Air Products and Chemicals is expected to report fiscal fourth-quarter revenue of $3.33 billion and adjusted EPS of $3.61, with its current share price of $316.50 trading below the average analyst price target of $338.00.
Investors are primarily focused on the company’s capital discipline and the execution progress of the NEOM Green Hydrogen project under new CEO Eduardo Menezes.
This earnings report concludes a significant transition year following the activist-led removal of long-time CEO Seifi Ghasemi by Mantle Ridge earlier in the cycle. Management is expected to highlight continued margin expansion and a strategic pivot toward core industrial gas cash flows over high-risk mega-projects.