Daikin's revenue rose 17% year on year in second-quarter fiscal 2026 (ended September) due to currency tailwind and strong air conditioner sales in the US and Japan. However, operating margin dropped to 9.3% from 9.9% a year ago as higher tariffs and input costs outweighed selling price hikes.
The benign macroeconomic environment and recovering new-home sales in the US may further spur local HVAC demand, which will benefit Daikin’s US operations.
A prolonged slowdown in China’s property market could result in lower HVAC demand, which will weigh on returns of Daikin’s China operation.
Metric | 6367 | 000333 | CARR |
|---|---|---|---|
Price/Earnings (Normalized) | 20.69 | 17.92 | 20.45 |
Price/Book Value | 2.19 | 3.09 | 4.41 |
Price/Sales | 1.24 | 1.48 | 1.98 |
Price/Cash Flow | 10.74 | 18.82 | 16.50 |
Metric | 6367 | 000333 | CARR |
|---|---|---|---|
Quick Ratio | 1.05 | 0.57 | 0.54 |
Current Ratio | 1.77 | 1.26 | 1.00 |
Interest Coverage | 10.53 | 28.62 | −2.32 |
Metric | 6367 | 000333 | CARR |
|---|---|---|---|
Return on Assets (Normalized) | 7.22% | 5.33% | 6.00% |
Return on Equity (Normalized) | 13.45% | 14.79% | 16.94% |
Return on Invested Capital (Normalized) | 10.18% | 9.44% | 9.70% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Trane Technologies PLC Class A TT | LOCK|!kq?&D! | LOCK|v%C^ | $91B | |||
| Johnson Controls International PLC Registered Shares JCI | LOCK|Sn&$%D< | LOCK|NNt> | $84B | |||
| Carrier Global Corp Ordinary Shares CARR | LOCK|P?vtX#D | LOCK|!qlb | $44B | |||
| Daikin Industries Ltd ADR DKILY | — | LOCK|D?gsD | $41B | |||
| Daikin Industries Ltd DKILF | — | LOCK|>ncM | $41B | |||
| Compagnie de Saint-Gobain SA CODGF | — | LOCK|#< | $41B | |||
| Compagnie de Saint-Gobain SA ADR CODYY | — | LOCK|kK$ | $41B | |||
| Masco Corp MAS | LOCK|j<@Mm? | LOCK|@v | $16B | |||
| Lennox International Inc LII | LOCK|Z$x&sBW | LOCK|D?G^ | $12B | |||
| Fortune Brands Innovations Inc FBIN | LOCK|TDt%<@z | LOCK|mzMq | $6B |
United States