Linde plc (LIN)

Hold Recap: Q2 2026

The Fab Win Lands, the Margin Story Cracks: A Double Beat the Market Sold Down 5.9%

Hold Recap: Q1 2026

Beat-and-Raise With a Free Helium Option: The Thesis Is Warming, the Multiple Is Not

Hold Recap: Q4 2025

Clean Beat, Guarded Guide: A Best-in-Class Compounder We'd Rather Own Cheaper