Seaport Global analyst Michael Harrison CFA maintains $Air Products & Chemicals (APD.US)$ with a hold rating.
According to TipRanks data, the analyst has a success rate of 64.2% and a total average return of 7.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Air Products & Chemicals (APD.US)$'s main analysts recently are as follows:
The expectation is for Air Products to experience a gradual increase in earnings throughout the year, influenced by regular seasonal trends, modest progress in projects, and a stabilizing macroeconomic environment. Additionally, the company's remarks on Louisiana projects are viewed as concrete actions towards mitigating project-related risks.
Concerns regarding Air Products' earnings were addressed during their conference call, where the company clarified that it anticipates being free cash flow positive by 2027. This addresses a concern about persistent negative cash flow generation within the industrial gas sector.
Following the fiscal Q4 report, baseline fiscal 2025 earnings estimates are being adjusted downward. Despite this, the company's management has essentially reiterated its strategy. It is inferred from stock outperformance that the market may be anticipating more favorable outcomes from activist involvement.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Seaport Global分析师Michael Harrison CFA维持$Air Products & Chemicals (APD.US)$持有评级。
根据TipRanks数据显示,该分析师近一年总胜率为64.2%,总平均回报率为7.3%。
此外,综合报道,$Air Products & Chemicals (APD.US)$近期主要分析师观点如下:
受定期的季节性趋势、项目略有进展和稳定的宏观经济环境的影响,预计空气产品公司全年收益将逐步增长。此外,该公司对路易斯安那州项目的言论被视为缓解项目相关风险的具体行动。
对空气产品公司收益的担忧在电话会议上得到了解决,该公司澄清说,预计到2027年自由现金流将为正数。这解决了人们对工业气体行业持续产生负现金流的担忧。
继第四财季报告发布后,正在向下调整2025财年的基准收益预期。尽管如此,该公司的管理层基本上还是重申了其战略。从股票跑赢大盘中可以推断,市场可能会预期激进分子的参与会带来更有利的结果。
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