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14:00
Jul 28 ◎
Michael Larsen ITW Q2 FY26 call
Raw material and logistics inflation is driving a temporary price-cost margin headwind of ~40bps in Q2, with full catch-up expected by Q4. — Confirms supply chain cost pressures across materials and freight, potentially affecting chemical suppliers' pricing power.
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About LIN Analyst Coverage

Buzzberg tracks LIN (Linde plc) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Michael Larsen.