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Daikin Industries (6367) investor relations material
Daikin Industries Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Aug, 2025
Executive summary
Net sales for Q1 FY2025 were ¥1,213.8B, down 3.0% YoY, while operating profit rose 5.1% to a record ¥121.3B and profit attributable to owners increased 29.2% to ¥81.5B, despite global economic uncertainty and U.S./China headwinds.
Profit growth was driven by strategic pricing, cost reductions, and commercial segment expansion, offsetting residential and Chemicals weakness.
The business environment was challenged by U.S. tariff policy, sluggish housing investment, and weak demand in China, but supported by AI-related investment and inbound tourism in Japan.
Strategic focus included sales/marketing, new products, supply chain, cost competitiveness, and global expansion of the Applied Systems air-conditioning business.
Financial highlights
Q1 FY2025 net sales: ¥1,213.8B (97% YoY); operating profit: ¥121.3B (105% YoY); ordinary profit: ¥118.9B (113% YoY); profit attributable to owners: ¥81.5B (129% YoY).
Excluding FX, net sales and operating profit rose 102% and 112% YoY, respectively.
Comprehensive income dropped 70.2% YoY to ¥59.1B.
Earnings per share rose to ¥278.43 from ¥215.53 YoY.
U.S. tariffs had a direct negative impact of ¥7.5B on operating profit, offset by pricing and cost reductions.
Outlook and guidance
Full-year FY2026 forecast unchanged: net sales ¥4,840B, operating profit ¥435B, profit attributable to owners ¥272B, EPS ¥928.95.
Plans to accelerate six group-wide themes: sales/marketing, new products, supply chain, cost reduction, service solutions, and digital/process innovation.
U.S. tariff impact for FY2026 expected to be slightly lower than previously forecast; mitigation through cost and pricing strategies.
Management remains cautious due to ongoing global economic and policy risks.
Dividend forecast for FY2026 is unchanged at ¥330 per share.
Assess impact of US tariff policies on FY26 forecast.
Explain drivers behind increased inventories.
What is the strategy for service/solution revenue?
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Next Daikin Industries earnings date
Q2 20266 Nov, 2025
Next Daikin Industries earnings date
Q2 20266 Nov, 2025
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Frequently asked questions
Daikin Industries Ltd manufactures and sells air conditioning, refrigeration, and chemical products. It provides HVAC systems, fluorochemicals, and air purifiers for residential, commercial, and industrial use worldwide. The company is headquartered in Osaka, Japan, and its shares are listed on the TSE.
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