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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Air Products (APD) is 9/10.
Air Products delivered Q2 EPS of $3.20 growing 19% as sales rose 9% driven by volume-led growth across the core industrial gas portfolio, the strongest top-line performance in several quarters. A helium supply disruption from the Middle East conflict created a mixed impact on pricing and availability. The electronics super cycle drove investment expansion as semiconductor fabrication demand for industrial gases accelerated.
Scored from Air Products’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.19B | -0.1% | $8.75 | +181.4% | 34.0% | 76.1% | 61.2% | $-1.12B |
| FY2025 Q1 | $2.93B | -2.2% | $2.77 | +1.5% | 31.2% | 22.0% | 21.1% | $-1.31B |
| FY2025 Q2 | $2.92B | -0.5% | $-7.77 | -402.3% | 29.6% | -79.8% | -59.3% | $-1.56B |
| FY2025 Q3 | $3.02B | +1.3% | $3.20 | +2.2% | 32.5% | 26.2% | 23.6% | $-640M |
| FY2025 Q4 | $3.17B | -0.6% | $0.02 | -99.7% | 32.3% | 0.5% | 0.2% | $-257M |
| FY2026 Q1 | $3.10B | +5.8% | $3.04 | +9.7% | 32.1% | 23.7% | 21.9% | $-351M |
| FY2026 Q2 | $3.17B | +8.8% | $3.19 | +141.1% | 31.1% | 23.7% | 22.4% | $2.35B |
| FY2026 Q3 | $3.16B | +4.6% | $-6.46 | -301.9% | 32.8% | -66.3% | -45.6% | $310M |
All prior quarters are free.
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