Daikin Industries Ltd

6367: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Daikin Earnings: Top-Line Growth Impressive but Margins Underwhelming; Shares Fairly Priced

Jeff Zhang

Aug 6, 2026

Daikin's revenue and operating profit climbed 18% and 8% year on year, respectively, in the first quarter of fiscal 2026 (ended June). While currency tailwinds and strong data center demand drove top-line growth, operating margins declined by 80 basis points to 9.2% amid higher raw material costs.

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Daikin Industries Ltd

Daikin Earnings: Top-Line Growth Impressive but Margins Underwhelming; Shares Fairly Priced

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