The London Company Large Cap Q1 2026 Portfolio Review

The London Company Large Cap portfolio returned 2.6% (2.4% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index. Entegris was a top contributor, benefiting from improving fab utilization and accelerating AI-driven semiconductor demand. Visa underperformed on weaker consumer confidence, lower spending expectations, and additional pressure that AI could pressure moats in payment businesses.

Seeking Alpha • May 12, 2026

Air Products and Chemicals (APD) Could Be a Great Choice

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Air Products and Chemicals (APD) have what it takes?

Zacks Investment Research • May 6, 2026

Air Products to Showcase Technology Solutions for Sustainable Iron and Steel Production at AISTech2026

Air Products Foundation will Donate up to $15,000 to the AIST Foundation LEHIGH VALLEY, Pa., May 1, 2026 /PRNewswire/ -- Air Products (NYSE:APD) will showcase industrial gas solutions for all phases of iron and steel production at AISTech2026 from May 4-7 at the David L.

PRNewsWire • May 1, 2026

Air Products lifts 2026 profit forecast amid stronger helium prices

Industrial gases maker Air Products raised its full-year earnings forecast on stronger pricing as well as benefits from higher ​helium prices and new assets coming online later in ‌the year.

Reuters • Apr 30, 2026

Air Products and Chemicals, Inc. (APD) Q2 2026 Earnings Call Transcript

Air Products and Chemicals, Inc. (APD) Q2 2026 Earnings Call Transcript

Seeking Alpha • Apr 30, 2026

Air Products Reports Fiscal 2026 Second Quarter Results

Delivered strong underlying performance | Positioned for helium supply chain resilience | New wins in Electronics and AerospaceContinued focus on key priorities: unlock earnings growth, optimize large projects, maintain capital disciplineRaising fiscal 2026 full-year adjusted EPS guidance* Q2 FY26  Summary of Results: GAAP earnings per share ("EPS")# of $3.19 and GAAP operating income of $753 million, each up over 130% versus prior year Adjusted EPS* of $3.20 and adjusted operating income* of $753 million, each up 19 percent versus prior year and exceeding top-end of adjusted EPS* guidance Guidance Raising fiscal 2026 full-year adjusted EPS guidance* to $13.00 to $13.25; fiscal 2026 third quarter adjusted EPS guidance* of $3.25 to $3.35 Continue to expect fiscal year 2026 capital expenditures* of approximately $4.0 billion News and Highlights Electronics growth: Selected by Samsung to build, own and operate multiple production facilities and bulk specialty gas supply system for new advanced semiconductor fab in South Korea  Space sector growth: Supplied critical liquid hydrogen and helium for NASA's historic Artemis II mission; announced plans for new air separation unit in City of Cocoa, Florida Helium supply chain resilience: Increasing production in U.S. network to support global customers; drawing from dedicated U.S. helium storage cavern and increasing liquefaction to further strengthen inventory; repositioning portions of large ISO container fleet to help manage supply flows Fiscal 2026 Second Quarter Consolidated Results (comparison versus prior year) LEHIGH VALLEY, Pa., April 30, 2026 /PRNewswire/ -- Air Products (NYSE:APD) today reported second quarter fiscal 2026 GAAP operating income of $753 million and GAAP EPS# of $3.19, each up over 130%, and GAAP operating margin of 23.7 percent, compared to negative 79.8 percent in the prior year.

PRNewsWire • Apr 30, 2026

Air Products and Chemicals (APD) Tops Q2 Earnings and Revenue Estimates

Air Products and Chemicals (APD) came out with quarterly earnings of $3.2 per share, beating the Zacks Consensus Estimate of $3.05 per share. This compares to earnings of $2.69 per share a year ago.

Zacks Investment Research • Apr 30, 2026

Compared to Estimates, Air Products and Chemicals (APD) Q2 Earnings: A Look at Key Metrics

The headline numbers for Air Products and Chemicals (APD) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Apr 30, 2026

APD Q2 Earnings and Sales Beat Estimates on On-Site Volume, FX

APD beat Q2 earnings and sales estimates as on-site volumes and currency lifted profits, while raising its FY26 EPS outlook.

Zacks Investment Research • Apr 30, 2026

The London Company Income Equity Q1 2026: Winners, Laggards And Key Trades

The London Company Income Equity portfolio returned 4.4% (4.2% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index. GLW continues to outperform, driven by strong demand in Optical Communications, particularly for GenAI-related products. NTDOY was pressured this quarter by rising memory chip prices, a key input of its hardware, and concerns around increased competition in gaming from AI.

Seeking Alpha • Apr 30, 2026