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Daikin Industries,Ltd. (DKILF) Stock Analysis

$129.51 -$7.68 (-5.60%) |CouncilBullish Lean · 55 · B
Daikin Industries,Ltd. (DKILF) bottom line: signals are mixed — the Council read leans Bullish Lean (55/100) while the AI fundamental score is 46/100 (grade C); the two lenses disagree, so weigh the breakdown below. Strongest single signal: Ray Dalio bullish.Educational signal, not a buy or sell recommendation. Compare sector peers → · Read the method →
MCap: $36.1B| P/E Ratio: 22.2| Vol: 312| 52-wk range: $108.76 – $169.56

P/E 22.2 means the share price is 22.2 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $36.1B is the value of all shares combined. Beta 0.50: the stock has moved about 50% less than the S&P 500.

Data from FMP · Methodology

For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR

Daikin Industries,Ltd. (DKILF) trades at $129.51 with AI Score 46/100 (Grade C). Daikin Industries, Ltd. is a global manufacturer and distributor of air conditioning, refrigeration equipment, and chemical products. Market cap: $36.1B, Sector: Industrials.

Price as of Aug 28, 2026 · Last analyzed: Mar 16, 2026
Daikin Industries, Ltd. is a global manufacturer and distributor of air conditioning, refrigeration equipment, and chemical products. Founded in 1924 and headquartered in Osaka, Japan, Daikin serves residential, commercial, and industrial sectors worldwide.

Analyst Coverage for DKILF: DKILF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates DKILF against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.

Watch the DKILF film Every key number, told as a short cinematic story — just press play. ~2 min
Council Score · Weighted Average of 3 Disciplines
Bullish Lean 55/100 · B

DKILF: 1/3 scored disciplines lean bullish. Dominant signal: Ray Dalio bullish.

How is this calculated? →
Legends Council · 5 Legends + Moon AI
Ray Dalio
Bullish
Jim Simons
Neutral
Izzy Englander
Neutral
Seth Klarman
Bullish
Moon AI
Bullish
Munger's Mindset · Balance Sheet & Valuation
Financial Health
Moderate
Margin of Safety
Fairly Valued
Council Score · Weighted Average of 3 Disciplines · See tabs for details →
The lenses are modelled on the published principles of the investors named. We are not affiliated with them, they have not endorsed this, and it is not their opinion of this stock.

Why this analysis is different

  • A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
  • An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
  • Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Daikin Industries,Ltd. (DKILF) Industrial Operations Profile

CEOMasanori Togawa
Employees104,095
HeadquartersOsaka, JP
IPO Year2012
IndustryConstruction

Daikin Industries, Ltd., established in 1924, is a global leader in air conditioning and refrigeration equipment, and chemical products. With a market capitalization of $36.1B and a global presence, Daikin offers a diverse product portfolio, serving residential, commercial, and industrial clients across Asia, Europe, and North America.

Data Provenance | Financial Data Quantitative Analysis Analysis: Mar 16, 2026

What Is the Investment Thesis for DKILF?

As of Mar 16, 2026 — figures reflect the data available on that date.

Daikin Industries, Ltd. presents a compelling investment case based on its global leadership in the air conditioning and chemical sectors. The company's diversified product portfolio and extensive geographic reach provide resilience against regional economic fluctuations. With a P/E ratio of 22.2 and a dividend yield of 1.64%, Daikin offers a blend of growth and income potential. Key growth catalysts include increasing demand for energy-efficient air conditioning systems and expansion in emerging markets. However, potential risks include fluctuations in raw material prices and intensifying competition. The company's commitment to innovation and sustainability positions it favorably for long-term value creation.

Based on FMP financials and quantitative analysis

DKILF Key Highlights

Market capitalization of $36.1B, reflecting its significant presence in the air conditioning and chemical industries.

  • Profit margin of 5.7%, indicating operational efficiency and profitability.
  • Gross margin of 34.1%, showcasing effective cost management and pricing strategies.
  • Beta of 0.50, suggesting lower volatility compared to the overall market.
  • Dividend yield of 1.64%, providing a steady income stream for investors.

Who Are DKILF's Competitors?

DKILF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
AMKAF A.P. Møller - Mærsk A/S $3285.24 0.00% $48.0B 529-signal
FANUF Fanuc Corporation $38.82 +6.88% $36.2B 499-signal
FINMF Leonardo S.p.A. $65.58 +2.10% $37.8B 499-signal
CODGF Compagnie de Saint-Gobain S.A. $92.40 -0.53% $45.3B 449-signal
CARR Carrier Global Corporation $58.84 +0.17% $48.5B 535-pillar
GBERF Geberit AG $726.50 0.00% $24.0B 479-signal
KGSPF Kingspan Group plc $117.00 +2.70% $21.1B 469-signal
JCI Johnson Controls International plc $139.59 -1.84% $84.6B 539-signal

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are DKILF's Key Strengths?

Global brand recognition and reputation for quality.

  • Diversified product portfolio and geographic reach.
  • Strong focus on technological innovation.
  • Extensive distribution network and after-sales service capabilities.

What Are DKILF's Weaknesses?

Exposure to fluctuations in raw material prices.

  • Dependence on specific geographic markets.
  • Potential impact from regulatory changes related to refrigerants.
  • Competition from established players in the air conditioning and chemical industries.

What Could Drive DKILF Stock Higher?

Increasing demand for energy-efficient air conditioning systems.

  • Expansion in emerging markets with rising disposable incomes.
  • Technological advancements in refrigerant technology.
  • Strategic acquisitions to expand product portfolio.
  • Growing demand for after-sales services and maintenance contracts.

What Are the Key Risks for DKILF?

Fluctuations in raw material prices, such as copper and aluminum.

  • Economic downturns in key markets, such as Japan and the United States.
  • Regulatory changes related to refrigerants and environmental standards.
  • Intensifying competition from established and emerging players.
  • Disruptions in the supply chain due to geopolitical events or natural disasters.

What Are the Growth Opportunities for DKILF?

  • Expansion in Emerging Markets: Daikin can leverage the increasing demand for air conditioning systems in emerging markets such as India and Southeast Asia. These regions are experiencing rapid urbanization and rising disposable incomes, driving the need for cooling solutions. By establishing a stronger presence and tailoring products to local needs, Daikin can capture a significant share of these high-growth markets. Timeline: Ongoing.
  • Technological Innovation: Investing in research and development to create more energy-efficient and environmentally friendly air conditioning systems. This includes developing products that use alternative refrigerants with lower global warming potential. By staying at the forefront of technological advancements, Daikin can differentiate itself from competitors and attract environmentally conscious consumers. Market size: The global green air conditioning systems market is expected to reach $40 billion by 2028. Timeline: Ongoing.
  • Strategic Acquisitions: Pursuing strategic acquisitions to expand its product portfolio and geographic reach. This includes acquiring companies with complementary technologies or strong distribution networks in key markets. By carefully selecting acquisition targets, Daikin can accelerate its growth and enhance its competitive position. Timeline: Ongoing.
  • Strengthening Service Offerings: Expanding its after-sales service offerings to include maintenance, repair, and installation services. This can generate recurring revenue streams and enhance customer loyalty. By providing comprehensive service solutions, Daikin can differentiate itself from competitors and build long-term relationships with customers. Timeline: Ongoing.
  • Focus on Sustainable Solutions: Capitalizing on the growing demand for sustainable and energy-efficient solutions by developing and marketing products that reduce energy consumption and minimize environmental impact. This includes investing in renewable energy sources and promoting responsible manufacturing practices. By positioning itself as a leader in sustainability, Daikin can attract environmentally conscious customers and enhance its brand reputation. Timeline: Ongoing.

What Are DKILF's Competitive Advantages?

  • Global brand recognition and reputation for quality.
  • Extensive distribution network and after-sales service capabilities.
  • Technological innovation and a strong focus on research and development.
  • Diversified product portfolio and geographic reach.

What Does DKILF Do?

Daikin Industries, Ltd. was founded in 1924 in Osaka, Japan, initially focusing on the production of aircraft radiator tubes. Over the decades, Daikin strategically expanded its product line to include air conditioning and refrigeration equipment, becoming a pioneer in the industry. Today, Daikin is a global leader, manufacturing and distributing a wide array of products, including room air-conditioning systems, air purifiers, heat-pump hot-water supply systems, packaged air-conditioning systems for office buildings, and industrial dust collectors. The company also produces chemical products, such as fluorocarbons, fluoroplastics, and fluoroelastomers, catering to diverse industrial applications. Daikin operates in Japan, the United States, China, Asia, Oceania, Europe, the Middle East, and Africa, demonstrating its extensive global reach. With a workforce of over 98,000 employees, Daikin continues to innovate and adapt to evolving market demands, solidifying its position as a key player in the air conditioning and chemical industries.

What Products and Services Does DKILF Offer?

  • Manufactures and distributes air-conditioning systems for residential, commercial, and industrial use.
  • Produces refrigeration equipment, including freezers, water chillers, and turbo refrigerator equipment.
  • Develops and sells chemical products, such as fluorocarbons and fluoroplastics.
  • Offers oil hydraulics products, including pumps, valves, and cooling systems.
  • Provides after-sales services, including maintenance and repair.
  • Manufactures defense products, such as warheads and guided missile parts.

How Does DKILF Make Money?

  • Manufacturing and selling air conditioning and refrigeration equipment.
  • Producing and distributing chemical products for various industrial applications.
  • Providing after-sales services and maintenance contracts.
  • Generating revenue through the sale of oil hydraulics and defense products.

What Industry Does DKILF Operate In?

Daikin Industries operates within the global construction and industrials sector, characterized by increasing demand for energy-efficient and environmentally friendly solutions. The air conditioning market is driven by factors such as rising temperatures, urbanization, and increasing disposable incomes in emerging economies. The competitive landscape includes companies like AMKAF (Amcor plc), AMKBY (Amorepacific Group Inc), FANUF (Fanuc Corp), FANUY (Fanuc Corp), and FINMF (Fine Molds), each vying for market share through product innovation and strategic partnerships. Daikin's focus on technological advancements and sustainable practices positions it well to capitalize on these trends.

Who Are DKILF's Key Customers?

  • Residential customers seeking air conditioning solutions.
  • Commercial businesses requiring air conditioning and refrigeration systems.
  • Industrial clients utilizing chemical products and oil hydraulics.
  • Government agencies purchasing defense products.
Model self-rating on this text: 71% (not a measure of the evidence) Updated: Mar 16, 2026

Research confidence

Medium 45/100

Enough evidence to be useful, with gaps worth knowing about.

  • Scoring coverage unknown
  • Price is current
  • Latest filing 59 days ago
  • No analyst coverage
  • Reported in JPY, converted to USD

Why 46?

This rating comes from our nine-signal model, which produces a score but not a per-factor breakdown. The sector-relative five-pillar model, which explains its own contributions, does not cover this listing yet. How the score is built →

MoonshotScore History

Recorded daily since 2026-08-23 · 5 snapshots

2026-08-23 46
2026-08-24 46
2026-08-25 46
2026-08-26 46
2026-08-27 46

What changed?

The score has stayed at 46.

Over the same 4 days the stock moved +4.6%.

Company Profile

Daikin Industries,Ltd. operates in the Industrial - Machinery industry within the Industrials sector. It is headquartered in Osaka, JP. The company is led by CEO Masanori Togawa. DKILF has traded publicly since 2012.

ROE 9%

Key Financial Metrics

Return on equity for Daikin Industries,Ltd. stands at 9.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.7%, showing how much profit it generates from its asset base. DKILF trades at a trailing price-to-earnings ratio of 22.24, below the Industrials sector average of ~28x. Its free cash flow yield is 3.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.93 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.8%, the inverse of the P/E and a quick read on earnings relative to price.

DKILF Valuation & Market Position

With a $36.1B market cap, Daikin Industries,Ltd. sits in the large-cap segment of the market. Relative to its peer group, DKILF's quantitative score of 46/100 is roughly in line with the peer average of 49/100.

Quarterly Financial Performance: Daikin Industries,Ltd.

Revenue for Daikin Industries,Ltd. came in at $8.84B during Q1 FY2027, a 4.4% improvement versus the preceding quarter. The company recorded net income of $496.7M, with diluted EPS of $1.73. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this large-cap Industrials company. Across the four most recent quarters, DKILF averaged $1.48 in diluted EPS.

F-Score 5/9

Financial Health

Daikin Industries,Ltd.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.13 places it in the safe zone, indicating low near-term bankruptcy risk.

5/8 beats

Earnings Track Record

Daikin Industries,Ltd. has beaten Wall Street's EPS estimate in 5 of its last 8 reported quarters — more hits than misses. Reported results have landed about 1.0% below estimates on average.

DKILF Financials

Fundamental Snapshot

Revenue Growth (FY)
+6.2%
Net Income Growth (FY)
+4.6%
EPS Growth (FY)
+4.6%
Free Cash Flow Growth (FY)
-3.8%
P/E (TTM)
26.2
Return on Equity (TTM)
+9.0%
Current Ratio
1.9
EV/EBITDA (TTM)
10.3

Based on FMP financials and quantitative analysis · FY 2026

Bull Case vs Bear Case

Bull Case

  • Global brand recognition and reputation for quality.
  • Diversified product portfolio and geographic reach.
  • Strong focus on technological innovation.
  • Extensive distribution network and after-sales service capabilities.

Bear Case

  • Exposure to fluctuations in raw material prices.
  • Dependence on specific geographic markets.
  • Potential impact from regulatory changes related to refrigerants.
  • Competition from established players in the air conditioning and chemical industries.

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026

Recent Quarterly Results

Quarter Revenue Net Income EPS
Q1 FY2027 $8.84B $497M $1.73
Q4 FY2026 $8.47B $502M $1.72
Q3 FY2026 $7.42B $215M $0.73
Q2 FY2026 $8.01B $503M $1.72

Q1 FY2027 · filed 30 Jun 2026 · SEC EDGAR →

Based on FMP financials and quantitative analysis · Converted to USD from JPY at today's rate

DKILF Latest News

No recent news available for DKILF.

DKILF Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DKILF.

Price Targets

Wall Street price target analysis for DKILF.

DKILF MoonshotScore

46/100

What does this score mean?

MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. DKILF scores 46/100 (Grade C): the number comes from the legacy nine-factor engine (quantitative signals from revenue growth to news sentiment), written once, not refreshed.

Leadership: Masanori Togawa

Unknown

Further research would be needed to provide a comprehensive profile.

Track Record: Information on Masanori Togawa's track record is not available in the provided context. Further research would be needed to provide a detailed assessment.

DKILF OTC Market Information

The OTC Other tier represents the lowest tier of over-the-counter (OTC) markets. Companies in this tier often have limited or no financial disclosure and may not meet minimum listing requirements. Unlike stocks listed on major exchanges like the NYSE or NASDAQ, OTC Other stocks typically have less stringent regulatory oversight and reporting standards, leading to increased risks for investors.

  • OTC Tier: OTC Other
Liquidity: Liquidity for DKILF on the OTC market is likely limited. OTC stocks generally have lower trading volumes and wider bid-ask spreads compared to exchange-listed stocks. This can make it more difficult to buy or sell shares quickly and at desired prices, potentially leading to increased transaction costs and price volatility.
OTC Risk Factors:
  • Limited financial disclosure increases information asymmetry.
  • Lower trading volume can lead to price volatility.
  • Wider bid-ask spreads can increase transaction costs.
  • Potential for fraud or manipulation is higher in the OTC market.
  • Regulatory oversight is less stringent compared to major exchanges.
Due Diligence Checklist:
  • Verify the company's registration and regulatory filings.
  • Review available financial statements and disclosures.
  • Assess the company's business model and competitive landscape.
  • Evaluate the management team and their track record.
  • Understand the risks associated with investing in OTC stocks.
  • Monitor trading volume and price movements.
  • Consult with a financial advisor before investing.
Legitimacy Signals:
  • Established operating history in the air conditioning and chemical industries.
  • Global brand recognition and reputation for quality.
  • Presence in multiple geographic markets.
  • Membership in industry associations or organizations.
  • Independent audits of financial statements (if available).

DKILF Industrials Stock FAQ

What does the AI Score mean for DKILF?

DKILF holds an AI Score of 46/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. The number comes from the legacy nine-factor engine (quantitative signals from revenue growth to news sentiment), written once, not refreshed. Daikin Industries, Ltd. is a global manufacturer and distributor of air conditioning, refrigeration equipment, and chemical products.

What are the main risks for DKILF?

Daikin Industries, Ltd. faces several risks, including fluctuations in raw material prices, such as copper and aluminum, which can impact its profit margins. Economic downturns in key markets, such as Japan and the United States, could reduce demand for its products.

What are the key factors to evaluate for DKILF?

Daikin Industries,Ltd. (DKILF) holds an AI score of 46/100 (low). P/E: 22.2x vs the S&P 500's ~20-25x. Not financial advice.

How frequently does DKILF data refresh on this page?

DKILF's price was last updated on Aug 28, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.

What has driven DKILF's recent stock price performance?

Daikin Industries,Ltd. (DKILF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global brand recognition and reputation for quality. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider DKILF overvalued or undervalued right now?

Daikin Industries,Ltd. (DKILF) trades at 22.2x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

How do I research DKILF before investing?

Before investing in Daikin Industries,Ltd. (DKILF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Why might investors consider adding DKILF to a portfolio?

Key strength of Daikin Industries,Ltd. (DKILF): Global brand recognition and reputation for quality. Weigh rewards against risks and diversify. Not financial advice.

Can I buy fractional shares of DKILF?

Yes, most major brokerages offer fractional shares of Daikin Industries,Ltd. (DKILF) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Price as of Analysis updated
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • Information on Masanori Togawa's background and track record is limited.
  • Analyst consensus and valuation metrics are unavailable due to pending AI analysis.
Data Sources
Financial Modeling Prep (FMP)Stock Expert AI proprietary analysis

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