Linde was not surprised again: for the 25th time in a row, above-expectation profits are coming!

📌 What Happened?

Linde (NYSE:LIN), one of the leading companies in the industrial gas sector, is in the focus of analysts ahead of its first-quarter results, which it will announce on May 1. In a new analysis published by Bernstein, Linde is expected to announce earnings above expectations for the 25th consecutive quarter. Analysts, describing the company as an “aristocrat of earnings”, noted its stable performance.

Bernstein forecasts earnings of $3.94 per share for the first quarter. This figure represents both the Bloomberg consensus estimate of $3.92 and the upper end of Linde's own guidance. In addition to the 25th quarter increase in earnings per share, analysts expect EBIT margins to rise 100 basis points year-on-year to 30%.

Linde's sustainable profitability is based on high pricing power, operational efficiency and disciplined cost management. The 2% staff reduction announced by the company last year is also part of this strategy. Bernstein predicts a 2% year-on-year price increase and a solid growth pattern despite weak macro conditions.

Analysts who forecast earnings of $16.25 per share for 2025 note that this forecast is in line with Linde's guidance in the $16.15-$16.55 range. This figure, which is slightly below the consensus of $16.47, also accounts for the economic recession scenario.

🧠 Expert Review

Linde is one of the rare companies that continues to trust its investor even in volatile market conditions. It provides a successful example of a “defensive growth” strategy with earnings consistency, strong pricing power and profitability above the industry average. Bernstein's assessments reflect Linde's resilient stance against the economic slowdown. The fact that it can sustain earnings per share growth on a quarter-by-quarter basis suggests that this stability is not short-term. It continues to offer a structure that preserves value and delivers regular returns for long-term investors.

✅ Take Action

Retreats in companies such as Linde that stand out with strong balance sheets and high profitability can be a strategic buying opportunity for long-term investors.
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🛑 Disclaimer

This content is created by Investment Desk AI and is not Investment Advice. You should make your decisions based on your own research and professional advisors.

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