Air Products & Chemicals (NYSE:APD) is preparing to release its quarterly earnings on Friday, 2026-01-30. Here's a brief overview of what investors should keep in mind before the announcement.

Analysts expect Air Products & Chemicals to report an earnings per share (EPS) of $3.04.

Investors in Air Products & Chemicals are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.

It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.

Earnings Track Record

Last quarter the company missed EPS by $0.00, which was followed by a 0.37% increase in the share price the next day.

Here's a look at Air Products & Chemicals's past performance and the resulting price change:

Quarter	Q4 2025	Q3 2025	Q2 2025	Q1 2025
EPS Estimate	3.39	2.99	2.83	2.85
EPS Actual	3.39	3.09	2.69	2.86
Price Change %	0.00	-2.00	2.00	-5.00

Tracking Air Products & Chemicals's Stock Performance

Shares of Air Products & Chemicals were trading at $255.89 as of January 27. Over the last 52-week period, shares are down 23.67%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.

Analyst Views on Air Products & Chemicals

For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Air Products & Chemicals.

A total of 12 analyst ratings have been received for Air Products & Chemicals, with the consensus rating being Neutral. The average one-year price target stands at $283.08, suggesting a potential 9.25% upside.

Comparing Ratings with Competitors

The analysis below examines the analyst ratings and average 1-year price targets of Corteva, Ecolab and Nutrien, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.

• Analysts currently favor an Outperform trajectory for Corteva, with an average 1-year price target of $75.67, suggesting a potential 70.8% downside.
• Analysts currently favor an Neutral trajectory for Ecolab, with an average 1-year price target of $300.0, suggesting a potential 15.78% upside.
• Analysts currently favor an Neutral trajectory for Nutrien, with an average 1-year price target of $66.0, suggesting a potential 74.53% downside.

Analysis Summary for Peers

In the peer analysis summary, key metrics for Corteva, Ecolab and Nutrien are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Air Products	Neutral	-0.65%	$1.02B	0.03%
Corteva	Outperform	12.55%	$974M	-1.25%
Ecolab	Neutral	4.16%	$1.87B	6.15%
Nutrien	Neutral	12.32%	$1.96B	1.85%

Key Takeaway:

Air Products & Chemicals ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. For Return on Equity, it is at the bottom.

Unveiling the Story Behind Air Products & Chemicals

Since its founding in 1940, Air Products has become one of the leading industrial gas suppliers globally, with operations in 50 countries and 19,000 employees. The company is the largest supplier of hydrogen and helium in the world. It has a unique portfolio serving customers in a number of industries, including chemicals, energy, healthcare, metals, and electronics. Air Products generated roughly $12 billion in revenue in fiscal 2025.

Unraveling the Financial Story of Air Products & Chemicals

Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.

Decline in Revenue: Over the 3 months period, Air Products & Chemicals faced challenges, resulting in a decline of approximately -0.65% in revenue growth as of 30 September, 2025. This signifies a reduction in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Materials sector.

Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 0.15%, the company may need to address challenges in effective cost control.

Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 0.03%, the company may need to address challenges in generating satisfactory returns for shareholders.

Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.01%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: Air Products & Chemicals's debt-to-equity ratio surpasses industry norms, standing at 1.23. This suggests the company carries a substantial amount of debt, posing potential financial challenges.

To track all earnings releases for Air Products & Chemicals visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.