$LIN (Linde plc) — investor discussion on X

Five-factor rating: Hold (sector percentile 44.3%)

Graded daily on value D, growth C, profitability B, momentum B+, revisions B-. Sector-relative, identical for every user.

Most active credible voices on $LIN

@stockmktnewz (Evan) — 8 mentions · 1.2M followers
@earnings_guy (The Earnings Correspondent) — 7 mentions · 103.7K followers
@thierryborgeat (Thierry from arvy 🇨🇭) — 5 mentions · 55.4K followers

Recent headlines featuring $LIN

2026-10-11: Apple confirms November 2 Q3 earnings date
2026-07-31: Linde posts $9.29 billion Q2 sales, lifts 2026 EPS outlook to $17.70-$17.90

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$LIN — what investors on X are saying · SpikePanel

$LINLinde plc · Chemicals - Specialty · $242B

$526.39

post0.0%

Event thread

Key events, in time order

9 items

2026-11-04Insider selling
Insider selling $45.3M (1)
D1 +2.6% · +5d +0.3%
2026-10-29Earnings
Earnings report
D1 -1.0% · +5d +3.6%

7 earlier events

2026-10-298-K filing
8-K: Item 2.02, Item 9.01
D1 -1.0% · +5d +3.6%
2026-10-27 → 10-29EarningsBull
Linde Q3 Beats, Raises FY26 Outlook
Revenue and adj. EPS beat estimates; FY26 growth guidance raised
D1 +0.2% · +5d +0.6%
2 waves of this story
- 2026-10-27 Ahead of results, focus on pricing resilience vs. weak APAC demand
- 2026-10-29 Revenue and adj. EPS beat estimates; FY26 growth guidance raised
2026-07-31 → 08-01CompanyBull
Linde to invest $1B in semiconductor gas supply deal
Media confirms Linde will supply ultra-high purity nitrogen, oxygen and argon to 2 new chip fabs in Arizona with $1B investment
D1 -5.9% · +5d +2.4%
3 waves of this story
- 2026-07-31 Secured new long-term agreement to supply ultra-high-purity gases to major chipmaker; $1B investment in Arizona
- 2026-07-31 New US electronics contract boosts backlog to $8.1B, $1B investment
- 2026-08-01 Media confirms Linde will supply ultra-high purity nitrogen, oxygen and argon to 2 new chip fabs in Arizona with $1B investment
2026-07-31Earnings
Earnings report
D1 -5.9% · +5d +2.4%
2026-07-31EarningsBull
Linde beats Q2 estimates, raises low end of FY guidance
Q2 EPS $4.50 beat, sales $9.3B, FY EPS guidance low end raised to $17.70
D1 -5.9% · +5d +2.4%
2 waves of this story
- 2026-07-31 Q2 EPS of $4.50 beat estimates; company raised the bottom end of its 2026 earnings forecast
- 2026-07-31 Q2 EPS $4.50 beat, sales $9.3B, FY EPS guidance low end raised to $17.70
2026-07-318-K filing
8-K: Item 2.02, Item 9.01
D1 -5.9% · +5d +2.4%
2026-07-31EarningsBull
Linde posts $9.29 billion Q2 sales, lifts 2026 EPS outlook to $17.70-$17.90
Electronics demand and a new long-term supply contract helped drive the quarter as the company raised capex plans.
D1 -5.9% · +5d +2.4%

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

9 items

2026-11-04Insider selling
Insider selling $45.3M (1)
D1 +2.6% · +5d +0.3%
2026-10-29Earnings
Earnings report
D1 -1.0% · +5d +3.6%
2026-10-298-K filing
8-K: Item 2.02, Item 9.01
D1 -1.0% · +5d +3.6%
2026-10-27 → 10-29EarningsBull
Linde Q3 Beats, Raises FY26 Outlook
Revenue and adj. EPS beat estimates; FY26 growth guidance raised
D1 +0.2% · +5d +0.6%
2 waves of this story
- 2026-10-27 Ahead of results, focus on pricing resilience vs. weak APAC demand
- 2026-10-29 Revenue and adj. EPS beat estimates; FY26 growth guidance raised
2026-07-31 → 08-01CompanyBull
Linde to invest $1B in semiconductor gas supply deal
Media confirms Linde will supply ultra-high purity nitrogen, oxygen and argon to 2 new chip fabs in Arizona with $1B investment
D1 -5.9% · +5d +2.4%
3 waves of this story
- 2026-07-31 Secured new long-term agreement to supply ultra-high-purity gases to major chipmaker; $1B investment in Arizona
- 2026-07-31 New US electronics contract boosts backlog to $8.1B, $1B investment
- 2026-08-01 Media confirms Linde will supply ultra-high purity nitrogen, oxygen and argon to 2 new chip fabs in Arizona with $1B investment

4 earlier events

2026-07-31Earnings
Earnings report
D1 -5.9% · +5d +2.4%
2026-07-31EarningsBull
Linde beats Q2 estimates, raises low end of FY guidance
Q2 EPS $4.50 beat, sales $9.3B, FY EPS guidance low end raised to $17.70
D1 -5.9% · +5d +2.4%
2 waves of this story
- 2026-07-31 Q2 EPS of $4.50 beat estimates; company raised the bottom end of its 2026 earnings forecast
- 2026-07-31 Q2 EPS $4.50 beat, sales $9.3B, FY EPS guidance low end raised to $17.70
2026-07-318-K filing
8-K: Item 2.02, Item 9.01
D1 -5.9% · +5d +2.4%
2026-07-31EarningsBull
Linde posts $9.29 billion Q2 sales, lifts 2026 EPS outlook to $17.70-$17.90
Electronics demand and a new long-term supply contract helped drive the quarter as the company raised capex plans.
D1 -5.9% · +5d +2.4%

$LIN (Linde plc) — investor discussion on X

Five-factor rating: Hold (sector percentile 44.3%)

Most active credible voices on $LIN

Recent headlines featuring $LIN

$LIN (Linde plc) — investor discussion on X

Five-factor rating: Hold (sector percentile 44.3%)

Most active credible voices on $LIN

Recent headlines featuring $LIN

Insider selling $45.3M (1)

Earnings report

8-K: Item 2.02, Item 9.01

Linde Q3 Beats, Raises FY26 Outlook

Linde to invest $1B in semiconductor gas supply deal

Earnings report

Linde beats Q2 estimates, raises low end of FY guidance

8-K: Item 2.02, Item 9.01

Linde posts $9.29 billion Q2 sales, lifts 2026 EPS outlook to $17.70-$17.90

Bull vs bear

Discussion

Insider selling $45.3M (1)

Earnings report

8-K: Item 2.02, Item 9.01

Linde Q3 Beats, Raises FY26 Outlook

Linde to invest $1B in semiconductor gas supply deal

Earnings report

Linde beats Q2 estimates, raises low end of FY guidance

8-K: Item 2.02, Item 9.01

Linde posts $9.29 billion Q2 sales, lifts 2026 EPS outlook to $17.70-$17.90