İsteğe bağlı ürün analizi
İzninizle, hangi araştırma yolculuklarının işe yaradığını anlamak için gizliliği gözeten sınırlı analizler kullanırız. Reklam izleyicileri veya oturum kaydı kullanmayız. Bu seçimi Tercihler bölümünden değiştirebilirsiniz. Okuyun Gizlilik Politikası.
Air Products and Chemicals, Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $60.9B |
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| Revenue (ttm) | 12.6B |
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| Net income (ttm) | -47.3M |
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| EPS (ttm) | -$0.21 |
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| Shares out | 222.7M |
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| P/E (forward) | 19.9x |
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| Dividend | $7.24 (2.36%) |
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| Volume | 553,555 |
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| Beta | 0.76 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-09-30 | 2023-09-30 | 2024-09-30 | 2025-09-30 | 2026-09-30 | Trend |
| Revenue | $12.70B | $12.60B | $12.10B | $12.04B | — | -1.8% |
| Gross profit | $3.36B | $3.77B | $3.93B | $3.78B | — | +4.0% |
| Operating income | $2.34B | $2.49B | $4.47B | $-877.0M | — | — |
| Net income | $2.26B | $2.30B | $3.83B | $-394.5M | — | — |
| EPS (diluted) | $10.14 | $10.33 | $17.18 | $-1.77 | $9.83 | -0.8% |
| EBITDA | $4.22B | $4.42B | $6.49B | $1.34B | — | -31.8% |
| R&D | $102.9M | $105.6M | $100.2M | $96.3M | — | -2.2% |
| SG&A | $900.6M | $957.0M | $942.4M | $906.1M | — | +0.2% |
Recent company headlines from major financial publishers.
In the base scenario, capital expenditure moderates to the guided $3.5B ceiling in FY2026 from $7,022.6M in FY2025, enabling a sharp free cash flow recovery. The Americas segment maintains defensive operating margins near 29.6% ($1,519.6M operating income on $5,125.9M revenue), supported by long-term take-or-pay on-site pipeline contracts. Asia operations stabilize as advanced electronics demand balances flat broad merchant manufacturing. Consolidated FY2027 diluted EPS reaches $14.44 and revenue reaches $13,494.0M, supporting a composite fair value midpoint of $251.01.
In the bull scenario, capital expenditures step down rapidly toward maintenance levels below $3.0B following completion of major clean hydrogen and ammonia projects, while commercialized facilities generate immediate high-margin offtake revenue. Americas core pipeline density expands pricing power, and a synchronized industrial manufacturing recovery in China and Europe re-accelerates merchant liquid gas volumes. Consolidated operating margins expand above 23%, net debt rapidly amortizes, and normalized earnings power exceeds consensus FY2027 projections, supporting intrinsic value reaching $304.72.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 7.7% | $275 | $281 | $287 | $293 | $300 |
| 8.2% | $258 | $263 | $267 | $273 | $278 |
| 8.7% | $244 | $247 | $251 | $255 | $260 |
| 9.2% | $231 | $234 | $237 | $240 | $244 |
| 9.7% | $219 | $222 | $224 | $227 | $230 |
Upcoming earnings date and setup when available.
Her ay yayımlanan araştırma sürümünün taşıdığı derecelendirme. Bir derecelendirme, analiz tarihindeki fiyatı gerçeğe uygun değerle karşılaştırır; tahminin doğru çıkıp çıkmadığının kaydı değildir.
| Yıl | Oca | Şub | Mar | Nis | May | Haz | Tem | Ağu | Eyl | Eki | Kas | Ara |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |