EI EI Загрузка... : Бычьи и медвежьи мнения аналитиков

Linde's management is more positive on industrial activity for 2026 than the guidance suggests. While guidance embeds 0% base volume growth, they noted a slightly more positive ISM/PMI trend and said they are 'slightly more positive' on growth prospects than 12 months ago. — This creates optionality. If the macro environment improves even modestly, Linde is positioned to beat its conservative guidance, similar to their 2021 performance when volumes rose 7-8% and EPS grew 30%.