
What smart money is saying about Air Products and Chemicals, Inc.
1 fund in our archive has pitched Air Products and Chemicals, Inc., most recently Aristotle Value Equity in March 2025.
Air Products and Chemicals, Inc. provides atmospheric gases, process and specialty gases, equipment, and services worldwide. The company produces atmospheric gases, including oxygen, nitrogen, and argon; process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, syngas; specialty gases; and equipment for the production or processing of gases comprising air separation units and non-cryogenic generators for customers in various industries, including refining, chemical, gasification, metals, manufacturing, food and beverage, electronics, magnetic resonance imaging, energy production and refining, and metals. It also designs and manufactures equipment for air separation, hydrocarbon recovery and purification, natural gas liquefaction, and liquid helium and liquid hydrogen transport and storage. Air Products and Chemicals, Inc. has a strategic collaboration with Baker Hughes Company to develop hydrogen compression systems. The company was founded in 1940 and is headquartered in Allentown, Pennsylvania.
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Position history
Between Q1 2025 and Q3 2025, 1 fund letter reported a position in Air Products and Chemicals, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2025
“In materials, Air Products and Chemicals was lower on demand softness in China and Europe and some continued overhang on the timing of its large hydrogen projects in Saudi Arabia and Louisiana.”
Air Products and Chemicals, Inc.
Fund coverage · 1 thesis
- Aristotle Value EquityMarch 2025
Air Products and Chemicals, Inc. is a leading global supplier of industrial gases with a focus on profitable onsite delivery and clean hydrogen, bolstered by a strategic refocus under new leadership and promising megaprojects.
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