Annuncio • Jun 27
Daikin Industries,Ltd. to Report Q1, 2027 Results on Aug 04, 2026 Daikin Industries,Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026 Buy Or Sell Opportunity • May 22
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to €131. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period. Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Advisor & Independent External Director Yuko Arai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • May 14
Daikin Industries,Ltd. (TSE:6367) announces an Equity Buyback for 14,516,700 shares, representing 4.96% for ¥349,997.64 million. Daikin Industries,Ltd. (TSE:6367) announces a share repurchase program. Under the program, the company will repurchase up to 14,516,700 shares, representing 4.9% of its issued share capital. for a total purchase price of ¥350,000 million. The purpose of the program is to further enhance shareholder returns and improve capital efficiency. The program will run until May13, 2026. As of March 31, 2026, the company had 292,841,612 issued shares (excluding treasury stock) and 272,361 treasury shares. Annuncio • May 12
Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026 Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026. Annuncio • Apr 02
Daikin Industries,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026 Daikin Industries,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026 Annuncio • Feb 05
Daikin Industries,Ltd. Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2026 Daikin Industries,Ltd. revised consolidated earnings guidance for the full fiscal year ending March 31, 2026. For the full fiscal year, the company expects net sales of JPY 4,920,000 million, operating profit of JPY 413,000 million and profit attributable to owners of parent of JPY 268,000 million and earnings per share of JPY 915.29. Declared Dividend • Dec 30
First half dividend of JP¥165 announced Shareholders will receive a dividend of JP¥165. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 154%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annuncio • Dec 27
Daikin Industries,Ltd. to Report Q3, 2026 Results on Feb 04, 2026 Daikin Industries,Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026 Annuncio • Oct 01
Daikin Industries,Ltd. to Report Q2, 2026 Results on Nov 05, 2025 Daikin Industries,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025 Declared Dividend • Aug 18
Dividend of JP¥165 announced Shareholders will receive a dividend of JP¥165. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 144%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annuncio • Jun 27
Daikin Industries,Ltd. to Report Q1, 2026 Results on Aug 05, 2025 Daikin Industries,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025 Annuncio • May 08
Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025 Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025. Annuncio • Mar 27
Daikin Industries,Ltd. to Report Fiscal Year 2025 Results on May 08, 2025 Daikin Industries,Ltd. announced that they will report fiscal year 2025 results on May 08, 2025 Annuncio • Jan 03
Daikin Industries,Ltd. to Report Q3, 2025 Results on Feb 05, 2025 Daikin Industries,Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025 Board Change • Dec 30
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Advisor & Independent External Director Yuko Arai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 09
Second quarter 2025 earnings released: EPS: JP¥302 (vs JP¥249 in 2Q 2024) Second quarter 2025 results: EPS: JP¥302 (up from JP¥249 in 2Q 2024). Revenue: JP¥1.24t (up 9.9% from 2Q 2024). Net income: JP¥88.6b (up 22% from 2Q 2024). Profit margin: 7.1% (up from 6.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Annuncio • Sep 27
Daikin Industries,Ltd. to Report Q2, 2025 Results on Nov 06, 2024 Daikin Industries,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥185 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.0%). Reported Earnings • Aug 08
First quarter 2025 earnings released: EPS: JP¥216 (vs JP¥274 in 1Q 2024) First quarter 2025 results: EPS: JP¥216 (down from JP¥274 in 1Q 2024). Revenue: JP¥1.25t (up 14% from 1Q 2024). Net income: JP¥63.1b (down 21% from 1Q 2024). Profit margin: 5.0% (down from 7.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Declared Dividend • Jul 25
Final dividend of JP¥185 announced Shareholders will receive a dividend of JP¥185. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 141%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (28% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annuncio • Jun 08
Daikin Industries,Ltd. to Report Q1, 2025 Results on Aug 06, 2024 Daikin Industries,Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024 Annuncio • May 11
Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2024 Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2024. Reported Earnings • May 11
Full year 2024 earnings released: EPS: JP¥889 (vs JP¥881 in FY 2023) Full year 2024 results: EPS: JP¥889 (up from JP¥881 in FY 2023). Revenue: JP¥4.40t (up 10% from FY 2023). Net income: JP¥260.3b (up 1.0% from FY 2023). Profit margin: 5.9% (down from 6.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Annuncio • May 11
Daikin Industries,Ltd. Proposes Dividend for the Fiscal Year Ended March 31, 2024, Effective Date Is June 28, 2024 Daikin Industries,Ltd. announced that it has resolved, at a meeting of the Board of Directors held on May 9, 2024, to pay dividends of ¥130.00 per share for the fiscal year ended March 31, 2024 as compared to paid dividend of ¥140.00 per share a year ago, with a record date of March 31, 2024. The matter will be submitted to the Ordinary General Meeting of Shareholders to be held on June 27, 2024. Total amount of dividend is ¥38,059 million; Effective date is June 28, 2024. Buy Or Sell Opportunity • Apr 24
Now 21% overvalued Over the last 90 days, the stock has fallen 19% to €122. The fair value is estimated to be €101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥120 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 31% and the cash payout ratio is 90%. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.3%). Annuncio • Mar 02
Daikin Industries,Ltd. to Report Fiscal Year 2024 Results on May 09, 2024 Daikin Industries,Ltd. announced that they will report fiscal year 2024 results on May 09, 2024 Annuncio • Feb 22
Daikin Industries,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024 Daikin Industries,Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects dividend of JPY 120.00 per share against JPY 140.00 per share a year ago. Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥140 (vs JP¥180 in 3Q 2023) Third quarter 2024 results: EPS: JP¥140 (down from JP¥180 in 3Q 2023). Revenue: JP¥1.04t (up 7.5% from 3Q 2023). Net income: JP¥40.8b (down 22% from 3Q 2023). Profit margin: 3.9% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Annuncio • Dec 28
Daikin Industries,Ltd. to Report Q3, 2024 Results on Feb 06, 2024 Daikin Industries,Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024 Reported Earnings • Nov 08
Second quarter 2024 earnings released: EPS: JP¥248 (vs JP¥293 in 2Q 2023) Second quarter 2024 results: EPS: JP¥248 (down from JP¥293 in 2Q 2023). Revenue: JP¥1.13t (up 7.5% from 2Q 2023). Net income: JP¥72.7b (down 15% from 2Q 2023). Profit margin: 6.4% (down from 8.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥120 per share at 1.0% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.7%). Annuncio • Aug 31
Daikin Industries,Ltd. to Report Q2, 2024 Results on Nov 07, 2023 Daikin Industries,Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023 Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥274 (vs JP¥241 in 1Q 2023) First quarter 2024 results: EPS: JP¥274 (up from JP¥241 in 1Q 2023). Revenue: JP¥1.09t (up 13% from 1Q 2023). Net income: JP¥80.3b (up 14% from 1Q 2023). Profit margin: 7.3% (in line with 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Annuncio • May 28
Daikin Industries,Ltd. to Report Q1, 2024 Results on Aug 08, 2023 Daikin Industries,Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023 Reported Earnings • May 10
Full year 2023 earnings released: EPS: JP¥881 (vs JP¥744 in FY 2022) Full year 2023 results: EPS: JP¥881 (up from JP¥744 in FY 2022). Revenue: JP¥3.98t (up 28% from FY 2022). Net income: JP¥257.8b (up 18% from FY 2022). Profit margin: 6.5% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥120 per share at 1.0% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.3%). Reported Earnings • Feb 10
Third quarter 2023 earnings released: EPS: JP¥180 (vs JP¥135 in 3Q 2022) Third quarter 2023 results: EPS: JP¥180 (up from JP¥135 in 3Q 2022). Revenue: JP¥965.9b (up 30% from 3Q 2022). Net income: JP¥52.6b (up 33% from 3Q 2022). Profit margin: 5.4% (up from 5.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Annuncio • Dec 10
Daikin Industries,Ltd. to Report Q3, 2023 Results on Feb 07, 2023 Daikin Industries,Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent External Director Yuko Arai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 10
Second quarter 2023 earnings released: EPS: JP¥293 (vs JP¥207 in 2Q 2022) Second quarter 2023 results: EPS: JP¥293 (up from JP¥207 in 2Q 2022). Revenue: JP¥1.05t (up 38% from 2Q 2022). Net income: JP¥85.8b (up 42% from 2Q 2022). Profit margin: 8.2% (up from 8.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (2.4%). Reported Earnings • Aug 03
First quarter 2023 earnings released: EPS: JP¥241 (vs JP¥269 in 1Q 2022) First quarter 2023 results: EPS: JP¥241 (down from JP¥269 in 1Q 2022). Revenue: JP¥967.8b (up 21% from 1Q 2022). Net income: JP¥70.6b (down 10% from 1Q 2022). Profit margin: 7.3% (down from 9.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.6%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 11
Full year 2022 earnings released: EPS: JP¥744 (vs JP¥534 in FY 2021) Full year 2022 results: EPS: JP¥744 (up from JP¥534 in FY 2021). Revenue: JP¥3.11t (up 25% from FY 2021). Net income: JP¥217.7b (up 39% from FY 2021). Profit margin: 7.0% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.5%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent External Director Yuko Arai was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥90.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.8%). Reported Earnings • Feb 08
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: JP¥135 (down from JP¥151 in 3Q 2021). Revenue: JP¥743.1b (up 21% from 3Q 2021). Net income: JP¥39.6b (down 10% from 3Q 2021). Profit margin: 5.3% (down from 7.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 4.7%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Nov 05
Second quarter 2022 earnings released: EPS JP¥207 (vs JP¥176 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥759.9b (up 17% from 2Q 2021). Net income: JP¥60.5b (up 17% from 2Q 2021). Profit margin: 8.0% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥90.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.4%). Reported Earnings • May 14
Full year 2021 earnings released: EPS JP¥534 (vs JP¥584 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥2.49t (down 2.2% from FY 2020). Net income: JP¥156.2b (down 8.5% from FY 2020). Profit margin: 6.3% (down from 6.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥80.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.7%). Is New 90 Day High Low • Feb 25
New 90-day low: €169 The company is down 13% from its price of €194 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.51 per share. Reported Earnings • Feb 11
Third quarter 2021 earnings released: EPS JP¥151 (vs JP¥101 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥612.5b (up 2.6% from 3Q 2020). Net income: JP¥44.1b (up 50% from 3Q 2020). Profit margin: 7.2% (up from 4.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 11
Revenue beats expectations Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 6.7%, compared to a 3.5% growth forecast for the Building industry in Germany. Is New 90 Day High Low • Nov 07
New 90-day high: €182 The company is up 22% from its price of €149 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.40 per share. Reported Earnings • Nov 07
Second quarter 2021 earnings released: EPS JP¥176 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥647.6b (down 3.8% from 2Q 2020). Net income: JP¥51.5b (down 7.0% from 2Q 2020). Profit margin: 8.0% (down from 8.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.