Linde plc Ordinary Share LIN

Zacks Investment Research 13 nov

FuelCell Energy is advancing its hydrogen business using its Tri-gen platform, which produces hydrogen, electricity, and water from natural gas or renewable biogas. The company operates a 2.3-MW facility at Toyota's Port of Long Beach capable of producing 1.3 tons of hydrogen daily, while also testing on-site hydrogen production for manufacturing applications to reduce operating costs. As hydrogen adoption expands, integrated companies spanning multiple parts of the hydrogen value chain are becoming increasingly important.

Zacks Investment Research 4 nov

International Flavors & Fragrances (IFF) beat Q3 earnings expectations with adjusted EPS of 83 cents and sales of $1.94B, up 3.9% year-over-year. The company raised its 2026 sales guidance to $7.5-$7.6B and EBITDA guidance to $1.55-$1.60B, driven by strong performance in Taste and Scent segments. The company continues its portfolio transformation following the sale of its Food Ingredients business to CVC Capital Partners.

The Motley Fool 1 nov

Linde reported record Q3 2026 quarterly sales of $9.4 billion but took a $425 million restructuring charge to address underperforming operations. The company implemented pricing initiatives to offset rising energy and distribution costs, while electronics demand surged 15% with $2 billion in projects under construction globally, supporting long-term growth despite uneven regional macroeconomic conditions.

Zacks Investment Research 30 oct

Linde (LIN) reported Q3 2026 adjusted EPS of $4.59 (up 9% YoY) and revenues of $9.4B (up 9% YoY), beating consensus estimates. The company initiated a $425M restructuring charge targeting cost efficiency with full run-rate savings expected in H2 2027. Despite strong electronics growth (15%) and a $7.9B project backlog, management maintained a cautious near-term outlook citing uneven industrial demand, particularly weakness in Europe and China's domestic consumption. Lincare homecare operations remain a profitability headwind.

Zacks Investment Research 29 oct

Linde plc (LIN) reported Q3 2026 adjusted EPS of $4.59, up 9% year-over-year and beating consensus estimates by 1.55%. Revenue grew 9% to $9.40 billion, driven by higher pricing and volume growth across all regions. The company raised its full-year 2026 adjusted EPS guidance to $17.82-$17.92 (8-9% growth), supported by a strong $10.8 billion project backlog. However, LIN carries a Zacks Rank #4 (Sell) rating.