APD Air Products and Chemicals, Inc.

This article first appeared on GuruFocus. Air Products and Chemicals Inc (NYSE:APD) recently announced a total dividend of $1.81 per share, with the ex-dividend date set for 2026-10-01. For income-focused investors, the ex-dividend date is a critical marker: shareholders must own the stock before this date to qualify for the payment.

Bloom Energy (BE) earned nearly 90% of its latest quarterly revenue from selling its power equipment. In fiscal Q2 2026, a record quarter for the company, those equipment sales reached $935 million. Over the past year, the stock returned 314%, against 16.8% for the S&P 500. A stock that has run this far would be exposed if those sales slowed. Should investors in Bloom Energy worry that its record quarter came mostly from one kind of sale.

Most of Bloom Energy's customers never own the power equipment they use. You probably expect the story to be AI data center demand, which is real. But demand is not what investors have missed. The shares fell 13.8% in three months as the S&P 500 rose 5.0%. So who does pay Bloom Energy (BE) for its equipment.

Some companies grow quietly because their customers physically cannot leave them, and four stocks have turned that structural trap into decades of compounding returns most investors overlook entirely.

Ashland Inc. (NYSE:ASH) has long anchored its investment thesis on dependable operating cash flow generation, high free cash flow conversion, and disciplined balance sheet capital allocation. Much like how peers in the broader specialty materials sector deploy targeted capital into mission-critical niches, similar to how Air Products is quietly cornering high-margin chip fab supply chains, […]

Kronos Worldwide (KRO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Air Products and Chemicals (APD) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

APD's earnings outlook, high-return projects and productivity actions are supporting growth, margins and investor confidence.

Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.

On September 16, Air Products (NYSE:APD) said it had signed a long-term deal to supply high-purity gases to a leading chipmaker, backed by roughly $250 million of its own money in Arizona. It is the company’s second semiconductor supply win, and the two projects together carry more than $900 million of investment. That is a […]

In mid-September 2026, Air Products Inc. announced it had signed a long-term agreement with a leading semiconductor manufacturer and will invest about US$250,000,000 in Arizona to build, own and operate high-purity gas supply infrastructure for the customer’s expanding U.S. manufacturing and advanced packaging facilities. This second recent semiconductor manufacturing supply win, bringing combined investments in the segment to over US$900,000,000, highlights Air Products’ deepening role in...

Three longtime Dividend Aristocrats are closing in on a milestone only a handful of US companies have ever reached, but only one of them is genuinely standing on the doorstep of joining the most exclusive income-investing club in the market.

Air Products is investing $250M in Arizona gas infrastructure to support U.S. semiconductor manufacturing and advanced packaging expansion.

A CNBC analyst says the world's largest industrial gas supplier is already locking up the contracts that will define the AI chip buildout, yet the stock is priced like a utility. Here is why that gap may not last.

DD expands Tyvek with Renewable Attribution globally, helping C&I customers cut product carbon footprints without redesigning processes.

Here is how Air Products and Chemicals (APD) and Avient (AVNT) have performed compared to their sector so far this year.

AKZOY vs. APD: Which Stock Is the Better Value Option?

Bloom Energy (BE) stock returned about 361% in the year from September 4, 2025, moving from roughly $55 to roughly $253. The power shortage behind that run was not what set Bloom apart from everyone else selling into it. The sign worth having sat in Bloom's own disclosures, and it was about speed.

Air Products and Chemicals has underperformed the S&P 500 over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Tronox (TROX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The participating companies are Air Products, Axcelis Technologies, Corning and Pacifico Energy

SEOUL, Sept 4 (Reuters) - Four U.S. companies have committed a combined $2 billion of investment in South Korea across semiconductors, advanced materials and energy, Seoul's Industry Ministry said on

Chemours (CC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

APD's 25% rally is backed by high-return projects, productivity gains, forecast-topping earnings and raised fiscal 2026 guidance.

This on-site power supplier is posting elite growth, so why does the market already price it at the richest multiple in its peer group.

AKZOY vs. APD: Which Stock Is the Better Value Option?

Here is how Air Products and Chemicals (APD) and Avient (AVNT) have performed compared to their sector so far this year.

APD's earnings outlook, high-return projects and productivity initiatives are fueling momentum, with guidance raised for fiscal 2026.

Air Products benefits from high-return projects, productivity gains and new deals, despite helium pricing and European market headwinds.

Air Products and Chemicals has delivered a 27.8% total return over the past five years, yet there is a split in what the current valuation signals are saying, with a Discounted Cash Flow (DCF) estimate pointing to upside while market multiples suggest the stock is priced high. Over the past 5 years Air Products and Chemicals has returned 27.8%, which points to a steady gain for long term holders rather than a rapid re rating. Interest in hydrogen generation and related technologies,...

Air Products and Chemicals (APD) is back in focus after recent earnings helped steady sentiment around a stock that has lagged the broader market while absorbing heavy clean energy spending and helium pricing pressure. See our latest analysis for Air Products and Chemicals. Over the past year, Air Products and Chemicals has shown modest progress, with a 6.47% total shareholder return and firmer sentiment in 2026 reflected in a 21.06% year to date share price return, as recent earnings helped...

In recent months, Air Products and Chemicals has contended with heavy clean energy capital expenditures, multi-billion-dollar project exit charges, and pricing pressures in helium markets, even as it delivered positive earnings results. An interesting aspect is that, despite these operational headwinds, analysts still hold a Moderate Buy consensus, highlighting confidence in the company’s earnings outlook. Next, we will examine how analyst optimism in the face of elevated clean energy...

Stable end-market demand and cost actions are supporting Air Products, DuPont, Avient and Innospec as chemical markets recover.

The Zacks Chemicals Diversified is expected to benefit from healthy demand across major end-use markets and the end of destocking activities. APD, DD, AVNT and IOSP are set to gain from strategic actions and demand recovery.

Air Products and Chemicals has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.

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.

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

AKZOY vs. APD: Which Stock Is the Better Value Option?

Linde (NASDAQ:LIN) just locked in one of its biggest electronics bets yet. On July 31, the company said it had won a new long-term agreement to supply ultra-high-purity industrial gases to one of the world’s largest semiconductor manufacturers, backed by a $1 billion investment in Phoenix, Arizona. Separately, Linde’s Taiwan JV is putting roughly $800 […]

Air Products and Chemicals (APD) delivered a fiscal Q3 beat and raised guidance, supported by a stro

Here is how Air Products and Chemicals (APD) and Quaker Chemical (KWR) have performed compared to their sector so far this year.

A record backlog of plants, led by a new electronics win, is the clearest evidence yet of how Linde keeps topping itself up, and of how slowly that shows up in the stock.

Air Products and Chemicals stock has gained 17.7% year to date, yet the valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares sit below fair value while market multiples point the other way. The 17.7% year to date return suggests investors have already priced in a fair amount of optimism into Air Products and Chemicals. New clean energy and semiconductor gas supply projects can support long term cash flow expectations, although higher...

Air Products and Chemicals (APD) just reported third quarter results that combined higher sales with a sizeable net loss, raised its adjusted earnings outlook, and confirmed another quarterly dividend for shareholders. See our latest analysis for Air Products and Chemicals. At a share price of US$294.89, Air Products and Chemicals has given investors a year to date share price return of 17.73%. The 1 year total shareholder return of 7.45% and 5 year total shareholder return of 15.00% point to...

In the third quarter of fiscal 2026, Air Products and Chemicals reported sales of US$3,161 million but moved from net income of US$713.8 million a year earlier to a net loss of US$1.44 billion, largely due to project exit charges. Despite the very large GAAP loss, the company delivered better-than-expected adjusted earnings, raised its full-year adjusted EPS guidance, reaffirmed its quarterly dividend of US$1.81 per share, and signed a renewable ammonia marketing agreement with Yara linked...

Air Products and Chemicals (NYSE:APD) reported fiscal third-quarter earnings per share of $3.47, up 12% from a year earlier and above its prior guidance range, as higher on-site volumes, new assets and equity affiliate contributions offset inflation-related costs and helium pressure. Chief Executiv

Air Products and Chemicals Inc (APD) delivered a 12% EPS beat in Q3 2026, secured a key offtake deal for NEOM, but took a $2.9 billion charge for exiting major clean energy projects.

Air Products beat fiscal Q3 earnings estimates as higher on-site volumes, pricing and currency lifted results, while sales narrowly missed estimates.

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 2026, 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 (APD) delivered earnings and revenue surprises of +3.27% and -0.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?