Air Products and Chemicals, Inc. (APD) Presents at Citigroup 2025 Basic Materials Conference Transcript
Air Products and Chemicals (APD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Air Products and Chemicals (APD) have what it takes?
Air Products and Chemicals, Inc. ( APD ) Q4 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Megan Britt Eduardo Menezes - CEO & Director Melissa Schaeffer - Executive VP & CFO Conference Call Participants Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division David Begleiter - Deutsche Bank AG, Research Division Patrick Fischer - Goldman Sachs Group, Inc., Research Division Patrick Cunningham - Citigroup Inc., Research Division Joshua Spector - UBS Investment Bank, Research Division Vincent Andrews - Morgan Stanley, Research Division Christopher Parkinson - Wolfe Research, LLC John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Laurence Alexander - Jefferies LLC, Research Division Matthew DeYoe - BofA Securities, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Kevin McCarthy - Vertical Research Partners, LLC Michael Sison - Wells Fargo Securities, LLC, Research Division Presentation Operator Good day, and welcome to the Air Products Fourth Quarter Earnings Release Conference Call. Today's conference is being recorded at the request of Air Products.
APD's Q4 earnings and revenue fell short of estimates, with lower volumes weighing on results despite regional gains and currency tailwinds.
Although the revenue and EPS for Air Products and Chemicals (APD) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Air Products and Chemicals (APD) came out with quarterly earnings of $3.39 per share, missing the Zacks Consensus Estimate of $3.41 per share. This compares to earnings of $3.56 per share a year ago.
We purchased several new fund holdings across various sectors. Sempra has been shifting its strategic focus from its highly regulated California operations to its growing presence in Texas. Regeneron in our view has a strong balance sheet and a robust product pipeline.
Air Products is refocusing on core industrial gases after heavy investment in hydrogen projects led to high debt and underperforming assets. Management changes and a strategic review have resulted in project cancellations, workforce reductions, and a plan to restore double-digit earnings growth by 2030. Despite current challenges, APD's revenue mix—especially its high share of long-term Onsite contracts and exposure to growth regions—remains attractive.
APD tops Q3 estimates as higher energy cost pass-through and pricing offset lower volumes.
While the top- and bottom-line numbers for Air Products and Chemicals (APD) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Air Products and Chemicals, Inc. (NYSE:APD ) Q3 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Eduardo F. Menezes - CEO & Director Eric Guter - Vice President of Investor Relations Melissa N.