The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

While Linde has trailed the broader market over the past year, analysts remain bullish on its future growth potential.

Industrial giant Linde plc (NASDAQ:LIN)’s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst […]

Linde (NASDAQ:LIN) just locked in one of its biggest electronics bets yet. On July 31, the company said it had won a new long-term agreement to supply ultra-high-purity industrial gases to one of the world’s largest semiconductor manufacturers, backed by a $1 billion investment in Phoenix, Arizona. Separately, Linde’s Taiwan JV is putting roughly $800 […]

A record backlog of plants, led by a new electronics win, is the clearest evidence yet of how Linde keeps topping itself up, and of how slowly that shows up in the stock.

Linde (LIN) stock is in focus after the company released second quarter 2026 results, reporting sales of US$9.289b and net income of US$1.928b, along with higher earnings per share compared with a year earlier. See our latest analysis for Linde. Despite record quarterly figures and new long-term contracts in semiconductors and renewable power, Linde’s recent share price has pulled back, with the 30 day share price return down 10.34% while the 5 year total shareholder return is 67.37%. This...

Linde PLC (LIN) reports near double-digit growth in Q2 2026, driven by electronics and manufacturing recovery, while navigating helium disruptions and LinCare headwinds.

Moby summary of Linde plc's Q2 2026 earnings call

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

Linde (LIN) delivered earnings and revenue surprises of +0.22% and +3.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?