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Recruit Holdings, Net Income Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast

Mon Feb 9, 2026 3:30 pm JST Earnings

6098 Recruit Holdings Co.,Ltd. 【IFRS】

Earnings Report

Recruit Holdings Co.,Ltd. <6098> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 9th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 15.6% from the same period last year, reaching 394 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 7.3%, from the previous forecast of 448 billion yen to 480 billion yen (compared to 408 billion yen in the previous period), increasing the growth rate from 9.7% to 17.7%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 16.3%, from the previous forecast of 199 billion yen to 232 billion yen (compared to 186 billion yen in the same period of the previous year), increasing the growth rate from 7.5% to 25.0%.

In the most recent three-month period, from October to December (3Q), the consolidated net income grew 23.1% from the same period last year, reaching 146 billion yen. The operating profit margin rose from 15.6% in the same period last year to 19.3%.

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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
Apr - Dec, 2023 2,572,714 346,803 382,032 319,434 203.5 89.6 Feb 9, 2024 IFRS
Apr - Dec, 2024 2,695,702 409,358 442,228 341,549 225.6 83.9 Feb 12, 2025 IFRS
Apr - Dec, 2025 2,736,780 495,680 510,877 394,918 276.6 ー Feb 9, 2026 IFRS
YoY +1.5% +21.1% +15.5% +15.6% +22.6%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 1,804,916 252,475 ー 199,920 144.0 12.50 Nov 6, 2025 IFRS
Oct - Mar, 2025 New 1,871,116 277,075 ー 232,520 167.4 12.50 Feb 9, 2026 IFRS
Revision Rate +3.7% +9.7% － +16.3% +16.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 3,598,500 566,000 ー 448,300 322.8 25 Nov 6, 2025 IFRS
Mar, 2026 New 3,664,700 590,600 ー 480,900 346.3 25 Feb 9, 2026 IFRS
Revision Rate +1.8% +4.3% － +7.3% +7.3%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 1,758,773 220,834 230,090 186,009 123.6 12 May 9, 2025 IFRS
Oct - Mar, 2025 Guidance 1,871,116 277,075 ー 232,520 167.4 12.50 Feb 9, 2026 IFRS
YoY +6.4% +25.5% － +25.0% +35.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 3,416,492 402,526 426,241 353,654 226.0 23 May 15, 2024 IFRS
Mar, 2025 3,557,478 490,542 527,143 408,504 271.4 24 May 9, 2025 IFRS
Mar, 2026 Guidance 3,664,700 590,600 ー 480,900 346.3 25 Feb 9, 2026 IFRS
YoY +3.0% +20.4% － +17.7% +27.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 896,997 139,650 145,175 119,054 78.6 15.6 Feb 12, 2025 IFRS
Jan - Mar, 2025 861,776 81,184 84,915 66,955 44.5 9.4 May 9, 2025 IFRS
Apr - Jun, 2025 878,839 153,734 158,946 120,936 84.0 17.5 Aug 5, 2025 IFRS
Jul - Sep, 2025 914,745 159,791 163,982 127,444 88.8 17.5 Nov 6, 2025 IFRS
Oct - Dec, 2025 943,196 182,155 187,949 146,538 102.6 19.3 Feb 9, 2026 IFRS
YoY +5.2% +30.4% +29.5% +23.1% +30.5%

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