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 7,334 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
121% more call options, than puts
Call options by funds: $512M | Put options by funds: $232M
15% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 121
0.22% more ownership
Funds ownership: 90.2% [Q4 2024] → 90.42% (+0.22%) [Q1 2025]
0% less capital invested
Capital invested by funds: $59.4B [Q4 2024] → $59.2B (-$157M) [Q1 2025]
1% less funds holding
Funds holding: 1,768 [Q4 2024] → 1,758 (-10) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 667 | Existing positions reduced: 686
10% less funds holding in top 10
Funds holding in top 10: 31 [Q4 2024] → 28 (-3) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$290
0%
upside
Avg. target
$330
14%
upside
High target
$355
23%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Mizuho John Roberts | 13%upside $325 | Outperform Maintained | 15 Jul 2025 |
Wells Fargo Michael Sison | 19%upside $345 | Overweight Maintained | 14 Jul 2025 |
UBS Joshua Spector | 19%upside $344 | Buy Maintained | 9 Jul 2025 |
Citigroup Patrick Cunningham | 11%upside $320 | Buy Maintained | 30 Jun 2025 |
RBC Capital Arun Viswanathan | 23%upside $355 | Outperform Initiated | 13 Jun 2025 |
Financial journalist opinion
Based on 13 articles about APD published over the past 30 days
Positive
Seeking Alpha
1 day 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
3 days 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
1 week 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
1 week 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
1 week 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
1 week 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
1 week 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.
Negative
Reuters
1 week ago
Air Products adjusts earnings outlook amid weak helium demand, LNG sale impact
Air Products forecast lower-than-expected fourth-quarter profit on Thursday and narrowed its full-year earnings expectation as weak helium demand, project exits and the impact of a prior LNG business sale continued to weigh on volumes.
Neutral
PRNewsWire
1 week ago
Air Products Reports Fiscal 2025 Third Quarter Results
Q3 FY25 Summary of Results (comparisons versus prior year): GAAP earnings per share ("EPS")# of $3.24, up four percent; GAAP operating income of $791 million, up seven percent Adjusted EPS* of $3.09, down three percent; adjusted operating income of $741 million flat Guidance Revising fiscal 2025 full-year adjusted EPS guidance* to $11.90 to $12.10; fiscal 2025 fourth quarter adjusted EPS guidance* of $3.27 to $3.47 Expect fiscal year 2025 capital expenditures* of approximately $5 billion # Per share amounts are calculated and presented on a diluted basis from continuing operations attributable to Air Products. *Certain results in this release, including in the highlights above, include references to non-GAAP financial measures on a consolidated, continuing operations basis and a segment basis.
Positive
Seeking Alpha
1 week ago
20 Kiplinger July Dividend Favorites: No Cigars
Dividend stocks are regaining appeal as interest rates fall, offering higher returns and lower risk compared to non-dividend payers over the long term. Top Kiplinger dividend 'dogs' are projected to deliver 9-20% net gains by July 2026, with average risk 40% below the market. Many high-yield favorites are not 'safer' due to negative free cash flow, so investors should seek price pullbacks or focus on cash-rich, fair-priced stocks.
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