US · Basic Materials · Specialty Chemicals
EPS came in at 3.47 against a street estimate of 3.36 — a beat of 3.3%.
Analysts rate Air Products and Chemicals Inc a buy (15 buy, 8 hold, 1 sell out of 24) with an average price target of $343.63.
CONFIDENT APD beat Q3 guidance with 12% EPS growth and raised FY26 to 11–12%. Strong electronics backlog ($1.5B in 6mo), exited underperforming mega-projects ($2.9B charge), and signed Yara ammonia offtake deal. CapEx cut ~$500M. Q3 FY26 Electronics driving growth in Asia/Americas; Europe muted by industrial weakness and energy costs. Helium headwind improved to 2% vs. 3% guidance. Analysts pressed NEOM risk (financial impact timing, buyer certainty, consolidation schedules), Jazan geopolitical exposure, and Darrow monetization. Management confirmed no FY27 NEOM earnings impact, no Jazan loss, and noted Darrow value recovery in progress without fixed timeline. Helium and macro uncertainty were secondary themes. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.11% |
| Vanguard Capital Management, LLC | 6.50% |
| State Farm Mutual Automobile Ins Co | 5.32% |
| Capital Research Global Investors | 4.76% |
| State Street Corp | 4.54% |
| Capital Research & Mgmt Co - Division 3 | 4.30% |
| Dodge & Cox | 4.22% |
| JPMorgan Chase & Co | 2.72% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2026 AIR PRODUCTS AND CHEMICALS, INC. — Q3 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Nine-month sales (ended 30 June 2026): $9,435.3 million vs. $8,870.4 | 2026-07-30 |
| Results announced · Q4 FY2026 AIR PRODUCTS Q3 FY2026 RESULTS SUMMARY HEADLINE NUMBERS • Q3 Adjusted EPS: $3.47 — exceeded guidance; up 12% year-over-year • Q3 Adjusted Operating | 2026-07-30 |
| Reg FD disclosure · Q3 FY2026 AIR PRODUCTS AND CHEMICALS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company exiting three major clean energy projects, resulting in pre-tax charge of | 2026-06-30 |
| Quarterly report · Q2 FY2026 AIR PRODUCTS AND CHEMICALS, INC. - Q2 FY2026 SUMMARY HEADLINE NUMBERS • Q2 2026 Sales: $3,171.8 million vs. $2,916.2 million in Q2 2025 (up 8.8%) • | 2026-04-30 |
| Results announced · Q3 FY2026 AIR PRODUCTS & CHEMICALS, INC. — FISCAL 2026 Q2 RESULTS SUMMARY HEADLINE NUMBERS • Q2 FY26 GAAP EPS: $3.19, up over 130% vs. prior year (prior year | 2026-04-30 |
| Quarterly report · Q1 FY2026 AIR PRODUCTS AND CHEMICALS, INC. – Q1 FY2026 SUMMARY HEADLINE NUMBERS • Quarterly Sales: $3,102.5 million (Q1 FY2026) vs. $2,931.5 million (Q1 FY202 | 2026-01-30 |
| Results announced · Q2 FY2026 AIR PRODUCTS Q1 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • GAAP EPS of $3.04, up 10% year-over-year; GAAP operating income of $735 million, up 14% • | 2026-01-30 |
| Proxy statement · Q2 FY2026 AIR PRODUCTS AND CHEMICALS, INC. PROXY SUMMARY FOR RETAIL INVESTORS --- CEO COMPENSATION Eduardo Menezes (CEO, joined February 2025): - Total fisca | 2025-12-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.81 / share ex-date Oct 1, 2026 · pay Nov 9, 2026 | 2026-10-01 |
| Dividend | $1.81 / share ex-date Jul 1, 2026 · pay Aug 10, 2026 | 2026-07-01 |
| Dividend | $1.81 / share ex-date Apr 1, 2026 · pay May 11, 2026 | 2026-04-01 |
| Dividend | $1.79 / share ex-date Jan 2, 2026 · pay Feb 9, 2026 | 2026-01-02 |
| Dividend | $1.79 / share ex-date Oct 1, 2025 · pay Nov 10, 2025 | 2025-10-01 |
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Google PlayApp StoreData updated 2026-09-18.