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Linde plc

Linde plc

NASDAQ•LIN
CEO: Mr. Sanjiv Lamba
セクター: Basic Materials
業種: Chemicals - Specialty
上場日: 1992-06-17
Linde plc operates as an industrial gas company in the Americas, Europe, the Middle East, Africa, Asia, and South Pacific. It offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene. The company also designs and constructs turnkey process plants for third-party customers, as well as for the gas businesses in various locations, such as air separation, hydrogen, synthesis, olefin, and natural gas plants. It serves a range of industries, including healthcare, chemicals and energy, manufacturing, metals and mining, food and beverage, and electronics. The company was founded in 1879 and is based in Woking, the United Kingdom.
連絡先情報
Forge, 43 Church Street West, Woking, GU21 6HT, United Kingdom
44-14-8324-2200
www.linde.com
時価総額
$224.60B
PER (TTM)
32.3
32.9
配当利回り
1.2%
52週高値
$488.54
52週安値
$387.78
52週レンジ
93%
順位21Top 7.6%
6.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$8.76B+0.00%
直近4四半期の推移

EPS

$3.28+0.00%
直近4四半期の推移

フリーCF

$1.57B+0.00%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Strong Quarterly Profit Growth Q3 Sales reached $8.62 B, increasing 3%; Operating Profit grew 13% to $2.37 B year-to-date.
Net Income Surges Net Income for Linde plc totaled $1.93 B for the quarter, marking a substantial 24% increase over prior year results.
Diluted EPS Rises Diluted EPS showed strong growth at $4.09 for the quarter, reflecting a 27% improvement compared to Q3 2024.
Cash Flow Operations Stronger Cash provided by operations for nine months totaled $7.32 B, an 11% increase driven by higher adjusted net income.

リスク要因

Significant Russian Legal Liabilities Contingent liability remains high at $1.2 B related to ongoing Russian Claims and enforcement actions despite favorable HKIAC rulings.
Amur GPP Contract Exposure Contingent liability of $0.7 B exists for Amur GPP contract matters, including damages sought by Gazprom entities in Russia.
Increased Capital Spending Usage Net cash used for investing activities increased 30% to $4.26 B due to higher capital expenditures and acquisition spend.
Volume Declines Noted Nine-month sales volumes decreased 1%, partially offset by new project start-ups, indicating underlying demand softness in some areas.

見通し

Share Repurchase Authorization $8.7 B in share repurchases remain authorized under the 2023 program as of September 30, 2025, supporting capital return.
Engineering Backlog Value Large projects backlog stands at approximately $7.1 B in estimated total capital cost for construction as of September 30, 2025.
Pension Contribution Estimates Estimated 2025 required pension contributions range between $25 M and $35 M, with $20 M already contributed year-to-date.
Executive Share Plan Adopted New Rule 10b5-1 plan adopted by Chief Legal Officer for future sales of Ordinary Shares through March 31, 2026.

同業比較

売上高 (TTM)

Linde plcLIN
$33.99B
+3.0%
The Sherwin-Williams CompanySHW
$23.57B
+2.1%
Ecolab Inc.ECL
$16.08B
+2.2%

粗利益率 (最新四半期)

Southern Copper CorporationSCCO
62.0%
+13.8pp
WD-40 CompanyWDFC
56.2%
+1.4pp
The Sherwin-Williams CompanySHW
48.8%
+0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
LIN$224.60B32.318.1%31.1%
SCCO$163.56B38.342.2%34.3%
SHW$91.45B35.458.5%56.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.6%
緩やかな成長
4四半期純利益CAGR
-2.0%
収益性の安定
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月29日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月31日|
    売上高: $8.62B+3.1%
    |
    EPS: $4.11+26.9%
    予想通り

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月1日|
    売上高: $8.50B+2.8%
    |
    EPS: $3.75+8.4%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $8.11B+0.1%
    |
    EPS: $3.53+4.4%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月26日|
    売上高: $33.01B+0.5%
    |
    EPS: $13.71+8.0%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月31日|
    売上高: $8.36B+2.5%
    |
    EPS: $3.24+0.9%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月2日|
    売上高: $8.27B+0.8%
    |
    EPS: $3.46+7.5%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月2日|
    売上高: $8.10B-1.1%
    |
    EPS: $3.38+10.1%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月28日|
    売上高: $32.85B-1.5%
    |
    EPS: $12.70+53.0%
    予想を下回る