Assessing Linde (NasdaqGS:LIN) Valuation As Earnings Approach And Leadership Shifts Take Shape

Simply Wall St.02-02 01:28

Investor focus on Linde (NasdaqGS:LIN) has picked up as the company approaches its fourth quarter 2025 earnings release and prepares for CEO Sanjiv Lamba to transition into the chairman role. See our ...

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See our ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nasdaq-lin/linde/news/assessing-linde-nasdaqgslin-valuation-as-earnings-approach-a\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Linde (NasdaqGS:LIN) Valuation As Earnings Approach And Leadership Shifts Take Shape</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Linde (NasdaqGS:LIN) Valuation As Earnings Approach And Leadership Shifts Take Shape\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-02 01:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nasdaq-lin/linde/news/assessing-linde-nasdaqgslin-valuation-as-earnings-approach-a><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investor focus on Linde (NasdaqGS:LIN) has picked up as the company approaches its fourth quarter 2025 earnings release and prepares for CEO Sanjiv Lamba to transition into the chairman role. See our ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nasdaq-lin/linde/news/assessing-linde-nasdaqgslin-valuation-as-earnings-approach-a\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LIN","symbol_name":"林德气体","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nasdaq-lin/linde/news/assessing-linde-nasdaqgslin-valuation-as-earnings-approach-a","article_id":"2608884151","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/318049-main-header/1756205721234"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nasdaq-lin/linde/news/assessing-linde-nasdaqgslin-valuation-as-earnings-approach-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608884151","pubTimestamp":1769966891,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Investor focus on Linde (NasdaqGS:LIN) has picked up as the company approaches its fourth quarter 2025 earnings release and prepares for CEO Sanjiv Lamba to transition into the chairman role.\nSee our latest analysis for Linde.\nAt a share price of $456.97, Linde has seen a 6.49% year to date share price return and a 90.25% five year total shareholder return, with recent gains around the upcoming earnings release, a record US$10b order book and leadership changes suggesting momentum has been...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"LIN":"林德气体"},"translate_title":"随着盈利方法和领导层变动的形成，评估林德（纳斯达克GS：LIN）的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LIN":1.5},"content_text":"Investor focus on Linde (NasdaqGS:LIN) has picked up as the company approaches its fourth quarter 2025 earnings release and prepares for CEO Sanjiv Lamba to transition into the chairman role. See our latest analysis for Linde. At a share price of $456.97, Linde has seen a 6.49% year to date share price return and a 90.25% five year total shareholder return, with recent gains around the upcoming earnings release, a record US$10b order book and leadership changes suggesting momentum has been building rather than fading. If Linde’s setup has you thinking about other industrial names tied to long term contracts and capital projects, it could be a good moment to scan aerospace and defense stocks. With a P/E of 30.32 versus an industry average of 23.79 and shares trading at $456.97, the key question is simple: are you looking at an overpay for quality, or is the market underestimating what comes next? AdvertisementMost Popular Narrative: 9.2% Undervalued With Linde’s fair value narrative sitting at $503.52 against a $456.97 last close, the story centers on how contracted growth and margins underpin that gap.  Strategic investments and customer commitments in rapidly expanding growth markets such as commercial space launches, electronics, and clean hydrogen (with almost $5 billion in new clean energy contracts) provide a runway for high-margin revenue streams and new project conversion that will structurally lift blended margins and earnings.  Read the complete narrative. Curious what has to happen for that valuation to stack up? The narrative leans on steady revenue compounding, rising margins and a richer future earnings multiple. Want to see the full set of assumptions that tie those pieces together? Result: Fair Value of $503.52 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the narrative can crack if industrial demand in Europe stays weak, or if clean energy projects and permitting move more slowly than analysts currently build into their models. Find out about the key risks to this Linde narrative. Another View: Earnings Multiple Sends a Different Signal Our cash flow based fair value story paints Linde as about 9.2% undervalued, but the P/E tells you something less forgiving. At 30.1x, it sits above the US Chemicals industry on 23.6x and above its own fair ratio of 28.5x, even if it is below peers at 34.9x. That mix of a premium to the industry, a discount to peers and a P/E above the fair ratio suggests there may be less room for error on future earnings. If growth or margins come in at the more cautious end of expectations, how comfortable are you paying today’s price for that setup? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:LIN P/E Ratio as at Feb 2026 Build Your Own Linde Narrative If you see the numbers differently, or you simply prefer to stress test the assumptions yourself, you can piece together a fresh Linde storyline in a few minutes and Do it your way. A great starting point for your Linde research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Linde has sharpened your thinking, do not stop here. Widen your watchlist with focused stock ideas that match the kind of opportunities you care about most.  Spot potential value opportunities by scanning these 875 undervalued stocks based on cash flows that currently screen as priced below their estimated cash flow potential. Explore the expansion of machine learning and automation with these 24 AI penny stocks that put artificial intelligence at the center of their business models. Tap into digital assets and blockchain infrastructure through these 18 cryptocurrency and blockchain stocks that are building services around cryptocurrencies and distributed ledgers.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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