Air Products And Chemicals: New Management Team Is Derisking The Company's Project Pipeline, Buy Confirmed
Portfolio Pulse from
Air Products and Chemicals is undergoing a management change, focusing on core gas projects, and exiting several others to reduce spending and improve backlog perceptions. Despite a soft Q2 outlook, guidance remains unchanged, and the stock is valued at a discount compared to peers. The buy recommendation is confirmed.
March 11, 2025 | 1:15 pm
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Air Products and Chemicals is focusing on core gas projects and exiting others to reduce spending and improve backlog perceptions. The new management team is expected to derisk the company's project pipeline, potentially boosting the stock's multiple.
The new management's strategy to focus on core gas projects and exit others is likely to reduce spending and improve perceptions of the company's backlog. This strategic shift, along with the stock's current undervaluation compared to peers, supports a positive short-term impact on APD's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100