Daikin IndustriesLtd（DKI）株式概要ダイキン工業(株)は、日本、米州、中国、アジア、欧州、海外において、空調・冷凍機、化学製品の製造・流通・販売を行っています。 詳細DKI ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績2/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より22.9%で取引されている 収益は年間11.17%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見るDKI Community Fair Values Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,488 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA486,488 investors already sharing narrativesYour Fair Value€Current Price€127.503.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06t2016201920222025202620282031Revenue JP¥6.4tEarnings JP¥335.7bAdvancedSet Fair ValueView all narrativesDaikin Industries,Ltd. 競合他社HOCHTIEFSymbol: XTRA:HOTMarket cap: €33.5bDaimler Truck HoldingSymbol: XTRA:DTGMarket cap: €37.2bRheinmetallSymbol: XTRA:RHMMarket cap: €55.9bSTEICOSymbol: XTRA:ST5Market cap: €262.2m価格と性能株価の高値、安値、推移の概要Daikin IndustriesLtd過去の株価現在の株価JP¥127.5052週高値JP¥143.4052週安値JP¥96.00ベータ0.571ヶ月の変化-11.09%3ヶ月変化-2.41%1年変化14.86%3年間の変化-20.36%5年間の変化-36.91%IPOからの変化1,301.10%最新ニュースReported Earnings • 12hFirst quarter 2027 earnings released: EPS: JP¥281 (vs JP¥278 in 1Q 2026)First quarter 2027 results: EPS: JP¥281. Revenue: JP¥1.43t (up 18% from 1Q 2026). Net income: JP¥80.1b (down 1.7% from 1Q 2026). Profit margin: 5.6% (down from 6.7% in 1Q 2026). 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 5.9% growth forecast for the Building industry in Europe.Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 7.8% to €129. The fair value is estimated to be €162, however this is not to be taken as a buy 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 4.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Declared Dividend • Jul 26Final dividend of JP¥180 announcedShareholders will receive a dividend of JP¥180. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 139%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Daikin Industries,Ltd. to Report Q1, 2027 Results on Aug 04, 2026Daikin Industries,Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver 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 20Less than half of directors are independentFollowing 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.最新情報をもっと見るRecent updatesReported Earnings • 12hFirst quarter 2027 earnings released: EPS: JP¥281 (vs JP¥278 in 1Q 2026)First quarter 2027 results: EPS: JP¥281. Revenue: JP¥1.43t (up 18% from 1Q 2026). Net income: JP¥80.1b (down 1.7% from 1Q 2026). Profit margin: 5.6% (down from 6.7% in 1Q 2026). 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 5.9% growth forecast for the Building industry in Europe.Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 7.8% to €129. The fair value is estimated to be €162, however this is not to be taken as a buy 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 4.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Declared Dividend • Jul 26Final dividend of JP¥180 announcedShareholders will receive a dividend of JP¥180. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 139%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Daikin Industries,Ltd. to Report Q1, 2027 Results on Aug 04, 2026Daikin Industries,Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver 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 20Less than half of directors are independentFollowing 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.お知らせ • May 14Daikin 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.お知らせ • May 12Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • Apr 02Daikin Industries,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Daikin Industries,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026お知らせ • Feb 05Daikin Industries,Ltd. Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2026Daikin 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 30First half dividend of JP¥165 announcedShareholders 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.お知らせ • Dec 27Daikin Industries,Ltd. to Report Q3, 2026 Results on Feb 04, 2026Daikin Industries,Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026お知らせ • Nov 05+ 1 more updateDaikin Industries,Ltd. Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2026Daikin 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 4,840,000 million, operating profit of JPY 435,000 million and profit attributable to owners of parent of JPY 280,000 million and earnings per share of JPY 956.28.お知らせ • Oct 01Daikin Industries,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Daikin Industries,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025Declared Dividend • Aug 18Dividend of JP¥165 announcedShareholders 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.お知らせ • Jun 27Daikin Industries,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Daikin Industries,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 08Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025.お知らせ • Mar 27Daikin Industries,Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Daikin Industries,Ltd. announced that they will report fiscal year 2025 results on May 08, 2025お知らせ • Jan 03Daikin Industries,Ltd. to Report Q3, 2025 Results on Feb 05, 2025Daikin Industries,Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025Board Change • Dec 30Less than half of directors are independentFollowing 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 09Second 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.お知らせ • Sep 27Daikin Industries,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Daikin Industries,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥185 per shareEligible 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%).お知らせ • Aug 21+ 2 more updatesDaikin Industries,Ltd. Provides Commemorative Dividend Guidance for the Second Quarter of 2025Daikin Industries,Ltd. provided commemorative dividend guidance for the second quarter of 2025. For the quarter, the company expects to pay a dividend of ¥50 per share for the Company's 100th anniversary.Reported Earnings • Aug 08First 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 25Final dividend of JP¥185 announcedShareholders 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.お知らせ • Jun 08Daikin Industries,Ltd. to Report Q1, 2025 Results on Aug 06, 2024Daikin Industries,Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024お知らせ • May 23+ 2 more updatesDaikin Industries Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2025Daikin Industries Ltd. provided dividend guidance for the second quarter and fiscal year ending March 31, 2025. The company expects to pay a second quarter dividend of JPY 185.00 per share (ordinary dividend of JPY 135 and a commemorative dividend of JPY 50) compare to JPY 120 a year ago. for the fiscal year ending March 31, 2023.The company expects to pay a year end dividend of JPY 135.00 per share for the fiscal year ending March 31, 2025 compare to JPY 130 a year ago.お知らせ • May 11Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2024Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2024.Reported Earnings • May 11Full 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.お知らせ • May 11Daikin Industries,Ltd. Proposes Dividend for the Fiscal Year Ended March 31, 2024, Effective Date Is June 28, 2024Daikin 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 24Now 21% overvaluedOver 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 21Upcoming dividend of JP¥120 per shareEligible 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%).お知らせ • Mar 02Daikin Industries,Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Daikin Industries,Ltd. announced that they will report fiscal year 2024 results on May 09, 2024お知らせ • Feb 22Daikin Industries,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Daikin 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 08Third 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.お知らせ • Dec 28Daikin Industries,Ltd. to Report Q3, 2024 Results on Feb 06, 2024Daikin Industries,Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 08Second 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 21Upcoming dividend of JP¥120 per share at 1.0% yieldEligible 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%).お知らせ • Aug 31Daikin Industries,Ltd. to Report Q2, 2024 Results on Nov 07, 2023Daikin Industries,Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 09First 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.お知らせ • May 28Daikin Industries,Ltd. to Report Q1, 2024 Results on Aug 08, 2023Daikin Industries,Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 10Full 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 23Upcoming dividend of JP¥120 per share at 1.0% yieldEligible 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 10Third 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.お知らせ • Feb 07+ 1 more updateDaikin Industries,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Daikin Industries,Ltd. provided dividend guidance for the year ending March 31, 2023. For the year ending, the company expected to pay the dividend of JPY 120.00 per share against JPY 110.00 per share for the same period a year ago.お知らせ • Dec 10Daikin Industries,Ltd. to Report Q3, 2023 Results on Feb 07, 2023Daikin Industries,Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Board Change • Nov 16Less than half of directors are independentFollowing 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 10Second 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 22Upcoming dividend of JP¥100.00 per shareEligible 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 03First 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 11Full 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 27Less than half of directors are independentFollowing 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 23Upcoming dividend of JP¥90.00 per shareEligible 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 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird 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 05Second 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 22Upcoming dividend of JP¥90.00 per shareEligible 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 14Full 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 23Upcoming dividend of JP¥80.00 per shareEligible 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 25New 90-day low: €169The 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 11Third 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 11Revenue beats expectationsRevenue 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 07New 90-day high: €182The 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 07Second quarter 2021 earnings released: EPS JP¥176The 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.株主還元DKIDE BuildingDE 市場7D-0.4%1.9%2.2%1Y14.9%-12.2%4.6%株主還元を見る業界別リターン: DKI過去 1 年間で-12.2 % の収益を上げたGerman Building業界を上回りました。リターン対市場: DKI過去 1 年間で4.6 % の収益を上げたGerman市場を上回りました。価格変動Is DKI's price volatile compared to industry and market?DKI volatilityDKI Average Weekly Movement4.3%Building Industry Average Movement3.3%Market Average Movement5.4%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.8%安定した株価: DKI 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DKIの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1924104,095Masanori Togawawww.daikin.comダイキン工業株式会社は、日本、米州、中国、アジア、欧州、海外において、空調・冷凍機 器、ケミカル製品の製造、販売、流通を行っている。空調・冷凍機製品としては、ルームエアコン、空気清浄機、ヒートポンプ式給湯・暖房システム、パッケージ空調システム、ビル用マルチ空調システム、施設・工場用空調システム、排熱回収型換気装置、冷凍機、冷水機、ターボ冷凍機、エアハンドリングユニット、エアフィルター、工業用集塵機、船舶用コンテナ冷凍機、冷蔵・冷凍ショーケースなどがある。化学製品では、フルオロカーボン、フッ素樹脂、フッ素エラストマー、フッ素塗料、フッ素コーティング剤、半導体エッチング製品、撥水・撥油剤、医薬品・中間体、ドライエア供給装置などを提供している。また、油圧ポンプ・バルブ、冷却装置・システム、インバーター制御ポンプモーター、静圧トランスミッション、集中潤滑装置・システムなどの油圧製品、弾頭、誘導ミサイル用弾頭部品、家庭用酸素治療器などの防衛製品も提供している。また、アフターサービスも提供している。ダイキン工業は1924年に設立され、大阪に本社を置く。もっと見るDaikin Industries,Ltd. 基礎のまとめDaikin IndustriesLtd の収益と売上を時価総額と比較するとどうか。DKI 基礎統計学時価総額€36.37b収益（TTM）€1.51b売上高(TTM)€28.75b22.6xPER（株価収益率1.2xP/SレシオDKI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DKI 損益計算書（TTM）収益JP¥5.23t売上原価JP¥3.43t売上総利益JP¥1.79tその他の費用JP¥1.52t収益JP¥273.84b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）983.85グロス・マージン34.30%純利益率5.24%有利子負債／自己資本比率39.5%DKI の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.6%現在の配当利回り36%配当性向DKI 配当は確実ですか？DKI 配当履歴とベンチマークを見るDKI 、いつまでに購入すれば配当金を受け取れますか？Daikin IndustriesLtd 配当日配当落ち日Sep 29 2026配当支払日Dec 02 2026配当落ちまでの日数55 days配当支払日までの日数119 daysDKI 配当は確実ですか？DKI 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/05 11:29終値2026/08/04 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Daikin Industries,Ltd. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Tsutomu KijimaBarclaysKenjin HottaBofA Global ResearchRudi WeiChina International Capital Corporation Limited21 その他のアナリストを表示
Reported Earnings • 12hFirst quarter 2027 earnings released: EPS: JP¥281 (vs JP¥278 in 1Q 2026)First quarter 2027 results: EPS: JP¥281. Revenue: JP¥1.43t (up 18% from 1Q 2026). Net income: JP¥80.1b (down 1.7% from 1Q 2026). Profit margin: 5.6% (down from 6.7% in 1Q 2026). 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 5.9% growth forecast for the Building industry in Europe.
Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 7.8% to €129. The fair value is estimated to be €162, however this is not to be taken as a buy 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 4.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Declared Dividend • Jul 26Final dividend of JP¥180 announcedShareholders will receive a dividend of JP¥180. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 139%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Daikin Industries,Ltd. to Report Q1, 2027 Results on Aug 04, 2026Daikin Industries,Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026
Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver 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 20Less than half of directors are independentFollowing 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.
Reported Earnings • 12hFirst quarter 2027 earnings released: EPS: JP¥281 (vs JP¥278 in 1Q 2026)First quarter 2027 results: EPS: JP¥281. Revenue: JP¥1.43t (up 18% from 1Q 2026). Net income: JP¥80.1b (down 1.7% from 1Q 2026). Profit margin: 5.6% (down from 6.7% in 1Q 2026). 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 5.9% growth forecast for the Building industry in Europe.
Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 7.8% to €129. The fair value is estimated to be €162, however this is not to be taken as a buy 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 4.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Declared Dividend • Jul 26Final dividend of JP¥180 announcedShareholders will receive a dividend of JP¥180. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 139%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Daikin Industries,Ltd. to Report Q1, 2027 Results on Aug 04, 2026Daikin Industries,Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026
Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver 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 20Less than half of directors are independentFollowing 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.
お知らせ • May 14Daikin 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.
お知らせ • May 12Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • Apr 02Daikin Industries,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Daikin Industries,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
お知らせ • Feb 05Daikin Industries,Ltd. Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2026Daikin 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 30First half dividend of JP¥165 announcedShareholders 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.
お知らせ • Dec 27Daikin Industries,Ltd. to Report Q3, 2026 Results on Feb 04, 2026Daikin Industries,Ltd. announced that they will report Q3, 2026 results on Feb 04, 2026
お知らせ • Nov 05+ 1 more updateDaikin Industries,Ltd. Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending March 31, 2026Daikin 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 4,840,000 million, operating profit of JPY 435,000 million and profit attributable to owners of parent of JPY 280,000 million and earnings per share of JPY 956.28.
お知らせ • Oct 01Daikin Industries,Ltd. to Report Q2, 2026 Results on Nov 05, 2025Daikin Industries,Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025
Declared Dividend • Aug 18Dividend of JP¥165 announcedShareholders 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.
お知らせ • Jun 27Daikin Industries,Ltd. to Report Q1, 2026 Results on Aug 05, 2025Daikin Industries,Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 08Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 27Daikin Industries,Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Daikin Industries,Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
お知らせ • Jan 03Daikin Industries,Ltd. to Report Q3, 2025 Results on Feb 05, 2025Daikin Industries,Ltd. announced that they will report Q3, 2025 results on Feb 05, 2025
Board Change • Dec 30Less than half of directors are independentFollowing 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 09Second 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.
お知らせ • Sep 27Daikin Industries,Ltd. to Report Q2, 2025 Results on Nov 06, 2024Daikin Industries,Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥185 per shareEligible 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%).
お知らせ • Aug 21+ 2 more updatesDaikin Industries,Ltd. Provides Commemorative Dividend Guidance for the Second Quarter of 2025Daikin Industries,Ltd. provided commemorative dividend guidance for the second quarter of 2025. For the quarter, the company expects to pay a dividend of ¥50 per share for the Company's 100th anniversary.
Reported Earnings • Aug 08First 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 25Final dividend of JP¥185 announcedShareholders 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.
お知らせ • Jun 08Daikin Industries,Ltd. to Report Q1, 2025 Results on Aug 06, 2024Daikin Industries,Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
お知らせ • May 23+ 2 more updatesDaikin Industries Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2025Daikin Industries Ltd. provided dividend guidance for the second quarter and fiscal year ending March 31, 2025. The company expects to pay a second quarter dividend of JPY 185.00 per share (ordinary dividend of JPY 135 and a commemorative dividend of JPY 50) compare to JPY 120 a year ago. for the fiscal year ending March 31, 2023.The company expects to pay a year end dividend of JPY 135.00 per share for the fiscal year ending March 31, 2025 compare to JPY 130 a year ago.
お知らせ • May 11Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2024Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2024.
Reported Earnings • May 11Full 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.
お知らせ • May 11Daikin Industries,Ltd. Proposes Dividend for the Fiscal Year Ended March 31, 2024, Effective Date Is June 28, 2024Daikin 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 24Now 21% overvaluedOver 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 21Upcoming dividend of JP¥120 per shareEligible 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%).
お知らせ • Mar 02Daikin Industries,Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Daikin Industries,Ltd. announced that they will report fiscal year 2024 results on May 09, 2024
お知らせ • Feb 22Daikin Industries,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Daikin 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 08Third 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.
お知らせ • Dec 28Daikin Industries,Ltd. to Report Q3, 2024 Results on Feb 06, 2024Daikin Industries,Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 08Second 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 21Upcoming dividend of JP¥120 per share at 1.0% yieldEligible 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%).
お知らせ • Aug 31Daikin Industries,Ltd. to Report Q2, 2024 Results on Nov 07, 2023Daikin Industries,Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 09First 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.
お知らせ • May 28Daikin Industries,Ltd. to Report Q1, 2024 Results on Aug 08, 2023Daikin Industries,Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 10Full 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 23Upcoming dividend of JP¥120 per share at 1.0% yieldEligible 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 10Third 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.
お知らせ • Feb 07+ 1 more updateDaikin Industries,Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Daikin Industries,Ltd. provided dividend guidance for the year ending March 31, 2023. For the year ending, the company expected to pay the dividend of JPY 120.00 per share against JPY 110.00 per share for the same period a year ago.
お知らせ • Dec 10Daikin Industries,Ltd. to Report Q3, 2023 Results on Feb 07, 2023Daikin Industries,Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Board Change • Nov 16Less than half of directors are independentFollowing 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 10Second 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 22Upcoming dividend of JP¥100.00 per shareEligible 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 03First 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 11Full 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 27Less than half of directors are independentFollowing 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 23Upcoming dividend of JP¥90.00 per shareEligible 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 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird 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 05Second 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 22Upcoming dividend of JP¥90.00 per shareEligible 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 14Full 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 23Upcoming dividend of JP¥80.00 per shareEligible 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 25New 90-day low: €169The 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 11Third 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 11Revenue beats expectationsRevenue 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 07New 90-day high: €182The 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 07Second quarter 2021 earnings released: EPS JP¥176The 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.
