NYSE$APD

Air Products & Chemicals Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Air Products reported strong Q1 2020 results with increased GAAP EPS and net income, driven by higher pricing and volumes across all regions.

Air Products reported a strong first quarter in fiscal year 2020, with GAAP EPS up 36 percent and net income up 37 percent compared to the prior year, driven by higher pricing and volumes in all three regions. The company announced an 18-cent dividend increase and a significant U.S. investment. They are maintaining their full-year adjusted EPS guidance.

  • GAAP EPS increased by 36 percent to $2.14.
  • GAAP net income rose by 37 percent to $489 million.
  • Adjusted EPS increased by 15 percent to $2.14.
  • Announced an 18-cent dividend increase, marking 38 years of consecutive increases.

Headline financials

Total Revenue

$2.25B

Previous: $2.22B+1.4%
EPS (adj)

$2.14

Previous: $1.86+15.1%
Capital Expenditures

-$448M

Previous: -$403M-11.0%
Free Cash Flow

$27.9M

Previous: -$55.9M+149.9%
Net Income

$476M

Previous: $348M+36.9%
Operating Income

$561M

Previous: $455M+23.3%
Gross Profit

$768M

Previous: $680M+13.0%
Cash & Equivalents

$2.41B

Previous: $2.92B-17.7%
Total Assets

$19.7B

Previous: $19.1B+2.7%
Stock-Based Comp

$13.9M

Previous: $9.3M+49.5%

Revenue & EPS history

Air Products · Revenue · Quarterly

$2.25B

Q1 2020+1.4%vs Q1 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Air Products · $2.16B total across 4 segments · Q1 2020

  • Americas
    $936M
  • Asia
    $693M
  • Europe
    $499M
  • Corporate and other
    $34.4M

Forward guidance

Air Products is maintaining full-year fiscal 2020 adjusted EPS guidance of $9.35 to $9.60 per share, up 14 to 17 percent over prior year. For the fiscal 2020 second quarter, Air Products' adjusted EPS guidance is $2.10 to $2.20 per share, up nine to 15 percent over fiscal 2019 second quarter adjusted EPS. Air Products continues to expect capital expenditures of approximately $4 billion to $4.5 billion for full-year fiscal 2020.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

-0.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.9%

Avg return

30 days after

45%

33 / 73 earnings

Positive

+12.6%

Q4 2022

Best reaction

-15.5%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.1%+0.5%-8.0%
Q1 2026+6.6%+11.9%+7.7%
Q4 2025+8.9%+10.4%+9.7%
Q3 2025-0.8%+0.8%+1.4%
Q2 2025+0.4%-1.3%+2.9%
Q1 2025-1.5%-7.1%-5.0%
Q4 2024+2.0%+1.4%+4.4%
Q3 2024+6.8%+5.6%+5.7%
Q2 2024-0.3%+3.3%+9.4%
Q1 2024-15.5%-14.8%-5.8%
Q4 2023-10.8%-8.9%-10.1%
Q3 2023-5.0%-5.3%-0.4%
Q2 2023-4.9%-5.9%-4.1%
Q1 2023-10.4%-10.4%-7.3%
Q4 2022+12.6%+15.4%+29.9%
Q3 2022+6.9%+5.3%+0.3%
Q2 2022-4.7%-6.8%+1.9%
Q1 2022-9.4%-7.7%-18.7%
Q4 2021+2.4%+3.9%-4.5%
Q3 2021-4.5%-3.8%-7.9%
Q2 2021+3.5%+3.6%+2.3%
Q1 2021-8.5%-8.0%-4.6%
Q4 2020-14.4%-14.0%-13.7%
Q3 2020-1.4%-2.1%-3.1%
Q2 2020+1.1%+4.3%+9.3%
Q1 2020-1.6%-0.0%+7.5%
Q4 2019+6.9%+8.3%+6.0%
Q3 2019+2.5%+3.1%-1.9%
Q2 2019+1.5%+3.5%+4.0%
Q1 2019+2.2%+4.8%+15.1%
Q4 2018+2.3%+1.6%+2.5%
Q3 2018+2.5%+4.4%+5.5%
Q2 2018-0.3%-1.9%-0.3%
Q1 2018-4.2%-3.2%-5.6%
Q4 2017+4.1%+3.1%+4.5%
Q3 2017+4.2%+3.6%+2.3%
Q2 2017-0.8%+1.4%+1.6%
Q1 2017-5.3%-6.8%-5.3%
Q4 2016+0.6%-0.5%+6.4%
Q3 2016+0.3%-0.5%+3.5%
Q2 2016-1.6%
Q1 2016+10.3%
Q4 2015-2.2%
Q3 2015+6.2%
Q2 2015-3.5%
Q1 2015+4.9%
Q4 2014+4.5%
Q3 2014+3.7%
Q2 2014-0.6%
Q1 2014-0.2%
Q4 2013-2.1%
Q3 2013+2.7%
Q2 2013-0.6%
Q1 2013-1.3%
Q4 2012-7.5%
Q3 2012-0.8%
Q2 2012-3.7%
Q1 2012-2.4%
Q4 2011-3.0%
Q3 2011-2.1%
Q2 2011+0.8%
Q1 2011-0.5%
Q4 2010+1.2%
Q3 2010+0.4%
Q2 2010-2.3%
Q1 2009-1.7%
Q1 2010+1.1%
Q2 2009-0.6%
Q4 2007-0.6%
Q4 2009-0.6%
Q3 2008+2.3%
Q4 2008+2.3%
Q3 2009+2.3%

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