Air Products vs ArcelorMittal
Air Products and ArcelorMittal are compared on business models, financial performance, and market context to help readers understand how their operations differ and where they fit in today’s economy. The page presents neutral, accessible information intended for general understanding of the two companies and their market relevance. Educational content, not financial advice.
Air Products and ArcelorMittal are compared on business models, financial performance, and market context to help readers understand how their operations differ and where they fit in today’s economy. ...
Why It's Moving
ArcelorMittal shares charge higher on five-day winning streak amid steel sector momentum.
- Stock notched five consecutive gains, up 2.37% weekly and 5.01% monthly, reflecting sustained buying interest.
- Trading volume spiked to 3 million shares worth $95 million, a positive technical indicator amid price strength.
- Short-term forecasts point to 11.58% upside over three months, buoyed by recent highs near $35 and broader sector tailwinds.
ArcelorMittal shares charge higher on five-day winning streak amid steel sector momentum.
- Stock notched five consecutive gains, up 2.37% weekly and 5.01% monthly, reflecting sustained buying interest.
- Trading volume spiked to 3 million shares worth $95 million, a positive technical indicator amid price strength.
- Short-term forecasts point to 11.58% upside over three months, buoyed by recent highs near $35 and broader sector tailwinds.
Investment Analysis
Air Products
APD
Pros
- Air Products demonstrates strong EBIT margin expansion alongside solid project optimisation and cost efficiency under new leadership.
- The company is advancing major growth projects, including the NEOM green hydrogen initiative, which is 80% complete.
- Robust capital allocation policy targeting rapid growth in specialty chemicals and industrial gases sectors supports future earnings potential.
Considerations
- Shares trade at a significant premium to fair value, implying limited near-term upside and elevated valuation risk.
- Return on assets and invested capital metrics lag some industry peers, indicating room for operational efficiency improvement.
- Liquidity ratios are modest, with a quick ratio near 0.80, suggesting limited short-term financial flexibility.
Pros
- ArcelorMittal reported Q3 2025 earnings and revenue exceeding analyst expectations, reflecting operational strength.
- Strategic investments nearing $1 billion in growth projects, including expansions in Liberia and Calvert, position the company for future demand recovery.
- Strong free cash flow outlook and shareholder return policy, including significant share buybacks reducing share count by 38% since 2020.
Considerations
- Q3 2025 EBITDA and operating income declined sequentially due to seasonally lower shipments and pricing pressures in key regions.
- The company faces management challenges and competitive pressures in markets like Mexico, Brazil, and India from imports.
- Analyst consensus shows a moderate downside price risk and mixed ratings, reflecting concerns about steel market volatility and cyclicality.
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ArcelorMittal (MT) Next Earnings Date
ArcelorMittal's next earnings report is scheduled for February 5, 2026, covering the fourth quarter and full year 2025 results. The company has officially announced this date as part of its 2026 financial calendar. Following this release, subsequent quarterly earnings are planned for April 30, 2026 (Q1), July 30, 2026 (Q2), and November 5, 2026 (Q3).
ArcelorMittal (MT) Next Earnings Date
ArcelorMittal's next earnings report is scheduled for February 5, 2026, covering the fourth quarter and full year 2025 results. The company has officially announced this date as part of its 2026 financial calendar. Following this release, subsequent quarterly earnings are planned for April 30, 2026 (Q1), July 30, 2026 (Q2), and November 5, 2026 (Q3).
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Which Baskets Do They Appear In?
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