DKILF (Daikin Industries) Tariff Resilience Score: 3/10 (As of Jul. 03, 2026)


DKILF Daikin Industries Ltd DKILF
90 GF Score
Price $155.14
GF Value $131.72
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Daikin Industries Tariff Resilience Score?

Daikin Industries DKILF +7.74% 90 Tariff Resilience Score is 3 as of Jul. 03, 2026. GuruFocus rates DKILF with a GF Score™ of 90/100 and a GF Value™ of $131.72 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,835 Construction companies, Daikin Industries ranks better than 92.15% on this metric.

Daikin Industries has the Tariff Resilience Score of 3, which implies that the company might have .

Daikin Industries has Daikin's global manufacturing and sales expose it to significant tariff risks, especially in HVAC systems. Previous tariffs have impacted costs. Limited mitigation options reduce resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Daikin Industries might have .


Daikin Industries  (OTCPK:DKILF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Daikin Industries Tariff Resilience Score Related Terms


DKILF vs TT, JCI, CARR: Tariff Resilience Score Comparison

For the Building Products & Equipment subindustry, Daikin Industries's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Daikin Industries Tariff Resilience Score vs Construction Industry

For the Construction industry and Industrials sector, Daikin Industries's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Daikin Industries's Tariff Resilience Score falls into.


DKILF
90GF Score
Daikin Industries Ltd DKILF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 3 mean?
Daikin Industries (DKILF) has a Tariff Resilience Score of 3 as of Jul. 03, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Daikin Industries ranks #144 out of 1835 companies in the Construction industry, placing it in the top 7.8%.
Is Daikin Industries' Tariff Resilience Score too high?
Daikin Industries' current Tariff Resilience Score is 3. Based on the distribution chart, Daikin Industries ranks #144 out of 1835 companies in the Construction industry, which is in the top quartile — a strong position relative to peers. Overall, Daikin Industries has a GF Score™ of 90/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Daikin Industries' Tariff Resilience Score compare to TT and JCI?
According to the Construction industry distribution chart, Daikin Industries ranks #144 out of 1835 companies for Tariff Resilience Score. This places Daikin Industries in the top 8% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Construction company?
A good Tariff Resilience Score depends on the Construction industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Daikin Industries's current Tariff Resilience Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Daikin Industries stock overvalued right now?
Based on GuruFocus' analysis, Daikin Industries (DKILF) is currently considered Modestly Overvalued. The stock's GF Value™ is $131.72, compared to a current price of $155.14 — trading 17.8% above its estimated fair value. The current Tariff Resilience Score is 3. Daikin Industries' overall GF Score™ is 90/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Daikin Industries (DKILF), the current Tariff Resilience Score is 3 as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Daikin Industries (DKILF) Overvalued in 2026?

Based on GuruFocus' analysis, Daikin Industries stock appears to be overvalued. The current stock price of $155.14 is trading 17.8% above its estimated GF Value™ of $131.72. GuruFocus considers Daikin Industries to be Modestly Overvalued.

Key valuation signals for DKILF:

  • Tariff Resilience Score: 3
  • GF Value™: $131.72 vs. price of $155.14 (17.8% above fair value)
  • GF Score™: 90/100 with 8 warning signs

No single metric tells the full story. See the DKILF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Daikin Industries Business Description

Address 1-13-1 Umeda, 34th Floor, Osaka Umeda Twin Towers South, Kita-ku, Osaka, JPN, 530-0001
Established in Osaka, Japan, in 1924, Daikin Industries is one of the world's largest residential and commercial heating, ventilation, and air conditioning product and service companies. North America, Japan, China, and Europe are Daikin's four biggest regional markets, with North America accounting for over 30% of the company's revenue over the years. The air conditioning segment represents about 90% of Daikin's revenue and operating income, while chemicals and others account for the remaining 10%.
90GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$155.14
Price
$131.72
GF Value