Stocklore

Linde plc (LIN)

Chemicals · US stock

What changed in recent filings

  • Revenue +9% YoYQuarter ended Jun 30, 2026
  • Institutions — 2 new · 3 added · 1 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Linde plc recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 31, 2026
    Revenue +9.3% YoY · EPS $4.15
    Released before the open: Jul 30 close → Jul 31 close, the stock moved -5.9% · over the same window, market +0.7% · sector -0.9%
  • 26Q1Released May 1, 2026
    Revenue +8.2% YoY · EPS $3.98
    Released before the open: Apr 30 close → May 1 close, the stock moved +1.4% · over the same window, market +0.3% · sector +0.0%
  • 25Q4Released Feb 5, 2026
    Revenue +5.8% YoY · EPS $3.27
    Released before the open: Feb 4 close → Feb 5 close, the stock moved -2.9% · over the same window, market -1.2% · sector -3.0%
  • 25Q3Released Oct 31, 2025
    Revenue +3.1% YoY · EPS $4.09
    Released before the open: Oct 30 close → Oct 31 close, the stock moved -2.7% · over the same window, market +0.3% · sector +0.0%

The next earnings release is estimated around Oct 30, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Linde plc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2019 Q1 · 42019 Q2 · 62019 Q3 · 42019 Q4 · 52020 Q1 · 62020 Q2 · 52020 Q3 · 62020 Q4 · 82021 Q1 · 72021 Q2 · 82021 Q3 · 82021 Q4 · 82022 Q1 · 72022 Q2 · 62022 Q3 · 82022 Q4 · 62023 Q1 · 72023 Q2 · 82023 Q3 · 102023 Q4 · 102024 Q1 · 92024 Q2 · 92024 Q3 · 92024 Q4 · 102025 Q1 · 82025 Q2 · 102025 Q3 · 92025 Q4 · 102026 Q1 · 112026 Q2 · 12
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 12 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Linde plc

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox0.36% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management0.27% of portfolio · held as of 2019 Q1 or earlier
  • Capital World Investors0.10% of portfolio · held as of 2020 Q3 or earlier
  • Caisse de depot (Quebec)0.28% of portfolio · since 2023 Q3
  • Temasek Holdings (Singapore)0.66% of portfolio · since 2023 Q3
  • National Pension Service (Korea)0.40% of portfolio · since 2024 Q1
  • Sands Capital Management0.11% of portfolio · since 2024 Q4
  • Point72 Asset Management0.03% of portfolio · since 2025 Q2
  • Duquesne Family Office0.41% of portfolio · since 2026 Q1
  • Soros Fund Management1.70% of portfolio · since 2026 Q1
  • Moore Capital ManagementNew this quarter0.13% of portfolio · since 2026 Q2
  • Lone Pine CapitalNew this quarter4.94% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Linde plc is a global industrial gases and engineering company that supplies essential gases, technologies, and related services to customers across manufacturing, healthcare, chemicals, energy, electronics, metals, and food and beverage industries. The company’s core offerings include atmospheric gases such as oxygen, nitrogen, argon, and rare gases, as well as process gases like hydrogen, helium, carbon dioxide, carbon monoxide, specialty gases, and acetylene. Linde plc also designs and builds turnkey process plants and gas processing systems, supporting industrial gas production, clean hydrogen applications, carbon capture, and medical oxygen supply. With operations across major regions worldwide, Linde plc plays a central role in enabling large-scale industrial processes, production efficiency, and specialty applications that depend on reliable gas supply and engineering expertise.

What is the Chemicals sector?

Specialty chemicals, gases, and paints. Raw materials for other industries.

Linde plc is classified under the Chemicals sector. See peers below.

Linde plc key financials

Based on SEC filings · as of Jun 30, 2026

18.0%
0.59x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Linde plc vs Chemicals sector benchmark

Median of 10 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
6.6%vs benchmark 5.2%↑ above
Operating margin
27.5%vs benchmark 17.0%↑ above
Net margin
20.4%vs benchmark 4.4%↑ above
ROE
18.0%vs benchmark 8.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

LIN revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $9.3B, +9.3% YoY.

The largest segment is Americas, 44.0% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Americas segment (about 34% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

LIN segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Mar '25Sep '25Jun '26
Americas 44%Europe, Middle East & Africa 25%Asia-Pacific 20%Engineering 7%Corporate and other 4%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Linde plc

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLBState Street(R) Materials Select Sector SPDR(R) ETF
14.06%
QQQInvesco QQQ Trust, Series 1
1.04%
QQQMInvesco NASDAQ 100 ETF
1.01%
VTVVANGUARD VALUE INDEX FUND
0.90%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.90%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.72%
SPY
0.37%
VOOVANGUARD 500 INDEX FUND
0.37%
IVViShares Core S&P 500 ETF
0.37%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.33%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.33%
RSPInvesco S&P 500 Equal Weight ETF
0.18%

LIN on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Chemicals average
See full LIN analysis →

Peers · Chemicals

LIN FAQ

What is Linde plc (LIN)?

Linde plc is a global industrial gases and engineering company that supplies essential gases, technologies, and related services to customers across manufacturing, healthcare, chemicals, energy, electronics, metals, and food and beverage industries. The company’s core offerings include atmospheric gases such as oxygen, nitrogen, argon, and rare gases, as well as process gases like hydrogen, helium, carbon dioxide, carbon monoxide, specialty gases, and acetylene. Linde plc also designs and builds turnkey process plants and gas processing systems, supporting industrial gas production, clean hydrogen applications, carbon capture, and medical oxygen supply. With operations across major regions worldwide, Linde plc plays a central role in enabling large-scale industrial processes, production efficiency, and specialty applications that depend on reliable gas supply and engineering expertise.

What sector is Linde plc in?

Linde plc is classified under Chemicals. Specialty chemicals, gases, and paints. Raw materials for other industries.

What are Linde plc's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 6.6%, Operating margin 27.5%, Net margin 20.4%, ROE 18.0%, Debt-to-equity 0.59x. Definitions and interpretation are available on Stocklore.

What are Linde plc's main revenue segments?

The largest segment is Americas, about 44.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Linde plc (LIN) stock?

On Stocklore you can see LIN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea