$LIN 0.44 Noisy

Notable posts

• @wallstengine bullish 40 eng

  LINDE $LIN Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $9.3B (Est. $8.99B) 🟢; +9% YoY 🔹 Adj. EPS: $4.50 (Est. $4.48) 🟡; +10% YoY 🔹 Adj Op Income: $2.7B (Est. $2.71B) 🟡; +7% YoY 🔹 Adj Net Income: $2.09B; +8% YoY FY26 Guide: 🔹 EPS: $17.70-$17.90 (Est. $17.87) 🟡 🔹 CapEx: $5.5B-$6.0B (Est. $5.21B) 🟢 Q3 Guide: 🔹 EPS: $4.45-$4.55 (Est. $4.54) 🔴; +6%-+8% YoY Segment Net Revenue: 🔹 Americas: $4.08B; +7% YoY 🔹 APAC: $1.87B; +13% YoY 🔹 EMEA: $2.30B; +7% YoY 🔹 Linde Engineering: $625M; +13% YoY Other Q2 Metrics: 🔹 Underlying Sales Growth: +4% YoY 🔹 Adj Operating Margin: 29.5%; -60 bps YoY 🔹 Operating Cash Flow: $2.27B; +3% YoY 🔹 Free Cash Flow: $833M 🔹 CapEx: $1.44B Comments: 🔸 “Linde employees delivered another solid quarter, generating record sales and EPS while maintaining industry-leading profitability with 29.5% operating margin and 23.5% return on capital. During the quarter, we also signed another long-term electronics supply contract in the U.S., increasing the sale of gas backlog to a record $8.1 billion.” 🔸 “Customer proposal activity remains robust, primarily across the electronics end market, giving us confidence to further grow the backlog. Regardless of the economic climate, I’m confident the Linde team will continue to secure high-quality future growth projects while delivering long-term shareholder value.”

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• @tenet_research neutral 26 eng

  Tenet Market Wake-Up Summary 📷📷 July.31.26 $SMCI $NVDA $RKLB $RDW $FLY $LHX $VSAT $AAPL $AVGO $TSLA $SPCX $AMZN $NVDA $NVO $CRCL $SKHY $AMD $INTC $NVDA $BABA $MSFT $TEM $FSLR $NXT $MSTR $GDDY $LEA $LIN $AU $CVX $MTD $MRNA $EXPO $SYK $EIX $DXC $WY $CRCL $PTEN $COIN $META $BIRK $AMZN $GDDY $EIX $RBLX $REPL $AXTI $KPTI $MYGN @ripster47 | @TENETTRADEGROUP | @TenetCharts

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