文章核心观点 - 空气化工产品公司宣布两个项目提升基础工业气体业务的可持续性、生产力和运营灵活性，继续致力于商用工业气体市场，预计新空分装置2026年投入运营，公司还给出了财务预期 [1][3] 项目情况 - 公司将在佐治亚州科尼尔斯和北卡罗来纳州里兹维尔现有工厂建造两个新空分装置，替换旧装置并提高产能，预计2026年投入运营 [1] - 科尼尔斯和里兹维尔有有吸引力的客户市场，公司已服务近50年，当地空分装置资产可靠性高 [1] 产品与市场 - 公司是全球氧气、氮气和氩气制造和供应的领导者，科尼尔斯和里兹维尔工厂生产的工业气体产品包括液氧、液氮和液氩，供应区域新兴和成熟商用市场 [2] - 各工厂服务化工、食品、金属加工等多种市场的客户 [2] 业务意义 - 公司投资两个新空分装置表明其对强大基础工业气体业务的承诺，新装置可相互备份，提高区域客户产品可靠性 [2] 股价表现 - 过去一年公司股价下跌9.4%，行业下跌7.8% [3] 财务预期 - 公司在2024财年第二季度电话会议上表示，预计2024财年调整后每股收益为12.20 - 12.50美元，较上一年调整后每股收益增长6 - 9% [3] - 公司预计2024财年第三季度调整后每股收益在3 - 3.05美元之间 [3] 评级与推荐 - 公司目前Zacks评级为4（卖出） [4] - 基础材料领域排名较好的股票包括卡朋特科技公司（Zacks评级1，强力买入）、埃尔多拉多黄金公司（Zacks评级1）和科诺斯世界公司（Zacks评级1） [4][5] - 卡朋特科技过去四个季度均超Zacks共识预期，平均盈利惊喜为15.1%，过去一年股价飙升104.5% [4] - 埃尔多拉多黄金当前年度每股收益共识预期为1.10美元，同比增长93%，过去四个季度平均盈利惊喜为430.7%，过去一年股价上涨约47.9% [5] - 科诺斯世界当前年度预计盈利增长率为297.7%，过去一年股价上涨约13.4% [5]

New ASUs to Improve Productivity, Offer Sustainability Efficiencies and Operational Flexibility for Established and Growing Merchant Market LEHIGH VALLEY, Pa., July 17, 2024 /PRNewswire/ -- Air Products (NYSE: APD), a world-leading industrial gases company, today announced two projects to enhance the sustainability, productivity, and operational flexibility of its base industrial gas business, as well as continuing commitment to the merchant industrial gas market. Air Products will construct two new air sep ...

文章核心观点 - 空气化工产品公司宣布Eric Guter将于2024年9月30日接任投资者关系副总裁一职，接替Sidd Manjeshwar [1] 管理层变动 - Eric Guter将于2024年9月30日接任投资者关系副总裁一职，Sidd Manjeshwar将离职寻求其他机会 [1] - 两人未来几个月将密切合作，确保投资者关系职责顺利过渡，Guter将向首席财务官Melissa Schaeffer汇报 [1] - 公司董事长、总裁兼首席执行官Seifi Ghasemi感谢Sidd的贡献，认为Eric经验丰富，能为投资界提供支持 [2] Eric Guter履历 - 1995年加入公司，职业生涯始于运营部门，负责调试多个氢气工厂，后负责炼油氢气生产业务 [2] - 之后转到商业领域，担任过多个职务，2015年成为西部地区总经理，2019年任美洲增长平台执行董事，2022年任移动氢气副总裁 [2] - 拥有佩珀代因大学商业管理学位和工商管理硕士学位 [2] 公司概况 - 是一家拥有80多年历史的全球领先工业气体公司，专注于能源、环境和新兴市场 [3] - 有两个由可持续性驱动的增长支柱，基础业务为多个行业提供工业气体等，还开发运营大型清洁氢气项目 [3] - 是液化天然气工艺技术和设备的全球领导者，在全球提供涡轮机械、膜系统和低温容器 [3] - 2023财年销售额达126亿美元，业务覆盖约50个国家，当前市值超500亿美元 [4] - 约有23000名员工，致力于创造创新解决方案，造福环境和社会 [4]

LEHIGH VALLEY, Pa., July 15, 2024 /PRNewswire/ -- Air Products (NYSE: APD), a leading global industrial gases company and world-leader in hydrogen supply, has been awarded an  'A' rating on MSCI's environmental, social and governance (ESG) Ratings.The 'A' rating by MSCI was based on Air Products' improvements in its carbon management strategy, including carbon capture efforts, its announced goal to reach net-zero carbon emissions from operations by 2050, and other sustainability initiatives. In its review, ...

文章核心观点 - 投资者梦想从金融投资组合中获得高回报，收益型投资者主要关注从流动资产投资中产生稳定现金流，股息是现金流来源之一，许多学术研究表明股息在长期回报中占重要部分，空气化工产品公司是有吸引力的投资机会 [1][4] 公司情况 基本信息 - 空气化工产品公司位于阿伦敦，属于基础材料行业，是工业、医疗等用途气体销售商 [2] 股价与股息情况 - 今年以来公司股价变化为 -6.63%，目前每股股息为 1.77 美元，股息收益率为 2.77%，高于化工多元化行业的 1.94% 和标准普尔 500 指数的 1.6% [2] 股息增长情况 - 公司目前年化股息为 7.08 美元，较去年增长 3.1%，过去 5 年股息同比增长 5 次，年均增长率为 9.20% [3] 盈利与派息情况 - 公司当前派息率为 60%，即过去 12 个月每股收益的 60% 用于支付股息，2024 财年盈利增长前景良好，Zacks 共识预期为每股 12.30 美元，预计较上年同期增长 6.86% [3] 投资建议 - 投资者因多种原因喜欢股息，但并非所有公司都提供季度派息，科技初创公司或高增长企业很少派息，利率上升时高收益股票表现不佳，空气化工产品公司不仅是强劲的股息投资标的，目前 Zacks 评级为 3（持有） [4]

Air Products and Chemicals, Inc. (APD) announced that Honeywell International Inc. (HON) will acquire APD's liquefied natural gas (LNG) process technology and equipment business for $1.81 billion in an all-cash transaction. This represents approximately 13 times the estimated 2024 EBITDA.This acquisition will enable Honeywell to provide a comprehensive, top-tier solution for managing energy transformation. The new offering will include natural gas pre-treatment and advanced liquefaction, integrated with Hon ...

Key TakeawaysHoneywell said it would acquire the liquified natural gas process technology and equipment business from Air Products & Chemicals for $1.81 billion.Central to the deal are Air Products' coil-wound heat exchangers, which provide high throughput of natural gas.The acquisition is Honeywell's fourth announced deal this year. Honeywell (HON) is continuing to shop for deals, announcing plans Wednesday to buy the liquified natural gas (LNG) process technology and equipment business from Air Products & ...

In December 2023, the global hydrogen pipeline expanded by 35%, reaching 1,400 projects amid economic challenges. These projects could total as much as $570 billion in investment by 2030, indicating strong industry growth. The shift from grey hydrogen toward clean hydrogen is expected to drive demand by 2050, creating substantial long-term investment opportunities in hydrogen stocks.In 2024, U.S. Senators Cassidy, Crapo, Risch and Ricketts criticized the Biden administration’s strict 45V tax rule, which hin ...

LEHIGH VALLEY, Pa., July 1, 2024 /PRNewswire/ -- Air Products (NYSE:APD) will release its fiscal 2024 third quarter financial results prior to market open on Thursday, August 1, 2024 and will review these results in a teleconference at 8:30 a.m. ET. The teleconference will be open to the public and the media in listen-only mode by telephone and Internet broadcast.Live teleconference: 773-305-6867Passcode: 2796775Internet broadcast/slides: Available on the Event Details page on Air Products' Investor Relatio ...

Air Products and Chemicals Inc. (APD) recently had a ground-breaking ceremony at the site of a $70 million expansion of its Missouri Manufacturing and Logistics Centre in Maryland Heights, near St. Louis, MO.The investment, which is Air Products Membrane Solutions' largest ever, is supported by rising product demand for biogas and hydrogen recovery applications, as well as customer need for nitrogen in the aerospace industry and greener fuels in the maritime sector.The new manufacturing facility is expected ...