Air Products Exceeds Q1 Guidance with Strong Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy APD?
Source: PRnewswire
Air Products and Chemicals Inc (APD) reached a 20-day high, rising 3.00% in regular trading despite the Nasdaq-100 and S&P 500 being down.
The company reported a significant revenue growth of 6% year-over-year for Q1 FY26, with adjusted operating income reaching $757 million, exceeding analyst expectations. Analysts from JP Morgan and Wells Fargo raised their price targets, reflecting optimistic market expectations for the company's future performance. This strong earnings report and positive analyst outlook contributed to the stock's rise.
The robust performance highlights Air Products' effective pricing strategies and market demand management, reinforcing investor confidence. The company also maintained its full-year adjusted EPS guidance, indicating a stable outlook for future growth.
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Analyst Views on APD
Wall Street analysts forecast APD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for APD is 283.00 USD with a low forecast of 245.00 USD and a high forecast of 345.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
6 Buy
9 Hold
0 Sell
Moderate Buy
Current: 283.500
Low
245.00
Averages
283.00
High
345.00
Current: 283.500
Low
245.00
Averages
283.00
High
345.00
About APD
Air Products and Chemicals, Inc. is an industrial gases company. The Company is focused on serving energy, environmental, and emerging markets. Its base business provides essential industrial gases, related equipment and applications expertise to customers in dozens of industries, including refining, chemicals, metals, electronics, manufacturing, and food. The Company also develops, engineers, builds, owns and operates clean hydrogen projects supporting the transition to low- and zero-carbon energy in the heavy-duty transportation and industrial sectors. In addition, the Company provides turbomachinery, membrane systems and cryogenic containers globally. The Company has operations in approximately 50 countries. Its industries include aerospace, analytical labs & research/science, automotive, beverages, bioenergy, biotechnology, cement and lime, chemicals, electronics, food, glass and frit, hydrogen energy, medical, metals and materials processing, metals production, medical and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sustained Shareholder Returns: The company announced a dividend increase, marking the 44th consecutive year of raising dividends, reflecting its commitment to shareholder returns while returning nearly $400 million in cash to shareholders in the quarter.
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See More
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