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Linde supplies specialty gases, chemicals and related equipment critical for semiconductor fabrication and advanced packaging in the AI chip supply chain.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chips
|
| Category |
2.00 Semiconductor Materials, Gases & Chemicals
|
| Sentiment |
58.0% |
| USD Mkt Cap | 214.92B |
| USD Revenue | 35.45B |
| USD Net Income | 7.24B |
| P/E | 30.12 |
| fwd P/E | 23.84 |
| PEG | 1.81 |
| Price 3M | -10.7% |
| Price 6M | -5.5% |
| Price 1Y | -2.4% |
| Price 2Y | +1.9% |
| USD Share Price | 466.96 |
Price & Size
| Price |
466.22 USD |
| Market Cap |
214.92B USD |
| Shares Outstanding |
460.98M |
| Shares Float |
459.41M |
| 52w Low |
387.78 USD |
| 52w High |
548.20 USD |
| Avg Volume |
2.18M |
Valuation
| P/E (trailing) |
30.1x |
| P/E (forward) |
23.8x |
| P/B |
5.50x |
| Enterprise Value |
239.58B USD |
| Book Value / Share |
84.78 USD |
| PEG Ratio |
1.81x |
| P/S |
6.06x |
| EV / Revenue |
6.76x |
| EV / EBITDA |
17.33x |
Income
| Revenue |
35.45B USD |
| Revenue / Share |
76.20 USD |
| EBITDA |
13.82B USD |
| Net Income |
7.24B USD |
| EPS (trailing) |
15.48 USD |
| EPS (forward) |
19.56 USD |
Margins & Profitability
| Gross Margin |
48.4% |
| Operating Margin |
28.1% |
| Profit Margin |
20.4% |
| EBITDA Margin |
39.0% |
| Return on Equity |
18.4% |
| Return on Assets |
7.2% |
Growth
| Revenue Growth |
9.3% |
| Earnings Growth |
11.3% |
Cash & Debt
| Total Cash |
4.90B USD |
| Total Debt |
28.01B USD |
| Free Cash Flow |
4.16B USD |
| Operating Cash Flow |
10.49B USD |
| Debt / Equity |
0.69x |
| Current Ratio |
0.88x |
| Quick Ratio |
0.68x |
Dividend
| Rate |
6.40 USD |
| Yield |
1.4% |
| Payout Ratio |
40.0% |
| Ex-Date |
2026-09-03 |
Analyst Consensus
| Target (Mean) |
544.40 USD |
| Target (Median) |
550.00 USD |
| Target (High) |
580.00 USD |
| Target (Low) |
400.00 USD |
| Recommendation |
buy |
| # Analysts |
25 |
Identifiers
| ISIN | IE00BZ12WP82 |
| CUSIP | 532191108 |
| FIGI | BBG01FNDGNN8 |
| SEDOL | BZ12WP8 |
Sentiment 58.0%
as of Sep 12, 2026
Positive drivers
Linde reported steady demand growth in its specialty gases segment, supporting semiconductor and electronics manufacturing clients. Expansion into hydrogen infrastructure projects aligned with emerging clean energy tech applications. Cost optimization initiatives helped maintain margins amid fluctuating raw material prices.
Neutral / mixed
Overall industrial production indices remained stable without significant acceleration or contraction during the period. Currency fluctuations had a mixed impact on reported revenues from international operations. No major regulatory changes directly affected Linde's core business lines.
Negative drivers
Broader economic uncertainty in manufacturing sectors led to cautious capital spending by some industrial customers. Rising energy costs pressured operational expenses in key regions. Competition from regional gas suppliers intensified in emerging markets.
Bottom line
Sentiment for Linde remains mildly positive, driven by niche tech-adjacent growth areas offsetting general industrial softness. The stock is viewed as a defensive holding with limited upside catalysts in the near term.