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Mar 31, 2023

Air Products Q2 2023 Earnings Report

Reported GAAP EPS decreased by 17 percent and adjusted EPS increased by 17 percent.

Key Takeaways

Air Products reported second quarter fiscal 2023 results, including GAAP EPS from continuing operations of $1.97, down 17 percent from prior year. Adjusted EPS from continuing operations of $2.74 increased 17 percent over the prior year. Second quarter sales of $3.2 billion increased nine percent over the prior year.

GAAP EPS of $1.97, down 17 percent; GAAP net income of $450 million, down 16 percent.

Adjusted EPS of $2.74, up 17 percent; adjusted EBITDA of $1,151 million, up 13 percent.

Higher pricing and volume drove improved results in all regional segments

Increased fiscal 2023 full-year adjusted EPS guidance to $11.30 to $11.50, up 10 to 12 percent over prior year adjusted EPS.

Total Revenue
$3.2B
Previous year: $2.95B
+8.7%
EPS
$2.74
Previous year: $2.38
+15.1%
Gross Profit
$917M
Previous year: $794M
+15.6%
Cash and Equivalents
$2.24B
Previous year: $2.35B
-4.5%
Free Cash Flow
-$368M
Previous year: -$250M
+47.3%
Total Assets
$29.4B
Previous year: $27.4B
+7.2%

Air Products

Air Products

Air Products Revenue by Segment

Air Products Revenue by Geographic Location

Forward Guidance

Air Products expects full-year fiscal 2023 adjusted EPS guidance of $11.30 to $11.50, up 10 to 12 percent over prior year adjusted EPS. For the fiscal 2023 third quarter, Air Products' adjusted EPS guidance is $2.85 to $2.95, up 10 to 14 percent over fiscal 2022 third quarter adjusted EPS. Air Products continues to expect capital expenditures of $5.0 - $5.5 billion for full-year fiscal 2023.

Positive Outlook

  • Full-year fiscal 2023 adjusted EPS guidance of $11.30 to $11.50, up 10 to 12 percent over prior year adjusted EPS.
  • Fiscal 2023 third quarter, adjusted EPS guidance is $2.85 to $2.95, up 10 to 14 percent over fiscal 2022 third quarter adjusted EPS.
  • Capital expenditures of $5.0 - $5.5 billion for full-year fiscal 2023.

Revenue & Expenses

Visualization of income flow from segment revenue to net income