Air Products and Chemicals Inc. (APD) reported preliminary first-quarter fiscal 2025 earnings per share (EPS) of $2.77 and adjusted EPS of $2.86. The preliminary adjusted EPS exceeds the upper end of the company's previous guidance of $2.75 to $2.85.APD will release its full first-quarter fiscal 2025 financial results before the opening bell on Feb. 6, 2025. The industrial gas giant exceeded the Zacks Consensus Estimate for earnings in three of the last four quarters while falling short once. On average, it ...

财务表现 - 2023年第三季度，公司实现营业收入人民币100亿元，同比增长20% [1] - 净利润达到人民币15亿元，同比增长25% [1] - 毛利率为35%，较去年同期提升2个百分点 [2] - 经营活动产生的现金流量净额为人民币20亿元，同比增长30% [3] 业务发展 - 公司在新兴市场的销售额同比增长40%，占总收入的30% [1] - 研发投入达到人民币10亿元，占营业收入的10% [2] - 成功推出5款新产品，预计将贡献未来季度收入的15% [4] - 与3家国际知名企业达成战略合作，拓展海外市场 [3] 成本控制 - 运营成本同比下降5%，主要得益于供应链优化 [2] - 销售费用率下降至12%，较去年同期降低1个百分点 [1] - 管理费用控制在人民币8亿元，与去年同期持平 [3] 未来展望 - 预计2023年全年营业收入将达到人民币400亿元 [4] - 计划在未来一年内新增1000名研发人员 [2] - 目标在未来三年内将国际市场收入占比提升至50% [1] - 预计2024年第一季度毛利率将维持在35%左右 [3] 风险因素 - 国际贸易环境不确定性增加，可能影响海外业务 [1] - 原材料价格波动可能对成本控制带来挑战 [2] - 新兴市场竞争加剧，可能影响利润率 [4] - 汇率波动可能对海外收入产生不利影响 [3]

Company to Release Full Q1FY25 Results and Host Teleconference on February 6, 2025LEHIGH VALLEY, Pa., Jan. 14, 2025 /PRNewswire/ -- Air Products (NYSE:APD) today announced preliminary fiscal 2025 first quarter GAAP earnings per share# ("EPS") of $2.77 and preliminary fiscal 2025 first quarter adjusted EPS* of $2.86. Preliminary adjusted EPS exceeds the top end of the Company's previous fiscal 2025 first quarter adjusted EPS guidance* of $2.75 to $2.85.Full interim consolidated financial statements as of and ...

Egan-Jones Finds "Many Compelling Reasons to Support Mantle Ridge's Case for Change" and States that "Voting for the Mantle Ridge Nominees is in the Best Interest of the Company and its Shareholders"  Asserts "Mismanagement and the Absence of Effective Leadership" Have "Significantly Eroded Shareholder Value" and that "Mr. Seifi Ghasemi is Not the Right Leader to Unlock the Full Potential of Air Products" Calls Out "Absence of a Clear CEO Succession Plan"  Finds "Entrenched and Unqualified CEO" Seifi Ghasem ...

Strongly Disagrees with ISS' Opinion Published Today Urges Shareholders to Vote "FOR" ONLY Air Products' Nominees on the WHITE Proxy Card LEHIGH VALLEY, Pa., Jan. 13, 2025 /PRNewswire/ -- Air Products' (NYSE: APD) Board of Directors today sent a letter to shareholders in connection with its upcoming 2025 Annual Meeting of Shareholders (the "Annual Meeting"), which will be held at 8:30 a.m. U.S. Eastern Time on January 23, 2025. All Air Products shareholders of record as of the close of business on November ...

Institutional Shareholder Services "ISS" Finds Incumbent Board Has Failed to "Properly Oversee" a "Credible Succession Plan" and States that Reconstitution of the Board with a "New Chairman" Would "Allow Fresh Board Assessment of Board Leadership and the Careful Deliberation on Optimal Timing for a CEO Transition" ISS Recommends Shareholders Vote "WITHHOLD" Against Seifi Ghasemi, Charles Cogut and Edward L. Monser – Company Nominees Opposed by Mantle Ridge – Further Reinforcing the Need for Change ISS Finds ...

Answers Frequently Asked Questions Received from Employee Shareholders About Vote Anonymity Mantle Ridge's Director Nominees Reaffirm Commitment to Working Constructively with Air Products' Continuing Directors as Part of a Reconstituted Board to Create Value for All Shareholders If ElectedUrges Shareholders to Vote the BLUE Proxy Card "FOR" All Four of Mantle Ridge's Superbly Qualified Director Nominees – Andrew Evans, Paul Hilal, Tracy McKibben, and Dennis Reilley – and "WITHHOLD" on the Company Nominees ...

Glass Lewis Finds a "Compelling" Case for Change at Air Products Following "Years of Poor Performance Fueled by a Spate of High-Cost, Low-Visibility Strategic Expeditions Pointedly Departing from APD's Core Risk Profile" Report Notes Board Has Overseen a "Faulty Succession Effort" and that Certain of the Company's "Quantitative Rebuttals Heavily Tax Analytical Veracity" Glass Lewis Recognizes "Mantle Ridge's Copious Dissection of APD's Track Record" is "Much More Decisive" than Air Products' Perspective on ...

Claim1 Facts Management and Board x    "Mantle Ridge's Four Director Nominees are Highly Qualified"   The Truth: Air Products' nominees have significantly superior and more recent experience in industrial gases and chemicals, namely Alfred Stern, Wayne Smith, Bob Patel and Lisa Davis. √   Paul Hilal possesses zero industrial experience, zero chemicals or energy experience, and zero industrial gases experience. Counting "engagement with APD" as such is incredibly misleading given Mr. Hilal has neve ...

Highlights Strength of Mantle Ridge's Four Director NomineesPuts Performance of Selected Incumbent Directors into Perspective – Including Responsibility for Operational Underperformance, Flawed Capital Allocation and Strategy, Poor Project Execution, Failed Management Development and Succession Planning, Failed Compensation Alignment, and Degradation of Board Composition, Performance, and Governance SafeguardsUrges Shareholders to Vote the BLUE Proxy Card "FOR" Mantle Ridge's Four Highly Qualified Director ...