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Air Products and Chemicals, Inc.

Air Products and Chemicals, Inc.

NYSE•APD
CEO: Ms. Melissa N. Schaeffer
セクター: Basic Materials
業種: Chemicals - Specialty
上場日: 1980-03-17
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. It also designs and manufactures equipment for air separation, hydrocarbon recovery and purification, natural gas liquefaction, and liquid helium and liquid hydrogen transport and storage. The company was founded in 1940 and is headquartered in Allentown, Pennsylvania.
連絡先情報
1940 Air Products Boulevard, Allentown, PA, 18106-5500, United States
610-481-4911
www.airproducts.com
時価総額
$61.83B
PER (TTM)
-185.4
29.8
配当利回り
2.6%
52週高値
$321.47
52週安値
$229.11
52週レンジ
53%
順位30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$3.10B+5.83%
直近4四半期の推移

EPS

$3.04+9.75%
直近4四半期の推移

フリーCF

-$350.50M-73.16%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

Sales and Operating Income Growth Sales reached $3,102.5M, increasing 6% driven by energy cost pass-through of 3% and higher pricing.
Strong Earnings Per Share GAAP EPS was $3.04, marking a 10% increase over the prior period results of $2.77 per share.
Operating Income Expansion GAAP Operating Income grew 14% to $734.5M, expanding margin 170 basis points to 23.7%.
Cash Flow Generation Strong Cash provided by operating activities totaled $900.7M, up from $811.7M in the prior year period.

リスク要因

Stock Sale Volatility Risk Significant stockholder (Mantle Ridge LP, 1.8% stake) may sell shares starting early 2026, impacting stock price.
Project Exit Cost Adjustments Recorded $28.3M charge for updated cost estimates on prior year project exits, impacting current operating income.
International Operations Risks Extensive international operations face risks including political instability, supply chain disruptions, and regulatory actions.
Non-Service Pension Cost Impact Non-service related pension costs were $3.4M, driven by market volatility impacting expected returns on plan assets.

見通し

Fiscal 2026 Capital Spending Expect capital expenditures around $4.0B for fiscal year 2026, focusing on energy transition projects completion.
Dividend Increase Approved Board approved raising quarterly dividend to $1.81 per share, marking 44th consecutive year of increases.
Debt Repayment Completed Repaid $550.0M principal amount of 1.50% senior notes due in October 2025 during the first quarter.
Monitoring New Accounting Rules Company continues to monitor developments regarding SEC rules for climate-related disclosures effectiveness.

同業比較

売上高 (TTM)

BHP Group LimitedBHP
$106.92B
-10.3%
Vale S.A.VALE
$36.93B
-9.8%
Freeport-McMoRan Inc.FCX
$25.74B
+2.4%

粗利益率 (最新四半期)

BHP Group LimitedBHP
126.1%
+3.3pp
Wheaton Precious Metals Corp.WPM
84.4%
+20.4pp
The Sherwin-Williams CompanySHW
48.8%
+0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BHP$188.63B20.719.7%22.5%
SHW$91.21B35.358.5%56.1%
FCX$87.74B31.915.0%0.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.1%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月29日
|
EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 10-Q - Q1 2026

    会計期末: 2025年12月31日|提出日: 2026年1月30日|
    売上高: $3.10B+5.8%
    |
    EPS: $3.04+9.7%
    予想通り

  • Form 10-K - FY 2025

    会計期末: 2025年9月30日|提出日: 2025年11月20日|
    売上高: $12.04B-0.5%
    |
    EPS: $-1.77-110.3%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2025年6月30日|提出日: 2025年7月31日|
    売上高: $3.02B+1.3%
    |
    EPS: $3.20+2.2%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $2.92B-0.5%
    |
    EPS: $-7.77-402.3%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年12月31日|提出日: 2025年2月6日|
    売上高: $2.93B-2.2%
    |
    EPS: $2.77+1.1%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年9月30日|提出日: 2024年11月21日|
    売上高: $12.10B-4.0%
    |
    EPS: $17.21+66.9%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年6月30日|提出日: 2024年8月1日|
    売上高: $2.99B-1.6%
    |
    EPS: $3.13+16.8%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年3月31日|提出日: 2024年4月30日|
    売上高: $2.93B-8.4%
    |
    EPS: $2.57+29.8%
    予想を下回る