Linde Exceeds Q2 Earnings Expectations, Invests in Helium Storage and Space Sector.

Friday, Aug 1, 2025 5:51 am ET1min read

Linde has reported Q2 2025 earnings that beat expectations. The company also announced major investments in the US commercial space sector and signed long-term deals to supply gases for rocket launches. Linde has been upgraded to Buy from Neutral by Citigroup and initiated at Outperform with a $576 price target by RBC.

Linde plc (LIN) has reported its second-quarter 2025 earnings, which beat market expectations. The company announced significant investments in the U.S. commercial space sector and signed long-term deals to supply gases for rocket launches. Analysts have responded positively to these developments, upgrading Linde's stock rating and setting new price targets.

The company's earnings for the second quarter were $4.05 per share, surpassing the Zacks Consensus Estimate of $4.03 [1]. This marks the company's fifth consecutive quarter of earnings beats, with an average surprise of 1.10% over the past four quarters [1]. Revenue for the quarter was $8.38 billion, up 1.0% year-over-year, also meeting the Zacks Consensus Estimate [2].

Linde's strong performance is attributed to its resilient end markets, such as healthcare and food and beverages, which support growth across various business cycles. Additionally, the company's long-term contracts with major on-site clients have contributed to stable performance [1].

The company announced major investments in the U.S. commercial space sector, including plans to expand industrial gas facilities in Texas and Florida to support the space industry. Linde also signed a long-term deal to supply gases for rocket launches, further cementing its role in the space industry [1].

Analysts have responded positively to these developments. Citigroup upgraded Linde to a "Buy" rating and set a $576 price target, while RBC Capital Markets initiated coverage with an "Outperform" rating and a $576 price target [1].

Despite the positive developments, Linde faces challenges such as tariffs and changes in trade policies, which have slowed down industrial activity globally. Industrial production in the United States remained almost flat sequentially during April and May, inching up only 0.3% in June [1].

References:
[1] https://finance.yahoo.com/news/linde-gears-report-q2-earnings-134600600.html
[2] https://seekingalpha.com/news/4475769-linde-q2-2025-earnings-preview

Linde Exceeds Q2 Earnings Expectations, Invests in Helium Storage and Space Sector.

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