JAC Recruitment, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 4%, Raises Record High Profit Forecast, Dividend Revised Upward by 1 Yen

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Wed Nov 12, 2025 3:30 pm JST Earnings

2124 JAC Recruitment Co., Ltd. 【J-GAAP】

Earnings Report

JAC Recruitment Co., Ltd. <2124> [TSE Prime] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 9.83 billion yen, an increase 35.7% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 4.5%, from the previous forecast of 11.2 billion yen to 11.7 billion yen (compared to 9.12 billion yen in the previous period), increasing the growth rate from 22.8% to 28.3%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) is expected to increase 10.1%, from the previous forecast of 4.95 billion yen to 5.45 billion yen (compared to 4.76 billion yen in the same period of the previous year), increasing the growth rate from 4.0% to 14.5%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 35 yen to 36 yen (compared to 26 yen in the previous period).

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit grew 24.3% from the same period last year, reaching 3.59 billion yen. The operating profit margin rose from 27.7% in the same period last year to 29.5%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Sep, 2023	26,495	6,823	6,824	4,922	30.8	83.1	Nov 13, 2023	J-GAAP
Jan - Sep, 2024	29,502	7,240	7,249	4,858	30.4	79.5	Nov 11, 2024	J-GAAP
Jan - Sep, 2025	35,389	9,820	9,837	7,015	44.2	84.1	Nov 12, 2025	J-GAAP
YoY	+20.0%	+35.6%	+35.7%	+44.4%	+45.4%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2025 Prev	23,053	4,962	4,953	3,530	22.3	35	Aug 12, 2025	J-GAAP
Jul - Dec, 2025 New	23,053	5,462	5,453	4,230	26.7	36	Nov 12, 2025	J-GAAP
Revision Rate	0.0%	+10.1%	+10.1%	+19.8%	+19.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2025 Prev	46,300	11,200	11,200	7,800	49.2	35	Aug 12, 2025	J-GAAP
Dec, 2025 New	46,300	11,700	11,700	8,500	53.7	36	Nov 12, 2025	J-GAAP
Revision Rate	0.0%	+4.5%	+4.5%	+9.0%	+9.0%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024	20,059	4,732	4,762	2,738	17.2	26	Feb 12, 2025	J-GAAP
Jul - Dec, 2025 Guidance	23,053	5,462	5,453	4,230	26.7	36	Nov 12, 2025	J-GAAP
YoY	+14.9%	+15.4%	+14.5%	+54.5%	+55.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	34,475	8,215	8,209	5,978	37.4	22.50	Feb 14, 2024	J-GAAP
Dec, 2024	39,156	9,090	9,122	5,611	35.2	26	Feb 12, 2025	J-GAAP
Dec, 2025 Guidance	46,300	11,700	11,700	8,500	53.7	36	Nov 12, 2025	J-GAAP
YoY	+18.2%	+28.7%	+28.3%	+51.5%	+52.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	10,405	2,882	2,889	1,985	12.4	27.7	Nov 11, 2024	J-GAAP
Oct - Dec, 2024	9,654	1,850	1,873	753	4.7	19.2	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	11,793	3,411	3,424	2,337	14.8	28.9	May 14, 2025	J-GAAP
Apr - Jun, 2025	11,454	2,827	2,823	1,933	12.2	24.7	Aug 12, 2025	J-GAAP
Jul - Sep, 2025	12,142	3,582	3,590	2,745	17.3	29.5	Nov 12, 2025	J-GAAP
YoY	+16.7%	+24.3%	+24.3%	+38.3%	+39.3%