Stocklore

Air Products and Chemicals (APD)

Chemicals · US stock

What changed in recent filings

  • Revenue +5% YoYQuarter ended Jun 30, 2026
  • Institutions — 1 added · 3 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Air Products and Chemicals recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 30, 2026
    Revenue +4.6% YoY · EPS $-6.47
    Released before the open: Jul 29 close → Jul 30 close, the stock moved +2.0% · over the same window, market +1.7% · sector +0.2%
  • 26Q1Released Apr 30, 2026
    Revenue +8.8% YoY · EPS $3.19
    Released before the open: Apr 29 close → Apr 30 close, the stock moved -0.8% · over the same window, market +1.0% · sector +2.1%
  • 25Q4Released Jan 30, 2026
    Revenue +5.8% YoY · EPS $3.04
    Released before the open: Jan 29 close → Jan 30 close, the stock moved +6.4% · over the same window, market -0.3% · sector -0.1%
  • 25Q3Released Nov 6, 2025
    Revenue -0.6% YoY · EPS $0.02
    Released before the open: Nov 5 close → Nov 6 close, the stock moved +8.9% · over the same window, market -1.1% · sector -1.2%

The next earnings release is estimated around Nov 5, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Air Products and Chemicals

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 52019 Q2 · 52019 Q3 · 52019 Q4 · 72020 Q1 · 62020 Q2 · 72020 Q3 · 82020 Q4 · 92021 Q1 · 62021 Q2 · 82021 Q3 · 82021 Q4 · 62022 Q1 · 82022 Q2 · 82022 Q3 · 72022 Q4 · 62023 Q1 · 82023 Q2 · 82023 Q3 · 72023 Q4 · 82024 Q1 · 82024 Q2 · 62024 Q3 · 72024 Q4 · 72025 Q1 · 72025 Q2 · 52025 Q3 · 62025 Q4 · 62026 Q1 · 62026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 5 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Air Products and Chemicals

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.06% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox1.44% of portfolio · held as of 2019 Q1 or earlier
  • Capital World Investorsunder 0.01% of portfolio · since 2024 Q2
  • Viking Global Investors3.96% of portfolio · since 2025 Q2
  • Point72 Asset Management0.01% of portfolio · since 2025 Q3

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Air Products and Chemicals, Inc. is a U.S.-based industrial gases and chemicals company that supplies essential materials and services to a wide range of industries. Air Products and Chemicals focuses on atmospheric gases, process gases, specialty gases, and related equipment used in manufacturing, refining, electronics, metals, food, medical, energy, and chemical processing applications. The company also supports customers with on-site gas production, distribution systems, and technology solutions designed to improve production efficiency and reliability. Its products play a critical role in industrial operations that require controlled gas supply, purification, and handling capabilities across global markets. Headquartered in Allentown, Pennsylvania, Air Products and Chemicals serves customers in the Americas, Europe, Asia, the Middle East, and other international regions, making it a key participant in the global industrial gas market.

What is the Chemicals sector?

Specialty chemicals, gases, and paints. Raw materials for other industries.

Air Products and Chemicals is classified under the Chemicals sector. See peers below.

Air Products and Chemicals key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Air Products and Chemicals vs Chemicals sector benchmark

Median of 10 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
4.5%vs benchmark 5.2%↓ below
Operating margin
-66.3%vs benchmark 17.0%↓ below
Net margin
-0.4%vs benchmark 4.4%↓ below
ROE
-2.6%vs benchmark 8.0%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

APD revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $3.2B, +4.6% YoY.

The largest segment is On-site, 52.9% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the On-site segment (about 92% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Air Products and Chemicals

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLBState Street(R) Materials Select Sector SPDR(R) ETF
4.62%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.26%
VTVVANGUARD VALUE INDEX FUND
0.24%
RSPInvesco S&P 500 Equal Weight ETF
0.21%
SPY
0.10%
VOOVANGUARD 500 INDEX FUND
0.10%
IVViShares Core S&P 500 ETF
0.10%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.09%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.09%

APD on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Chemicals average
See full APD analysis →

Peers · Chemicals

APD FAQ

What is Air Products and Chemicals (APD)?

Air Products and Chemicals, Inc. is a U.S.-based industrial gases and chemicals company that supplies essential materials and services to a wide range of industries. Air Products and Chemicals focuses on atmospheric gases, process gases, specialty gases, and related equipment used in manufacturing, refining, electronics, metals, food, medical, energy, and chemical processing applications. The company also supports customers with on-site gas production, distribution systems, and technology solutions designed to improve production efficiency and reliability. Its products play a critical role in industrial operations that require controlled gas supply, purification, and handling capabilities across global markets. Headquartered in Allentown, Pennsylvania, Air Products and Chemicals serves customers in the Americas, Europe, Asia, the Middle East, and other international regions, making it a key participant in the global industrial gas market.

What sector is Air Products and Chemicals in?

Air Products and Chemicals is classified under Chemicals. Specialty chemicals, gases, and paints. Raw materials for other industries.

What are Air Products and Chemicals's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 4.5%, Operating margin -66.3%, Net margin -0.4%, ROE -2.6%. Definitions and interpretation are available on Stocklore.

What are Air Products and Chemicals's main revenue segments?

The largest segment is On-site, about 52.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Air Products and Chemicals (APD) stock?

On Stocklore you can see APD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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