Will New NASA Hydrogen Contracts and Q1 Results Change Air Products and Chemicals' (APD) Narrative?

Simply Wall St.

01/31

Air Products and Chemicals recently reported first-quarter 2026 results showing higher sales and earnings year-on-year, and announced over US$140 million in NASA contracts to supply 36.5 million ...

网页链接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2607202907"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2607202907\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2607202907?lang=zh_TW&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/248356-main-header/1756254402522","is_english":true,"pubTime":"2026-01-31 00:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2607202907","market":"nz","top_or_hot":-1,"title":"Will New NASA Hydrogen Contracts and Q1 Results Change Air Products and Chemicals' (APD) Narrative?","media":"Simply Wall St.","content":"<div>\n<p>Air Products and Chemicals recently reported first-quarter 2026 results showing higher sales and earnings year-on-year, and announced over US$140 million in NASA contracts to supply 36.5 million ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-apd/air-products-and-chemicals/news/will-new-nasa-hydrogen-contracts-and-q1-results-change-air-p\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will New NASA Hydrogen Contracts and Q1 Results Change Air Products and Chemicals' (APD) Narrative?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill New NASA Hydrogen Contracts and Q1 Results Change Air Products and Chemicals' (APD) Narrative?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2026-01-31 00:33</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Air Products and Chemicals recently reported first-quarter 2026 results showing higher sales and earnings year-on-year, and announced over US$140 million in NASA contracts to supply 36.5 million ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-apd/air-products-and-chemicals/news/will-new-nasa-hydrogen-contracts-and-q1-results-change-air-p\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://simplywall.st/stocks/us/materials/nyse-apd/air-products-and-chemicals/news/will-new-nasa-hydrogen-contracts-and-q1-results-change-air-p\">Simply Wall St.</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1670628061.USD","symbol_name":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-apd/air-products-and-chemicals/news/will-new-nasa-hydrogen-contracts-and-q1-results-change-air-p","article_id":"2607202907","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/248356-main-header/1756254402522"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-apd/air-products-and-chemicals/news/will-new-nasa-hydrogen-contracts-and-q1-results-change-air-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607202907","pubTimestamp":1769790810,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Air Products and Chemicals recently reported first-quarter 2026 results showing higher sales and earnings year-on-year, and announced over US$140 million in NASA contracts to supply 36.5 million pounds of liquid hydrogen to multiple U.S. space facilities.\nThis latest NASA award deepens a relationship dating back to 1957 and underscores Air Products’ role as a key hydrogen supplier to both government and private space programs.\nWe’ll now examine how this expanded NASA hydrogen supply role...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","APD":"Air Prods & Chems Inc","BK4550":"红杉资本持仓","BK4588":"碎股","APD.AU":"APN Property Group Ltd","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4585":"ETF&股票定投概念","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","BK4101":"工业气体","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC"},"translate_title":"NASA新的氢能合同和第一季度业绩会改变空气化工产品公司(APD)的叙述吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APD.AU":1.5,"APD":1.5},"content_text":"Air Products and Chemicals recently reported first-quarter 2026 results showing higher sales and earnings year-on-year, and announced over US$140 million in NASA contracts to supply 36.5 million pounds of liquid hydrogen to multiple U.S. space facilities. This latest NASA award deepens a relationship dating back to 1957 and underscores Air Products’ role as a key hydrogen supplier to both government and private space programs. We’ll now examine how this expanded NASA hydrogen supply role shapes Air Products’ investment narrative, particularly around its position in the hydrogen value chain. We've found 14 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.AdvertisementWhat Is Air Products and Chemicals' Investment Narrative?To own Air Products and Chemicals, you really need to believe in its core industrial gases franchise and its long-running pivot toward hydrogen as an infrastructure-like business, rather than a quick growth story. The latest US$140 million NASA liquid hydrogen contracts and the first-quarter 2026 uplift in sales and earnings both support that narrative, but they are unlikely to transform the near term picture on their own, especially given the share price has only inched higher year to date after a steep 1 year total return decline. Key short term catalysts still sit around execution on large hydrogen projects, improving cash generation to better cover dividends, and rebuilding profitability after recent loss-making periods. The NASA award does, however, slightly soften contract and project risk by reinforcing Air Products’ role across the hydrogen value chain. However, one risk stands out that investors should be aware of before getting comfortable.\n\nDespite retreating, Air Products and Chemicals' shares might still be trading above their fair value and there could be some more downside. Discover how much.Exploring Other PerspectivesAPD 1-Year Stock Price Chart Two Simply Wall St Community fair value estimates cluster between about US$261,000 and US$291,000, underlining how differently individual investors can value the same cash flows. Set that beside execution and balance sheet risks discussed above, and it becomes clear why you might want to weigh several viewpoints before deciding how Air Products fits into your portfolio.Explore 2 other fair value estimates on Air Products and Chemicals - why the stock might be worth just $261.17!Build Your Own Air Products and Chemicals NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Air Products and Chemicals research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Air Products and Chemicals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Air Products and Chemicals' overall financial health at a glance.Ready To Venture Into Other Investment Styles?Opportunities like this don't last. These are today's most promising picks. Check them out now:This technology could replace computers: discover 24 stocks that are working to make quantum computing a reality.Uncover the next big thing with financially sound penny stocks that balance risk and reward.Outshine the giants: these 24 early-stage AI stocks could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}