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Mar 31, 2022

Air Products Q2 2022 Earnings Report

Air Products reported an increase in GAAP EPS and adjusted EPS, driven by higher volumes and pricing, despite global challenges.

Key Takeaways

Air Products reported a strong second quarter fiscal 2022, with GAAP EPS of $2.38, up 12 percent, and adjusted EPS of $2.38, up 14 percent. The company saw increased sales driven by higher volumes, pricing, and energy cost pass-through, partially offset by unfavorable currency impacts. The company maintains full-year adjusted EPS guidance of $10.20 to $10.40.

GAAP EPS of $2.38, up 12 percent; GAAP net income of $537 million, up 13 percent.

Adjusted EPS of $2.38, up 14 percent; adjusted EBITDA of $1,019 million, up nine percent.

Announced $2 billion hydrogen, pipeline and Sustainable Aviation Fuel expansion project at World Energy's production and distribution hub in Paramount, California.

Maintaining fiscal 2022 full-year adjusted EPS guidance of $10.20 to $10.40, up 13 to 15 percent over prior year adjusted EPS.

Total Revenue
$2.95B
Previous year: $2.5B
+17.7%
EPS
$2.38
Previous year: $2.08
+14.4%
Gross Profit
$794M
Previous year: $757M
+4.9%
Cash and Equivalents
$2.35B
Previous year: $5.79B
-59.4%
Free Cash Flow
-$250M
Total Assets
$27.4B
Previous year: $26.2B
+4.9%

Air Products

Air Products

Air Products Revenue by Segment

Forward Guidance

Air Products continues to expect full-year fiscal 2022 adjusted EPS guidance of $10.20 to $10.40, up 13 to 15 percent over prior year adjusted EPS. For the fiscal 2022 third quarter, Air Products' adjusted EPS guidance is $2.55 to $2.65, up 10 to 15 percent over fiscal 2021 third quarter adjusted EPS. Air Products expects capital expenditures of $4.5 to $5.0 billion for full-year fiscal 2022.

Positive Outlook

  • Full-year fiscal 2022 adjusted EPS guidance of $10.20 to $10.40, up 13 to 15 percent over prior year adjusted EPS
  • Fiscal 2022 third quarter adjusted EPS guidance of $2.55 to $2.65, up 10 to 15 percent over fiscal 2021 third quarter adjusted EPS
  • Capital expenditures of $4.5 to $5.0 billion for full-year fiscal 2022