APD
Guest preview — showing qualitative direction only.
APD Analysis Summary
Air Products (APD) operates in Layer 0: Raw Materials & Components, in the Ultra Pure Gases sub-sector. With a $55.0B market cap and 8% AI-derived revenue, it sits in the upstream tier of the AI supply chain.
The current composite signal is bullish with low conviction, driven primarily by quarterly factors.
APD has supply chain relationships with 2 companies in the AI ecosystem. Downstream customers include TSM, INTC.
Learn more about our signal methodology. View Signal History → Air Products AI Visibility →
Analysis as of Jul 5, 2026 07:04 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.98 · Updated Jul 5, 2026 07:04 UTC (11.4h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bullish with low conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $55,000M (55.0B)
- Avg Daily Volume
- $160.0M
- AI Revenue %
- 8%
- Liquid Options
- Yes
- Layer
- 0 — Raw Materials & Components
- Sub-Sector
- Ultra Pure Gases
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About APD
- Company: Air Products
- Supply Chain Position: Raw Materials & Components (Layer 0 of 10)
- Market Cap: $55.0B
- AI Revenue: 8%
- Sub-sector: Ultra Pure Gases
- Tier: Upstream
- Supply Chain Partners: 2 companies
APD FAQ
What does Air Products do in AI?
Air Products (APD) operates in the Raw Materials & Components layer of the AI supply chain, in the Ultra Pure Gases sub-sector.
Is APD a buy or sell?
Full signal analysis for APD is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is APD in?
APD is in Layer 0: Raw Materials & Components. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Air Products's AI revenue exposure?
Air Products derives approximately 8% of its revenue from AI-related activities. It has a market capitalization of $55.0B and sits in the upstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Air Products when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.