygen, nitrogen and argon, as well as hydrogen, helium, carbon dioxide and specialty gases. The company serves customers through packaged gases, bulk deliveries, on-site production and pipeline systems.
Linde’s products and services support a broad range of industries, including healthcare, food and beverage, manufacturing, chemicals, energy, refining, electronics and metals.
See Also Five stocks we like better than Linde Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery
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First Citizens Bank & Trust Co. bought a new stake in Linde PLC (NASDAQ:LIN – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 7,334 shares of the basic materials company’s stock, valued at approximately $3,481,000.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. State Street Corp boosted its position in shares of Linde by 3.7% in the second quarter. State Street Corp now owns 20,344,181 shares of the basic materials company’s stock worth $10,558,016,000 after acquiring an additional 719,052 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Linde by 26.0% during the 4th quarter. Invesco Ltd. now owns 5,402,317 shares of the basic materials company’s stock worth $2,303,494,000 after buying an additional 1,114,751 shares during the last quarter. Amundi raised its position in shares of Linde by 13.4% in the 1st quarter. Amundi now owns 3,162,409 shares of the basic materials company’s stock worth $1,567,796,000 after buying an additional 373,012 shares during the period. Dimensional Fund Advisors LP boosted its holdings in Linde by 2.4% in the first quarter. Dimensional Fund Advisors LP now owns 2,740,541 shares of the basic materials company’s stock valued at $1,358,712,000 after acquiring an additional 64,078 shares during the last quarter. Finally, Royal Bank of Canada increased its position in Linde by 18.0% during the 4th quarter. Royal Bank of Canada now owns 2,250,532 shares of the basic materials company’s stock worth $959,605,000 after purchasing an additional 343,161 shares in the last quarter. 82.80% of the stock is owned by hedge funds and other institutional investors.
Linde Price Performance Shares of LIN opened at $492.70 on Thursday. The company has a market capitalization of $227.12 billion, a price-to-earnings ratio of 31.83, a P/E/G ratio of 2.87 and a beta of 0.71. Linde PLC has a fifty-two week low of $387.78 and a fifty-two week high of $548.20. The company has a debt-to-equity ratio of 0.51, a current ratio of 0.88 and a quick ratio of 0.75. The business’s 50-day moving average is $478.29 and its 200-day moving average is $498.13.
Linde (NASDAQ:LIN – Get Free Report) last issued its quarterly earnings data on Friday, July 31st. The basic materials company reported $4.50 earnings per share for the quarter, topping analysts’ consensus estimates of $4.49 by $0.01. Linde had a net margin of 20.43% and a return on equity of 20.09%. The business had revenue of $9.29 billion during the quarter, compared to analysts’ expectations of $9.02 billion. During the same period in the previous year, the company earned $4.09 earnings per share. Linde’s revenue for the quarter was up 9.3% on a year-over-year basis. Linde has set its FY 2026 guidance at 17.700-17.900 EPS and its Q3 2026 guidance at 4.450-4.550 EPS. Equities research analysts expect that Linde PLC will post 17.86 EPS for the current fiscal year. Linde Announces Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, September 17th. Stockholders of record on Thursday, September 3rd were issued a $1.60 dividend. The ex-dividend date of this dividend was Thursday, September 3rd. This represents a $6.40 annualized dividend and a dividend yield of 1.3%. Linde’s dividend payout ratio is presently 41.34%.
Analyst Upgrades and Downgrades A number of equities analysts have commented on LIN shares. The Goldman Sachs Group set a $580.00 price objective on shares of Linde and gave the stock a “buy” rating in a report on Monday, August 10th. Weiss Ratings raised shares of Linde from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, July 21st. Bank of America raised their target price on shares of Linde from $532.00 to $550.00 and gave the stock a “neutral” rating in a report on Friday, July 17th. Argus cut their target price on shares of Linde from $563.00 to $538.00 and set a “buy” rating on the stock in a report on Monday, September 28th. Finally, Barclays assumed coverage on Linde in a research note on Monday. They issued an “overweight” rating and a $577.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $547.29.
Check Out Our Latest Analysis on LIN
Linde Company Profile (Free Report)
Linde plc (NASDAQ:LIN) is a global industrial gases and engineering company that supplies gases, related equipment and process technologies to customers in healthcare, manufacturing, chemicals, energy, food and beverage, electronics, and other industries. Its products include oxygen, nitrogen, argon, hydrogen, helium, carbon dioxide and specialty gases.
The company provides gases through on-site production facilities, pipelines, bulk deliveries and packaged cylinders. It also designs and builds industrial gas plants and offers technologies and services for applications such as hydrogen production, carbon capture, clean energy, semiconductor manufacturing, metal fabrication and medical care.
Linde traces its history to 1879, when German engineer Carl von Linde developed refrigeration and gas-related technologies.
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Linde má rekordní objem nasmlouvaných prodejů plynů ve výši 8,1 miliardy USD poté, co získala nové zakázky v elektronickém průmyslu za 1 miliardu USD, podpořené poptávkou po čipech pro AI.
This is a fair market value price provided by Massive. Learn more.
$387.78▼
$548.201.30%
31.73
$546.80
Linde NASDAQ: LIN has been selling gases—nitrogen, oxygen, argon, and hydrogen—for more than a century, mostly to hospitals, food companies, and refineries.
Now, though, it’s riding the wave of surging semiconductor demand and a record $8.1 billion backlog.
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While industrial gases are not the first thing many tech-focused investors think about, for Linde, the tech space has helped earn it an overwhelming Buy recommendation from analysts. The artificial intelligence buildout has turned semiconductor fabs into one of Linde's fastest-growing markets.
Yet the stock is holding back. To understand the strengthening growth story and a sagging share price, investors should understand the broader issues facing the company.
Record Sales Meet New Margin PressureOn the surface, Linde's July 31 report looked excellent. Sales rose 9.3% to a record $9.29 billion, with underlying sales up 4% from a mix of 2% higher prices and 2% higher volumes. That beat the $9.02 billion analysts expected.
Earnings grew even faster. Diluted earnings per share were up 11.3% to $4.15. Adjusted earnings per share (EPS) climbed 10% to $4.50, edging past the $4.49 consensus. Linde also continued to buy back stock and pay dividends, returning $1.59 billion to shareholders in the quarter.
The blemish, though, was profitability. Adjusted operating profit was up 7%, but the adjusted operating margin slipped to 29.5%, down 60 basis points from a year earlier. For a company that has built its margins, that was enough to send the shares down about 6% on earnings day.
Lincare Emerges as the Main Margin DragOperationally, the primary culprit was Lincare, Linde's U.S. home care business, which supplies oxygen and respiratory equipment to patients at home. CEO Sanjiv Lamba said cost inflation and policy changes have made Linde's efforts to prune the unit difficult. As a result, he raised the possibility of selling the unit, telling analysts the company was evaluating "the strategic fit of this U.S. home care business within Linde, both in part and as a whole."
Still, the core engine kept humming. Electronics sales grew 18% in the quarter, and management raised the low end of its full-year adjusted EPS outlook to $17.70 to $17.90, implying growth of 8% to 9%.
AI Chip Demand Is Powering Linde’s BacklogThe heart of the investment thesis is straightforward. Linde's contracted sale-of-gas backlog hit a record $8.1 billion after the company added $1 billion in new electronics work.
On the same day as earnings, Linde announced it will invest $1 billion to build two new air separation units in Phoenix for one of the world's largest semiconductor manufacturers, supplying gases for two new fabs.
Lamba said he expects electronics to remain Linde's largest backlog contributor and one of its fastest-growing markets, with more than 20 projects worth about $1.3 billion set to start up before year-end. Other industrial markets were also improving, with aerospace accounting for more than a third of manufacturing growth in the quarter.
Slower Growth Tests Linde’s Premium ValuationThere are reasons for concern, however, and the market has picked up on many of them.
Shares are currently trading roughly where they were a year ago. Although up about 14% from the start of this year, they’ve dropped about 10% in the past three months.
Linde's premium valuation is one issue. The company has relied on its ability to expand margins, and that streak is being questioned. Barely beating per-share expectations also didn’t help; at the same time, there’s sluggish industrial demand outside the U.S. market.
Margins in Asia also slipped because Linde is selling lower-margin equipment to electronics customers, the company said, though they expect that business to recover in the coming quarters. Management's third-quarter outlook of $4.45 to $4.55 in adjusted earnings per share implies slower growth of 6% to 8%.
Current Price$488.04High Forecast$580.00Average Forecast$546.80Low Forecast$460.00Linde Stock Forecast Details
Linde is scheduled to report third-quarter results on Oct. 29. Beyond the headline earnings figures, investors will be watching for any update on the strategic review of Lincare, whether margin pressure is beginning to ease, and how quickly the company is converting its record sale-of-gas backlog into revenue as new electronics projects come online. The report could help determine whether the recent weakness in the stock is a temporary pause or a sign that growth is starting to moderate.
Perhaps the more important risk, though, is what investors are paying for growth that is steady rather than spectacular. If chipmakers slow their fab buildouts, some of that investment could earn less than planned.
Even with these areas of caution, analysts remain firmly in Linde's corner. Twenty-one of the 23 analysts tracking the company rate it a Buy, with two extending it to a Strong Buy. Only two analysts rate it a Hold.
Overall, the consensus 12-month target price is $546.80 per share, about 13% up from current trading levels. The highest price target is $580 per share, while the lowest is $460.
The Recent Dip May Offer an OpportunityThese days, Linde finds itself in a somewhat in-between investment state. It is not one of the high-flying growth stocks, and it is not one of the bargain-bin value stocks either.
It is a high-quality compounder that has perhaps just hit a pothole. The stock market today is treating the Lincare problem as a possible reason to sell. But the bigger story is a record backlog tied to AI chip demand that should drive growth for years.
Assuming margins return and the third quarter report comes in healthy, the recent dip in price might look like a solid opportunity.
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Linde zvýšila čtvrtletní dividendu každý rok v zaznamenané historii a za pět let zhodnotila o 61,42 %. Ve 2. čtvrtletí dosáhl backlog v oblasti prodeje plynu rekordních 8,1 mld. USD.
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.
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Boring is a portfolio construction choice. Consider that Linde (NASDAQ:LIN | LIN Price Prediction) has raised its quarterly dividend every year in the recorded history from $0.825 in December 2018 to $1.60 in 2026, while quietly compounding at 61.42% over five years. The four names below share a specific structural feature: their customers are physically or contractually tethered. A gas plant sits inside a semiconductor fab’s fence line. A safety mark is molded into a product. A technician is stationed at the refinery. Leaving means re-engineering the relationship, not filing a change order.
Linde: Air Separation Units Behind the Fence Line Linde is the world’s largest industrial gas supplier. Its on-site business builds air separation and hydrogen units on customer property under take-or-pay contracts that run for years, sometimes decades. The customer does not switch suppliers because the supplier’s plant is bolted to their site. In the second quarter, sale-of-gas backlog reached a record $8.1 billion after adding $1 billion of new electronics wins, with total project backlog of $11.00B.
Margin history is the pricing-power evidence. Q2 2026 operating margin was 29.5% with return on capital of 23.5%, and reported pricing rose 2%, broad-based across all geographies, generally tracking local inflation. On durability, the dividend has stepped up every year on record, reaching a trailing 12-month total of $6.30. Risk: the U.S. home-care business (LinkCare) is dragging margins, and management is evaluating strategic options while cost inflation continues to bite.
Air Products: Contracts Measured in Decades Air Products (NYSE:APD) runs the same behind-the-fence model as Linde. It builds, owns, and operates air separation and hydrogen facilities for refineries, chemical plants, and semiconductor fabs. Recent commitments include four air separation units and underground pipeline systems for a Taiwan semiconductor customer, and a Samsung deal for multiple production facilities in South Korea. The traditional industrial gas backlog stands at approximately $3 billion, and management is targeting roughly $1.5 billion per year in project capex going forward.
On pricing, Q3 2026 adjusted operating margin was 25.6%, with 110 bps of margin expansion, and adjusted EPS was $3.47 versus $3.34 estimated. The dividend record is the clearer durability signal: quarterly payments extend from 1999 through 2026, with the per-share amount rising from $0.18 in 1999 to $1.81 in 2026 (that kind of multi-decade raise streak is exactly what we screened for in our free Dividend Kings guide). Shares carry a beta of 0.924 for the group’s smallest name, while APD itself has returned 17.41% year to date. Risk: management just recorded a $2.9 billion pre-tax charge exiting the Louisiana Clean Energy Complex and the Casa Grande Arizona project, a real capital-allocation stumble on the clean-energy megaproject strategy.
UL Solutions: A Certification Mark That Locks In Retesting UL Solutions (NYSE:ULS) is the independent safety-science firm behind the UL Mark. Once a product carries the mark, changing certifiers means retesting entire product lines, and customers are enrolled in ongoing surveillance programs that recur every quarter. Ongoing Certification Services generated $270M in Q2 26, versus $237M in Certification Testing and $248M in Non-cert Testing & Other. Retesting also travels with product change: when input costs rise, CEO Jenny Scanlon noted, customers “value engineer that product and redesign it or change your formulations,” and that “frequently leads to retesting of that product.”
Margin trend supports the pricing thesis. Q2 2026 adjusted EBITDA margin expanded 140 bps to 26.8%, and full-year 2026 is guided to about 27.0%. Adjusted EPS was $0.59. Shares trade at a P/E of 27. On dividends, ULS is a young public company; the record shows quarterly payments rising from $0.125 in 2024 to $0.145 in 2026, an emerging pattern rather than an aristocrat pedigree. Risk: management flagged geopolitical uncertainty and China regulatory exposure, and the pending ~€575M acquisition of Eurofins’ Electrical & Electronics testing business still requires regulatory approval.
Mistras Group: Technicians Stationed at the Refinery Mistras Group (NYSE:MG) is the small-cap in the roster and the most operational. It runs non-destructive testing, inspection, and monitoring programs on pipelines, refineries, aircraft components, power infrastructure, and bridges. Its Integrated Field Solutions business, essentially technicians stationed on customer sites running continuous asset-integrity programs, generated $164.2M of $193.1M in Q2 26 revenue. Management described the recurring nature of the work directly: “Our proprietary technology solutions, including the ARC crawler, monitoring technologies, and PCMS data offerings, continue to play an increasingly important role in our customer inspection programs.”
Margins are lower than the industrial-gas peers, but trend and cash conversion have both improved: Q2 26 adjusted EBITDA margin was 13.3%, up 30 bps, and operating cash flow swung to $14.91M from -$9.26M year-over-year. Bank-defined leverage was approximately 2.2 times as of June 30, 2026, the lowest since 2018. There is no dividend, so this is a stability case. Risk: heavy oil & gas customer concentration is producing inspection deferrals as elevated crude prices delay maintenance, and management said it “anticipate that a majority of the deferrals from the first half of 2026 will continue to be pushed further out.”
Closing Notes These businesses will not make headlines the way an AI stock does, and that is precisely their appeal. The industrial-gas duopoly earns its returns because the customer cannot swap suppliers without unbolting a plant; the certifier earns its returns because the mark is molded into the product; the inspection firm earns its returns because the technicians are already on site. Position them as ballast, size them modestly, and let the compounding do the unglamorous work.
Contact [email protected] for any questions or corrections.
Archer Investment Corp ve 2. čtvrtletí koupila novou pozici v Linde za zhruba 669 000 USD. Firma zároveň oznámila čtvrtletní dividendu 1,60 USD na akcii.
Archer Investment Corp purchased a new stake in Linde PLC (NASDAQ:LIN – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,289 shares of the basic materials company’s stock, valued at approximately $669,000.
Several other institutional investors have also added to or reduced their stakes in LIN. State Street Corp raised its position in shares of Linde by 0.9% during the third quarter. State Street Corp now owns 19,319,583 shares of the basic materials company’s stock worth $9,176,828,000 after acquiring an additional 172,162 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Linde by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 11,353,011 shares of the basic materials company’s stock valued at $4,820,533,000 after buying an additional 35,945 shares during the period. Capital Research Global Investors raised its position in shares of Linde by 8.6% during the fourth quarter. Capital Research Global Investors now owns 10,127,594 shares of the basic materials company’s stock worth $4,318,325,000 after purchasing an additional 797,866 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in shares of Linde by 7.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,784,371 shares of the basic materials company’s stock valued at $4,171,959,000 after buying an additional 695,771 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Linde during the fourth quarter valued at about $3,246,750,000. 82.80% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets Several equities research analysts have commented on the stock. Weiss Ratings upgraded shares of Linde from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. Evercore reissued an “outperform” rating and set a $525.00 target price on shares of Linde in a research report on Friday, July 10th. Royal Bank Of Canada decreased their price target on shares of Linde from $576.00 to $553.00 and set an “outperform” rating for the company in a research note on Monday, August 3rd. JPMorgan Chase & Co. raised their price target on Linde from $525.00 to $530.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Finally, Sanford C. Bernstein raised their price objective on shares of Linde from $559.00 to $564.00 and gave the company an “outperform” rating in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $545.38.
View Our Latest Stock Report on LIN Linde Trading Up 0.9% Linde stock opened at $489.51 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 0.88 and a quick ratio of 0.75. Linde PLC has a one year low of $387.78 and a one year high of $548.20. The stock has a market capitalization of $225.65 billion, a PE ratio of 31.62, a price-to-earnings-growth ratio of 3.05 and a beta of 0.72. The business’s fifty day moving average is $505.33 and its 200 day moving average is $501.23.
Linde (NASDAQ:LIN – Get Free Report) last announced its earnings results on Friday, July 31st. The basic materials company reported $4.50 EPS for the quarter, topping analysts’ consensus estimates of $4.49 by $0.01. Linde had a return on equity of 20.09% and a net margin of 20.43%.The company had revenue of $9.29 billion for the quarter, compared to analysts’ expectations of $9.02 billion. During the same period last year, the firm earned $4.09 EPS. Linde’s revenue for the quarter was up 9.3% compared to the same quarter last year. Linde has set its FY 2026 guidance at 17.700-17.900 EPS and its Q3 2026 guidance at 4.450-4.550 EPS. On average, sell-side analysts predict that Linde PLC will post 17.85 EPS for the current year.
Linde Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, September 3rd will be given a $1.60 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $6.40 dividend on an annualized basis and a yield of 1.3%. Linde’s dividend payout ratio (DPR) is currently 41.34%.
Linde Company Profile (Free Report)
Linde (NASDAQ: LIN) is a multinational industrial gases and engineering company that supplies gases, related technologies and services to a wide range of industries. The company traces its current form to the 2018 combination of Germany’s Linde AG and U.S.-based Praxair, creating one of the largest global providers of industrial, specialty and medical gases. Linde’s business model centers on production, processing and distribution of gases as well as the design and construction of the plants and equipment needed to produce them.
Core products and services include atmospheric and process gases such as oxygen, nitrogen and argon; hydrogen and helium; carbon dioxide; and a portfolio of higher‑value specialty and electronic gases.
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Linde ve 2. čtvrtletí překonala odhady díky silné poptávce v elektronice a zvýšila spodní hranici celoročního výhledu zisku na 17,70 až 17,90 USD na akcii. Tržby vzrostly o 9 % na 9,29 miliardy USD.
The logo of Linde is pictured at the Global Industrie exhibition in Villepinte near Paris, France, March 26, 2024. REUTERS/Benoit Tessier/File Photo Purchase Licensing Rights, opens new tab
July 31 (Reuters) - Linde , the world's largest industrial gases company, reported second-quarter earnings above market expectations on Friday, driven by strong demand in its electronics business, and raised the lower end of its full-year earnings forecast.
The U.S.-German company, which supplies gases such as oxygen, nitrogen and hydrogen to factories and hospitals, reported a 10% rise in its adjusted earnings per share to $4.50 in the April-June period.
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That was ahead of analysts' mean estimate of $4.48 per share, according to LSEG data.
Second-quarter sales in Linde's electronics end markets grew 18%, a company presentation showed. Total sales grew 9% to $9.29 billion, which also beat analysts' forecast of $8.99 billion.
"Customer proposal activity remains robust, primarily across the electronics end market, giving us confidence to further grow the backlog," CEO Sanjiv Lamba said in a statement.
Earlier on Friday, Linde said 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 related to that.
As semiconductor manufacturers ramp up capacity to meet demand for AI and high-performance computing chips, investors are increasingly focused on whether Linde can translate its growing exposure to the sector into sustained earnings growth.
Linde now expects 2026 adjusted earnings of $17.70 to $17.90 per share, having previously guided for $17.60 to $17.90 per share.
For the third quarter, it expects adjusted diluted earnings of $4.45 to $4.55 per share, up 6% to 8% from the same period last year.
Reporting by Bartosz Dabrowski in Gdansk, editing by Milla Nissi-Prussak
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Key Takeaways Linde's Q2 EPS estimate of $4.49 implies 9.8% growth, while revenues are seen rising 5.5%.Long-term contracts, resilient end markets and a strong project backlog may support results.Weak European industry and Middle East conflict may pressure demand and EMEA performance. Linde plc (LIN - Free Report) is set to report second-quarter 2026 results on July 31, before the opening bell.
Let us delve into the factors that are likely to have influenced the performance of this global industrial gas producer. However, before that, it would be worth reviewing LIN’s performance in the previous quarter.
LIN’s Highlights of Q1 Earnings & Surprise HistoryIn the last reported quarter, Linde’s earnings of $4.33 per share beat the Zacks Consensus Estimate of $4.27, driven by stronger pricing and higher volumes from the Americas segment and increased APAC segment volumes.
Linde’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 1.03%. This is depicted in the graph below:
The Zacks Consensus Estimate for second-quarter earnings per share (EPS) is pegged at $4.49, with two upward and no downward revisions over the past seven days. The bottom-line estimate implies an improvement of 9.8% from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for second-quarter revenues is pegged at $8.96 billion, indicating a year-over-year improvement of 5.5%.
Factors to Note for LINLinde is a global leader in the production of industrial gases, such as oxygen, hydrogen, nitrogen and others, which are used across several end markets, including healthcare, manufacturing, chemicals & energy and food & beverage, in multiple geographies.
The company is expected to have sustained a stable performance in the to-be-reported quarter, supported by its long-term, take-or-pay contracts with major on-site clients. Linde is expected to have benefited from its operations across several resilient end markets, such as healthcare and food & beverage. Moreover, LIN’s strong project backlog is also expected to have contributed positively to its earnings.
However, challenges are likely to have persisted, particularly due to weaker industrial activity in Europe, which may have dampened growth across cyclical end markets like Chemicals & Energy and Manufacturing. Moreover, the Middle East conflict may have further weighed on manufacturing activity in the region, resulting in softer demand for Linde's products and affecting the EMEA segment results.
These factors are anticipated to have affected demand and pricing dynamics, potentially hampering Linde’s quarterly performance.
The Zacks Consensus Estimate for operating profit in the Americas segment is pegged at $1.3 billion, up from $1.21 billion reported in the second quarter of 2025.
The Zacks Consensus Estimate for operating profit from the Engineering business unit is pinned at $94 million for the second quarter, up from $90 million recorded a year ago.
LIN's Earnings WhispersOur proven model does not conclusively predict an earnings beat for Linde this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you will see below.
Earnings ESP: Linde’s Earnings ESP is -0.10%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #3.
Stocks to ConsiderHere are some other stocks that you may want to consider, as these, too, have the right combination of elements to post an earnings beat this reporting cycle.
The Chemours Company (CC - Free Report) is a major provider of performance chemicals that are used in end-products and processes across a host of industries. The company has an Earnings ESP of +27.17% and a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Chemours Company is scheduled to release second-quarter 2026 earnings on Aug. 4. The Zacks Consensus Estimate for earnings is pegged at 43 cents per share, which suggests a 25.9% decline from the prior-year reported figure.
Huntsman Corporation (HUN - Free Report) manufactures diversified organic chemical products and markets them to a wide range of industrial and consumer customers. The company currently has an Earnings ESP of +4.31% and a Zacks Rank #3.
Huntsman is scheduled to release second-quarter 2026 earnings on July 30. The Zacks Consensus Estimate for HUN’s earnings is pegged at 6 cents per share, indicating a 130% increase from the prior-year reported figure.
Minerals Technologies Inc. (MTX - Free Report) is involved in the production and marketing of a wide range of specialty mineral, mineral-based and synthetic mineral products. The company currently has an Earnings ESP of +5.52% and a Zacks Rank #2.
Minerals Technologies is scheduled to release second-quarter 2026 earnings on July 30. The Zacks Consensus Estimate for MTX’s earnings is pegged at $1.64 per share, indicating a 5.8% increase from the prior-year reported figure.
Amova Asset Management Americas Inc. grew its stake in shares of Linde PLC (NASDAQ:LIN – Free Report) by 24.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,387 shares of the basic materials company’s stock after acquiring an additional 1,658 shares during the period. Amova Asset Management Americas Inc.’s holdings in Linde were worth $4,156,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Darwin Wealth Management LLC acquired a new stake in Linde during the second quarter valued at approximately $25,000. Legacy Wealth Managment LLC ID increased its holdings in shares of Linde by 96.6% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 57 shares of the basic materials company’s stock valued at $28,000 after acquiring an additional 28 shares during the last quarter. Triumph Capital Management raised its position in shares of Linde by 69.2% during the 4th quarter. Triumph Capital Management now owns 66 shares of the basic materials company’s stock valued at $28,000 after acquiring an additional 27 shares in the last quarter. Strengthening Families & Communities LLC raised its position in shares of Linde by 134.5% during the 4th quarter. Strengthening Families & Communities LLC now owns 68 shares of the basic materials company’s stock valued at $29,000 after acquiring an additional 39 shares in the last quarter. Finally, High Note Wealth LLC lifted its stake in Linde by 108.6% during the fourth quarter. High Note Wealth LLC now owns 73 shares of the basic materials company’s stock worth $31,000 after purchasing an additional 38 shares during the last quarter. Institutional investors own 82.80% of the company’s stock.
Analysts Set New Price Targets LIN has been the subject of a number of research reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Linde in a report on Friday. Sanford C. Bernstein set a $559.00 price target on shares of Linde in a research report on Friday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $560.00 price target on shares of Linde in a report on Tuesday, May 5th. Weiss Ratings raised shares of Linde from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, May 13th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Linde from $525.00 to $530.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $548.67.
Check Out Our Latest Research Report on LIN
Linde Stock Performance Shares of LIN opened at $505.03 on Wednesday. Linde PLC has a 1 year low of $387.78 and a 1 year high of $548.20. The company has a market cap of $233.50 billion, a price-to-earnings ratio of 33.53, a price-to-earnings-growth ratio of 3.23 and a beta of 0.72. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.69 and a current ratio of 0.83. The firm has a fifty day moving average of $516.13 and a 200-day moving average of $492.69.
Linde (NASDAQ:LIN – Get Free Report) last released its quarterly earnings results on Friday, May 1st. The basic materials company reported $4.33 EPS for the quarter, topping the consensus estimate of $4.27 by $0.06. Linde had a net margin of 20.44% and a return on equity of 19.80%. The business had revenue of $8.78 billion during the quarter, compared to analyst estimates of $8.60 billion. During the same quarter in the prior year, the firm earned $3.95 earnings per share. The company’s quarterly revenue was up 8.2% on a year-over-year basis. Linde has set its FY 2026 guidance at 17.600-17.900 EPS and its Q2 2026 guidance at 4.400-4.500 EPS. As a group, equities analysts anticipate that Linde PLC will post 17.88 earnings per share for the current year.
Linde Announces Dividend The company also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Thursday, June 4th were given a $1.60 dividend. The ex-dividend date was Thursday, June 4th. This represents a $6.40 annualized dividend and a yield of 1.3%. Linde’s dividend payout ratio is 42.50%.
Linde Company Profile (Free Report)
Linde (NASDAQ: LIN) is a multinational industrial gases and engineering company that supplies gases, related technologies and services to a wide range of industries. The company traces its current form to the 2018 combination of Germany’s Linde AG and U.S.-based Praxair, creating one of the largest global providers of industrial, specialty and medical gases. Linde’s business model centers on production, processing and distribution of gases as well as the design and construction of the plants and equipment needed to produce them.
Core products and services include atmospheric and process gases such as oxygen, nitrogen and argon; hydrogen and helium; carbon dioxide; and a portfolio of higher‑value specialty and electronic gases.
Read More Five stocks we like better than Linde Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding LIN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Linde PLC (NASDAQ:LIN – Free Report).
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