Air Products and Chemicals, Inc.
APDleaderAir 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.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($12.6B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Oxygen, nitrogen, argon, hydrogen, and helium for industrial use
Electronics-grade and specialty gases for semiconductor and other industries
Gas generation equipment, LNG technology, and air separation units
Blue and green hydrogen projects for energy transition
Supply Chain Relationships
Macro & Market Context
구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
Upcoming Catalysts
Institutional Signals
| Institution | Action | Value | Quarter | Filing Date |
|---|---|---|---|---|
| BlackRock | accumulating | $101M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $25M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $41M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $462M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $144M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $105M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $128M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $65M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $63M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $339M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $46M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $67K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $82M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $102M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $307M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $5.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $120M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $26M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $114K | 2025.12 | 2026-01-29↓ |
| State Street | accumulating | $2.4B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $9M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $3M | 2025.12 | 2026-02-17↑ |
| Viking Global Investors | accumulating | $1.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $188M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $67M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $7M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | reducing | $56M | 2025.12 | 2026-02-17↓ |
Latest News
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of Air Products and Chemicals, Inc..
Company Info
Sector Overview — 소재
Sector News구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
Key Themes
- •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
Upcoming Catalysts
- ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
- ◆중국 희토류 수출 쿼터 2026H1 발표