Aktien (@Aktien_Stammtisch) on getquin

Aktien Stammtisch

@Aktien_Stammtisch

3Wk·

$LIN (+0.39%) | Linde Q3 Earnings Highlights:

🔹 Adjusted EPS: $3.94 (Est. $3.89) 🟢; UP +9% YoY

🔹 Revenue: $8.36B (Est. $8.38B) 🟡; UP +2% YoY

Guidance:

🔹 Q4 Adj EPS: $3.86-$3.96 (Est. $4.03) 🔴

🔹 FY24 Adjusted EPS: $15.40-$15.50 (Prev. $15.40-$15.60); UP +9-10% YoY

Segment Sales:

🔹 Americas: $3.62B, flat YoY

🔹 APAC: $1.72B, UP +5% YoY

🔹 EMEA: $2.11B, flat YoY;

🔹 Linde Engineering: $611M, UP +31% YoY;

Financial Metrics:

🔹 Adjusted Operating Profit of $2.5B; UP +7% YoY

🔹 Adjusted Operating Margin: 29.6%; UP +130 bps YoY

🔹 Free Cash Flow: $1.67B; Cash returned to shareholders: $1.32B

Strategic Highlights:

🔸 Project Backlog: Expanded to $10B, including the largest-ever sale-of-gas project.

🔸 Capital Expenditure: Projected at $4.0B-$4.5B for growth and maintenance, supporting the $7B sale-of-gas project backlog.

4 Comments

Chris@1Chrischi1

3Wk

Air Products , Linde and Air Liquide as well as the privately owned company Zephyr Solutions are among the largest helium producers in the world.

According to a report by market research company IDTechEx, global demand for helium is expected to almost double by 2035, mainly due to increasing demand from the semiconductor industry, as there are no viable alternatives.

According to the report published in August, global demand for the gas, which is widely used in manufacturing due to its cooling and inert properties, could exceed 322 million cubic meters by 2035.

WHY IT'S SO IMPORTANT The global semiconductor market is expected to grow by 13.1 percent by 2024, according to World Semiconductor Trade Statistics, with strong demand for artificial intelligence applications.

Helium is essential for thermal management in semiconductor production and there are currently no viable alternatives.

As the gas is a finite resource, total global reserves could run out much faster due to increasing demand from industries such as AI, quantum computing, telecommunications, aerospace and electric vehicles, the report states.

CONTEXT Production of helium, the second lightest element after hydrogen, is expected to increase as Qatar and Russia ramp up production, the report said. However, there is no guarantee of uninterrupted supply due to geopolitical tensions, the report adds.

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Jan@Barrd

3Wk

Good reset, I'm finally thinking about building up a position here!

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