Zacks Investment Research
29 Oct 2026, 17:46 UTC · 1h ago
LIN Q3 Earnings Beat Estimates on Higher Americas Pricing & Volumes
Impact · against what's priced in
Linde's Q3 results show a modest revenue acceleration, but the 5% underlying sales growth remains far below the 17.5% CAGR the market currently refuses to price in. While the electronics sector is surging, the overall performance confirms existing fundamental strengths rather than triggering a valuation rerating.
- LIN+0.15
Challenges what's priced in
- The price assumes
Revenue acceleration to a 17.5% compound annual growth rate
Underlying sales grew 5% (3% pricing, 2% volume), which is a step up from the 3% growth previously delivered, but still remains significantly below the 17.5% CAGR the market is currently declining to pay for.
What LIN's price assumes · Sep 2
