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Recruit Holdings (6098) investor relations material
Recruit Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Nov, 2025
Executive summary
Q2 revenue and EBITDA +S grew, with EBITDA +S margin rising to 22.7% year-over-year and net cash at ¥590.5 billion as of September 30, 2025.
Full-year consolidated guidance and U.S. HR Technology revenue outlook were revised upward, reflecting strong monetization and operational efficiency.
Profit attributable to owners increased 11.6% to ¥248.3 billion for the first half, with basic EPS up 18.9% to ¥173.12.
A new share repurchase program of ¥250 billion commenced, with over ¥428 billion repurchased in the first half.
Comprehensive income surged 91% to ¥260.6 billion, reflecting improved profitability.
Financial highlights
Q2 consolidated revenue increased 2% year-over-year to ¥914.7 billion; EBITDA +S margin was 22.7%.
First half revenue was ¥1,793.6 billion, down 0.3% year-over-year; EBITDA +S for the six months was ¥394.5 billion, up 7.4% YoY.
Profit attributable to owners for Q2 was ¥127.4 billion (+9.8% YoY); basic EPS for Q2 was ¥89.16 (+16.4% YoY).
Gross profit increased 0.7% to ¥1,064.5 billion; total assets decreased 7.9% to ¥2,552 billion due to share repurchases.
Net cash at period end was ¥590.5 billion, down from ¥822.7 billion at March 31, 2025.
Outlook and guidance
Full-year consolidated revenue guidance revised upward to ¥3,598.5 billion (+1.2% YoY); EBITDA +S to ¥733.5 billion (+8.1% YoY).
Full-year profit attributable to owners forecast at ¥448.3 billion (+9.8% YoY); basic EPS expected at ¥313.00 (+15.3% YoY).
Segment outlook: HR Technology expects US ARPJ growth but lower Japan placement revenue; Staffing sees stable Japan demand but slow overseas; Marketing Matching Technologies expects continued Lifestyle growth but a one-time revenue shift due to an accounting update.
Interim dividend per share for FY2025 set at ¥12.50; total expected dividend ¥25.00 per share.
U.S. ARPJ expected to grow ~16% YoY in H2, despite a 7% decline in job postings.
Future drivers of US ARPJ growth
MMT H2 spend impact on FY26+ revenue
M&A role in long-term HR Tech value creation
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Next Recruit Holdings earnings date
Q3 202611 Feb, 2026
Next Recruit Holdings earnings date
Q3 202611 Feb, 2026
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Frequently asked questions
Recruit Holdings Co. Ltd provides human resources technology, staffing, and marketing solutions. Its services include online job search platforms, temporary staffing, and business support services for enterprises. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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