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13:00
May 01 ◎
Matt White Chief Financial Officer, Linde plc LIN Q1 FY26 call
Linde's investment in ultra high purity plants positions it favorably against competitors in the electronics sector, potentially affecting market share.
APD
LOW
14:00
Feb 05 ◎
Sanjay Chairman and Chief Executive Officer LIN Q4 FY25 call
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%.
APD
MED

About APD Analyst Coverage

Buzzberg tracks APD (Air Products) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Matt White, Sanjay.