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    How Q2 EPS Hopes and ESG Recognition Could Shape Linde’s (LIN) Long-Term Investment Story

    Simply Wall St·07/24/2026 00:22:31
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    • Linde recently reported that investors were looking ahead to its second-quarter results with expectations of single-digit adjusted EPS growth, supported by its contract-based business model and management’s confidence in helium market tightness and new agreements.
    • A separate recognition of Linde’s inclusion in the FTSE4Good Index for the eleventh year highlighted its long-term commitment to emissions reduction and industrial decarbonization, reinforcing its role in helping customers avoid more greenhouse gas emissions than its own operations produce.
    • We’ll now examine how investor optimism around Linde’s upcoming Q2 earnings and resilient contract-based model could influence its broader investment narrative.

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    Linde Investment Narrative Recap

    To own Linde, you need to believe in the durability of its contract-based industrial gases model and its ability to convert a large project backlog into steady earnings, even when industrial demand is patchy. The latest Q2 expectations for single digit adjusted EPS growth tie directly into that thesis and, in my view, do not materially change the key short term catalyst, which remains near term earnings delivery, or the biggest risk, which is a prolonged period of weak base volumes in Europe and parts of Asia.

    The most relevant recent development here is Linde’s inclusion in the FTSE4Good Index for the eleventh year, which underlines its emissions reduction targets and focus on industrial decarbonization. This matters for the current catalyst because a credible sustainability profile can support long duration clean energy and hydrogen contracts that underpin the backlog, even if traditional European industrial demand stays soft.

    Yet while that backdrop looks supportive, investors should still be mindful of how persistent industrial weakness in Europe could...

    Read the full narrative on Linde (it's free!)

    Linde's narrative projects $41.0 billion revenue and $9.5 billion earnings by 2029.

    Uncover how Linde's forecasts yield a $545.44 fair value, a 8% upside to its current price.

    Exploring Other Perspectives

    LIN 1-Year Stock Price Chart
    LIN 1-Year Stock Price Chart

    Three Simply Wall St Community fair value estimates for Linde span roughly US$482.73 to US$545.44, showing how far individual views can spread. Set against this, the reliance on contract backed earnings in the face of uneven global industrial demand gives you another angle on how the business might perform, so it is worth weighing several perspectives before deciding where you stand.

    Explore 3 other fair value estimates on Linde - why the stock might be worth just $482.73!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.