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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jeff Zekauskas | JPMorgan | 14 | 14% |
| Patrick Cunningham | Citigroup | 12 | 8% |
| Duffy Fischer | Goldman Sachs | 10 | 0% |
| Josh Spector | UBS | 10 | 10% |
| John McNulty | BMO Capital Markets | 10 | 30% |
| Dave Begleiter | Deutsche Bank | 10 | 10% |
| Kevin McCarthy | Vertical Research Partners | 10 | 0% |
| John Roberts | Mizuho Securities | 9 | 0% |
| Chris Parkinson | Wolfe Research | 9 | 22% |
| Vincent Andrews | Morgan Stanley | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 14 | 14% |
| Citigroup | 1 | 12 | 8% |
| Goldman Sachs | 2 | 12 | 0% |
| Deutsche Bank | 1 |
| 10 |
| 10% |
| BMO Capital Markets | 1 | 10 | 30% |
| Vertical Research Partners | 1 | 10 | 0% |
| UBS | 1 | 10 | 10% |
| Wolfe Research | 1 | 9 | 22% |
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.
Capex Investment | Capital Allocation | Margin | Demand | Pricing | Cost Pressure | Supply Chain | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 3 | 3 | 2 | 2 | 1 | 5 |
| 2025Q1 | 3 | 2 | 3 | 3 | 3 | 2 | 2 | |
| 2025Q2 | 10 | 5 | 5 | 1 | 3 | 4 | 1 | 1 |
| 2025Q3 | 5 | 2 | 2 | 3 | 2 | 1 | 2 | 1 |
| 2025Q4 | 11 | 3 | 5 | 4 | 3 | 3 | 2 | 3 |
| 2026Q1 | 10 | 4 | 6 | 6 | 4 | 3 | 2 | 2 |
| 2026Q2 | 5 | 7 | 4 | 5 | 4 | 2 | 5 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Capex Investment | 9 | 3 | 10 | 5 | 11 | 10 | 5 |
| Capital Allocation | 5 | 2 | 5 | 2 | 3 | 4 | 7 |
| Margin | 3 | 3 | 5 | 2 | 5 | 6 | 4 |
| Demand | 3 | 3 | 1 | 3 | 4 | 6 | 5 |
| Pricing | 2 | 3 | 3 | 2 | 3 | 4 | 4 |
| Cost Pressure | 2 | 2 | 4 | 1 | 3 | 3 | 2 |
| Supply Chain | 1 | 2 | 1 | 2 | 2 | 2 | 5 |
| Competitive Dynamics | 5 | 1 | 1 | 3 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
APD Air Products | 9 | +8.8% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LIN Linde plc | 9 | +8.3% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |