What's Next With APD Stock After A 25% Drop?

It's rare for a company recognized for its stability, consistent dividends, and understated operations to experience a nearly 25% decline within a single year, but that is precisely what occurred to Air Products & Chemicals (NYSE: APD). For a stock that seldom undergoes significant fluctuations, the drop from approximately $315–$330 a year ago to around $236 in late 2025 has taken many long-term investors by surprise.

Forbes • Dec 12, 2025

Air Products And Chemicals: De-Risking Moves Support A Re-Rating

Despite a flat EPS, underlying performance held up, and guidance for 2026 exceeded expectations, helped by cost discipline and a healthier earnings trajectory. Progress with Yara on both Louisiana and NEOM provides clearer offtake visibility, strengthens project economics, and helps address commercial risks that previously weighed on sentiment. With EPS growth poised to accelerate (+7–9% in FY26) and CAPEX trending lower, we remain buyers.

Seeking Alpha • Dec 12, 2025

Air Products & Yara Advance Talks on Low-Emission Ammonia Projects

APD and Yara move toward a partnership on large low-emission ammonia projects, including a major deal at the Louisiana Clean Energy Complex.

Zacks Investment Research • Dec 9, 2025

Air Products Stock Drops As Talks With Yara Continue

Air Products and Chemicals Inc. (NYSE: APD) and Yara International ASA (OTC: YARIY) are collaborating to connect low-emission ammonia supplies from projects in Louisiana and Saudi Arabia to Yara's global distribution network, with the aim of making key commercial decisions in 2026.

Benzinga • Dec 8, 2025

Air Products and Chemicals, Inc. (APD) Discusses Partnership with Yara International on Low-emission Ammonia Projects in US and Saudi Arabia Transcript

Air Products and Chemicals, Inc. (APD) Discusses Partnership with Yara International on Low-emission Ammonia Projects in US and Saudi Arabia Transcript

Seeking Alpha • Dec 8, 2025

Air Products and Yara in Advanced Negotiations to Partner on Low-emission Ammonia Projects

Plans connect Air Products' low-emission ammonia projects in the U.S. and Saudi Arabia with Yara's world-scale ammonia network. Final Investment Decisions by both companies for the U.S. project (Louisiana Clean Energy Complex) are targeted by mid-2026, subject to, among other things, air permit issuance and finalization of construction contracts; and  Final marketing and distribution agreement for renewable ammonia from the Saudi Arabian project (NEOM Green Hydrogen Project) is targeted for the first half of 2026.

PRNewsWire • Dec 8, 2025

Air Products to Host Investor Teleconference on December 8, 2025 at 9:00 a.m. USET

Company to Discuss Today's Joint Announcement with Yara International ASA Regarding Advanced Negotiations to Partner on Low-emission Ammonia Projects LEHIGH VALLEY, Pa. , Dec. 8, 2025 /PRNewswire/ -- Air Products (NYSE: APD) will host an investor teleconference today, Monday, December 8, 2025, at 9:00 a.m.

PRNewsWire • Dec 8, 2025

Biggest Stock Movers Today, Dec. 8: CFLT, UL, & More

Major stock market indexes were mixed on Thursday. Some AI stocks rose while others fell as earnings results kept coming out.

The Motley Fool • Dec 8, 2025

This Chemicals Stock Is the Worst Performer in the S&P 500 Today. Here's Why.

Air Products & Chemicals plans to partner with Yara International on ammonia production and distribution.

Barrons • Dec 8, 2025

3 Diversified Chemical Stocks to Watch Amid Demand Headwinds

Soft demand in key end markets and sluggishness in Europe and China have put a dent in the Zacks Chemicals Diversified industry. APD, ALB and AVNT are poised to navigate the industry challenges.

Zacks Investment Research • Dec 8, 2025