Air Products and Chemicals (APD) 주식 개요
는 미주, 아시아, 유럽, 중동, 인도 및 전 세계에 대기 가스, 공정 및 특수 가스, 장비 및 관련 서비스를 제공합니다. 자세히 보기
APD Community Fair Values
Create NarrativeSee what 102 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Air Products and Chemicals, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$292.58 |
| 52주 최고가 | US$314.87 |
| 52주 최저가 | US$229.11 |
| 베타 | 0.74 |
| 1개월 변동 | 5.32% |
| 3개월 변동 | -3.55% |
| 1년 변동 | -1.01% |
| 3년 변동 | -4.18% |
| 5년 변동 | 1.33% |
| IPO 이후 변동 | 27,769.88% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 20
APD: Raised Guidance And Q3 Execution Will Support Future Stock Upside
Analysts recently nudged their fair value estimate for Air Products and Chemicals higher. The updated internal price target moved from about $328 to roughly $336 as they factor in modest adjustments to discount rates, revenue growth, profit margin, and future P/E assumptions in line with a series of upward price target revisions across the Street.Seeking Alpha • Jun 30
Air Products and Chemicals: Moving On From Expansive Green Energy Ambitions
Summary Air Products and Chemicals pivots away from capital-intensive green energy projects, refocusing on its core industrial gas business after abandoning the Louisiana Clean Energy Complex. APD’s decision to exit the Louisiana project results in a $2.9 billion write-off but signals a return to disciplined capital allocation and improved operational efficiency. Core business performance is solid, with Q2 EPS of $3.20, 9% revenue growth, 200 bps margin expansion, and a secure 2.5% dividend yield; leverage remains a focus. Despite operational improvements, APD trades at 22.5x earnings, which is viewed as expensive; I maintain a "Sell" rating and recommend using the rally to take profits. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Jul 20
APD: Raised Guidance And Q3 Execution Will Support Future Stock Upside
Analysts recently nudged their fair value estimate for Air Products and Chemicals higher. The updated internal price target moved from about $328 to roughly $336 as they factor in modest adjustments to discount rates, revenue growth, profit margin, and future P/E assumptions in line with a series of upward price target revisions across the Street.Seeking Alpha • Jun 30
Air Products and Chemicals: Moving On From Expansive Green Energy Ambitions
Summary Air Products and Chemicals pivots away from capital-intensive green energy projects, refocusing on its core industrial gas business after abandoning the Louisiana Clean Energy Complex. APD’s decision to exit the Louisiana project results in a $2.9 billion write-off but signals a return to disciplined capital allocation and improved operational efficiency. Core business performance is solid, with Q2 EPS of $3.20, 9% revenue growth, 200 bps margin expansion, and a secure 2.5% dividend yield; leverage remains a focus. Despite operational improvements, APD trades at 22.5x earnings, which is viewed as expensive; I maintain a "Sell" rating and recommend using the rally to take profits. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 18
APD: Semiconductor Contract And Raised Guidance Will Support Future Stock Upside
Analysts have raised their price targets for Air Products and Chemicals by about $20 in recent weeks, citing updated assumptions around discount rates, profit margins and future P/E multiples that support a slightly higher valuation framework. Analyst Commentary Recent Street research around Air Products and Chemicals clusters around a consistent theme, with several firms adjusting price targets and a few issuing upgrades as they revisit valuation assumptions, discount rates and profit expectations for the stock.내러티브 업데이트 • Jun 04
APD: Conflict Driven Chemical Pricing And Easing Helium Constraints Will Support Upside
Air Products and Chemicals' updated analyst price target has moved higher by several recent increments, with multiple banks lifting their targets by $2 to $51, as analysts highlight improving pricing power in key chemical chains, easing helium supply pressures, and a more supportive near term outlook for the stock. Analyst Commentary Recent research on Air Products and Chemicals has turned more constructive, with several firms lifting price targets and a few also upgrading their views on the stock.내러티브 업데이트 • May 06
APD: Conflict Driven Chemical Pricing And Easing Helium Pressures Will Shape Outlook
Analysts have raised the fair value estimate for Air Products and Chemicals to $327.86 from $315.43, reflecting updated expectations regarding revenue growth, discount rates, and helium and chemical chain pricing highlighted in recent Street research. Analyst Commentary Recent Street research on Air Products and Chemicals has been active, with several firms revisiting their views on the stock, its pricing power, and its exposure to helium and broader chemical chains linked to Middle East and Iran related supply dynamics.내러티브 업데이트 • Apr 21
APD: Easing Helium Pressures And Conflict Driven Pricing Will Shape Measured Turnaround
The analyst price target for Air Products and Chemicals has been raised by several firms, supporting a move in fair value from $306.62 to $315.43 as analysts point to higher pricing potential in key chemical chains, easing helium supply pressures, and a cluster of near term catalysts highlighted across recent upgrade and target hike reports. Analyst Commentary Recent research on Air Products and Chemicals clusters around higher price targets and upgrades, with analysts focusing on pricing power in key chemical chains, helium supply conditions, and a series of near term catalysts.내러티브 업데이트 • Apr 01
APD: Easing Helium Pressures And Chemical Pricing Will Support Measured Turnaround
Narrative Update on Air Products and Chemicals The analyst price target for Air Products and Chemicals has been adjusted slightly higher to $306.62, with analysts pointing to a modestly lower discount rate, slightly stronger revenue growth assumptions, and research highlighting easing helium market pressures and potential pricing support across several chemical chains. Analyst Commentary Recent research points to a generally constructive tone around Air Products and Chemicals, with several firms adjusting ratings and price targets while still highlighting execution risks and project mix concerns.내러티브 업데이트 • Mar 18
APD: Easing Helium Pressures And Chemical Pricing Will Shape Balanced Turnaround
The analyst price target for Air Products and Chemicals has been raised by about $4 to $306.77, with analysts pointing to easing helium market pressures and stronger pricing across several chemical chains as key supports for their updated assumptions. Analyst Commentary Recent research updates cluster around higher price targets and rating upgrades, with analysts focusing on helium supply, pricing across chemical chains, and execution on the project backlog as key drivers for how they look at Air Products and Chemicals today.내러티브 업데이트 • Mar 03
APD: Backlog Execution And Hydrogen Projects Will Shape Balanced Turnaround Outlook
Analysts have lifted their price targets on Air Products and Chemicals by a few dollars, reflecting updated fair value estimates around $302 and a slightly lower discount rate as they factor in company specific project execution, as well as a modestly higher assumed future P/E of about 23.8x. Analyst Commentary Recent Street research on Air Products and Chemicals shows a cluster of higher price targets and at least one rating upgrade, with analysts focusing on how the project backlog, management execution and valuation assumptions fit together.내러티브 업데이트 • Feb 17
APD: Backlog Execution And NASA Hydrogen Wins Will Shape Turnaround Path
The analyst price target for Air Products and Chemicals has been raised by about $1 to approximately $302, as analysts incorporate higher published targets from multiple firms and modest adjustments to assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Air Products and Chemicals has centered on a series of upward price target revisions and one key rating change, providing a view into how analysts are framing valuation, execution risk, and growth potential.분석 기사 • Feb 11
Air Products and Chemicals (NYSE:APD) Is Increasing Its Dividend To $1.81
The board of Air Products and Chemicals, Inc. ( NYSE:APD ) has announced that it will be paying its dividend of $1.81...내러티브 업데이트 • Feb 03
APD: Backlog Execution And Low Emission Projects Will Guide Turnaround Expectations
Analysts have modestly lifted their fair value estimate for Air Products and Chemicals by about $9 to roughly $300 per share, citing updated price targets across several firms and small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research paints a mixed picture around Air Products and Chemicals, with several firms revising price targets and reassessing execution risks tied to its project backlog and turnaround efforts.내러티브 업데이트 • Jan 19
APD: Backlog Execution And Decarbonization Projects Will Shape Turnaround Confidence
Our analyst price target for Air Products and Chemicals has been trimmed by about $2 to $291, reflecting a slightly lower fair value as analysts factor in recent target cuts from BofA, RBC, and JPMorgan, while acknowledging growing confidence in the turnaround plan and backlog execution. Analyst Commentary Recent Street research around Air Products and Chemicals points to a mix of optimism about execution and caution around project risk and valuation, with several firms adjusting their price targets while reiterating a wait and see stance on key projects and the turnaround plan.내러티브 업데이트 • Jan 05
APD: Decarbonization Projects And LA Blue Progress Will Support Future Confidence
Analysts have trimmed their blended price targets for Air Products and Chemicals to a range anchored around US$260 to US$325, reflecting updated views on discount rates, modestly adjusted growth and margin assumptions, and a wait for more clarity on key projects such as LA Blue. Analyst Commentary Street research on Air Products and Chemicals has coalesced around a tighter price target range, with recent revisions centered near US$260 to US$325.내러티브 업데이트 • Dec 22
APD: Decarbonization Projects Will Drive Future Earnings Confidence Amid Execution Progress
Analysts have nudged their price targets for Air Products and Chemicals lower, trimming fair value by about $16 to reflect slightly higher discount rates, more conservative revenue growth and margin assumptions, and only modest compression in future P E multiples. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Air Products and Chemicals, with price targets revised lower but ratings largely maintained as investors wait for greater clarity on execution.내러티브 업데이트 • Dec 08
APD: Decarbonization Projects Will Drive Future Earnings Confidence Despite Turnaround Uncertainty
Analysts have reduced their average price target for Air Products and Chemicals by about $2 to roughly $309, reflecting slightly softer assumptions for growth and margins, even as they highlight ongoing earnings potential from the company’s decarbonization initiatives and turnaround efforts. Analyst Commentary Recent research updates reflect a mixed but generally constructive view on Air Products and Chemicals, with valuation expectations coming down modestly while longer term growth drivers, especially in decarbonization, remain a key focus.내러티브 업데이트 • Nov 23
APD: Decarbonization Projects Will Drive Renewed Confidence Amid Sector Headwinds
Analysts have modestly reduced their fair value estimate for Air Products and Chemicals from $315 to approximately $310.76 per share. They cite recent price target cuts, evolving expectations for project updates, and sector challenges as reasons for the change.내러티브 업데이트 • Nov 07
APD: Decarbonization Earnings Potential Will Drive Near-Term Upside Prospects
Analysts have revised their price target for Air Products and Chemicals downward, from approximately $324 to $315 per share. They cite a combination of slower expected revenue growth and adjustments to market conditions, despite ongoing optimism about the company's decarbonization earnings potential.분석 기사 • Sep 05
Air Products and Chemicals (NYSE:APD) Will Want To Turn Around Its Return Trends
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Seeking Alpha • Mar 21
Air Products and Chemicals: Why I'm Bullish On This Hydrogen Stock
Summary Air Products and Chemicals, Inc.'s recent price pullback offers a growth opportunity, driven by its strategic focus on the expanding hydrogen market and solid financial performance. Upcoming projects like the NEOM green hydrogen facility and Louisiana blue hydrogen project highlight APD's growth potential and commitment to clean energy. Cost-saving initiatives, reasonable debt levels, and a well-covered dividend support APD's positive outlook and justify its current valuation. With an 'A' credit rating and a reasonable forward P/E, APD is attractively valued for long-term investors seeking potential market-beating returns. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Air Products And Chemicals: New Management Team Is Derisking The Company's Project Pipeline, Buy Confirmed
Summary Exiting several projects and focusing on core gas projects will reduce spending, improve backlog perceptions, and potentially boost APD's stock multiple. The company communicated the new CEO change. Guidance unchanged despite a soft Q2 outlook. Valuation remains at a discount vs peers. Our buy is confirmed. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Air Products and Chemicals: Q1 Results Unlikely To Resolve Significant Uncertainty
Summary Shares of Air Products and Chemicals have surged 55% in the past year, driven by operational optimization and activist involvement. APD's fiscal Q1 earnings exceeded expectations, but governance changes and activist board seats add uncertainty to its strategic direction. The company's ambitious $20 billion bet on green/blue hydrogen projects raises concerns about demand and funding, especially amid potential changes in government policy. Despite improved core business performance, the lack of clarity on future strategy and government support warrants a "hold" rating, with shares likely trading sideways. Read the full article on Seeking AlphaSeeking Alpha • Dec 28
Air Products And Chemicals: This Dividend Aristocrat Remains Buyable Now
Summary Air Products and Chemicals is likely going to boost its dividend payout in January for the 42nd year straight. The company's adjusted EPS jumped in its fiscal fourth quarter. Air Products and Chemicals is a financially sound enterprise. Shares of the industrial gases juggernaut could be 6% below fair value. Air Products & Chemicals could post nearly 35% cumulative total returns through FY 2027. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Air Products and Chemicals: Why This Dividend Aristocrat And Hydrogen Leader Is A Buy
Summary Air Products and Chemicals excels in the industrial gases sector, with strong growth prospects in the hydrogen economy, making it a compelling growth pick. APD's robust balance sheet, strategic focus, and recent results highlight operational excellence, margin expansion, and partnerships in green hydrogen. Despite a forward PE of 24.2, APD offers a robust growth and income profile with a 2.3% yield and 41 consecutive years of dividend raises. Read the full article on Seeking Alpha주주 수익률
| APD | US Chemicals | US 시장 | |
|---|---|---|---|
| 7D | -1.4% | -0.1% | -0.7% |
| 1Y | -1.0% | 3.5% | 15.3% |
수익률 대 산업: APD은 지난 1년 동안 3.5%의 수익을 기록한 US Chemicals 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: APD은 지난 1년 동안 15.3%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| APD volatility | |
|---|---|
| APD Average Weekly Movement | 3.8% |
| Chemicals Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: APD는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: APD의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1940 | 21,194 | Eduardo Menezes | www.airproducts.com |
는 미주, 아시아, 유럽, 중동, 인도 및 국제적으로 대기 가스, 공정 및 특수 가스, 장비 및 관련 서비스를 제공합니다. 이 회사는 산소, 질소, 아르곤을 포함한 대기 가스, 수소, 헬륨, 이산화탄소, 일산화탄소, 합성가스 등의 공정 가스, 정유, 화학, 금속, 제조, 전자, 에너지 생산, 의료, 식품, 화학 및 석유화학 제조, 석유 및 가스 회수 및 처리, 철강 및 1차 금속 가공 등 다양한 산업 분야의 고객을 위한 특수가스를 생산합니다. 또한 공기 분리, 탄화수소 회수 및 정제, 천연가스 액화, 액체 헬륨 및 액체 수소 운송 및 저장용 장비를 설계 및 제조합니다.
Air Products and Chemicals, Inc. 기초 지표 요약
| APD 기초 통계 | |
|---|---|
| 시가총액 | US$66.33b |
| 순이익 (TTM) | US$2.12b |
| 매출 (TTM) | US$12.46b |
30.8x
주가수익비율(P/E)5.2x
주가매출비율(P/S)APD는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| APD 손익계산서 (TTM) | |
|---|---|
| 매출 | US$12.46b |
| 매출원가 | US$8.48b |
| 총이익 | US$3.99b |
| 기타 비용 | US$1.87b |
| 순이익 | US$2.12b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 30, 2026
| 주당순이익(EPS) | 9.50 |
| 총이익률 | 31.98% |
| 순이익률 | 16.97% |
| 부채/자본 비율 | 98.3% |
APD의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Air Products and Chemicals 배당 일정 | |
|---|---|
| 배당락일 | Jul 01 2026 |
| 배당 지급일 | Aug 10 2026 |
| 배당락일까지 남은 일수 | 27 days |
| 배당 지급일까지 남은 일수 | 13 days |
APD는 안정적으로 배당을 지급합니까?
APD 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/27 10:40 |
| 종가 | 2026/07/27 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Air Products and Chemicals, Inc.는 35명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| David Manthey | Baird |
| Sergey Vasnetsov | Barclays |