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Air Products and Chemicals, Inc.

APDleader

Air Products is a leading industrial gases company providing atmospheric and process gases, equipment, and clean hydrogen solutions to customers in 50+ countries across energy, electronics, and industrial markets.

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Продукты и выручка

Доля выручки продукта

Структура выручки ($12.6B)

Статические данные (загрузка финансов…)

Americas (38%)
EMEA (20%)
Asia (30%)
Corporate & Other (12%)

Структура сегментов и ключевые клиенты

Подробности продукта

Industrial Gases50%

Oxygen, nitrogen, argon, hydrogen, and helium for industrial use

Process & Specialty Gases20%

Electronics-grade and specialty gases for semiconductor and other industries

Equipment & Services15%

Gas generation equipment, LNG technology, and air separation units

Clean Hydrogen15%

Blue and green hydrogen projects for energy transition

Связи цепочки поставок

Конкуренты

Linde plc

Industrial gases

Влияние: High — primary competitor

Ключевые клиенты

Freeport-McMoRan Inc.

Industrial gases for mining operations

Влияние: Medium — mining sector customer

Nucor Corporation

Oxygen and nitrogen for steelmaking

Влияние: Medium — steel industry customer

Макро- и рыночный контекст

소재Новости сектора

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Предстоящие катализаторы

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

Институциональные сигналы

ИнститутДействиеСтоимостьКварталДата подачи
BlackRockaccumulating$101M2024.062024-08-13↑
BlackRockreducing$25M2024.062024-08-13↓
BlackRockreducing$41M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockaccumulating$462M2024.062024-08-13↑
BlackRockaccumulating$144M2024.062024-08-13↑
BlackRockaccumulating$1.5B2024.062024-08-13↑
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockaccumulating$105M2024.062024-08-13↑
BlackRockaccumulating$128M2024.062024-08-13↑
BlackRockreducing$65M2024.062024-08-13↓
BlackRockreducing$63M2024.062024-08-13↓
BlackRockaccumulating$339M2024.062024-08-13↑
BlackRockreducing$13M2024.062024-08-13↓
BlackRockreducing$46M2024.062024-08-13↓
BlackRockreducing$14M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$67K2024.062024-08-13↓
BlackRockaccumulating$82M2024.062024-08-13↑
Vanguard Groupaccumulating$102M2025.122026-01-29↑
Vanguard Groupaccumulating$307M2025.122026-01-29↑
Vanguard Groupaccumulating$5.0B2025.122026-01-29↑
Vanguard Groupaccumulating$120M2025.122026-01-29↑
Vanguard Groupaccumulating$26M2025.122026-01-29↑
Vanguard Groupreducing$114K2025.122026-01-29↓
State Streetaccumulating$2.4B2025.122026-02-13↑
Wellington Managementaccumulating$9M2025.122026-02-17↑
Wellington Managementaccumulating$3M2025.122026-02-17↑
Viking Global Investorsaccumulating$1.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$188M2025.122026-02-17↑
FMR (Fidelity)accumulating$67M2025.122026-02-17↑
FMR (Fidelity)reducing$7M2025.122026-02-17↓
FMR (Fidelity)reducing$56M2025.122026-02-17↓

Последние новости

Загрузка новостей...

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Информация о компании

Штаб-квартира

Allentown, Pennsylvania, USA

Основана

1940

Сотрудники

23,000+

Веб-сайт

airproducts.com

Обзор сектора — 소재

Новости сектора

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Ключевые темы

  • •구리 — EV 배선·AI 데이터센터·전력망 수요 3중 수혜 (FCX·SCCO)
  • •희토류 — 중국 수출 통제 리스크 vs 미국 국내 채굴 보조금
  • •리튬 가격 반등 신호 — 과잉공급 해소 후 2026H2 회복 전망

Предстоящие катализаторы

  • ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
  • ◆중국 희토류 수출 쿼터 2026H1 발표