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.

Seeking Alpha • Sep 9, 2026

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.

Seeking Alpha • Aug 3, 2026

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

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.

Seeking Alpha • Aug 1, 2026

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.

Reuters • Jul 31, 2026

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.

Reuters • Jul 31, 2026

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.

MarketBeat • Jul 31, 2026

Linde plc (LIN) Q2 2026 Earnings Call Transcript

Linde plc (LIN) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 31, 2026

Linde Reports Second-Quarter 2026 Results

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.

Business Wire • Jul 31, 2026

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.

Zacks Investment Research • Jul 31, 2026

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.

Zacks Investment Research • Jul 31, 2026