•
Sep 30, 2021

Air Products Q4 2021 Earnings Report

Air Products reported Q4 2021 earnings with GAAP EPS and adjusted EPS of $2.51.

Key Takeaways

Air Products reported a strong fourth quarter with a 25% increase in GAAP net income and a 15% increase in GAAP EPS. The company highlighted significant project announcements in gasification, carbon capture, and hydrogen growth platforms.

GAAP EPS of $2.51, up 15 percent.

GAAP net income of $619 million, up 25 percent.

Adjusted EPS of $2.51, up 15 percent.

Sales increased 22 percent on nine percent higher volumes, eight percent higher energy cost pass-through, three percent higher pricing and two percent favorable currency.

Total Revenue
$2.84B
Previous year: $2.32B
+22.5%
EPS
$2.51
Previous year: $2.19
+14.6%
Gross Profit
$835M
Previous year: $754M
+10.8%
Cash and Equivalents
$4.47B
Previous year: $5.25B
-14.9%
Total Assets
$26.9B
Previous year: $25.2B
+6.7%

Air Products

Air Products

Air Products Revenue by Segment

Air Products Revenue by Geographic Location

Forward Guidance

Air Products expects 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 first quarter, Air Products' adjusted EPS guidance is $2.45 to $2.55, up 16 to 20 percent over fiscal 2021 first 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 first quarter adjusted EPS guidance of $2.45 to $2.55, up 16 to 20 percent over fiscal 2021 first quarter adjusted EPS.
  • Expect fiscal year 2022 capital expenditures of $4.5 to $5.0 billion.
  • The committed at Air Products proved they can deliver results now while developing and executing megaprojects for profitable growth in the future.
  • Announced significant projects across our core gasification, carbon capture and hydrogen growth platforms.

Revenue & Expenses

Visualization of income flow from segment revenue to net income