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11 stories mentioning APDUpdated 39d ago

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Wire

Air Products Could Cancel Darrow Investment Unless Yara Agrees to Higher Costs, RBC Says

Air Products and Chemicals' (APD) final investment decision on its Darrow project in Louisiana is approaching in mid-2026, and management might consider cancelling it unless its partner Yara International is on board with higher costs, RBC Capital Markets said Monday in a note.The company's helium supply chain remains robust due to multiple sources and long-term partnerships, a storage cavern, and a container fleet that can bypass conflict-affected areas in the Middle East, according to the note.Its other wins include supplying Samsung's new semiconductor fab in South Korea, a new air separation unit in Florida to support NASA and other space customers, and $1 billion of other air separation unit and hydrogen projects in Asia for semiconductor and memory customers, the brokerage said.RBC raised fiscal Q3, fiscal 2026, and fiscal 2027 earnings per share estimates to $3.30, $13.10, and $14.05 from $3.26, $13, and $13.95, respectively.RBC maintained an outperform rating on Air Products and Chemicals and raised the price target to $341 from $338.Price: $301.29, Change: $+2.94, Percent Change: +0.99%

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Insider Trading

Air Products & Chemicals Insider Sold Shares Worth $824,405, According to a Recent SEC Filing

Melissa N. Schaeffer, Executive Vice President and Chief Financial Officer, on May 01, 2026, sold 2,714 shares in Air Products & Chemicals (APD) for $824,405. Following the Form 4 filing with the SEC, Schaeffer has control over a total of 14,667 common shares of the company, with 14,212 shares held directly and 455 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/2969/000122520826004772/xslF345X05/doc4.xmlPrice: $297.99, Change: $-3.08, Percent Change: -1.02%

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Research

Research Alert: CFRA Lowers View On Shares Of Air Products And Chemicals To Hold From Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target by $8 to $316, or 22.0x our FY 27 (Sep.) EPS estimate, in line with APD's three-year average forward P/E of 21.7x. We raise our FY 26 EPS estimates by $0.13 to $13.31 and FY 27's by $0.36 to $14.36. Following impressive FQ2 results (EPS +19% Y/Y), management raised FY 26 guidance reflecting confidence in the base business, though remained cautious on macro uncertainty. The company is pivoting toward higher-return traditional industrial gas projects, particularly in electronics and aerospace, while capital discipline remains paramount, with FY 26 capex expected down $1B to $4B. The electronics super-cycle presents significant opportunity, with helium volumes to Asian electronics customers expected to more than double by 2030. APD's helium supply chain has proven resilient despite Middle East disruptions, drawing on its Texas storage cavern. The downgrade reflects valuation more than fundamental concerns, as we see limited upside at current valuations given large project uncertainty.

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Research

BMO Capital Upgrades Air Products and Chemicals to Outperform From Market Perform, Adjusts PT to $360 From $325

Air Products and Chemicals (APD) has an average rating of overweight and mean price target of $332.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Mizuho Raises Price Target on Air Products & Chemicals to $345 From $330, Keeps Outperform Rating

Air Products & Chemicals (APD) has an average rating of overweight and mean price target of $324.68 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $299.49, Change: $-3.01, Percent Change: -1.00%

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Research

Research Alert: Air Products And Chemicals Posts Q2 Fy 26 Eps And Sales Beats, Guidance Raised

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:APD posted Q2 FY 26 (Sep.) adj. EPS of $3.20 (+19% Y/Y, $0.14 above consensus), exceeding guidance, while sales rose 9% Y/Y to $3.2B. Operating margin expanded 210 bps to 23.7%, led by favorable volume mix and productivity improvements offsetting helium weakness. We view portfolio rationalization benefits as validation of management's strategic refocusing, with Asia's 25% operating income growth and Samsung selection for semiconductor projects reinforcing competitive positioning. Management lifted FY 26 adj. EPS guidance to $13.00-$13.25 (8%-10% growth), up from $12.85-$13.15. We expect nearly $1B in electronics projects ramping in 2H to drive volume growth over 18-24 months, while aerospace momentum continues with 40%-50% U.S. market share. The disciplined approach to Louisiana blue hydrogenrequiring CCS partnerships and returns above traditional hurdlesdemonstrates capital allocation rigor. With capex declining post-FY 27 as major projects complete, we expect accelerating cash generation beginning FY 28.

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Research

Research Alert: Air Products And Chemicals Posts Q2 Fy 26 Eps And Sales Beats, Guidance Raised

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:APD posted Q2 FY 26 (Sep.) adj. EPS of $3.20 (+19% Y/Y, $0.14 above consensus), exceeding guidance, while sales rose 9% Y/Y to $3.2B. Operating margin expanded 210 bps to 23.7%, led by favorable volume mix and productivity improvements offsetting helium weakness. We view portfolio rationalization benefits as validation of management's strategic refocusing, with Asia's 25% operating income growth and Samsung selection for semiconductor projects reinforcing competitive positioning. Management lifted FY 26 adj. EPS guidance to $13.00-$13.25 (8%-10% growth), up from $12.85-$13.15. We expect nearly $1B in electronics projects ramping in 2H to drive volume growth over 18-24 months, while aerospace momentum continues with 40%-50% U.S. market share. The disciplined approach to Louisiana blue hydrogenrequiring CCS partnerships and returns above traditional hurdlesdemonstrates capital allocation rigor. With capex declining post-FY 27 as major projects complete, we expect accelerating cash generation beginning FY 28.

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Wire

Air Products to Build New Air Separation Unit in Florida

Air Products & Chemicals (APD) plans to build and operate a new air separation unit in Cocoa, Florida, to meet growing demand from space-launch providers.The plant will produce liquid oxygen, nitrogen and argon and is expected to be operating in H2 2028, the company said Friday in a statement.The facility will also supply the regional merchant market, serving industries including metals processing and fabrication, medical and chemical, the company said.Price: $302.70, Change: $-0.95, Percent Change: -0.31%

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Wire

Air Products Maintains Quarterly Dividend at $1.81 a Share; Payable Aug. 10 to Shareholders of Record as of July 1

Air Products Maintains Quarterly Dividend at $1.81 a Share; Payable Aug. 10 to Shareholders of Record as of July 1

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Wire

Air Products and Chemicals Shares Rise After Berenberg Upgrade

Air Products and Chemicals (APD) shares were up about 1.5% in Monday trading after Berenberg upgraded the stock to buy from hold and raised its price target to $350 from $275.Trading volume stood at more than 406,000 shares, versus a daily average of about 1.4 million.Price: $296.03, Change: $+4.22, Percent Change: +1.45%

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Research

Berenberg Upgrades Air Products and Chemicals to Buy From Hold, Adjusts PT to $350 From $275

Air Products and Chemicals (APD) has an average rating of overweight and mean price target of $321.53, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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