View ValuationDaikin IndustriesLtd 향후 성장Future 기준 점검 1/6Daikin IndustriesLtd (는) 각각 연간 10.4% 및 4.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.9% 로 예상됩니다.핵심 정보10.4%이익 성장률11.17%EPS 성장률Building 이익 성장11.9%매출 성장률4.7%향후 자기자본이익률10.92%애널리스트 커버리지Good마지막 업데이트23 Jul 2026최근 향후 성장 업데이트공고 • 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.공고 • 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.모든 업데이트 보기Recent updates공고 • 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.공고 • May 13Daikin 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.공고 • May 12Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026.공고 • 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, 2026공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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.공고 • 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, 2025공고 • May 08Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025.공고 • 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, 2025공고 • 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.공고 • 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%).공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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%).공고 • 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, 2024공고 • 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.공고 • 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%).공고 • 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.공고 • 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.공고 • 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.공고 • 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.이익 및 매출 성장 예측DB:DKI - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20295,825,600372,819327,745601,851123/31/20285,534,299330,872295,042586,965163/31/20275,265,209289,470226,588510,805173/31/20265,015,036275,229256,767465,848N/A12/31/20254,825,440273,418230,627433,471N/A9/30/20254,738,069274,033231,570439,330N/A6/30/20254,715,127283,184212,738428,588N/A3/31/20254,752,335264,757268,465514,450N/A12/31/20244,724,889253,173288,912528,713N/A9/30/20244,663,227258,964281,656519,775N/A6/30/20244,551,631243,152263,277507,979N/A3/31/20244,395,317260,311156,934399,567N/A12/31/20234,259,563242,65284,361331,797N/A9/30/20234,186,942254,3632,227243,177N/A6/30/20234,108,538267,461-67,963155,928N/A3/31/20233,981,578257,754-16,180158,896N/A12/31/20223,792,834247,9382,028150,855N/A9/30/20223,570,033235,00639,631172,091N/A6/30/20223,277,886209,632112,637227,227N/A3/31/20223,109,106217,709130,965245,071N/A12/31/20212,953,594206,232177,386289,508N/A9/30/20212,823,000210,739239,391342,607N/A6/30/20212,710,679201,772269,592377,529N/A3/31/20212,493,386156,249269,720374,691N/A12/31/20202,440,662151,447251,233354,780N/A9/30/20202,425,353136,826233,866343,909N/A6/30/20202,450,689140,730195,959297,670N/A3/31/20202,550,305170,731204,072302,166N/A12/31/20192,557,308187,176N/A284,926N/A9/30/20192,536,283194,745N/A245,840N/A6/30/20192,505,611192,525N/A256,934N/A3/31/20192,481,109189,048N/A250,009N/A12/31/20182,443,295185,010N/A248,654N/A9/30/20182,415,056200,367N/A262,841N/A6/30/20182,360,719197,686N/A246,306N/A3/31/20182,290,560189,051N/A223,740N/A12/31/20172,245,836182,506N/A239,328N/A9/30/20172,173,681159,019N/A234,681N/A6/30/20172,095,138155,789N/A232,344N/A3/31/20172,043,968153,938N/A267,663N/A12/31/20162,012,586155,571N/A258,941N/A9/30/20162,009,802153,267N/A262,994N/A6/30/20162,049,479148,959N/A268,854N/A3/31/20162,043,691136,986N/A226,186N/A12/31/20152,034,006132,534N/A226,487N/A9/30/20152,019,570124,153N/A212,537N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DKI 의 연간 예상 수익 증가율(10.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: DKI 의 연간 수익(10.4%)이 German 시장(15.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: DKI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: DKI 의 수익(연간 4.7%)이 German 시장(연간 6.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: DKI 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DKI의 자본 수익률은 3년 후 10.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 06:16종가2026/07/23 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Daikin Industries,Ltd.는 24명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tsutomu KijimaBarclaysKenjin HottaBofA Global ResearchRudi WeiChina International Capital Corporation Limited21명의 분석가 더 보기
공고 • 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.
공고 • 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.
공고 • 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.
공고 • May 13Daikin 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.
공고 • May 12Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026Daikin Industries,Ltd., Annual General Meeting, Jun 26, 2026.
공고 • 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
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • May 08Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025Daikin Industries,Ltd., Annual General Meeting, Jun 27, 2025.
공고 • 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
공고 • 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.
공고 • 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%).
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%).
공고 • 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
공고 • 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.
공고 • 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%).
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.