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Recruit Holdings
Recruit Holdings (6098) investor relations material
Recruit Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Feb, 2026
Executive summary
HR Technology segment outperformed expectations, driving upward revisions to Q3 and Q4 revenue and margin outlooks, and contributing to record-high full-year consolidated revenue, EBITDA+S, and EPS projections.
Q3 consolidated revenue rose 5.2% year-over-year to ¥943.1 billion, with EBITDA+S up 21.5% to ¥218.2 billion and basic EPS up 29.4% to ¥103.62.
Revenue for the nine months ended December 31, 2025, increased by 1.5% year-over-year to ¥2,736.8 billion, with operating income up 21.1% to ¥495.7 billion and profit attributable to owners rising 15.6% to ¥394.9 billion.
The company completed a ¥250 billion share buyback, with total payout ratio of 176.7% and net cash expected to be around ¥700 billion at fiscal year-end.
Upward revision to full-year FY2025 guidance: EBITDA+S now expected at ¥763.8 billion and basic EPS at ¥335.
Financial highlights
Q3 HR Technology U.S. revenue was $1.3 billion, up 10.1% year-over-year; Q4 expected at $1.33 billion, up 12.4%.
Europe and others Q3 revenue was $507 million, up 19.6% year-over-year; Q4 expected at $518 million, up 21.7%.
Q3 profit attributable to owners increased 23.1% year-over-year to ¥146.5 billion.
EBITDA+S for the nine months was ¥612.8 billion, up 12.1% year-over-year.
Q3 segment EBITDA margin was 35.4%, EBITDA+S margin 39.1%; full-year segment EBITDA margin expected at 32.3%.
Outlook and guidance
Full-year revenue guidance raised to ¥3,664.7 billion (+3.0% YoY), EBITDA+S to ¥763.8 billion (20.8% margin), and basic EPS to ¥335, up 23.4% year-over-year.
Operating income for FY2025 expected at ¥590.6 billion (+20.4%).
HR Technology Q4 revenue outlook: +8.5% YoY in USD, EBITDA+S margin of 34.6%.
MMT full-year revenue expected at ¥566.8 billion, up 5.1% year-over-year, with EBITDA+S margin at 27.1%.
Q4 FY2025 foreign exchange assumptions: 153 yen/USD, 181 yen/Euro, 103 yen/AUD.
HR Tech: new ARPJ growth drivers beyond premium jobs
MMT GMV model: criteria for vertical expansion
MMT: AI's impact on user entry points, adaptation strategy
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Next Recruit Holdings earnings date
Q4 202615 May, 2026
Recruit Holdings
Next Recruit Holdings earnings date
Q4 202615 May, 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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