Basic Materials -
Chemicals - Specialty - NASDAQ - GB
$ 475.58
-0.333 %
$ 224 B
Market Cap
34.49
P/E
1. INTRINSIC VALUE
Balance Sheet
Linde plc
| Current Assets | 12.9 B |
| Cash & Short-Term Investments | 4.85 B |
| Receivables | 5.06 B |
| Other Current Assets | 3.03 B |
| Non-Current Assets | 67.2 B |
| Long-Term Investments | 0 |
| PP&E | 25.8 B |
| Other Non-Current Assets | 41.4 B |
| Current Liabilities | 14.5 B |
| Accounts Payable | 2.51 B |
| Short-Term Debt | 6.28 B |
| Other Current Liabilities | 5.76 B |
| Non-Current Liabilities | 26.1 B |
| Long-Term Debt | 15.3 B |
| Other Non-Current Liabilities | 10.8 B |
EFFICIENCY
Earnings Waterfall
Linde plc
| Revenue | 33 B |
| Cost Of Revenue | 17.1 B |
| Gross Profit | 15.9 B |
| Operating Expenses | 7.23 B |
| Operating Income | 8.64 B |
| Other Expenses | 2.07 B |
| Net Income | 6.56 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Linde plc
| Net Income | 6.56 B |
| Depreciation & Amortization | 3.78 B |
| Capital Expenditures | -4.5 B |
| Stock-Based Compensation | 0 |
| Change in Working Capital | -845 M |
| Others | -267 M |
| Free Cash Flow | 4.93 B |
Wall Street Analysts Price Targets
Linde plc
Wall Street analysts predict an average 1-year price target for LIN of $508 , with forecasts ranging from
a
low of
$477 to a high of $576 .
LIN Lowest Price Target
Wall Street Target
477 USD
0.30%
LIN Average Price Target
Wall Street Target
508 USD
6.87%
LIN Highest Price Target
Wall Street Target
576 USD
21.12%
4. DIVIDEND
ANALYSIS
0.32%
DIVIDEND YIELD
1.5 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Linde plc
Sold
0-3 MONTHS
4.22 M USD 2
3-6 MONTHS
8.48 M USD 5
6-9 MONTHS
2.98 M USD 2
9-12 MONTHS
7.01 M USD 3
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
44.1 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Will Linde (LIN) Beat Estimates Again in Its Next Earnings Report?
Linde (LIN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
zacks.com
- 1 week ago
These 2 Basic Materials Stocks Could Beat Earnings: Why They Should Be on Your Radar
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
zacks.com
- 1 week ago
5 Best CEFs This Month For Yields Up To 15% (June 2025)
For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.
seekingalpha.com
- 2 weeks ago
How To Build A $1,000,000 Dividend Portfolio That Could Yield 11%+ In 15 Years
The Dividend Income Accelerator Portfolio balances income, growth, and capital appreciation, now enhanced by the global diversification from Allianz and LVMH. We focus on financially healthy companies with sustainable dividends and strong competitive advantages, optimizing risk-reward through sector and geographic diversification. The portfolio's Weighted Average Dividend Yield [FWD] of 4.05% and 5-Year Weighted Average Dividend Growth Rate [CAGR] of 7.06% project a Yield on Cost above 11% in 15 years.
seekingalpha.com
- 2 weeks ago
Linde to Supply Gas to Major Low-Carbon Ammonia Project
LIN to invest $400M in new ASU for Blue Point's low-carbon ammonia plant, boosting its Gulf Coast clean energy presence.
zacks.com
- 2 weeks ago
Linde Signs Long-Term Agreement to Supply Industrial Gases to World-Scale Low-Carbon Ammonia Facility in Louisiana
WOKING, England--(BUSINESS WIRE)--Linde (Nasdaq: LIN) today announced it has signed a new long-term agreement with Blue Point Number One, a joint venture between CF Industries, JERA and Mitsui & Co. Under the terms of the agreement, Linde will supply industrial gases to Blue Point's 1.4 million metric tons low-carbon ammonia plant in Ascension Parish, Louisiana. Linde will build, own and operate a world-scale air separation unit (ASU) to supply oxygen and nitrogen to the Blue Point project,.
businesswire.com
- 2 weeks ago
Linde Publishes 2024 Sustainable Development Report
WOKING, England--(BUSINESS WIRE)--Linde (Nasdaq: LIN) announced today it has published its 2024 Sustainable Development Report, outlining the company's progress towards meeting its sustainability goals. In 2024, Linde reduced its absolute greenhouse gas emissions by 6.2% compared to its 2021 baseline, in line with its 2035 emissions reduction target. This was achieved through a range of actions globally, including sourcing 47% of its total electricity consumption from low-carbon sources. Linde.
businesswire.com
- 3 weeks ago
Linde: Unshakable Leader In Industrial Gases; A Path To Steady Portfolio Growth
I believe Linde stock offers attractive upside due to a robust business model with exceptional pricing power. Strong demand in core markets and successful cost controls are driving revenue and profitability higher. Given the compelling valuation and improving fundamentals, I rate the stock a Buy for long-term investors.
seekingalpha.com
- 1 month ago
Linde: Offsetting Potential Inflation With Contractual Pricing
I reiterate a Buy rating for Linde plc with a fair value of $477 per share, anticipating long-term benefits from increased U.S. manufacturing facilities. Linde's Q1 results showed 1% organic revenue growth and 4.1% adj. operating profit growth, despite sluggish industrial production. Management's confidence in offsetting inflationary pressures through pricing and productivity programs, along with defensive revenue streams, supports a strong market position.
seekingalpha.com
- 2 months ago
Lindian accelerates Kangankunde development with construction progress, ANSTO testwork and funding momentum
Construction and strategic initiatives at Lindian Resources Ltd’s flagship Kangankunde Rare Earths Project in Malawi continued apace during the March quarter. The company, which is positioning itself to play a pivotal role in the global critical minerals supply chain, closed out the quarter with A$4.2 million in cash and continued to assess multiple funding and offtake proposals for the project, following the execution of a US$50 million non-binding term sheet with Gerald Group in late 2024. With a strengthened team, secured funding pipeline, and active project delivery, Lindian remains on track to bring Kangankunde into production by 2026. Key infrastructure works progressed during the quarter, with leading European contractor Mota-Engil commencing construction on the site access road, which is now well ahead of schedule. Completed works include preparation of plant processing and storage areas, equipment laydown zones and administrative facilities. Lindian has also engaged local communities in workforce training and support programs to enhance socio-economic benefits in the region. Downstream testwork has commenced with the Australian Nuclear Science and Technology Organisation (ANSTO), validating the high-grade monazite concentrate from Kangankunde and evaluating pathways for producing a Mixed Rare Earth Carbonate (MREC). This testwork will inform future development scenarios, enhance offtake readiness and help secure strategic investment. The company also regained full ownership of the Lelouma Bauxite Project in Guinea after resolving a dispute over milestone obligations. While Kangankunde remains its focus, Lindian also intends to advance the 900 million tonne Lelouma asset through dedicated in-country management. Leadership was bolstered with the appointments of a new CFO, project director and the formation of a Project Delivery and Technical Committee. Site construction manager Daniel Britz and strategic financial advisor Henk Ludik were also appointed to accelerate project execution and financing activities. Cash outflows during the quarter totalled A$1.55 million for operations and A$1.08 million for capital and exploration, reflecting a significant drop from prior quarters. During the March quarter, Peninsula Energy Ltd continued its efforts to commission the Central Processing Plant (CPP) at the Lance Uranium Project in Wyoming. Adverse weather and supply chain disruptions delayed final commissioning, now expected in the June quarter. Production of dry yellowcake is targeted before the end of June 2025. The company maintained uranium capture, with 5,975 pounds loaded onto resin. However, output was constrained by limited storage capacity while the CPP remained offline. Construction advanced across the wellfield, with Header House 12 nearing completion and pre-conditioning ongoing at Header House 11. Flow rates at Mine Unit 1 were lower than expected due to cold weather but are forecast to improve. A Dissolved Air Filtration system was commissioned to handle elevated solids, if required. Permitting also progressed, with the Kendrick area added to the Permit to Mine and a Source Materials License amendment under review. No Lost Time Injuries were recorded during the quarter across Peninsula’s Lance Project operations. A total of 97,098 hours were worked without incident, reflecting a strong safety culture. One minor environmental incident occurred—a mining solution spill at Mine Unit 3 due to faulty connections during final commissioning of Header House 11. The spill was contained on site with minimal remediation required and was promptly reported to the Wyoming Department of Environmental Quality. Peninsula continues to place a strong emphasis on safe and environmentally responsible operations as the project ramps up production. The proactive commissioning of filtration infrastructure, readiness for resin storage during delays, and adaptive planning underscore the company’s commitment to operational discipline amid schedule pressures and regulatory compliance. During the quarter, George Bauk formally commenced his role as managing director and chief executive officer, having been appointed in November 2024. Bauk brings three decades of leadership across uranium and critical mineral sectors and has been actively involved onsite in reviewing the production model and overseeing commissioning. Additionally, Jitu Bhudia was appointed CFO, bringing extensive ASX experience in capital management and governance. The company also completed its unmarketable parcel share sale facility, streamlining its shareholder base by selling 629,429 shares held by over 5,300 shareholders at an average price of A$0.855. No uranium sales were made during the quarter, but the company held an inventory of 15,182 pounds of yellowcake. Peninsula ended the quarter with US$24 million in cash, and continues to explore funding options to support its production ramp-up. Post-quarter developments and strategic response Following quarter-end, Peninsula appointed David Coyne as interim non-executive chairman, following the retirement of John Harrison. Coyne brings over 30 years of experience in mining finance and strategy. Additionally, Wayne Heili concluded his role with the company on April 25, 2025. Shares were suspended from quotation on April 23,, as the company works to update production guidance and address concerns around contract delivery and funding. To mitigate supply risks, Peninsula secured 200,000 pounds of uranium for June delivery through the spot market at a cost of US$1.5 million, significantly below the provisioned US$4.6 million. The company remains focused on finalising a revised production plan, improving operational readiness, and positioning itself as an independent uranium producer.
https://www.proactiveinvestors.com
- 2 months ago
Linde Surpasses Q1 Earnings on Higher Americas Pricing
LIN's first-quarter earnings gain on higher pricing and increased volumes from the Americas segment.
zacks.com
- 2 months ago
Linde plc (LIN) Q1 2025 Earnings Call Transcript
Linde plc (LIN) Q1 2025 Earnings Call Transcript
seekingalpha.com
- 2 months ago
8. Profile
Summary
Linde plc LIN
COUNTRY
GB
INDUSTRY
Chemicals - Specialty
MARKET CAP
$ 224 B
Dividend Yield
0.32%
Description
Linde plc operates as an industrial gas and engineering company in North and South America, Europe, the Middle East, Africa, and the Asia Pacific. It offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene. The company also designs and constructs turnkey process plants for third-party customers, as well as for the gas businesses in various locations, such as olefin, natural gas, air separation, hydrogen, and synthesis gas plants. It serves a range of industries, including healthcare, energy, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, and water treatment. The company was founded in 1879 and is based in Woking, the United Kingdom.
Contact
Forge, Woking, GU21 6HT
https://www.linde.com
IPO
Date
June 17, 1992
Employees
65069
Officers
Mr. Sanjiv Lamba
Chief Executive Officer & Director
Mr. Juan Pelaez
Vice President of Investor Relations
Mr. Guillermo Bichara
Executive Vice President & Chief Legal Officer
Ms. Kelcey E. Hoyt
Senior Vice President of FP&A and Sustainability & Chief Accounting Officer
Denny Brown
Chief Information Officer
Karin Griggel
Chief Compliance Officer
Mr. David P. Strauss
Executive Vice President & Chief Human Resources Officer
John van der Velden
Senior Vice President of Engineering Sales & Technology
Mr. Sean F. Durbin
Executive Vice President of North America
Mr. Matthew J. White C.F.A.
Executive Vice President & Chief Financial Officer