Air ProductsDuPont

Air Products vs DuPont

This page compares Air Products and DuPont, examining business models, financial performance, and market context in clear, accessible language. It presents neutral perspectives on how both companies p...

Why It's Moving

Air Products

APD Stock Dives to Multi-Month Low Amid Chemical Sector Pressures, Even as Dividend Hike Signals Long-Term Confidence.

  • Shares dropped 4.03% to $279.74 on Feb 13, extending a slide from February highs near $287, as chemical sector headwinds amplify concerns over near-term performance.
  • Quarterly dividend hiked to $1.81 (annualized ~$7.24, 2.7% yield), payable soon, reinforcing 55-year payout streak and providing income stability for shareholders.
  • FY2026 EPS guidance held at $12.85โ€“$13.15 with $4B capex planned, balancing growth investments in hydrogen and ammonia projects against potential cash flow strains.
Sentiment:
๐ŸปBearish

Investment Analysis

Pros

  • Air Products maintains a strong balance sheet with solid interest coverage and consistent cash flow generation.
  • The company operates in essential industrial gas markets with long-term contracts supporting stable revenue streams.
  • Air Products benefits from a diversified global footprint and exposure to clean energy transition projects.

Considerations

  • Valuation metrics are relatively high compared to sector peers, potentially limiting near-term upside.
  • The business is sensitive to macroeconomic cycles and industrial demand fluctuations.
  • Recent share price momentum has been muted, with limited upside in the past year despite positive analyst sentiment.

Pros

  • DuPont is expanding in high-growth sectors such as healthcare, water filtration, and semiconductor technologies.
  • The company has raised full-year adjusted EPS guidance, reflecting improved profitability outlook.
  • DuPont is returning significant capital to shareholders through dividends and a new share repurchase programme.

Considerations

  • Recent quarterly results missed analyst expectations for both revenue and earnings per share.
  • Performance in construction and shelter markets remains weak, weighing on overall sales growth.
  • Full-year net sales forecast is below analyst consensus, indicating ongoing challenges in certain segments.

Related Market Insights

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Air Products (APD) Next Earnings Date

Air Products and Chemicals (APD) is expected to release its next earnings report on April 29-30, 2026, though some sources estimate the date could extend to May 7, 2026. This report will cover the company's Q1 2026 fiscal period results. The exact date has not yet been officially announced by the company, so the timing is based on historical earnings release patterns. Analysts are currently projecting earnings per share of approximately $3.04 for this quarter.

Which Baskets Do They Appear In?

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