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Recruit Holdings (6098) investor relations material
Recruit Holdings Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Aug, 2025
Executive summary
Q1 FY2025 revenue declined 2.5% year-over-year to ¥878.8B, but record-high EBITDA plus S margin of 21.3% was achieved through productivity improvements.
Operating income rose 20.3% to ¥153.7B and profit attributable to owners increased 13.6% to ¥120.9B; basic EPS up 21.5% to ¥83.97.
Full-year FY2025 guidance remains unchanged, reflecting Q1 results, HR Technology workforce reductions, and current business conditions.
Share repurchase program of ¥450B was completed ahead of schedule, reducing net cash to ¥563.5B as of June 2025.
Total comprehensive income dropped 58.8% year-over-year, mainly due to negative exchange differences.
Financial highlights
Q1 FY2025 consolidated revenue was ¥878.8B, down 2.5% year-over-year; gross profit ¥521.8B; gross margin flat at 59.4%.
EBITDA plus S rose 4.5% to ¥187.1B, with a record margin of 21.3%; EBITDA up 1.3% to ¥163.5B, margin at 18.6%.
Operating income increased 20.3% to ¥153.7B; profit attributable to owners rose 13.6% to ¥120.9B; basic EPS up 21.5% to ¥83.97.
Net cash and cash equivalents decreased to ¥563.5B as of June 30, 2025.
Equity attributable to owners fell to ¥1,393.9B from ¥1,617.6B at the previous fiscal year-end.
Outlook and guidance
FY2025 full-year guidance unchanged: revenue ¥3,520.0B (down 1.1% YoY), EBITDA plus S ¥697.0B (up 2.7%, margin 19.8%), operating income ¥540.0B (up 10.1%), profit attributable to owners ¥428.0B (up 4.8%), and basic EPS ¥295.00 (up 8.7%).
Dividend per share set at ¥25.00 for FY2025.
No change in targeted net cash of ¥600B by March 31, 2026.
HR technology workforce reduction's financial impact already included in guidance.
Foreign exchange assumptions: 145 yen/USD, 158 yen/Euro, 92 yen/AUD.
Explain HR Technology's share-based payment.
How did Indeed Recruit Partners impact results?
What are FY25 FX rate assumptions?
How will Indeed/Glassdoor integrate more fully?
What factors drive MMT's EBITDA+S margin expansion?
What's Recruit's capital allocation policy now?
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Next Recruit Holdings earnings date
Q2 20266 Nov, 2025
Next Recruit Holdings earnings date
Q2 20266 Nov, 2025
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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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