Linde plc
NASDAQ: LIN
Stock price
513.22 USD
(+Infinity%) NaN day
Financial Performance
5Y price score: 106
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 366.9%
US$ Per
Share
By default your notes are visible only to you.
387.7
52-week range
548.2
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.1 %
Dividend Yield TTM
1.2 %
Market cap $
$ 237,416
Price / Earnings TTM
34.1
Price / Book TTM
6.2
PEG TTM
4.8
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
12.6 %
85.7 %
366.9 %
Free cash flow per share growth
6.3 %
43.1 %
175.1 %
Earnings per share growth
7.1 %
209.8 %
172.7 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q1 (May 1, 2026)
1) Financial Performance Overview
- EPS of $4.33, up 10% YoY.
- Operating margins at 30%, with a return on capital of 24%.
- Sales reached $8.8 billion, an 8% increase YoY, flat sequentially.
- Operating profit increased 8% YoY to $2.6 billion.
- Operating cash flow was $2.2 billion, 4% higher YoY.
2) Segment Growth Insights
- Healthcare: 1% growth YoY, impacted by flat U.S. home care due to new policy changes.
- Food and Beverage: Grew 5%, driven by U.S. beverage demand.
- Electronics: Increased by 10%, supported by investments in advanced chip production.
- Chemicals and Energy: Grew 3%, with regional variances; Americas showed growth while EMEA faced declines.
- Metals and Mining: Grew 3%, primarily in the Americas.
- Manufacturing: Grew 5%, with aerospace activity in the U.S. being a significant contributor.
3) Challenges and Headwinds
- U.S. healthcare policy changes impacting home care services.
- EMEA facing negative volume trends due to geopolitical tensions and economic uncertainties.
- APAC volumes affected by seasonal factors and weaker industrial activity.
- Helium supply shortages due to geopolitical events, although Linde is well-positioned with a broad supply chain.
4) Operational and Strategic Plans
- Continued investment in project backlog exceeding $1 billion, particularly in electronics and advanced manufacturing.
- Focus on securing long-term contracts in the helium market, prioritizing customer commitments.
- Ongoing capital allocation strategy includes a 7% dividend increase and $800 million in stock repurchases.
- Guidance for Q2 EPS expected in the range of $4.40 to $4.50, with full-year guidance updated to $17.60 to $17.90.
5) Outlook and Investor Considerations
- The company remains cautious about economic improvements, particularly in EMEA.
- Confidence in the Americas' growth trajectory, supported by strong industrial activity and demand for packaged gases.
- The potential for upside in helium pricing and volumes, depending on geopolitical developments.
- The transcript does not provide detailed insights into specific future projects or timelines for the commercial space sector.
Bottom line: Linde's solid Q1 performance reflects resilience amid economic challenges, with growth across key segments and a strong outlook for the Americas. However, geopolitical uncertainties and sector-specific headwinds warrant cautious optimism for the remainder of the year.
Annual Reports, Presentations And IR Contacts
Go to the websiteLinde plc — Financial Overview, Stock Price, Market Cap
Linde plc is a company. Founded in 1879. As of July 20, 2026, the company's market capitalization is $237415572000 with a current stock price of $513.22.
