APD Air Products and Chemicals, Inc.

APD Air Products and Chemicals, Inc.

Basic Materials · Specialty Chemicals

Desk view

Watchinglow conviction
Perspectives Gulf Infrastructure Strike

Market read

Scan convergence 1 scan as of 2026-08-14 1 bull converging

POC $279.15 · VWAP $271.79 · +10.7% vs 12m avg buyer

basing vol: normalchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

6 related perspectives

Watchlists @chemicals@escalation@trace-lng-liquefaction-shipping-and-regasification

APD Price Structure

Loading chart…

Loading timeframes…

Peers

Every watchlist APD belongs to, members best 30-day change first — APD highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@trace-lng-liquefaction-shipping-and-regasification
View watchlist →
BKR+16.4% +0.1%1d +1.3%7d FLR+11.5% +4.5%1d +4.7%7d KBR+7.1% -2.1%1d -1.9%7d APD+1.8% -2.6%1d -2.4%7d EE-7.4% -1.5%1d +1.7%7d
@chemicals
View watchlist →
LYB+9.4% +1.5%1d +3.3%7d DD+5.8% -2.2%1d +1.1%7d SHW+5.6% -2.5%1d -3.5%7d DOW+4.8% +0.9%1d +2.5%7d XLB+3.4% -0.6%1d -1.8%7d APD+1.8% -2.6%1d -2.4%7d ECL+1.1% -0.1%1d -3.0%7d PPG-2.7% -0.6%1d -1.8%7d LIN-7.6% -1.7%1d -3.7%7d
@escalation
View watchlist →
STX+26.3% +2.2%1d +24.2%7d EWY+13.9% +3.0%1d +13.5%7d WDC+12.3% +5.3%1d +22.3%7d EWT+10.8% +0.7%1d +5.5%7d CQP+9.8% -2.1%1d +0.2%7d FCG+8.3% +1.5%1d +2.0%7d EWS+7.8% +0.7%1d +2.2%7d UAL+5.9% -2.5%1d -1.2%7d GLNG+5.7% 0.0%1d +3.5%7d ET+4.8% -0.5%1d +1.7%7d DAL+4.1% -2.0%1d -1.8%7d OKE+3.1% +0.3%1d +5.5%7d EPD+2.6% -0.8%1d +1.7%7d LNG+1.9% -1.7%1d +0.5%7d APD+1.8% -2.6%1d -2.4%7d FLNGE+0.7% +0.3%1d +1.9%7d VG-0.4% -1.7%1d -3.6%7d TRGP-1.3% +0.8%1d +4.4%7d UNG-6.5% -0.9%1d -3.2%7d LIN-7.6% -1.7%1d -3.7%7d BOIL-16.6% -3.5%1d -9.8%7d

Next earnings APD reports in 79 days Nov 5

Last report Jul 30

Reported the quarter ending 2026-06-30: revenue $3.16B, diluted EPS $-6.47, net income $-1.42B (the desk's provider cache). Across the print the stock moved +0.2% (close before → first close after).

full note →

Against street estimates

How APD's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 30 · projection Aug 17

Result
Jul 30 3.343.47+3.8%Beat
Apr 30 3.063.20+4.5%Beat
Jan 30 3.043.16+3.9%Beat
Nov 6 '25 3.383.39+0.2%In line
Jul 31 '25 2.993.09+3.2%Beat
May 1 '25 2.832.69 GAAP ≠ -4.9%Miss
Feb 6 '25 2.842.86+0.7%In line
Nov 7 '24 3.473.56+2.5%Beat

News (last pull)

Headlines about APD from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 40 days ago · Jul 9

APD research tape

27 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Chemicals Scan — August 14, 2026 Close scan Chemicals Scan — August 7, 2026 Close scan Chemicals Scan — July 31, 2026 Close earnings APD earnings — 2026-07-30 scan Chemicals Scan — July 28, 2026 Close
Types
Aug 14 Scan Chemicals Scan — August 14, 2026 Close
DOWLYBSHWAPDLINECLPPGDD +1 more
Aug 8 Scan Chemicals Scan — August 7, 2026 Close
DOWLYBSHWAPDLINECLPPGDD
Jul 31 Scan Chemicals Scan — July 31, 2026 Close
DOWLYBSHWAPDLINECLPPGDD
Jul 30 Catalyst APD earnings
APD
Jul 28 Scan Chemicals Scan — July 28, 2026 Close
DOWLYBSHWAPDLINECLPPGDD
Jul 25 Scan Chemicals Scan — July 24, 2026 Close
DOWLYBSHWAPDLINECLPPGDD
Jul 17 Scan Chemicals Scan — July 17, 2026 Close
DOWLYBSHWAPDLINECLPPGDD
Jul 11 Scan Chemicals Scan — July 10, 2026 Close
DOWLYBSHWAPDLINECLPPGDD
Jul 7 Scan Chemicals Scan — July 6, 2026 Close
DOWLYBSHWAPDLINECLPPGDD
Jul 1 Investigation LNG supply chain beyond oil liquefaction shipping regas
GTLSBKRAPDEEFLRKBR#gulf-infrastructure-strike#us-energy-dominance
Jul 1 Investigation Helium supply chain for semiconductor fabs
LINAPDGTLSENTGMKSIASMLXOMTSM#gulf-infrastructure-strike
Jun 26 Scan Chemicals Scan
DOWLYBSHWAPDLINECLPPGDD
Jun 25 Scan Chemicals Scan
DOWLYBSHWAPDLINECLPPGDD
Jun 20 Scan Chemicals Scan
DOWLYBSHWAPDLINECLPPGDD
Jun 16 Scan Chemicals Scan
DOWLYBSHWAPDLINECLPPGDD
May 29 Scan Chemicals Scan
APDDDDOWECLLINLYBPPGSHW
May 29 Article Daily Actions — May 29, 2026 (R31-A EOW)
AIAMDAMZNAPDARMBRBRBTCBTC-USD +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 19 Source SpaceX $SPCX Supply Chain: Some are confirmed suppliers. Most are strongly infer
SPCXSTMLINAPDSNPS
May 8 Article Gulf Helium — Week in Review (May 4–8, 2026)
APDLINLNGFLNGETSMEWTEWYSTX#gulf-infrastructure-strike +2 more
Apr 29 Article 🔬 Thesis Pulse
ABBVAPDBRBREOPSFGDGILDHONJNJ +3 more
Apr 28 Scan Chemicals Scan
APDDDDOWECLLINLYBPPGSHW
Apr 26 Scan Chemicals Scan
APDDDDOWECLLINLYBPPGSHW
Apr 13 Scan Chemicals
APDDDDOWECLLINLYBPPGSHW
Apr 12 Source @KawzInvests: Strait of Hormuz Blockade + Directed Energy Weapons
LASREOPSFCFNTRAPDUSOGLDGDX
Apr 6 Archive Gulf Infrastructure Strike Scenario
APDEPDEWJEWSEWTEWYFCGFLNGE#gulf-infrastructure-strike +4 more
Apr 6 Scan Escalation Scan
APDBOILCQPDALEPDEWSEWTEWY +4 more