JAC Recruitment, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%, Raises Record High Profit Forecast, Dividend Revised Upward by 3 Yen

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Tue Aug 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 August 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) expanded 6.24 billion yen, an increase 43.3% compared to the same period last year, exceeded the previous forecast of 4.70 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.0%, from the previous forecast of 10.0 billion yen to 11.2 billion yen (compared to 9.12 billion yen in the previous period), increasing the growth rate from 9.6% to 22.8%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to grow 4.0% from the same period last year, reaching 4.95 billion yen.

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 32 yen to 35 yen (compared to 26 yen in the previous period).

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit increased 31.8% from the same period last year, reaching 2.82 billion yen. The operating profit margin rose from 22.5% in the same period last year to 24.7%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Jun, 2023	17,249	4,163	4,165	3,020	18.9	50.7	Aug 10, 2023	J-GAAP
Jan - Jun, 2024	19,097	4,358	4,360	2,873	18.0	47.8	Aug 9, 2024	J-GAAP
Jan - Jun, 2025	23,247	6,238	6,247	4,270	27.0	55.8	Aug 12, 2025	J-GAAP
YoY	+21.7%	+43.1%	+43.3%	+48.6%	+50.0%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2025 Guidance	21,800	4,700	4,700	3,300	20.8	0	Feb 12, 2025	J-GAAP
Jan - Jun, 2025 Results	23,247	6,238	6,247	4,270	27.0	0	Aug 12, 2025	J-GAAP
Revision Rate	+6.6%	+32.7%	+32.9%	+29.4%	+29.6%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2025 Prev	44,900	10,000	10,000	7,000	44.2	32	Feb 12, 2025	J-GAAP
Dec, 2025 New	46,300	11,200	11,200	7,800	49.2	35	Aug 12, 2025	J-GAAP
Revision Rate	+3.1%	+12.0%	+12.0%	+11.4%	+11.4%

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	4,962	4,953	3,530	22.3	35	Aug 12, 2025	J-GAAP
YoY	+14.9%	+4.9%	+4.0%	+28.9%	+29.6%

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	11,200	11,200	7,800	49.2	35	Aug 12, 2025	J-GAAP
YoY	+18.2%	+23.2%	+22.8%	+39.0%	+39.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Apr - Jun, 2024	9,550	2,146	2,142	1,372	8.6	22.5	Aug 9, 2024	J-GAAP
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
YoY	+19.9%	+31.7%	+31.8%	+40.9%	+42.2%