LIN

AI Research

Q1 EPS guided $4.20-$4.30, FY2026 $17.40-$17.90 → green hydrogen growth

Linde posted Q4 2025 EPS of $4.20, beating estimates by $0.02, and set Q1 2026 guidance of $4.20–$4.30 EPS with full-year 2026 guidance of $17.40–$17.90 EPS, reflecting steady industrial gas demand. The company is attracting institutional attention for its strong market position and growth potential in green hydrogen, with recent analyst upgrades driven by global commodity supply concerns and energy transition tailwinds. The stock opened at approximately $497 on Tuesday with multiple institutional positions being adjusted.