Air Products and Chemicals (NYSE:APD) Issues Q1 2026 Earnings Guidance

Air Products and Chemicals (NYSE:APD) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.950-3.100 for the period, compared to the consensus EPS estimate of 3.100. The company issued revenue guidance of -. Air Products and Chemicals also updated its FY 2026 guidance to 12.850-13.150 EPS.

Air Products and Chemicals Stock Up 8.9%

APD traded up $21.08 during trading on Thursday, reaching $258.64. The stock had a trading volume of 4,254,458 shares, compared to its average volume of 1,258,184. The stock’s 50 day moving average is $270.36 and its two-hundred day moving average is $278.19. The company has a current ratio of 1.29, a quick ratio of 1.12 and a debt-to-equity ratio of 0.93. The company has a market capitalization of $57.56 billion, a price-to-earnings ratio of 37.21, a P/E/G ratio of 5.16 and a beta of 0.81. Air Products and Chemicals has a one year low of $235.55 and a one year high of $341.14.

Air Products and Chemicals (NYSE:APD) last posted its quarterly earnings data on Thursday, November 6th. The basic materials company reported $3.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.38 by $0.01. The business had revenue of $3.17 billion during the quarter, compared to the consensus estimate of $3.18 billion. Air Products and Chemicals had a return on equity of 15.11% and a net margin of 12.86%.The firm’s quarterly revenue was down .6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.56 earnings per share. Air Products and Chemicals has set its Q1 2026 guidance at 2.950-3.100 EPS. FY 2026 guidance at 12.850-13.150 EPS. As a group, analysts expect that Air Products and Chemicals will post 12.69 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on APD shares. UBS Group reduced their price target on Air Products and Chemicals from $354.00 to $350.00 and set a “buy” rating for the company in a report on Monday, October 6th. Citigroup reduced their price target on Air Products and Chemicals from $325.00 to $308.00 and set a “buy” rating for the company in a report on Monday, October 6th. The Goldman Sachs Group set a $335.00 price target on Air Products and Chemicals in a report on Wednesday, October 1st. Weiss Ratings restated a “hold (c)” rating on shares of Air Products and Chemicals in a report on Wednesday, October 8th. Finally, Wall Street Zen upgraded Air Products and Chemicals from a “sell” rating to a “hold” rating in a report on Saturday, August 2nd. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Air Products and Chemicals has a consensus rating of “Moderate Buy” and an average target price of $330.00.

Institutional Investors Weigh In On Air Products and Chemicals

Several large investors have recently bought and sold shares of APD. Brighton Jones LLC increased its holdings in Air Products and Chemicals by 14.5% in the 4th quarter. Brighton Jones LLC now owns 3,260 shares of the basic materials company’s stock worth $945,000 after buying an additional 412 shares in the last quarter. Bison Wealth LLC bought a new stake in Air Products and Chemicals in the 4th quarter worth about $245,000. Sei Investments Co. increased its holdings in Air Products and Chemicals by 197.6% in the 2nd quarter. Sei Investments Co. now owns 281,861 shares of the basic materials company’s stock worth $79,498,000 after buying an additional 187,142 shares in the last quarter. Treasurer of the State of North Carolina increased its holdings in Air Products and Chemicals by 2.1% in the 2nd quarter. Treasurer of the State of North Carolina now owns 103,777 shares of the basic materials company’s stock worth $29,271,000 after buying an additional 2,171 shares in the last quarter. Finally, Diversify Advisory Services LLC increased its holdings in Air Products and Chemicals by 52.5% in the 2nd quarter. Diversify Advisory Services LLC now owns 6,474 shares of the basic materials company’s stock worth $1,873,000 after buying an additional 2,229 shares in the last quarter. 81.66% of the stock is currently owned by institutional investors.

About Air Products and Chemicals

Air Products and Chemicals, Inc provides atmospheric gases, process and specialty gases, equipment, and related services in the Americas, Asia, Europe, the Middle East, India, and internationally. The company produces atmospheric gases, including oxygen, nitrogen, and argon; process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, and syngas; and specialty gases for customers in various industries, including refining, chemical, manufacturing, electronics, energy production, medical, food, and metals.