NYSE$APD

Air Products & Chemicals Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Air Products reported mixed results with increased adjusted EPS and EBITDA but decreased sales due to lower energy cost pass-through.

Air Products reported Q3 fiscal year 2023 results, with GAAP EPS up two percent and adjusted EPS up 16 percent. Increased pricing and volumes drove improved results across all regional segments. The company raised its full-year adjusted EPS guidance.

  • GAAP EPS of $2.67, up two percent year-over-year.
  • Adjusted EPS of $2.98, up 16 percent year-over-year.
  • Adjusted EBITDA of $1.2 billion, up 12 percent year-over-year.
  • Increased fiscal 2023 full-year adjusted EPS guidance to $11.40 to $11.50.

Headline financials

Total Revenue

$3.03B

Previous: $3.19B-4.9%
EPS (adj)

$2.98

Previous: $2.62+13.7%
Capital Expenditures

-$3.16B

Previous: -$2.14B-47.9%
Free Cash Flow

-$2.57B

Previous: -$1.56B-64.9%
Net Income

$596M

Previous: $582M+2.3%
Operating Income

$644M

Previous: $627M+2.7%
Gross Profit

$963M

Previous: $847M+13.7%
Cash & Equivalents

$1.64B

Previous: $2.96B-44.6%
Total Assets

$30.9B

Previous: $27.5B+12.5%
Stock-Based Comp

$14.6M

Previous: $10.5M+39.0%

Revenue & EPS history

Air Products · Revenue · Quarterly

$3.03B

Q3 2023-4.9%vs Q3 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Air Products · $2.08B total across 2 segments · Q3 2023

  • Americas
    $1.26B
  • Asia
    $823M

Forward guidance

Air Products expects increased full-year fiscal 2023 adjusted EPS guidance of $11.40 to $11.50, up 11 to 12 percent over prior year adjusted EPS. For the fiscal 2023 fourth quarter, Air Products' adjusted EPS guidance is $3.04 to $3.14, up seven to 10 percent over fiscal 2022 fourth quarter adjusted EPS.

Tailwinds

  • Increased full-year fiscal 2023 adjusted EPS guidance to $11.40 - $11.50.
  • Fourth quarter adjusted EPS guidance of $3.04 - $3.14.
  • Up 11-12% over prior year adjusted EPS for the full year.
  • Up 7-10% over fiscal 2022 fourth quarter adjusted EPS.
  • Capital expenditures of $5.0 billion to $5.5 billion expected for full-year fiscal 2023.

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 Q3 2023

Historical avgQ3 2023

-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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro