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TOMRA: Closing the Loop
The story of TOMRA: from reverse vending machine pioneer to global technology for deposit systems, recycling, and resource optimization.
Recruit Holdings
Recruit Holdings (6098) investor relations material
Recruit Holdings Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary15 May, 2026
Executive summary
Achieved record high profits and revenues for FY2025, with revenue rising 3.9% year-over-year to ¥3,697.3 billion and EBITDA+S up 17.0% to ¥794.3 billion, driven by AI adoption and business evolution, especially in HR Technology.
All key financial metrics (revenue, EBITDA+S, EPS) exceeded revised guidance and reached record highs on a full-year basis.
Basic EPS increased 28.9% to ¥349.78, with comprehensive income up 61.0% to ¥616.9 billion.
AI integration across business lines is enhancing matching efficiency, reducing hiring periods by 50%, and increasing user engagement, with March monthly active users up 18% year-over-year.
Capital allocation remains focused on growth investments, stable dividends, strategic M&A in HR Technology, and a ¥350 billion share repurchase program.
Financial highlights
FY2025 consolidated revenue increased, with HR Technology revenue up 7.6% year-over-year to $9.67 billion (¥1,458.4 billion), and EBITDA+S margin for HR Technology at 37.7%.
Staffing revenue grew 2.2% year-over-year to ¥1,703.4 billion, with EBITDA+S margin at 5.9%.
MMT/Marketing Matching Technologies revenue rose 4.7% year-over-year to ¥564.6 billion, with a 27.4% EBITDA+S margin.
Gross profit margin increased to 58.6% in FY2025, with gross profit at ¥2,188.2 billion.
Profit attributable to owners grew 21.6% to ¥496.9 billion in FY2025, with ROE at 31.0%.
Outlook and guidance
FY2026 revenue projected to rise 9.0% year-over-year to ¥4,030.0 billion; EBITDA+S expected to grow 19.5% to ¥949.0 billion, with margin expanding to 23.5%.
Basic EPS forecasted to increase 27.8% year-over-year to ¥447.00.
HR Technology revenue expected to surpass $10 billion (¥1,653.7 billion), with EBITDA+S margin targeted at 41%.
MMT revenue expected to increase 7.1% year-over-year to ¥605.0 billion, with EBITDA+S margin at 30%.
Operating income forecasted at ¥787.0 billion (+24.8%), profit attributable to owners at ¥623.0 billion (+25.4%).
Drivers of the 25% Indeed US ARPJ growth in Q4
Path to 50% HR Tech EBITDA+S margin ambition
AI contribution to Indeed US apply starts
Explain US ARPJ growth drivers in HR Technology
Describe the MMT GMV-Linked Model transition
Explain the 2025 HR Matching TAM contraction
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Latest events from Recruit Holdings
- Profit, EPS, and guidance surged, with share buybacks and new GMV-linked model boosting results.6098
Q3 202616 Apr 2026 - GMV-linked fees and AI integration drive revenue and margin growth, led by Beauty and digital platforms.6098Investor update6 Mar 2026
- Sustainability progress includes carbon neutrality, faster hiring, and refugee support initiatives.6098Fireside Chat3 Feb 2026
- Revenue and net income rose, HR Tech Japan led growth, and a major share buyback is underway.6098Q1 20252 Feb 2026
- H1 FY2024 saw strong growth, major share buybacks, and an improved full-year outlook.6098Q2 202515 Jan 2026
- Revenue and profit rose, guidance increased, and major share repurchases were executed.6098Q3 20258 Jan 2026
- Record EBITDA S margin and higher EPS achieved despite revenue decline; guidance unchanged.6098Q1 202623 Nov 2025
- AI-driven hiring transformation targets efficiency, quality, and societal benefit in a changing labor market.609853rd Annual JPMorgan Global Technology, Media and Communications Conference17 Nov 2025
- Guidance and EPS raised as margins expand, ARPJ rises, and share repurchases accelerate.6098Q2 20266 Nov 2025
Next Recruit Holdings earnings date
Q1 20274 Aug, 2026
Recruit Holdings
Next Recruit Holdings earnings date
Q1 20274 Aug, 2026
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