Dan Rizzo's questions to Air Products and Chemicals Inc (APD) leadership • Q3 2025
Question
Dan Rizzo, on behalf of Jefferies, asked for more detail on the inflation pressures mentioned in the opening remarks and the outlook for costs.
Answer
CEO Eduardo Menezes confirmed that inflation remains a concern across the business, compounded by uncertainty around tariffs. He stated that these factors affect not just Air Products directly, but also its customers and suppliers. The company's primary strategy is to manage its pricing to stay ahead of these inflationary pressures.