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LILIN

Linde plc

Strong FundamentalsStrong FundamentalsRevenue growing 9% YoY at strong marginsRecent insider buyingQuiet on X (88 mentions/wk)
$LIN·$216B·Chemicals - Specialty·Basic Materials
$458.48-0.8%YTD+8.3%1Y-2.0%
Price updated 2h ago·X counts updated 3d ago
LILIN
$LINLinde plc
$458.48-0.78%88 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LIN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

88X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $LIN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 51% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-14

$LIN chatter is dominated by Lindian Resources (ASX rare-earths). Malawi mining minister cleared Kangankunde rare-earths project of illegal-export allegations, Lindian secured full ownership of a Kazakhstan REE processing plant advancing mine-to-market strategy, and traders doubled position on unexpected up-move. Small mention of Linde (US LIN) as undervalued alongside ASML.

Read what X is saying about $LIN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LIN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-16

Catching its breath after a run — could pick back up or fade from here.

Linde at 47% of 52w range — quiet quality-compounder with a peer-momentum caveat on higher capex.

Linde plc is the world's largest industrial gas company — a duopolistic franchise (with Air Liquide) supplying oxygen, nitrogen, hydrogen, and specialty gases to industrial and healthcare customers. The equity is doing what quality-compounder stocks do: drift.

  • Fundamentals compound consistently: Q2 revenue grew 9% YoY to $9.29B with a 27% operating margin, and the last two EPS beats have been small (0-1%) but consistent — sell-side calibration is tight, no headline surprises.
  • The Seeking Alpha caveat is honest: 'Strong Execution, But Peer Momentum And Higher CapEx Limit The Upside' (Sept 9) — reflects that Linde is doing well, but hydrogen/electrolyzer capex has crimped free cash flow relative to peers.
  • Governance is stable: annual meeting Jul 30 saw all nine directors re-elected with 93.55-99.42% approval, and director Paula Reynolds bought a token 100 shares at $479 — small but the only open-market insider print of note.

At 47% of the 52w range and near both MAs, cooling — the Oct 30 Q3 print continuing the modest EPS beat pattern plus commentary on peer-momentum-neutral capex restarts the move; a hydrogen/electrolyzer capex-plan overshoot or a peer (Air Liquide) guide-down turns cooling into stalled.

What to watch: Oct 30 Q3 print for continued modest EPS beat pattern and commentary on peer-momentum-neutral capex. A hydrogen/electrolyzer capex overshoot or a peer (Air Liquide) guide-down turns cooling into stalled.

On the calendar: 2026-10-30 — Q3 earnings

sentiment wrong tickerindustrial gas duopolyhydrogen capex drag

Read the AI verdict on $LIN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest industrial gas company supplying oxygen, nitrogen, hydrogen, and argon alongside engineering and cryogenic equipment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $LIN.

Chemicals - Specialty · Basic Materials

PFAS litigation resolution at Chemours/DuPont/Corteva removes a key balance-sheet overhang for the specialty chemicals sector; semiconductor materials remain a structural volume growth driver while battery materials face ongoing price pressure.

What this means for $LIN

Neutral — industrial gases (oxygen, nitrogen, hydrogen) supply is non-cyclical with long-term contracts; limited direct PFAS or battery materials exposure; stable compounder insulated from specialty chemical cycle volatility.

Industry benchmark

16-name peer basket
+33.9%YTD
+20.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$4.50$4.49+0.2%
Q1 2026May 1, 2026$4.33$4.27+1.4%
Q4 2025Feb 5, 2026$4.20$4.18+0.5%
Q3 2025Oct 31, 2025$4.21$4.18+0.7%
Next earningsFri, Oct 30·consensus EPS $4.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$9.3B+9.3%0.0%27.5%$4.17$833.0M
Q1 FY26$8.8B+8.2%48.5%37.2%$4.00$898.0M
Q4 FY25$8.8B+5.8%48.1%23.0%$3.28$1.6B
Q3 FY25$8.6B+3.1%38.0%27.2%$4.11$1.7B

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$36.3B$35.7B – $36.8B$17.88$17.82 – $17.9718
FY27$38.1B$36.9B – $38.9B$19.59$19.44 – $19.7419
FY28$40.3B$38.8B – $42.7B$21.57$20.06 – $23.6220
FY29$43.4B$42.3B – $44.6B$24.99$24.13 – $25.8910
FY30$45.4B$44.2B – $46.7B$26.74$25.83 – $27.7110

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 460.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.735-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 18Reynolds Paula RosputDirector100 sh$48KSellMay 15Robert L WoodDirector4.3K sh$2.2MSellMay 14Robert L WoodDirector880 sh$448K
+ 6 other (4 awards · 1 exempt · 1 inkind) in window

See when $LIN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJul 308-K — Item 5.07: Shareholder vote
AI summary

Linde plc (LIN) filed 8-K Item 5.07 disclosing annual general meeting voting results. All nine director nominees were re-elected with between 93.55% and 99.42% of votes cast in favor. Two additional resolutions — ratification of PricewaterhouseCoopers as auditor (92.18% For) and authorization for the Board to set PWC's remuneration (both passed) — were also approved. This is a routine governance disclosure with no contested items or significant vote against results.

3New insider — initial holdingsMay 213
S-3ASRAuto-shelf registrationMay 5S-3ASR
+ 14 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

‘Unique Opportunity': Analyst Says Industrial Giant Wins ‘Lion's Share' of AI Chip Contracts at a ‘Mundane Defensive Valuation'247wallst.com·2d agoLinde: Strong Execution, But Peer Momentum And Higher CapEx Limit The Upsideseekingalpha.com·9d agoArcher Investment Corp Invests $669,000 in Linde PLC $LINdefenseworld.net·20d agoHow to Build $8,200 a Month in Dividend Income (And the Tax Bill Almost Nobody Plans For)247wallst.com·24d agoLIN DCF Analysis: Intrinsic Value $335 vs Price $488gurufocus.com·25d ago

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Voices on X · last 7 days

No standout posts about $LIN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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