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 7,139 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
130% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 88
4% more funds holding in top 10
Funds holding in top 10: 28 [Q3] → 29 (+1) [Q4]
2% more funds holding
Funds holding: 1,645 [Q3] → 1,685 (+40) [Q4]
0.55% less ownership
Funds ownership: 89.98% [Q3] → 89.42% (-0.55%) [Q4]
1% less capital invested
Capital invested by funds: $59.5B [Q3] → $59B (-$465M) [Q4]
8% less repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 630
10% less call options, than puts
Call options by funds: $349M | Put options by funds: $386M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$320
3%
upside
Avg. target
$357
15%
upside
High target
$385
24%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Wells Fargo Michael Sison 32% 1-year accuracy 14 / 44 met price target | 18%upside $365 | Overweight Maintained | 7 Feb 2025 |
JP Morgan Jeffrey Zekauskas 40% 1-year accuracy 19 / 47 met price target | 3%upside $320 | Neutral Downgraded | 7 Feb 2025 |
UBS Joshua Spector 45% 1-year accuracy 17 / 38 met price target | 24%upside $385 | Buy Maintained | 28 Jan 2025 |
B of A Securities Steve Byrne 59% 1-year accuracy 13 / 22 met price target | 13%upside $350 | Neutral Downgraded | 27 Jan 2025 |
Barclays Duffy Fischer 67% 1-year accuracy 10 / 15 met price target | 18%upside $365 | Overweight Upgraded | 24 Jan 2025 |
Financial journalist opinion
Based on 14 articles about APD published over the past 30 days
Negative
Zacks Investment Research
1 week ago
Air Products to Feature Decarbonization Solutions at POWERGEN
APD is extending the potential of hydrogen-fired boilers by incorporating its burner technology into cutting-edge boiler systems.
Neutral
PRNewsWire
1 week ago
Air Products to Showcase Industrial Decarbonization Solutions at POWERGEN International in Dallas, Texas
Air Products' Industry Experts will Present the Details of Recent Hydrogen Boiler Trials, as well as Information on Hydrogen's Role in Enhancing Microgrid Resilience LEHIGH VALLEY, Pa. , Feb. 10, 2025 /PRNewswire/ -- Air Products (NYSE:APD) will highlight how its industrial gases, such as hydrogen, can help the power industry generate a cleaner future and reach its decarbonization goals at POWERGEN International, from February 11-13, at the Kay Bailey Hutchison Convention Center in Dallas, Texas.
Negative
Investopedia
2 weeks ago
Air Products Stock Tumbles on Weak Profit Forecast
Air Products and Chemicals (APD) shares tumbled Friday, a day after the company's earnings outlook for the current quarter missed expectations.
Negative
Zacks Investment Research
2 weeks ago
Air Products' Earnings Meet Estimates, Revenues Miss in Q1
The decline of APD's Q1 sales is attributable to lower volumes and adverse currency that largely offset increased prices.
Positive
Zacks Investment Research
2 weeks ago
Air Products and Chemicals (APD) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Air Products and Chemicals (APD) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Neutral
Seeking Alpha
2 weeks ago
Air Products and Chemicals, Inc. (APD) Q1 2025 Earnings Call Transcript
Air Products and Chemicals, Inc. (APD) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
2 weeks ago
Air Products and Chemicals (APD) Q1 Earnings Match Estimates
Air Products and Chemicals (APD) came out with quarterly earnings of $2.86 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.82 per share a year ago.
Neutral
PRNewsWire
2 weeks ago
Air Products Reports Fiscal 2025 First Quarter GAAP EPS of $2.77 and Adjusted EPS of $2.86
Q1 FY25 (comparisons versus prior year): GAAP EPS# of $2.77, up one percent; GAAP net income of $650 million, up five percent; and GAAP net income margin of 22.2 percent, up 150 basis points Adjusted EPS* of $2.86, up one percent; adjusted EBITDA* of $1.2 billion, up one percent; and adjusted EBITDA margin* of 40.6 percent, up 140 basis points Fiscal 2025 and Recent Highlights Increased quarterly dividend on the Company's common stock to $1.79 per share, marking the 43rd consecutive year of dividend increases; Air Products expects to return approximately $1.6 billion to shareholders in 2025 Guidance Maintain fiscal 2025 full-year adjusted EPS guidance* of $12.70 to $13.00; fiscal 2025 second quarter adjusted EPS guidance* of $2.75 to $2.85 Expect fiscal year 2025 capital expenditures* in the range of $4.5 billion to $5.0 billion # Earnings per share is 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
Invezz
2 weeks ago
Here are the best performing dividend aristocrats stocks in 2025
Dividend aristocrat stocks have largely done well in the past few years. The closely-followed ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has jumped by over 133% from its lowest level in 2020.
Neutral
PRNewsWire
2 weeks ago
Air Products' Board of Directors Appoints Eduardo F. Menezes CEO
Seifi Ghasemi to Leave the Company Following More than 10 Years of Dedicated Service Wayne T. Smith Named Board Chairman and Dennis H.
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