Latest LIN news

‘Unique Opportunity': Analyst Says Industrial Giant Wins ‘Lion's Share' of AI Chip Contracts at a ‘Mundane Defensive Valuation'

24/7 Wall Street · Wed, 16 Sep 2026 11:05:17 -0400

A CNBC analyst just anointed the world's largest industrial gas supplier as the quiet gatekeeper of the AI chip buildout, and the market has largely shrugged.

Linde: Strong Execution, But Peer Momentum And Higher CapEx Limit The Upside

Seeking Alpha · Wed, 09 Sep 2026 06:15:20 -0400

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

Seeking Alpha · Mon, 03 Aug 2026 14:45:42 -0400

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.

10 Funds For Potential $6,000 Monthly Income: Retirement Series

Seeking Alpha · Sat, 01 Aug 2026 08:10:00 -0400

This article is focused on retirees and income investors who want to generate both a passive income and decent capital appreciation. The income is important for retirees, but they should not overlook the capital growth to meet or beat inflation to support at least 30 years of retirement. We present a portfolio of 10 funds that is highly diversified with nearly as many different industry segments. The portfolio offers a 7% plus yield and roughly $6,000 monthly income.

Linde plc (LIN) Q2 2026 Earnings Call Transcript

Seeking Alpha · Fri, 31 Jul 2026 12:43:28 -0400

Linde plc (LIN) Q2 2026 Earnings Call Transcript

Linde Q2 Earnings Call Highlights

MarketBeat · Fri, 31 Jul 2026 11:06:06 -0400

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

Zacks Investment Research · Fri, 31 Jul 2026 10:56:18 -0400

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

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