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Exploring Linde's Earnings Expectations

Benzinga·02/04/2026 15:08:14
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Linde (NASDAQ:LIN) is gearing up to announce its quarterly earnings on Thursday, 2026-02-05. Here's a quick overview of what investors should know before the release.

Analysts are estimating that Linde will report an earnings per share (EPS) of $4.17.

Investors in Linde are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.

It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.

Historical Earnings Performance

In the previous earnings release, the company beat EPS by $0.03, leading to a 0.0% drop in the share price the following trading session.

Here's a look at Linde's past performance and the resulting price change:

Quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024
EPS Estimate 4.18 4.03 4.09 3.92
EPS Actual 4.21 4.09 3.95 3.97
Price Change % -3.00 0.00 2.00 -1.00

eps graph

Analyst Opinions on Linde

For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Linde.

A total of 5 analyst ratings have been received for Linde, with the consensus rating being Outperform. The average one-year price target stands at $516.0, suggesting a potential 11.31% upside.

Analyzing Analyst Ratings Among Peers

In this comparison, we explore the analyst ratings and average 1-year price targets of Sherwin-Williams, Ecolab and Air Products, three prominent industry players, offering insights into their relative performance expectations and market positioning.

  • Analysts currently favor an Buy trajectory for Sherwin-Williams, with an average 1-year price target of $396.25, suggesting a potential 14.52% downside.
  • Analysts currently favor an Buy trajectory for Ecolab, with an average 1-year price target of $302.25, suggesting a potential 34.8% downside.
  • Analysts currently favor an Neutral trajectory for Air Products, with an average 1-year price target of $284.12, suggesting a potential 38.71% downside.

Insights: Peer Analysis

Within the peer analysis summary, vital metrics for Sherwin-Williams, Ecolab and Air Products are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

Company Consensus Revenue Growth Gross Profit Return on Equity
Linde Outperform 3.10% $4.24B 5.00%
Sherwin-Williams Buy -11.99% $3.13B 10.57%
Ecolab Buy 4.16% $1.87B 6.15%
Air Products Neutral 5.83% $995M 4.46%

Key Takeaway:

Linde ranks first in revenue growth among its peers. It has the highest gross profit and return on equity.

Unveiling the Story Behind Linde

Linde is the largest industrial gas supplier in the world, with operations in over 100 countries. The firm's main products are atmospheric gases (including oxygen, nitrogen, and argon) and process gases (including hydrogen, carbon dioxide, and helium), as well as equipment used in industrial gas production. Linde serves a wide variety of end markets, including chemicals, manufacturing, healthcare, and steelmaking. Linde generated approximately $33 billion in revenue in 2024.

Linde's Financial Performance

Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.

Revenue Growth: Linde displayed positive results in 3 months. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately 3.1%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Materials sector.

Net Margin: Linde's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 22.39%, the company showcases strong profitability and effective cost management.

Return on Equity (ROE): Linde's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 5.0%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): Linde's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.24% ROA, the company effectively utilizes its assets for optimal returns.

Debt Management: Linde's debt-to-equity ratio is below the industry average. With a ratio of 0.67, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.

To track all earnings releases for Linde visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.