Air Products & Chemicals
About: Since its founding in 1940, Air Products has become one of the leading industrial gas suppliers globally, with operations in 50 countries and 19,000 employees. The company is the largest supplier of hydrogen and helium in the world. It has a unique portfolio serving customers in a number of industries, including chemicals, energy, healthcare, metals, and electronics. Air Products generated $12.1 billion in revenue in fiscal 2024.
Employees: 23,000
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
369% more call options, than puts
Call options by funds: $580M | Put options by funds: $124M
2.55% more ownership
Funds ownership: 90.42% [Q1] → 92.97% (+2.55%) [Q2]
1% less capital invested
Capital invested by funds: $59.2B [Q1] → $58.4B (-$870M) [Q2]
8% less repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 688
3% less funds holding
Funds holding: 1,762 [Q1] → 1,706 (-56) [Q2]
15% less first-time investments, than exits
New positions opened: 113 | Existing positions closed: 133
29% less funds holding in top 10
Funds holding in top 10: 28 [Q1] → 20 (-8) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$290
1%
downside
Avg. target
$330
12%
upside
High target
$355
21%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Mizuho John Roberts | 10%upside $325 | Outperform Maintained | 15 Jul 2025 |
Wells Fargo Michael Sison | 17%upside $345 | Overweight Maintained | 14 Jul 2025 |
UBS Joshua Spector | 17%upside $344 | Buy Maintained | 9 Jul 2025 |
Citigroup Patrick Cunningham | 9%upside $320 | Buy Maintained | 30 Jun 2025 |
RBC Capital Arun Viswanathan | 21%upside $355 | Outperform Initiated | 13 Jun 2025 |
Financial journalist opinion
Based on 13 articles about APD published over the past 30 days
Neutral
PRNewsWire
4 days ago
Air Products Successfully Completes First Liquid Hydrogen Fill of the World's Largest Hydrogen Sphere at NASA's Kennedy Space Center
LEHIGH VALLEY, Pa. , Aug. 21, 2025 /PRNewswire/ -- Air Products (NYSE: APD), the world's leading supplier of hydrogen, today announced it has successfully completed the first fill of the world's largest hydrogen sphere at the National Aeronautics and Space Administration's (NASA) Kennedy Space Center located on Merritt Island, Florida.
Neutral
PRNewsWire
6 days ago
Howard Ungerleider to Join Air Products' Board of Directors
LEHIGH VALLEY, Pa. , Aug. 20, 2025 /PRNewswire/ -- Air Products' (NYSE: APD) Board of Directors has elected Howard Ungerleider as a director of the Company, effective September 1, 2025.
Positive
Zacks Investment Research
6 days ago
JMPLY vs. APD: Which Stock Should Value Investors Buy Now?
Investors interested in Chemical - Diversified stocks are likely familiar with Johnson Matthey PLC (JMPLY) and Air Products and Chemicals (APD). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
2 weeks ago
Air Products And Chemicals: Solid Execution And Upside Ahead
Q3 results showed strong EBIT margin expansion despite volume declines, highlighting early success in cost efficiency and project optimization under the new CEO. The NEOM green hydrogen project is 80% complete, and potential share buybacks support long-term EPS growth and valuation upside. Air Products And Chemicals remains a mispriced first mover in the energy transition with stable cash‑generating industrial gases.
Neutral
PRNewsWire
2 weeks ago
Air Products Appoints Megan Britt Vice President, Investor Relations
LEHIGH VALLEY, Pa. , Aug. 5, 2025 /PRNewswire/ -- Air Products (NYSE:APD) today announced that Megan Britt is appointed vice president, Investor Relations effective August 11, 2025.
Positive
Seeking Alpha
3 weeks ago
Air Products and Chemicals: Q3 Shows Slow But Clear Improvement (Downgrade)
Air Products and Chemicals, Inc. is stabilizing after a CEO change and strategic pivot, but shares remain rangebound and upside is limited in the near term. Recent results show modest improvement, with cost discipline and volume growth outside project exits, but cash flow remains pressured by high cap-ex and debt. Management's guidance is conservative; I expect APD to deliver at the top end, but meaningful transformation will take years, with true potential not reached until 2030.
Positive
Zacks Investment Research
3 weeks ago
Air Products' Earnings and Revenues Surpass Estimates in Q3
APD tops Q3 estimates as higher energy cost pass-through and pricing offset lower volumes.
Neutral
Zacks Investment Research
3 weeks ago
Air Products and Chemicals (APD) Reports Q3 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Air Products and Chemicals (APD) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Seeking Alpha
3 weeks ago
Air Products and Chemicals, Inc. (APD) Q3 2025 Earnings Call Transcript
Air Products and Chemicals, Inc. (NYSE:APD ) Q3 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Eduardo F. Menezes - CEO & Director Eric Guter - Vice President of Investor Relations Melissa N.
Positive
Zacks Investment Research
3 weeks ago
Air Products and Chemicals (APD) Q3 Earnings and Revenues Top Estimates
Air Products and Chemicals (APD) came out with quarterly earnings of $3.09 per share, beating the Zacks Consensus Estimate of $2.98 per share. This compares to earnings of $3.2 per share a year ago.
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