LIN Linde Plc.

I believe what is key is that $LIN is above an uptrending 200 day MA (green line). And we're not seeing peace breaking out in the Mid-East.. Quite the opposite from my take... It may be a long-term before Qatar returns to being a significant source of Helium, or NG.. And even if semiconductors lose much of their over-valued stock price, they won't shut down manufacturing.. They'll just sell them cheaper.. 😉

$LIN | LINDE PLC Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $4.59 vs. $4.52 est. ✅ ◆ Revenue: $9.40B vs. $9.16B est. ✅ ◆ Operating Income: $2,763M (+8.0% YoY) ◆ Net Income: $2,122M (+7.0% YoY) ◆ Operating Cash Flow: $3,169M (+8.0% YoY) ◆ Capital Expenditures: $1,392M Segment Performance: ◆ Americas: $3,601M (+11% YoY) ◆ EMEA: $2,327M (+7% YoY) ◆ Asia Pacific: $1,950M (+12% YoY) ◆ Linde Engineering: $582M (+12% YoY) Key Metrics: ◆ Free cash flow was $1,777M in Q3 2026, after capital expenditures of $1,392M. ◆ Linde returned $1,685M to shareholders via dividends and share repurchases, net of issuances, in Q3. ◆ Americas underlying sales rose 9% YoY; 6% pricing and 3% volume, led by electronics and chemicals. Forward Guidance: ◆ Q4 2026 adjusted EPS: $4.40 to $4.50, up 5% to 7% YoY; no expected foreign currency translation impact. ◆ FY 2026 adjusted EPS: $17.82 to $17.92, up 8% to 9% YoY assuming 2% favorable currency. ◆ FY 2026 capital expenditures: $5.5B to $6.0B, supporting growth and maintenance including $7.9B project backlog.

$LIN Q3 '26 Earnings Results & Recap Linde expects Q4 2026 adjusted diluted EPS of $4.40 to $4.50, up 5% to 7%; FY2026 adjusted diluted EPS of $17.82 to $17.92, up 8% to 9%, assuming favorable currency of 2%.

$LIN Q3 sales were a record 9.404 billion dollars, up 9%, and adjusted EPS was a record 4.59 dollars, up 9%. GAAP EPS fell 11% to 3.66 dollars though, on purchase accounting and cost reduction charges. Underlying sales growth was 5%, 3 points from price and 2 from volume. Americas underlying sales rose 9%, the strongest region, and management guided full year adjusted EPS to 17.82 to 17.92 dollars. The sale of gas project backlog sits at 7.9 billion dollars.

$LIN Is Linde's guidance raise to $17.82–$17.92 more than a bigger currency tailwind? 🏢 Linde, a global industrial gases and engineering company worth about $234.25B at $508.16 a share at 16:00 ET on October 28, 2026, raised its full-year 2026 adjusted EPS guidance to $17.82–$17.92 from the $17.70–$17.90 it gave on July 31 ⚠️ The guidance midpoint rose only $0.07, about 0.4%, while the growth range stayed at 8% to 9% and the currency benefit the company assumes for the year doubled to 2% from 1% 📈 On the other side, operating cash flow rose 8% to $3,169M and free cash flow reached $1,777M after $1,392M of capex, more than double the second quarter's $833M, while $1,685M went back to holders 📅 Next: Earnings call today at 9:00 am EDT; the fourth-quarter guide is $4.40 to $4.50 adjusted EPS, up 5% to 7% with no currency effect Source: Business Wire release, Oct 29 + SEC 8-K, Jul 31

$LIN reports earnings tomorrow before the open. I’m bullish heading into the report: LIN has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.

$LIN Bernstein’s October 5 reiteration is primarily a space-growth call: they believe Linde can rapidly expand its space-related business, supported by strong satellite-launch demand and advantages in gas technology and supply logistics. Outperform, $563 TP. - Demand: Military, government and hyperscaler satellite applications support healthy launch demand. The constraint is customers’ launch frequency and progress toward full rocket reusability—not Linde’s ability to increase supply. - Competitive advantages: Linde combines engineering capabilities—including LION air-separation units and advanced materials—with a dense gas-supply network, logistics expertise and reliability. These are advantages in serving launch customers. - Multiple business models: Today, launch-related rev. largely comes from selling and delivering gas through Linde’s existing merchant network. As customers vertically integrate, opportunities could shift toward selling gas-production plants.

Cloud Watch 3 of 3: Four of the mid-eight above cloud: $LIN and $TMO far above-cloud. $DIS and $GE resting on top-edge of cloud.

$LIN nobody is adding up here keep lying folks its just short covering legal vs illegal nakeds 🤣

https://www.cnbc.com/2026/10/02/jim-cramers-top-10-things-to-watch-in-the-stock-market-friday.html $LIN Lots of positive analyst commentary about Linde following Day 1 of the industrial gas giant’s investor day. The focus was on space and electronics. Citi said the Club name is engineered to win in both lanes. Deutsche Bank called Linde’s space opportunity significant. We did a deep dive on Linde’s space business ahead of the SpaceX IPO.