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LILIN

Linde plc

$LIN·$221B·Chemicals - Specialty·Basic Materials
$479.12+0.2%
Mentions · last 7 days
2026-07-26: 7 posts2026-07-27: 21 posts2026-07-28: 10 posts2026-07-29: 17 posts2026-07-30: 32 posts2026-07-31: 97 posts2026-08-01: 21 posts205
Price updated 12m ago·X counts updated 2d ago
LILIN
$LINLinde plc
$479.12+0.15%205 posts
AI analysisFundamentalsVoices on X
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What it does

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

Linde plc functions as a global industrial gas and engineering powerhouse, extending its operations throughout North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company's comprehensive product line features atmospheric gases like oxygen, nitrogen, argon, and various rare gases, alongside a diverse array of process gases such as carbon dioxide, helium, hydrogen, specialized electronic gases, and acetylene. Beyond gas supply, Linde is also adept at designing and constructing turnkey process plants. These engineering solutions serve both third-party customers and its own gas business facilities, covering types like olefin, natural gas, air separation, hydrogen, and synthesis gas plants. Linde's extensive client base spans numerous sectors, including healthcare, energy, general manufacturing, food and beverage carbonation, fiber-optics, steel production, aerospace, chemicals, and water treatment. Established in 1879, the company is headquartered in Woking, United Kingdom.

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

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

Industry benchmark

9-name peer basket
+30.0%YTD
+54.3%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 $4.53

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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$36.0B$35.6B – $36.8B$17.91$17.77 – $18.0219
FY27$37.7B$36.9B – $38.8B$19.63$19.39 – $20.0718
FY28$40.0B$38.5B – $41.7B$21.56$19.84 – $23.8018
FY29$43.6B$42.5B – $44.9B$25.55$24.67 – $26.5411
FY30$44.1B$43.0B – $45.5B$25.05$24.18 – $26.029

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.2.4×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.56%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.-7.0%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.+0.9%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 today1.1% 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.β0.725-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellMay 15Robert L WoodDirector4.3K sh$2.2MSellMay 14Robert L WoodDirector880 sh$448KSellMar 10Sean DurbinCOO6.5K sh$3.1MSellMar 10Guillermo BicharaExec VP & Chief Legal Officer4.4K sh$2.1M
+ 15 other (6 awards · 5 exempts · 4 inkinds) 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
Free, forever. No credit card.

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
3New insider — initial holdingsMay 213
S-3ASRAuto-shelf registrationMay 5S-3ASR
+ 16 other (3 earnings 8-Ks · 2 10-Qs · 2 11-Ks · 2 13Gs) in window

Recent news

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

10 Funds For Potential $6,000 Monthly Income: Retirement Seriesseekingalpha.com·3d agoLinde PLC (LIN) (Q2 2026) Earnings Call Highlights: Record Sales and EPS Amid Margin Pressuresgurufocus.com·3d agoLinde plc (LIN) Q2 2026 Earnings Call Transcriptseekingalpha.com·3d agoLinde Q2 Earnings Call Highlightsmarketbeat.com·3d agoLIN Q2 Earnings & Revenues Beat Estimates on Volume & Pricing Growthzacks.com·3d ago

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