Equities Analysts Offer Predictions for APD FY2026 Earnings

Key Points

• KeyCorp forecasts Air Products and Chemicals will earn $13.47 per share in FY2026 and $14.20 in FY2027, broadly in line with the FY2026 consensus estimate of $13.46.
• APD recently beat quarterly EPS expectations, reporting $3.47 versus the $3.34 consensus, while revenue reached $3.16 billion and rose 4.6% year over year. Management’s FY2026 EPS guidance is $13.39–$13.49.
• Analysts maintain a consensus “Moderate Buy” rating with a $336.53 target price, and the company declared a quarterly dividend of $1.81, or $7.24 annualized, yielding approximately 2.5%.

Air Products and Chemicals, Inc. (NYSE:APD - Free Report) - Analysts at KeyCorp issued their FY2026 earnings per share (EPS) estimates for Air Products and Chemicals in a note issued to investors on Thursday, September 10th. KeyCorp analyst S. Tiano expects that the basic materials company will post earnings per share of $13.47 for the year. KeyCorp currently has a "Sector Weight" rating on the stock. The consensus estimate for Air Products and Chemicals' current full-year earnings is $13.46 per share. KeyCorp also issued estimates for Air Products and Chemicals' FY2027 earnings at $14.20 EPS.

Air Products and Chemicals (NYSE:APD - Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The basic materials company reported $3.47 EPS for the quarter, beating analysts' consensus estimates of $3.34 by $0.13. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.20 billion. Air Products and Chemicals had a positive return on equity of 16.87% and a negative net margin of 0.38%.The firm's revenue was up 4.6% on a year-over-year basis. During the same period in the prior year, the company earned $3.09 earnings per share. Air Products and Chemicals has set its FY 2026 guidance at 13.390-13.490 EPS and its Q4 2026 guidance at 3.550-3.650 EPS.

A number of other research analysts also recently commented on APD. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and issued a $320.00 price target on shares of Air Products and Chemicals in a report on Monday, August 3rd. Evercore reissued an "outperform" rating and set a $342.00 target price on shares of Air Products and Chemicals in a research report on Friday, July 10th. UBS Group increased their price target on Air Products and Chemicals from $330.00 to $336.00 and gave the company a "neutral" rating in a report on Friday, July 31st. Mizuho raised their price target on Air Products and Chemicals from $345.00 to $355.00 and gave the stock an "outperform" rating in a research report on Friday, July 31st. Finally, Citigroup lifted their price objective on shares of Air Products and Chemicals from $315.00 to $330.00 and gave the stock a "neutral" rating in a research note on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Air Products and Chemicals currently has a consensus rating of "Moderate Buy" and a consensus target price of $336.53.

Air Products and Chemicals Stock Performance

Shares of NYSE:APD opened at $293.72 on Friday. The firm has a fifty day simple moving average of $300.99 and a two-hundred day simple moving average of $292.82. Air Products and Chemicals has a 52 week low of $229.11 and a 52 week high of $314.87. The company has a quick ratio of 0.92, a current ratio of 1.08 and a debt-to-equity ratio of 1.01. The stock has a market capitalization of $65.41 billion, a P/E ratio of -1,335.08, a PEG ratio of 2.98 and a beta of 0.75.

Hedge Funds Weigh In On Air Products and Chemicals

A number of institutional investors have recently modified their holdings of the stock. Cary Street Partners Financial LLC increased its stake in shares of Air Products and Chemicals by 2.2% in the fourth quarter. Cary Street Partners Financial LLC now owns 1,616 shares of the basic materials company's stock worth $399,000 after purchasing an additional 35 shares in the last quarter. Gamco Investors INC. ET AL lifted its stake in shares of Air Products and Chemicals by 0.9% during the 2nd quarter. Gamco Investors INC. ET AL now owns 3,911 shares of the basic materials company's stock valued at $1,147,000 after buying an additional 35 shares in the last quarter. StoneX Group Inc. lifted its stake in shares of Air Products and Chemicals by 1.3% during the 4th quarter. StoneX Group Inc. now owns 2,787 shares of the basic materials company's stock valued at $688,000 after buying an additional 36 shares in the last quarter. Revisor Wealth Management LLC boosted its holdings in Air Products and Chemicals by 0.8% in the 1st quarter. Revisor Wealth Management LLC now owns 4,545 shares of the basic materials company's stock worth $1,320,000 after buying an additional 36 shares during the period. Finally, CYBER HORNET ETFs LLC boosted its holdings in Air Products and Chemicals by 6.1% in the 4th quarter. CYBER HORNET ETFs LLC now owns 642 shares of the basic materials company's stock worth $159,000 after buying an additional 37 shares during the period. 81.66% of the stock is owned by hedge funds and other institutional investors.

Air Products and Chemicals Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Thursday, October 1st will be paid a $1.81 dividend. This represents a $7.24 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Thursday, October 1st. Air Products and Chemicals's dividend payout ratio (DPR) is currently -3,290.91%.

About Air Products and Chemicals

Air Products and Chemicals, Inc is a global industrial gases and chemicals company headquartered in Allentown, Pennsylvania. Founded in 1940, the company supplies atmospheric and process gases, including oxygen, nitrogen, argon, hydrogen, helium, carbon monoxide and syngas, along with related equipment and technical services.

Air Products serves customers in industries such as refining, chemicals, metals, electronics, manufacturing, food and beverage, healthcare and energy. Its offerings support applications including combustion, metal fabrication, semiconductor production, food preservation, medical care and industrial processing.

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