Crisis will eventually lead to opportunity with some of the top hydrogen stocks to buy. For one, the industry is still waiting to see if restrictive Section 45V tax credits will be loosened. Should that happen, we could see some positive action with related stocks. Two, we also have to remember that according to MarketsandMarkets, the global hydrogen market could be worth about $410.6 billion by 2030 from $242.7 billion in 2023. Three, as United States Energy Secretary Jennifer Granholm, once noted, “Clean ...

Air Products will Highlight the PRISM® GreenSep LNG membrane separator at BIOGAS AMERICAS 2024 in Savannah, Georgia LEHIGH VALLEY, Pa., May 10, 2024 /PRNewswire/ -- Air Products (NYSE: APD), the global leader in the production of gas separation and purification membranes, today announced the launch of the new PRISM® GreenSep liquefied natural gas (LNG) membrane separator for bio-LNG production. "As the world's leading supplier of technology for the LNG industry, the PRISM® GreenSep LNG membrane separator is ...

Air Products and Chemicals Inc. (APD) recently announced that its dual mixed refrigerant LNG Process technology (AP-DMR) and equipment, which has been deployed at the Coral South floating liquefied natural gas (FLNG) plant in Mozambique, Africa, has successfully passed its performance test. It achieved LNG production of more than 3.4 million tons annually. Air Products' proprietary AP-DMR LNG Process was chosen for its high efficiency, dependable operation and small footprint. AP-DMR's improved process effi ...

On Wall Street, many income-focused investors prioritize long-term stability and reliability over short-term volatility. Enter the Dividend Aristocrat stocks. These companies boast a remarkable track record of increasing their dividends for at least 25 consecutive years. Weathering market storms and economic downturns, they consistently reward shareholders with a dependable stream of income. But dividend aristocrat stocks offer more than just consistent payouts. They often represent well-established compani ...

First Floating LNG Plant Using the Company's Proprietary AP-DMR™ LNG Process LEHIGH VALLEY, Pa., May 6, 2024 /PRNewswire/ -- Air Products (NYSE: APD), the leader in liquefied natural gas (LNG) technology and equipment has announced its dual mixed refrigerant LNG Process technology (AP-DMR™) and equipment, which has been deployed at the Coral South floating liquefied natural gas (FLNG) plant in Mozambique, Africa, has successfully passed its performance test achieving LNG production above 3.4 million tons pe ...

Air Products Foundation will Donate up to $15,000 to the AIST Foundation LEHIGH VALLEY, Pa., May 2, 2024 /PRNewswire/ -- Air Products (NYSE:APD) will showcase industrial gas solutions and technologies for all phases of iron and steel production at AISTech2024 from May 6-9 at the Greater Columbus Convention Center, in Columbus, Ohio. Those attending are invited to stop by Air Products' booth, #2130, to speak with an industry specialist and learn more about Air Products' full suite of on-site gas supply offer ...

For the quarter ended March 2024, Air Products and Chemicals (APD) reported revenue of $2.93 billion, down 8.4% over the same period last year. EPS came in at $2.85, compared to $2.74 in the year-ago quarter. The reported revenue represents a surprise of -7.03% over the Zacks Consensus Estimate of $3.15 billion. With the consensus EPS estimate being $2.72, the EPS surprise was +4.78%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...

财务数据和关键指标变化 - 第二季度调整后每股收益为2.85美元,超出之前指引范围的上限,同比增长4%,主要得益于美国和欧洲业务的强劲表现 [9] - 公司维持全年每股收益12.20-12.50美元的指引,并预计资本支出将在50-55亿美元之间 [10] - 公司过去10年调整后每股收益平均每年增长超过10%,未来10年将继续保持这一增长趋势 [11] 各条业务线数据和关键指标变化 - 美国业务销售额增长4%,EBITDA增长15%,EBITDA利润率提升1000个基点,主要受益于价格上涨和成本下降 [23] - 亚洲业务销售额受到人民币汇率下跌的4%不利影响,EBITDA和EBITDA利润率下降,主要受到业务结构变化的影响 [24] - 欧洲业务销售额下降11%,其中能源成本转嫁下降贡献了一半,另一半来自于销量下降。但EBITDA增长5%,EBITDA利润率提升600个基点,主要受益于价格上涨和成本下降 [25] 各个市场数据和关键指标变化 - 中国市场经济环境仍然较为疲软,但公司看到一些潜在改善迹象,尤其是电子行业 [24][113] - 欧洲市场整体保持稳定,销量略有下降但利润率有所提升 [25][113] - 美国市场需求保持强劲,销量和价格均有所增长 [23][113] 公司战略和发展方向及行业竞争 - 公司将继续保持安全生产和高利润率的经营策略,未来10年每年将保持10%的每股收益增长 [13][14] - 公司正在大力投资绿氢和蓝氢项目,以满足客户去碳化的需求,并引领行业向更清洁的未来发展 [9] - 公司正在等待美国通过《通胀减缓法案》的具体实施细则,以确定路易斯安那州绿氢项目的最终投资决定 [109][110] - 公司在蓝氢和绿氢项目上采取谨慎态度,不会轻易签订长期供应合同,而是会等待获得最佳价格 [61][132] 管理层对经营环境和未来前景的评论 - 公司将继续专注于成本管控和价格调整,以应对当前的高通胀环境 [29][37] - 公司对中国市场的前景持谨慎态度,尚未在预测中包括中国经济改善的预期 [113] - 公司对未来12-24个月内签订蓝氢和绿氢项目长期供应合同持谨慎态度,将等待获得最佳价格 [61][132] 问答环节重要的提问和回答 问题1 **John McNulty 提问** 询问公司三季度和全年业绩指引的合理性,以及支撑四季度大幅改善的原因 [33][34][35] **Seifi Ghasemi 回答** 解释三季度业绩指引偏低的原因是由于计划进行的大规模检修,但四季度将受益于新项目投产和成本管控措施 [34][35] 问题2 **Jeff Zekauskas 提问** 询问路易斯安那州蓝氢项目的产品销路问题,是否存在足够的市场需求 [39][40][41][42] **Seifi Ghasemi 回答** 表示公司将根据市场需求灵活调整产品结构,优先满足客户对蓝氢的需求,同时也将生产蓝氨,主要销往日本和韩国的发电市场以及作为船舶燃料 [40][41][42] 问题3 **Duffy Fischer 提问** 询问欧洲业务中乌兹别克斯坦项目的贡献情况,以及其他因素对销量的影响 [63][64][65] **Samir Serhan 回答** 表示不方便透露具体细节,但乌兹别克斯坦项目预计每年贡献约0.35美元每股收益 [65][66]

Air Products and Chemicals, Inc. (APD) logged second-quarter fiscal 2024 (ended Mar 31, 2024) earnings from continuing operations of $2.57 per share, up from $1.97 recorded in the year-ago quarter. The bottom line was driven by lower charges for business and asset actions, favorable pricing and lower other costs, which were more than offset by reduced equity affiliates' income, lower volumes and increased interest expense. Barring one-time items, adjusted earnings per share were $2.85, beating the Zacks Con ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended 31 March 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-04534 AIR PRODUCTS AND CHEMICALS, INC. (Exact name of registrant as specified in its charter) Delaware 23-1274455 (State o ...