Air Products & Chemicals

APD

Market cap $66.5B

Helium is running low because of the Iran War. Pavilion Global strategists offered up ways to play the shortage.

Morgan Stanley has compiled a list of 60 stocks with ties to the space industry. The seven categories include alloys, propulsion, and parts.

LEHIGH VALLEY, Pa., April 13, 2026 /PRNewswire/ -- Air Products (NYSE: APD) will hold a conference call to discuss its fiscal 2026 second quarter financial results on Thursday, April 30, 2026 at 8:00 a.m.

We bought four “new” holdings in the quarter. Two of the four — Blackstone and Otis — we have owned before. In IT, we exited Oracle and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a-service. On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor.

Air Products and Chemicals has outperformed since mid-December 2025, supported by disciplined costs and 2026 guidance above expectations. Supply disruptions (Middle East/Qatar) tighten the market, reversing prior helium weakness and creating upside to EPS vs. the current consensus. Lower investment intensity and cost control are shifting investor focus toward de-risking and cash flow, creating conditions for a potential multiple re-rating. We remain buyers.

#DividendStocks2026 #DividendStocks #BestDividendStocks These wide- and narrow-moat companies recently raised their dividends. Subscribe to the Morningstar DividendInvestor newsletter.

Indian industrial and medical gas maker INOX Air Products is planning to launch a $1 billion initial public offering in Mumbai, and has appointed Kotak, JPMorgan and ​Citi to manage the IPO, three sources familiar with the matter said.

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