LIN

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.

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Linde plc (LIN) Q2 2026 Earnings Call Transcript

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.

Linde delivers Q2 earnings growth as pricing, volume gains, currency and acquisitions drive sales, with electronics leading end-market gains.

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) 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 , 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.

WOKING, England--(BUSINESS WIRE)--Linde plc (Nasdaq: LIN) today reported second-quarter 2026 net income of $1,928 million and diluted earnings per share of $4.15, up 9% and up 11%, respectively. Excluding Linde AG purchase accounting impacts, adjusted net income was $2,089 million, up 8% versus prior year. Adjusted diluted earnings per share was $4.50, 10% above prior year. Linde's sales for the second quarter were $9,289 million, up 9% versus prior year including 2% favorable currency impact.

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.