Earnings GrowthLIN should see robust price/volumes, efficiency gains, new projects, and tailwinds from a normalized energy/power cost environment that should drive double-digit EPS growth for multiple years.
Financial PerformanceContinued success in pricing, new productivity, and cost efficiencies, in addition to a blossoming project backlog, should all drive stock outperformance.
Project BacklogThe SOG backlog increased by approximately 50% in Q3 with the Dow project.