Linde plc

LIN · Nasdaq · ·

比較

$522.59-0.8%11月12日終値

2026年9月30日までの数値（2026年10月29日提出の10-Qより）

1W: +1.4%
1M: +6.2%
3M: +9.6%

Linde plc（LIN）株——良い事業でしょうか？ — InspectStocks

Linde plc

LIN · Nasdaq · ·

比較

$522.59-0.8%11月12日終値

2026年9月30日までの数値（2026年10月29日提出の10-Qより）

1W: +1.4%
1M: +6.2%
3M: +9.6%

Just reported

Q3 2026 results

From Linde's results release of 2026年10月29日; its quarterly report has since been filed.

Revenue
Actual
$9.4B
+9.2% y/y
+1.2% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$3.66
-11% y/y
-12% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$2.15B
-9.2% y/y
-16% q/q
Guided
—
No guide given

Company outlook

Q3 2026

Revenue$9.4B+9.1% y/y First given

Full year 2026

EPS, adjusted$17.82 – $17.92Raised +0.4%

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Linde is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

キュレーション
Chemicals
InspectStocks 編集 · 20 companies
Industrial gases, paints, coatings and commodity and specialty chemicals.
株価、1 年
+23.5%
売上、1 年
+6.6%
+14
A 5B 5C 6D 1F 3

Highest-graded in Specialty Chemicals

Graded A or B and worth $2B or more: A first, then the largest.

All 60 graded companies in its industry

Grade rose recently in Materials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

Industrial gases — Americas45%
Industrial gases — Europe, Middle East and Africa25%
Industrial gases — Asia Pacific20%
Engineering7%
Corporate and Other4%

売上構成比はFY2025の推計であり、提出された報告書の数字ではありません。

競合

AIQUYL’Air Liquide S.A.
APDAir Products and Chemicals, Inc.
F
規模
$70.4B
利益率
4.2%
Messer Group GmbH

何を売っているか5

Atmospheric gases
Oxygen, nitrogen, argon and rare gases separated from air for industrial and other customer uses.
Hydrogen
Hydrogen produced from different feedstocks and processes, including conventional, low-carbon and renewable production methods.
Specialty gases and mixtures
Packaged gases and blends made for customers with particular gas-composition or purity requirements.

さらに2件を表示

Bulk and packaged gas supply
Bulk liquid gases delivered by tanker to customer storage tanks, and smaller quantities supplied in pressurized cylinders.
Gas-production and processing plants
Plants and related engineering for producing or processing gases, including air separation, hydrogen, natural gas, synthesis gas and olefins.

誰が買っているか5

Large-volume users such as chemical plants, refineries and manufacturers buy gases produced at or near their sites and supplied directly, often through pipelines and long-term supply contracts.
Electronics manufacturers, including semiconductor facilities, buy high-purity gases and may have Linde build plants to supply their sites.
Customers needing bulk liquid gases receive tanker deliveries into storage containers at their sites.

さらに2件を表示

Customers needing smaller quantities buy gases in cylinders, through delivery, facility pickup or purchase orders.
Healthcare, food and beverage, metals and mining, and other industrial customers buy gases for their operations; Linde also has a United States home-care business.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Electricity is Linde's largest production and distribution cost; it also uses natural gas and diesel fuel, and their prices and availability can change.
2Linde buys many raw materials used for hydrogen, helium, carbon dioxide, carbon monoxide and specialty gases from outside suppliers; availability and prices depend on market conditions.
3Helium supply depends on sourcing from helium-rich natural gas streams and on logistics such as storage and transport; the latest call discussed disruption and dislocation costs affecting that supply chain.

うまくいかなくなる可能性

1Higher energy or raw-material prices, or interruptions in their supply, can raise production costs or prevent Linde from supplying customers; contractual price adjustments do not remove all exposure.
2Linde's international operations expose it to currency, regulatory and political changes. Its Russian engineering contracts have led to continuing disputes, claims and asset-related proceedings.
3Linde's United States home-care business has faced labor-cost inflation and changes in reimbursement conditions, according to management; the company said it was taking operational measures and reviewing the business's strategic options.

財務諸表をすべて見る →

Linde plcについて

Linde produces atmospheric gases such as oxygen and nitrogen, and process gases such as hydrogen, helium and carbon dioxide. It supplies gases directly to large customers through on-site plants and pipelines, delivers bulk liquid gases by tanker, and sells smaller quantities in cylinders. Its engineering business designs and builds plants that produce or process gases for customers in industries including healthcare, chemicals, manufacturing, metals and mining, food and beverage, and electronics.

本社: Principal executive offices in Woking, Surrey, United Kingdom, and Danbury, Connecticut, United States
設立: 1879 (Linde's historical origins, high confidence)
従業員数: 65,177 (December 31, 2025, high)
上場市場: NASDAQ
決算期: December 31

Linde plc 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported