DAIKIN INDUSTRIES, LTD.

Claros Technologies and Daikin America announced a commercial agreement for full-scale deployment of the ClarosTechUV PFAS destruction system at Daikin's manufacturing facility in Decatur, Alabama. The large-scale, long-term installation will integrate the technology directly into Daikin's manufacturing operations as a continuously operating PFAS destruction system engineered for industrial-scale performance, following a multi-phase collaboration that moved from pilot demonstration to commercial optimization. The deployment will combine permanent PFAS destruction through ClarosTechUV with continuous analytical testing and performance verification through ClarosLabs, and will be incorporated into broader facility improvements underway at Daikin's Decatur campus over the next few years. The agreement extends beyond a single installation, establishing a long-term strategic relationship and creating opportunities to evaluate additional applications for ClarosTechUV across Daikin's global operations. Daikin America CEO Yuichi Hashikawa said the partnership demonstrates that it is possible to be a responsible manufacturer while providing materials essential to today's society, while Claros CEO and Co-Founder Michelle Bellanca called it the defining commercial achievement in Claros' history and a turning point for the entire industry.

The global HVAC market was valued at USD 215 billion in 2025 and is projected to reach USD 292.20 billion by 2031, expanding at a 5.25% CAGR, according to a new report added to ResearchAndMarkets.com's offering. Air conditioning represented approximately 45% of global HVAC market revenue in 2025, while heat pumps generated around 40% of heating equipment revenue and air handling units held more than 38% of the ventilation equipment market. The commercial end-user segment is forecast to record the fastest CAGR of 6.13% through 2031, and Asia-Pacific accounted for more than 44% of global market revenue, making it the leading regional market. Consolidation continues to reshape the competitive landscape: Bosch Group completed its approximately USD 8 billion acquisition of Johnson Controls' residential and light commercial HVAC business on July 31, 2025, and Samsung Electronics expanded its commercial cooling position through the approximately USD 1.7 billion acquisition of European HVAC solutions provider FlaktGroup from Triton. In 2025, Daikin introduced its EWYK-QZ modular air-to-water heat pump for commercial and industrial facilities, using low-global-warming-potential R-290 refrigerant. Leading companies in the fragmented market include Lennox International, Midea Group, Gree Electric Appliances, Carrier Global, Bosch, Daikin, LG Electronics, Mitsubishi Electric, Panasonic, Samsung, Trane Technologies, and Vaillant Group.

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.