Core Viewpoint - Air Products and Chemicals (APD) reported quarterly earnings of $3.39 per share, which fell short of the Zacks Consensus Estimate of $3.41 per share, and decreased from $3.56 per share a year ago [1][2] Financial Performance - The company experienced an earnings surprise of -0.59% for the quarter, having previously exceeded earnings expectations by +3.69% in the prior quarter [2] - Revenues for the quarter ended September 2025 were $3.17 billion, missing the Zacks Consensus Estimate by 1.58%, and down from $3.19 billion year-over-year [3] - Over the last four quarters, the company has only surpassed consensus revenue estimates once [3] Stock Performance - Air Products and Chemicals shares have declined approximately 18.1% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $3.12 on revenues of $3.15 billion, and for the current fiscal year, it is $12.90 on revenues of $12.68 billion [8] - The trend of estimate revisions for the company was mixed ahead of the earnings release, which may change following the recent report [7] Industry Context - The Chemical - Diversified industry, to which Air Products and Chemicals belongs, is currently ranked in the bottom 9% of over 250 Zacks industries, indicating potential challenges ahead [9]

Core Viewpoint - Avient (AVNT) reported quarterly earnings of $0.8 per share, exceeding the Zacks Consensus Estimate of $0.78 per share, and showing an increase from $0.76 per share a year ago, indicating a positive earnings surprise of +2.56% [1] Financial Performance - The company achieved revenues of $866.5 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.78% and showing growth from $849.7 million year-over-year [2] - Over the last four quarters, Avient has consistently surpassed consensus EPS estimates four times and topped revenue estimates two times [2] Stock Performance and Outlook - Avient shares have declined approximately 22.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.8% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.67 for the coming quarter and $2.76 for the current fiscal year [7] Industry Context - The Zacks Chemical - Diversified industry, to which Avient belongs, is currently ranked in the bottom 5% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - The performance of Avient's stock may also be influenced by the overall industry outlook, as historical data indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]