RO ROK Rockwell Automation Загрузка... : Бычьи и медвежьи мнения аналитиков

Linde's US packaged gas business shows investment in automation (hard goods) picking up, but consumption of consumables and gas is flat, indicating customers are preparing for a recovery but haven't seen demand materialize yet. — The divergence between 'automation equipment sales' (up) and 'consumable sales' (flat) is a classic leading indicator. It suggests US manufacturing is bottoming, but a pickup in actual industrial activity is still several months out. If this leads to a broader recovery, Linde's high operating leverage will drive outsized EPS growth.