Recruit Holdings

Recruit has significantly increased its full-year targets: revenue forecast raised to ¥4.23 trillion and EBITDA+S to ¥1.105 trillion, adjusted earnings per share now ¥543. The driver was a strong first quarter, notably the HR-technology segment with Indeed and Glassdoor and AI-supported monetization. After the forecast upgrade, buy orders overwhelmed trading in Tokyo and the stock ran up to the daily price limit. Risks remain due to an ongoing antitrust review in Japan; the company is meanwhile continuing its share buyback program and holds around ¥908.5 billion in cash and equivalents. » Więcej na finanzen.net

Shares of Recruit rose 22.79% on Monday to ¥16,165 and hit the daily limit after the company raised its full-year forecast. The operating forecast was increased from ¥787 billion to ¥945 billion, and the revenue forecast from ¥4.03 trillion to ¥4.23 trillion. The HR Technology segment (incl. Indeed) recorded first-quarter revenue growth of 33.2% to ¥455.4 billion and EBITDA+S‑plus of ¥215.7 billion, up 80.6%; the margin rose to 47.4%. Total quarterly revenue grew 18.9% to ¥1.045 trillion, and profit attributable to owners rose 67.5% to ¥202.6 billion. » Więcej na de.investing.com

Recruit Holdings reported first-quarter revenue of ¥1.04 trillion (+18.9%) and basic earnings per share of ¥145.48 (+73.2%). The company raised its full-year outlook: consolidated revenue to ¥4.23 trillion and EBITDA+S to ¥1.105 trillion, driven by strong growth in the HR Technology segment (US +30%) and AI monetization. The stock rose about 2.5%; management emphasized the transition to an AI-supported recruiting platform but cited risks such as declining job listings in the US and regulatory scrutiny in Japan. » Więcej na de.investing.com

Recruit Holdings surpassed forecasts for fiscal 2025 with record consolidated revenue and EBITDA+S. Return on equity rose to 31.0% and the net cash position amounted to JPY 765.9 billion. Growth was driven mainly by AI-driven expansion in the HR technology segment and operational efficiency improvements; the company also plans a headcount reduction of around 10%. For FY2026 Recruit expects revenue of JPY 4.03 trillion and EBITDA+S of JPY 949 billion with further margin expansion. » Więcej na de.investing.com

Recruit Holdings reported Q2 2025 revenue of ¥914.7 billion (+2%) and improved profitability: EBITDA+S rose 10.2% to ¥207.4 billion, and EBITDA increased 20.2% to ¥195.2 billion. The driver was the HR Technology segment (Indeed, Glassdoor) with rising monetization in the US and Europe and a US ARPJ increase of about 15%. The company raised its full-year forecast and now expects consolidated EBITDA+S of ¥733.5 billion; net cash stood at ¥590.5 billion. » Więcej na de.investing.com