DAIKIN INDUSTRIES, LTD.

Perth installer Langler Air says households are switching to ducted reverse cycle systems this winter following the state’s electricity tariff reset on 1 July. The standard Synergy home tariff now sits at 32.37 cents per kilowatt hour, and reverse cycle heating is among the cheapest options, producing several units of heat for each unit of electricity used. Interest in ducted systems has lifted through autumn and early winter, with many replacing ageing gas heaters and portable electric units. Langler Air, a Balcatta-based supply-and-install specialist operating for more than 30 years, notes that winter remains the quietest period for installers, shortening waiting times compared with the summer rush. The company is a Mitsubishi Electric Diamond Dealer and also installs Daikin and Rinnai systems, with every job starting from an on-site consultation.

The Europe HVAC market is projected to grow from an estimated $45 billion in 2025 to $58.67 billion by 2031, at a compound annual growth rate of approximately 4.52%. Key drivers include AI-driven smart HVAC ecosystems, urban expansion, and renovation initiatives such as Europe's Renovation Wave Strategy. High upfront costs remain a challenge, with heat pump installations ranging from $8,000 to $10,000 per unit, though government incentives are boosting demand. Heating equipment holds a 50% market share, with heat pumps playing a pivotal role in decarbonization. Western and Southern Europe account for over 53% of the market, while the Nordics are experiencing rapid growth.

The global filled PTFE plastic market is forecast to grow at a compound annual growth rate of 5.6%, reaching a valuation of USD 5.23 billion by 2032 from an estimated USD 3.74 billion in 2026. The market is shifting from commodity use to application-specific solutions, with companies enhancing filler morphologies and mechanical properties to meet rigorous compliance demands. Incoming U.S. tariffs are expected to reshape cost structures and supply-chain strategies, favoring suppliers with global manufacturing footprints and comprehensive documentation. Key players are differentiating through vertical integration, tribology expertise, and rigorous documentation to align with end-user specifications. The report profiles major companies including 3M, AGC Inc, Daikin Industries, and Saint-Gobain.

Delta Electronics Thailand announced a prefabricated AI modular data center solution at COMPUTEX 2026 that cuts deployment time by up to 60%. The system integrates an 800VDC high-voltage power architecture with advanced liquid cooling technologies. At the event, held from June 2 to June 5, the company highlighted a 3 MW GoCool liquid-to-liquid coolant distribution unit, a 2.4 MW in-row CDU, a modular 1.5 MW in-row CDU, and a cold plate for NVIDIA Vera Rubin NVL72 systems. Its AI containerized data center solution supports liquid-cooled AI servers and up to 60 kW of IT load per rack. The push follows an April 22 memorandum of understanding with Daikin to collaborate on next-generation CDU solutions for AI and HPC data centers across ASEAN-Oceania.

Daikin Industries and Rockwell Automation both hold a Zacks Rank of #2 (Buy), but Daikin scores a Value grade of B compared to Rockwell's D. Daikin trades at a forward P/E of 22.61 versus Rockwell's 36.25, and its PEG ratio of 1.62 is well below Rockwell's 3.02. Daikin's price-to-book ratio stands at 2.06, while Rockwell's is 14.51. Based on these valuation figures, Daikin Industries is the superior value option right now.