Core Insights - Air Products and Chemicals Inc. is a global leader in industrial gases and related applications, serving various industries including refining, chemicals, metals, electronics, and food and beverage [1] Financial Performance - The company is set to report its Q4 2025 earnings on November 6, with analysts expecting an EPS of $3.40, a decrease from $3.56 in the same period last year [2] - Quarterly revenue for Q4 2025 is anticipated to be $3.20 billion, slightly up from $3.19 billion a year earlier [2] - In Q3 2025, Air Products reported an adjusted EPS of $3.09, surpassing the consensus estimate of $2.98, and revenues of $3.02 billion, exceeding the consensus of $2.96 billion [3] Guidance and Expectations - The CEO highlighted solid quarterly results that exceeded guidance and were higher than the previous year, excluding the impact of an LNG sale [4] - The company has revised its full-year 2025 adjusted EPS guidance to a range of $11.90 to $12.10, with Q4 2025 adjusted EPS expected between $3.27 and $3.47 [4] Dividend Information - Air Products and Chemicals has a dividend yield of 2.64%, having paid $7.16 per share in dividends over the last 12 months [2] - To generate an income of $100 per month from dividends, an investment of approximately $45,455 is required, based on the current dividend yield [5][6]

Core Insights - Investors in the Chemical - Diversified sector should consider Johnson Matthey PLC (JMPLY) and Air Products and Chemicals (APD) for potential value opportunities [1] Valuation Metrics - JMPLY has a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook, while APD has a Zacks Rank of 4 (Sell) [3] - JMPLY's forward P/E ratio is 13.08, significantly lower than APD's forward P/E of 20.33 [5] - JMPLY has a PEG ratio of 2.93, compared to APD's PEG ratio of 5.45, suggesting JMPLY is more reasonably priced relative to its expected earnings growth [5] - JMPLY's P/B ratio is 1.59, while APD's P/B ratio is 3.29, indicating JMPLY is undervalued compared to its book value [6] - Based on these metrics, JMPLY earns a Value grade of A, whereas APD receives a Value grade of C [6] Conclusion - JMPLY is positioned as the superior value option due to its solid earnings outlook and favorable valuation metrics compared to APD [7]

Core Viewpoint - Air Products is set to hold a conference call on November 6, 2025, to discuss its fiscal 2025 fourth quarter financial results, which will be accessible to the public and media in listen-only mode [1]. Company Overview - Air Products (NYSE: APD) is a leading industrial gases company with over 80 years of operation, focusing on energy, environmental, and emerging markets to promote a cleaner future [3]. - The company supplies essential industrial gases and related equipment to various industries, including refining, chemicals, metals, electronics, manufacturing, medical, and food [3]. - As the top global supplier of hydrogen, Air Products is involved in developing and operating some of the largest clean hydrogen projects, aiding the transition to low- and zero-carbon energy [3]. Financial Performance - In fiscal 2024, Air Products reported sales of $12.1 billion from operations across approximately 50 countries [4]. - The company currently has a market capitalization of about $60 billion [4].

Core Insights - Air Products will showcase its high-quality gases and technologies for the lithium-ion battery industry at the Battery Show North America from October 6-9, 2025 [1][4] - The company supports the entire lithium-ion battery supply chain, providing a range of high-purity gases with a reliability rate of 99.95% [2][3] Company Overview - Air Products is a leading industrial gases company with over 80 years of experience, focusing on energy, environmental, and emerging markets [5] - The company reported fiscal 2024 sales of $12.1 billion and has a market capitalization exceeding $60 billion [6]

Core Insights - Air Products and Chemicals, Inc. (APD) is leveraging its project investments, productivity initiatives, and new business deals despite challenges from a sluggish Chinese economy and reduced helium demand [1][7] - The company has faced project cancellations and the divestment of its liquefied natural gas (LNG) business, which are expected to negatively impact performance [1][8] Investment and Growth Strategies - APD is well-positioned to benefit from investments in high-return industrial gas projects and productivity measures, focusing on its gasification strategy and executing growth projects that are expected to enhance earnings and cash flows [2][3] - Major projects include the NEOM green hydrogen project in Saudi Arabia, expected to start production in 2027, and the Louisiana Clean Energy Complex, anticipated to commence in 2028 or 2029 [3][4] Productivity and Cost Management - The company is implementing productivity actions to improve its cost structure, with expected productivity benefits of at least $75 million in fiscal 2025 and annual savings of $185-$195 million from global cost-reduction plans [5][6] - Air Products is also focused on improving pricing strategies in an inflationary environment [5] Financial Performance and Shareholder Returns - The board of Air Products increased its quarterly dividend to $1.79 per share, marking the 43rd consecutive year of dividend increases, with an operating cash flow of approximately $2 billion for the nine months ending June 30, 2025 [6] - The company updated its full-year adjusted earnings per share guidance for fiscal 2025 to a range of $11.90 to $12.10, with fourth-quarter expectations between $3.27 and $3.47 [9] Market Challenges - A slower economic recovery in China and lower helium demand are significant concerns, with no material improvement expected in the near term [7] - The cancellation of several large projects is projected to create a 3% year-over-year headwind in full-year fiscal 2025, while the divestment of the LNG business is expected to result in a 4% headwind [8]

Core Insights - Air Products will showcase innovations in industrial gas supply and glass melting technologies at the 86th Conference on Glass Problems in Toledo, Ohio, from October 6-8, 2025 [1][2] Group 1: Conference Highlights - Technologies to be showcased include oxygen enrichment, oxy-fuel combustion, waste heat recovery, and smart technologies aimed at increasing glass production, reducing fuel consumption, enhancing glass quality, and minimizing emissions [2] - Air Products will host an exhibit and hospitality event on October 6 and 7, where the company will donate $100 for each visitor to the Ceramic & Glass Industry Foundation, up to a total of $15,000 [3] - The Glass Manufacturing Industry Council will present the Women in Glass Award, sponsored by Air Products, recognizing women's excellence in the glass industry [4] Group 2: Technical Presentation - Air Products' experts will present on "Glass Defect Reduction in the Tin Bath" using sensors, automation, and AI to improve glass quality and manufacturing on October 8 [5] Group 3: Company Overview - Air Products is a leading industrial gases company with over 80 years of operation, focusing on energy, environmental, and emerging markets [7] - The company reported fiscal 2024 sales of $12.1 billion and has a market capitalization exceeding $60 billion [8]

On 10/1/25, Air Products & Chemicals will trade ex-dividend, for its quarterly dividend of $1.79, payable on 11/10/25. As a percentage of APD's recent stock price of $266.78, this dividend works out to approximately 0.67%, so look for shares of Air Products & Chemicals Inc to trade 0.67% lower — all else being equal — when APD shares open for trading on 10/1/25. 10 Stocks Going Ex-Dividend »Below is a dividend history chart for APD, showing historical dividends prior to the most recent $1.79 declared by Air ...

Core Insights - Johnson Matthey PLC (JMPLY) is currently viewed as a more attractive investment compared to Air Products and Chemicals (APD) for value investors seeking undervalued stocks [1][3]. Valuation Metrics - JMPLY has a forward P/E ratio of 13.03, significantly lower than APD's forward P/E of 23.01, indicating that JMPLY may be undervalued relative to APD [5]. - The PEG ratio for JMPLY is 2.92, while APD's PEG ratio is 6.17, suggesting that JMPLY offers better value when considering expected earnings growth [5]. - JMPLY's P/B ratio stands at 1.49, compared to APD's P/B ratio of 3.46, further supporting the notion that JMPLY is a more favorable investment option [6]. Investment Ratings - JMPLY holds a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to APD, which has a Zacks Rank of 3 (Hold) [3]. - The Value grade for JMPLY is A, while APD has a Value grade of D, highlighting JMPLY's superior valuation metrics and earnings outlook [6].

Core Insights - Air Products will showcase its Freshline food freezing solutions at the International Baking Industry Exposition (IBIE) in Las Vegas from September 14-17, 2025 [1][3] Product Features - The Freshline IQ Freezer is designed for freezing various bakery products, featuring 10-foot modular sections for easy installation and field expandability for increased throughput [2] - The IQ Freezer utilizes cryogenic gases, liquid nitrogen (LIN) and carbon dioxide (CO2), allowing rapid chilling or freezing of food products, significantly reducing yield losses and preserving product quality [3] Industry Event - IBIE is the largest baking industry event in the Western Hemisphere, promoting economic growth and education within the grain-based foods industry [3] Company Background - Air Products has over 60 years of experience supplying the food industry with gases, equipment, and technology, catering to both large manufacturers and small processors [5] - The company operates a food and grinding lab in Allentown, Pennsylvania, allowing customers to test cryogenic applications without capital investment [4] Financial Overview - Air Products reported fiscal 2024 sales of $12.1 billion and has a market capitalization exceeding $60 billion [7]

Core Insights - Air Products published its 2025 Sustainability Report, providing stakeholders with economic, environmental, and social performance data in line with Global Reporting Initiative (GRI) standards [1] - The company is a leading industrial gases provider, focusing on energy, environmental, and emerging markets, and aims to generate a cleaner future [2] - In fiscal 2024, Air Products reported sales of $12.1 billion and operates in approximately 50 countries, with a market capitalization exceeding $60 billion [3] Company Overview - Air Products has been in operation for over 80 years, supplying essential industrial gases and related equipment to various industries, including refining, chemicals, metals, electronics, manufacturing, medical, and food [2] - The company is recognized as the leading global supplier of hydrogen and is involved in developing and operating large-scale clean hydrogen projects [2] - Air Products also provides turbomachinery, membrane systems, and cryogenic containers globally through its equipment businesses [2] Financial Performance - The company achieved fiscal 2024 sales of $12.1 billion [3] - Air Products has a current market capitalization of over $60 billion [3] Recent Developments - Air Products announced the successful completion of the first liquid hydrogen fill of the world's largest hydrogen sphere at NASA's Kennedy Space Center [6] - The company has also launched a new air separation facility in Cleveland, Ohio, which is now operational and supplying onsite and regional customers [5]