Linde (LIN) Aandelenoverzicht
Linde plc is wereldwijd actief als producent van industriële gassen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 3/6 |
LIN Community Fair Values
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Analyst Price Targets
Linde plc Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$515.73 |
| 52 Week Hoogtepunt | US$525.87 |
| 52 Week Laag | US$387.78 |
| Bèta | 0.73 |
| 1 maand verandering | 0.15% |
| 3 maanden verandering | 5.01% |
| 1 Jaar Verandering | 11.04% |
| 3 jaar verandering | 36.01% |
| 5 jaar verandering | 77.32% |
| Verandering sinds IPO | 6,397.39% |
Recent nieuws en updates
Analyseartikel • Jun 17
Linde (LIN) Stock Could Be 4.9% Undervalued As Space Launch Demand Draws Attention
Fresh analyst commentary on Linde (LIN) highlights its role in supplying industrial gases to the growing commercial space launch market, with expectations of a modest positive contribution to annual volume growth. See our latest analysis for Linde. Linde’s recent analyst attention around commercial space launch activity comes on top of strong share price momentum, with a roughly 21% year to date share price return and a 5 year total shareholder return close to 91%, suggesting that interest...
Narratiefupdate • Jun 06
LIN: Pricing Power And Capital Returns Will Support Fairly Valued Helium And Hydrogen Exposure
Linde's analyst price target has been raised by around $4 to $545, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as support for the move. Analyst Commentary Recent Street research around Linde has centered on a series of price target revisions and one rating upgrade, giving you a clearer sense of how professionals are thinking about valuation, execution risk, and growth opportunities.Recent updates
Analyseartikel • Jun 17
Linde (LIN) Stock Could Be 4.9% Undervalued As Space Launch Demand Draws Attention
Fresh analyst commentary on Linde (LIN) highlights its role in supplying industrial gases to the growing commercial space launch market, with expectations of a modest positive contribution to annual volume growth. See our latest analysis for Linde. Linde’s recent analyst attention around commercial space launch activity comes on top of strong share price momentum, with a roughly 21% year to date share price return and a 5 year total shareholder return close to 91%, suggesting that interest...Narratiefupdate • Jun 06
LIN: Pricing Power And Capital Returns Will Support Fairly Valued Helium And Hydrogen Exposure
Linde's analyst price target has been raised by around $4 to $545, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as support for the move. Analyst Commentary Recent Street research around Linde has centered on a series of price target revisions and one rating upgrade, giving you a clearer sense of how professionals are thinking about valuation, execution risk, and growth opportunities.Narratiefupdate • May 13
LIN: Pricing Power And Capital Returns Will Shape Fairly Valued Helium Exposure
Linde's analyst fair value estimate has moved from $525.49 to $540.61 as analysts factor in updated assumptions around revenue growth, profit margins, and P/E expectations, reflected in a series of recent price target increases from several banks. Analyst Commentary Recent research shows a cluster of higher price targets and one rating upgrade, which together help explain the modest rise in the consolidated fair value estimate for Linde.Seeking Alpha • May 05
Linde: A Great Business That's A Bit Too Expensive
Summary Linde (LIN) remains a best-in-class industrial with robust margins, 33 years of dividend growth, and disciplined capital allocation. Q1'26 results reinforced business resilience: 10% EPS growth, 30% margins, and $1.5B returned to shareholders, despite only 1% underlying volume growth. Secular tailwinds in electronics, aerospace, and helium offer long-term upside, but near-term volume recovery is not yet visible, especially in EMEA. At 28x forward earnings and 7–9% EPS growth, I rate LIN a Hold, preferring entry in the $420–$440 range for better margin of safety. Read the full article on Seeking AlphaNarratiefupdate • Apr 27
LIN: Pricing Power And Capital Returns Will Guide Fairly Valued Helium Exposure
The analyst price target for Linde has been raised to $525.49 from $516.41, as analysts point to updated assumptions for modestly higher revenue growth and a slightly richer future P/E multiple, even as margin expectations and the discount rate are adjusted. Analyst Commentary Recent research on Linde has been active, with several firms adjusting price targets and ratings in different directions.Narratiefupdate • Apr 10
LIN: Pricing Power And Capital Returns Will Shape Helium And Inflation Response
The analyst price target for Linde has been revised higher, with fair value moving from $503.52 to $516.41 as analysts factor in updated views on helium market pressure, pricing power, and the company’s positioning relative to other materials names. Analyst Commentary Recent Street research on Linde shows a mix of optimism and caution, with several firms adjusting price targets and ratings based on views of helium supply, pricing power, and how the company compares with other materials names.Narratiefupdate • Jan 23
LIN: Defensive Profile And Buybacks Poised To Support 2026 Rerating
Narrative Update Analysts have lifted their price target for Linde by about $0.31 to $503.52. This reflects updated assumptions around slightly lower revenue growth, a modestly higher discount rate, and a small uptick in expected profit margins and future P/E, in line with recent research citing earnings growth potential and perceived risk/reward.Analyseartikel • Jan 23
Linde plc's (NASDAQ:LIN) Popularity With Investors Is Under Threat From Overpricing
Linde plc's ( NASDAQ:LIN ) price-to-earnings (or "P/E") ratio of 29.3x might make it look like a sell right now...Narratiefupdate • Jan 09
LIN: Defensive Profile And Buybacks Will Support 2026 Rerating Potential
Analysts have nudged their price target for Linde up from about $502.88 to $503.21, reflecting updated assumptions around revenue growth, profit margins and future P/E. They have also weighed recent research that includes an upgrade to Buy and removal from a top ideas list.Analyseartikel • Jan 09
Estimating The Intrinsic Value Of Linde plc (NASDAQ:LIN)
Key Insights The projected fair value for Linde is US$390 based on 2 Stage Free Cash Flow to Equity With US$440 share...Narratiefupdate • Dec 14
LIN: Defensive Profile And Buybacks Will Support Shares Into 2026
Linde's analyst price target has been trimmed modestly, falling from about $505.61 to $502.88 as analysts weigh the stock's defensive growth profile, slightly lower fair value multiple assumptions, and a challenging near term macro backdrop against expectations for earnings growth acceleration in 2026. Analyst Commentary Recent research updates present a mixed but generally constructive view on Linde, with analysts balancing its defensive growth profile against persistent macro and volume headwinds across key end markets.Narratiefupdate • Nov 26
LIN: Earnings Momentum And Defensive Appeal Will Drive Share Performance Into 2026
Linde's analyst price target saw a slight decrease, dropping from $507 to $500, as analysts revised their outlook based on expectations for future earnings growth acceleration and the company's continued positioning as a defensive growth stock, even with ongoing sector challenges. Analyst Commentary Recent analyst reports reflect a balanced but nuanced outlook for Linde, with both positive and cautious perspectives shaping market sentiment.Narratiefupdate • Nov 12
LIN: Earnings Growth Acceleration Projected to Drive Share Price Momentum
Linde's analyst price target has shifted modestly lower from $511 to $505.61. Analysts factor in updated earnings forecasts and expectations for growth catalysts amid a challenging macroeconomic landscape.Analyseartikel • Sep 29
With EPS Growth And More, Linde (NASDAQ:LIN) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyseartikel • Sep 05
Linde (NASDAQ:LIN) Is Experiencing Growth In Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Narratiefupdate • Sep 04
US Clean Energy And Hydrogen Trends Will Define Future Infrastructure
Analysts cite Linde’s resilient operational performance driven by effective pricing, strong project execution, and progress in clean energy initiatives as key positives, resulting in an unchanged consensus price target of $511. Analyst Commentary Continued resilience in the face of global industrial production headwinds, attributed to effective pricing strategies.Analyseartikel • Jun 30
Is Linde plc (NASDAQ:LIN) Potentially Undervalued?
Today we're going to take a look at the well-established Linde plc ( NASDAQ:LIN ). The company's stock saw a...Seeking Alpha • Mar 30
The Linde Investment Case Is Continuing To Deliver
Summary Linde offers long-term investors a solid 10-12% return potential, backed by a 20% CAGR since 2017 and a 340% total return. The company's stability, geographical diversification, and crucial role in various industries make it a resilient and essential investment. Despite a forward PE ratio of 27, Linde's strong EPS growth, strategic location, and robust supply chain ensure continued profitability and shareholder returns. Risks include increasing long-term debt and geopolitical tensions, but Linde remains a strong buy for conservative portfolios seeking steady growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
Linde: Oligopoly Leader, Further Profitability Increase Ahead
Summary Linde plc is the leader in the oligopolistic industrial gases market. The on-site nature of the business and a low distribution radius form a natural moat for companies operating in the industrial gases market. Purchase Accounting effect from the Linde AG / Praxair merger back in 2018 led to Linde reporting artificially low GAAP earnings. Linde's organic growth outlook, coupled with ongoing margin increases and economies of scale, should allow Linde to grow earnings at a rate of at least 8% annually. I would add to my position at around 27x Adjusted EPS, implying an entry price of $420 on FY24 earnings or $445 on FY25 earnings. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Linde: Looking For A Better Entry Point Despite Highly Attractive Fundamentals
Summary Following the $73 billion merger with Praxair completed at the end of October 2018, Linde is now the world's largest producer of industrial gases. The industrial gas industry is now highly consolidated, with the four largest players accounting for over 80% of worldwide sales. In retrospect, the merger between Linde and Praxair will likely be seen as the last step in the industry's consolidation process. I expect much of Linde's future growth to come from organic opportunities, specifically from the $10.1 billion project backlog. In my view, the inorganic growth vector has been largely exhausted. Linde's free cash flow yield of 2.3% is among the lowest in at least a decade. Even if EPS growth remains strong in the low teens, the valuation creates meaningful downside risks, hence my hold rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 11
Linde Keeps Its Momentum Alive
Summary Linde plc is a potential buy, showing steady growth with a 238% increase over 10 years, despite market fluctuations. The industrial gases market is projected to grow significantly, driven by clean energy, decarbonization, and expanding applications in healthcare and technology. Linde's strong financials, low volatility, and proactive management strategies position it well for future growth, despite risks like increased debt, economic vagaries, and a low dividend yield. Analysts are bullish on LIN, with 19 out of 28 recommending it as a buy or strong buy; we believe it sells at a fair price with positive growth potential. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
Linde: Dragged Down By Slowdown In Asia And Europe
Summary Linde is a growing low-risk business capable of generating 30%+ returns on capital invested. Elevated inflation levels as of late enabled Linde to raise prices and helped boost earnings growth. The economic backdrop is less favourable currently and the stock could re-rate to a lower valuation multiple. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
Linde: Too Pricey, Neutral Rated
Summary Q3 Wall Street analysts' expectations exceed the company's outlook. Any negative surprise might significantly impact Linde's valuation. Linde's investment backlog declined, and the company is also exposed to cyclical sectors. Compared to peers, Linde is expensive on EV/EBITDA and P/E basis. FCF yield is also lower than peers. We are now neutral. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Linde: TSMC Phoenix Facility Starting To Contribute Profits
Summary I reiterate a ‘Buy’ rating for Linde with a one-year target price of $520 per share, driven by double-digit EPS growth and effective cost management. Linde reported 3% growth in underlying revenue and 6% growth in adjusted operating profits, with strong pricing and productivity despite flattish volume growth. High-quality project backlog, including semiconductor manufacturing facilities and green energy initiatives, positions Linde for near-term business growth and profitability. Despite weak industrial production and growth challenges in China, Linde’s consistent capital allocation and cost pass-through model support sustained earnings growth. Read the full article on Seeking AlphaSeeking Alpha • Jul 09
Linde: A Quality Company But Valuation Looks A Little Bloated
Summary Linde is a high-quality defensive company with strong share price performance in recent years, mostly driven by margin expansion. Revenue growth has been limited and with the rising share prices, valuation is looking bloated. We would like to see organic growth before we re-rate this company. With its current high PE ratios, we initiate with a sell rating. Read the full article on Seeking AlphaSeeking Alpha • May 20
Linde: A Deserved Valuation Premium, Margin Growth Persists
Summary Linde plc is the largest industrial gas company in the world, with strong sales and a wide range of industries it serves. Despite a slightly light Q1 report, Linde's management expects a significant increase in adjusted EPS for FY 2024 with continued strong margins. Analysts project steady EPS growth for Linde over the next few years, though sell side downgrades have come along with a pullback in shares since the end of the first quarter. I highlight key price levels to watch on the chart as the stock nears key support. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Linde: Maintain Buy, Strong EPS Growth Indicated In FY24 From Pricing, Cost Management
Summary Linde's stock price has surged by over 25% since the presentation of a 'Buy' thesis, with strong revenue and profit growth reported. The company's pricing strategy and cost management initiatives have contributed to margin expansion and strong earnings growth expected in FY24. The projection of 8%-11% adjusted EPS growth, backed by a high-quality project backlog, pricing growth, and share repurchases, further supports the 'Buy' rating. Read the full article on Seeking Alpha
Nieuw narratief • Feb 19
Strategic Sustainability and Clean Energy Investments Promise Future Growth
Linde's sustainability efforts and renewable energy initiatives signal a commitment to long-term operational efficiency and enhanced brand reputation, potentially boosting net margins.Seeking Alpha • Jan 14
Linde: Robust Financials And A New Hydrogen Plant Make It A Strong Buy
Summary Linde plc operates in the industrial gases and engineering sector, providing essential gases for various industries. Despite a decrease in sales, Linde's Q3 profit margin increased through strategic actions and lowered costs. Linde's investment in a new hydrogen plant showcases their commitment to innovation, sustainability, and economic growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
Linde Q3: Stellar Execution Despite Macro Weakness; $15 Billion Of New Buybacks Announced
Summary On October 26, 2023, Linde released Q3 results with sales missing street consensus and down 7% YoY due to diminishing cost pass-through effects and a weak macro environment. Adjusting for cost pass-through and FX effects, underlying sales were up 3% YoY, driven by pricing and favorable mix, leading to a 550bps operating margin expansion vs. Q3 2022. Performance in EMEA was particularly strong with 820bps YoY margin expansion, cutting down the legacy EMEA/APAC assets margin gap vs. Americas segment to 1.3%. Prior to the results management also announced a new $15 billion buyback program which, together with the remaining authorized $2 billion, could retire up to 9.4% of the total outstanding shares. I reiterate my Buy rating and update my DCF model to calculate a target price of $442 per share, up 6.5%. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Linde Should Definitely Be High On Your Watchlist
Summary Linde is a dividend aristocrat with a 30-year history of annual dividend increases. The company has shown significant organic growth and is expected to continue growing sales and EPS in the medium term. However, the current valuation of the shares is high, making them overvalued, and there are risks to the investment thesis, including competition and higher interest rates. Read the full article on Seeking AlphaSeeking Alpha • Sep 15
Linde: Best Of Breed Defensive Growth Plus Hydrogen Upside Make It A Buy
Summary Linde plc is the global leader in industrial gases with a 33% market share and FY22 revenues of more than $33bn. The company has strong pricing power and is well-positioned to capitalize on the growing demand for industrial gases, particularly in the APAC region. Leveraging the high stability of its core business, Linde is investing heavily in clean hydrogen and can deploy its strong balance sheet for M&A, capital structure optimization and share buybacks. Read the full article on Seeking AlphaSeeking Alpha • Aug 04
Linde: Double-Digit EPS Growth, Buy Confirmed
Summary Linde reported Q2 results with decreased sales but increased organic turnover and core operating profit. The company raised its Fiscal Year 2023 EPS guidance and expects double-digit EPS growth. Supportive backlog, higher market share vs. Air Liquide, and a solid balance sheet. Our buy rating is then confirmed. Read the full article on Seeking AlphaSeeking Alpha • Jul 11
Hydrogen Revolution: Linde's Resilience Amid Recession And Inflation
Summary Linde, the largest industrial gas company worldwide, is well-positioned in the blue and green hydrogen industries, expecting this business to quadruple over the next decade. Linde's business model, which includes passing inflation onto customers and contractual fixed payments, provides significant protection during economic downturns. Despite potential risks from weak demand and sluggish volume growth, Linde's solid capital allocation, clean-energy projects, and growth in the hydrogen sector make it a resilient investment. Read the full article on Seeking AlphaRendement voor aandeelhouders
| LIN | US Chemicals | US Markt | |
|---|---|---|---|
| 7D | 0.7% | -0.2% | -2.5% |
| 1Y | 11.0% | 6.8% | 20.1% |
Rendement versus industrie: LIN overtrof de US Chemicals industrie, die het afgelopen jaar een rendement 6.8 % opleverde.
Rendement versus markt: LIN presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.1 % opleverde.
Prijsvolatiliteit
| LIN volatility | |
|---|---|
| LIN Average Weekly Movement | 2.6% |
| Chemicals Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: LIN heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van LIN is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1879 | 65,034 | Sanjiv Lamba | www.linde.com |
Linde plc is wereldwijd actief als producent van industriële gassen. Het biedt atmosferische gassen, waaronder zuurstof, stikstof, argon en zeldzame gassen, en procesgassen, zoals waterstof, helium, kooldioxide, koolmonoxide, elektronicagassen, speciale gassen en acetyleen. Het bedrijf houdt zich ook bezig met het ontwerpen en bouwen van kant-en-klare procesinstallaties voor derden en voor gasbedrijven op verschillende locaties, waaronder luchtsplitsings-, waterstof-, synthese-, alkeen- en aardgasfabrieken.
Linde plc Samenvatting
| LIN fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$238.45b |
| Inkomsten(TTM) | US$7.08b |
| Inkomsten(TTM) | US$34.66b |
33.7x
Koers/Winstverhouding6.9x
P/S-verhoudingIs LIN overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| LIN resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$34.66b |
| Kosten van inkomsten | US$17.76b |
| Brutowinst | US$16.90b |
| Overige uitgaven | US$9.82b |
| Inkomsten | US$7.08b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 15.32 |
| Brutomarge | 48.77% |
| Nettowinstmarge | 20.44% |
| Schuld/Eigen Vermogen Verhouding | 65.6% |
Hoe presteerde LIN op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.2%
Huidig dividendrendement40%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/25 03:30 |
| Aandelenkoers aan het einde van de dag | 2026/06/24 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Linde plc wordt gevolgd door 51 analisten. 25 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| William Selesky | Argus Research Company |
| David Manthey | Baird |
| null null | Banco de Sabadell. S.A. |