Air Products & Chemicals, Inc. filings document financial results, governance matters and capital structure for a public industrial gases company. Form 8-K reports furnish quarterly and full-year earnings releases under Item 2.02 and report governance events under Item 5.02 and annual meeting vote results under Item 5.07. The filings identify registered securities, including APD common stock on the New York Stock Exchange and Euro notes due 2028, 2031, 2032, 2035 and 2037.
Definitive proxy materials describe board elections, shareholder voting matters, executive compensation, pay-versus-performance data, governance practices and annual meeting procedures. Air Products' regulatory disclosures cover operating results for its industrial gases business, board composition, shareholder votes and debt and equity securities relevant to its public-company status.
Air Products and Chemicals, Inc. reported third‑quarter fiscal 2026 GAAP results with an operating loss of $2.1 billion and diluted loss per share of $6.47, driven by approximately $2.9 billion of pre‑tax charges from business and asset actions, including exiting the Louisiana Clean Energy Complex and the Casa Grande, Arizona green hydrogen facility.
Excluding these items, adjusted operating income was $810 million, up 9%, with a 25.6% adjusted operating margin and adjusted EPS of $3.47, up 12%. Sales were $3.16 billion, up 5% on higher volumes, pricing and favorable currency, and operating cash flow for the first nine months was $3.31 billion versus non‑GAAP capital expenditures of $2.65 billion.
The company raised full‑year fiscal 2026 adjusted EPS guidance to $13.39–$13.49 and projected fourth‑quarter adjusted EPS of $3.55–$3.65, and now expects about $3.5 billion of capital expenditures. It also highlighted new long‑term electronics gas supply projects in Taiwan and a renewable ammonia marketing agreement related to the NEOM Green Hydrogen Project.
Air Products & Chemicals director Howard I. Ungerleider received a grant of phantom stock units under the company’s deferred compensation program for directors. On this date, he acquired 6.4626 phantom stock units, credited at a reference price of $271.35 per unit.
Following this award, Ungerleider now holds a total of 975.3141 phantom stock units. These units are designed to mirror the value of common stock and are payable in shares of common stock, generally after his service on the Board ends, either in a lump sum or up to ten installments, as previously elected.
Stern Alfred reported acquisition or exercise transactions in this Form 4 filing.
Air Products & Chemicals director Alfred Stern received a grant of 101.2986 phantom stock units as compensation. These units were credited under the company’s Deferred Compensation Program for Directors within its Long-Term Incentive Plan, not via an open-market purchase or sale.
The phantom units track the value of common stock and are payable in shares of common stock equal to the number of units, generally after his board service ends. Payment can be taken in a lump sum or in up to ten installments, as previously elected. Following this grant, Stern holds a total of 1,751.7749 phantom stock units.
Air Products & Chemicals director Wayne Thomas Smith received a grant of 34.5733 phantom stock units tied to common shares. The units were valued at $271.35 per unit and increase his total phantom stock holdings to 5,217.706 units.
The phantom deferred stock units were acquired under the Air Products Stock Account of the company’s Deferred Compensation Program for Directors, within the Long-Term Incentive Plan. These units will be settled in shares of common stock, generally after his board service ends, in either a lump sum or up to ten installments.
REILLEY DENNIS H reported acquisition or exercise transactions in this Form 4 filing.
Air Products & Chemicals, Inc. director Dennis H. Reilley reported receiving a compensation-related grant of 17.8853 units of Phantom Stock on June 30, 2026. Each unit tracks the value of common stock, using a reference price of $271.35 per unit, and is classified as a derivative security.
Following this award, Reilley directly holds a total of 2,699.1999 Phantom Stock units. According to the company’s director deferred compensation program, these units are payable in shares of common stock equal to the number of units, generally after his Board service ends, either in a lump sum or up to ten installments.
Patel Bhavesh V. reported acquisition or exercise transactions in this Form 4 filing.
Air Products & Chemicals, Inc. director Bhavesh V. Patel received a grant of 141.1685 phantom stock units on June 30, 2026, at a reference price of $271.35 per unit. This award is part of the company’s Deferred Compensation Program for Directors under its Long-Term Incentive Plan and is compensation, not an open-market trade.
Following this grant, Patel holds a total of 1,967.7293 phantom stock units directly. These units are payable in an equivalent number of Air Products common shares at a time elected by the director, generally after board service ends, either in a lump sum or up to ten installments.
Air Products & Chemicals director Andrew W. Evans received a small phantom stock award under the company’s director compensation program. He acquired 8.2687 phantom stock units linked to common stock at an indicated value of $271.35 per unit, bringing his total phantom stock holdings to 1,247.8813 units. These units are deferred compensation, payable in shares of common stock after his Board service ends, either in a lump sum or up to ten installments as previously elected.
Air Products & Chemicals director Jessica Graziano reported a compensation-related grant of phantom deferred stock units tied to company common stock. She acquired 173.7569 phantom stock units at a reference value of $271.35 per unit, bringing her total phantom stock holdings to 3,432.8282 units.
These phantom units were granted under the Air Products Stock Account of the Deferred Compensation Program for Directors, within the company’s Long-Term Incentive Plan. According to the terms, the units will be settled in shares of common stock equal to the number of units, generally after her service on the board ends, either in a lump sum or in up to ten installments as she previously elected.
CALAWAY TONIT M reported acquisition or exercise transactions in this Form 4 filing.
Air Products & Chemicals director Tonit M. Calaway received a grant of phantom stock units as compensation. The award covers 20.6217 phantom deferred stock units under the company’s Deferred Compensation Program for Directors, referencing a price of $271.35 per share. These units are designed to be paid out in an equal number of common shares, generally after the director’s board service ends, either in a lump sum or up to ten installments as previously elected. Following this grant, Calaway holds a total of 3,112.1686 phantom stock units directly.
Air Products and Chemicals, Inc. will exit its Louisiana Clean Energy Complex, a green hydrogen project in Casa Grande, Arizona, and other smaller clean energy distribution projects after determining the expected financial returns do not meet its criteria. These decisions will result in a pre-tax charge not expected to exceed $2.9 billion, or about $2.2 billion after tax, in the company’s fiscal 2026 third quarter, mainly from asset write-downs and terminating contractual commitments. Cash expenditures tied to these actions are estimated not to exceed $925 million, with the company aiming to lower that amount through negotiations. Separately, Air Products is finalizing a marketing and distribution agreement with Yara International ASA for renewable ammonia from the NEOM Green Hydrogen Project in Saudi Arabia, allowing Yara’s global supply chain to sell and deliver product from that large-scale renewable ammonia plant.