)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Daikin Industries
Daikin Industries (6367) investor relations material
Daikin Industries Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary4 Aug, 2026
Executive summary
Achieved record Q1 net sales of ¥1,426.8 billion (up 17.5% YoY) and operating profit of ¥130.6 billion (up 7.6%), driven by yen depreciation, U.S. tariff refunds, and strong demand.
Operating profit margin declined by 0.8 percentage points year-over-year due to cost increases outpacing mitigation efforts.
Profit attributable to owners of parent was ¥80.1 billion, down 1.7% YoY, while comprehensive income surged 146% to ¥145.5 billion on foreign currency gains.
Strategic focus includes margin improvement, expanding high value-added products, and cost reduction initiatives.
Financial highlights
Net sales rose to ¥1,426.8 billion, up 18% year-over-year; operating profit increased to ¥130.6 billion, up 8%.
Ordinary profit reached ¥120.8 billion (up 2% YoY); profit attributable to owners was ¥80.1 billion (down 2% YoY).
Gross profit increased to ¥493.9 billion from ¥433.2 billion year-over-year.
FX effects contributed ¥116.5 billion to net sales and ¥5.5 billion to operating profit.
Operating profit margin fell from 10.0% to 9.2% year-over-year.
Outlook and guidance
FY2026 net sales forecast at ¥5,150.0 billion (up 3% YoY); operating profit forecast at ¥436.0 billion (up 5% YoY).
Profit attributable to owners of parent is forecast at ¥278.0 billion, up 1% YoY, with EPS expected at ¥949.32.
Segment guidance: Air Conditioning and Refrigeration Equipment net sales to rise 3%, Chemicals up 7%.
Dividend forecast for FY2027 is ¥360 per share, up from ¥340 in FY2026.
Focus on margin improvement, cost reductions, and growth in high-profit domains per FUSION 30 plan.
Impact of ¥350B buyback on the equity ratio
Why did profit decline despite sales growth?
Role of FX translation in comprehensive income
Strategy to improve North America Fit adoption
Turnaround plans for Filter and European units
Improving Applied margins in data center market
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Daikin Industries
- Strategic shift to high-margin solutions, digitalization, and sustainability drives future growth.6367
Investor presentation15 May 2026 - Record sales, profit, and comprehensive income with further growth forecasted.6367Q4 202612 May 2026
- Net sales up 2%, profit guidance revised, equity ratio improved, and cost focus maintained.6367Q3 20264 Feb 2026
- Ambitious growth and sustainability targets are underpinned by innovation and global compliance.6367ESG update15 Jan 2026
- Net sales up 14.3% year-over-year, but profit fell 21.4% amid cost pressures.6367Q1 20253 Dec 2025
- Aggressive growth targets and hybrid cooling innovations aim to capture surging data center demand.6367Investor Day 202527 Nov 2025
- Profit rose 6.1% to ¥160.9b despite a 0.6% sales drop, with growth forecast ahead.6367Q2 20265 Nov 2025
- Record operating profit up 5.1% and profit attributable to owners up 29.2% despite sales drop.6367Q1 202620 Aug 2025
- Record sales and profit drive higher guidance, but currency losses hit comprehensive income.6367Q2 202513 Jun 2025
Next Daikin Industries earnings date
Q2 20275 Nov, 2026
Daikin Industries
Next Daikin Industries earnings date
Q2 20275 Nov, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Explore our global coverage