Linde

Linde reported Q2 revenue of $9.29 billion and adjusted EPS of $4.50, both beating expectations, but shares fell after management flagged margin pressure in its Lincare home health business and gave cautious near-term guidance. Electronics demand from semiconductor customers and a rising gas supply backlog ($8.1bn gas, $3bn engineering) drove volume and backlog growth, prompting $1.8bn of planned investments tied to chip fabs. Management is taking actions to fix Lincare and is evaluating its strategic fit while raising capex guidance to $5.5–6.0bn; the outlet reiterates a buy-equivalent stance with a $550 price target. » Więcej na cnbc.com

Linde has signed a long-term supply contract with one of the world’s largest semiconductor manufacturers and is investing about $1 billion in Arizona. The company will build, own and operate two air separation plants and the associated infrastructure to deliver high-purity nitrogen, oxygen and argon for two new fabs. A Linde joint venture in Taiwan plans an additional roughly $800 million to supply other facilities of the same customer. The move responds to semiconductor industry capacity expansions to meet demand for AI and high-performance computing chips. » Więcej na de.investing.com

Linde's board has declared a quarterly dividend of $1.60 per share. The payment date is September 17, 2026; the relevant record date for shareholders is September 3, 2026. Linde reported revenue of $34 billion for 2025. » Więcej na de.investing.com

Before the Frankfurt regional court, Deutsche Bank is demanding around €260 million from Linde over a guarantee payout linked to a failed gas project near St. Petersburg. Further claims by guarantor banks against Linde amount to about €550 million in total, and across five banks the dispute concerns roughly €1.11 billion in losses. The background is the project’s halt after the start of the war in Ukraine and the non-repayment of a $1.2 billion advance payment, which led to calls on the guarantees; the court adjourned the hearing to October 20. » Więcej na finanzen.net

Three German banks are seeking repayments from Linde in the high three-digit millions after the cancellation of an RCA gas project in Russia. The claims relate to guarantees for a $1.2 billion down payment that RCA sued for and had seized in Russia after Linde stopped the project because of Western sanctions. Deutsche Bank alone is suing for €244 million; further actions by HVB and Commerzbank are pending. Linde reports contingent liabilities of $1.2 billion, and the first case begins in mid‑July. » Więcej na handelsblatt.com