RecruitRecruit Holdings Co., Ltd.6098東証プライムサービス業FY ending Mar 2026, consolidated, IFRS

Recruit FY ending Mar 2026 results

About 45% of Recruit's sales come from Staffing, with HR Technology and Marketing Matching Technologies making up much of the rest.

Out of every ¥100 of sales, about ¥17 is left as operating profit.

Revenue changed +3.9% from the prior year, operating profit +28.5%.

Revenue and profit pattern

Revenue and profit upProfit grew faster

Revenue +3.9% · profit +28.5%, calculated from disclosed figures.

Operating leverage: 7.26× (profit growth ÷ revenue growth)

What changed from last year

FY ending Mar 2025 → FY ending Mar 2026

Revenue: +3.9%¥3.56T → ¥3.7T
Gross profit: +4.9%¥2.09T → ¥2.19T
Operating income: +28.5%¥490.5B → ¥630.6B
Net income attributable to owners: +21.6%¥408.5B → ¥496.9B
Operating cash flow: +9.7%¥610.4B → ¥669.4B
Free cash flow: +11.4%¥545.1B → ¥607.1B

Results at a glance

Revenue for the FY ending Mar 2026 was ¥3.7T, up +3.9% from ¥3.56T.
Profit grew much faster: operating income rose +28.5% to ¥630.6B, and net income attributable to owners rose +21.6% to ¥496.9B.
Cash generation also improved, with operating cash flow up +9.7% to ¥669.4B and free cash flow up +11.4% to ¥607.1B.

What drove the change

All three units, HR Technology, Staffing and Marketing Matching Technologies, grew revenue
In the US, hiring demand stayed flat, but Indeed earned more per job posting; lower personnel costs and other efficiency gains lifted HR Technology's margin
Marketing Matching Technologies was driven by lifestyle services including beauty, while HR Technology revenue in Japan declined

Things to watch

US hiring has settled into a low-hire, low-quit pattern and employers are cautious; if this lasts, HR Technology could feel it for a long time
Demand for temp workers has weakened in Europe, the US and Australia; some regions showed signs of recovery in the second half, but it is unclear whether that will hold
Widely available general-purpose AI could draw users away from its services or replace them

Annual Securities Report, 66th term (Apr 2025 - Mar 2026) / 経営者による財政状態、経営成績及びキャッシュ・フローの状況の分析 · Annual Securities Report, 66th term (Apr 2025 - Mar 2026) / 事業等のリスク

Where the money goes

FY ending Mar 2025 → FY ending Mar 2026

Where ¥100 of sales goes

For every ¥100 Recruit sells, how much goes where, and how much is kept.

FY ending Mar 2026

Cost of sales: ¥41
SG&A: ¥41
Other costs: ¥1
Operating profit: ¥17
Net profit kept: ¥13

Annual margin trends

Gross margin59.2%

Operating margin17.1%

Net margin13.4%

Aligned fiscal years compare the shares of revenue remaining as gross, core, and net profit. Missing years are left unconnected.

Which businesses earn the money

Revenue by business segment, and the profit each one keeps.

FY ending Mar 2026

Staffing¥1.68T
45%
Op. margin 5.9%Industry: HR & Staffing
HR Technology¥1.45T
39%
Op. margin 37.8%Industry: HR & Staffing
Marketing Matching Technologies¥563.6B
15%
Op. margin 27.5%Industry: Internet Services & Apps

Profit by segment

※ Segment figures include inter-segment sales and do not sum to the company total

Sources

Show source documents (6)

EDINET (FSA Japan)
有価証券報告書－第66期(2025/04/01－2026/03/31)
ID S100YDHL2026-06-19Open
EDINET (FSA Japan)
有価証券報告書－第65期(2024/04/01－2025/03/31)
ID S100VZG52025-06-23Open
EDINET (FSA Japan)
有価証券報告書－第64期(2023/04/01－2024/03/31)
ID S100TNM62024-06-21Open
EDINET (FSA Japan)
有価証券報告書－第63期(2022/04/01－2023/03/31)
ID S100R3LU2023-06-27Open
EDINET (FSA Japan)
訂正有価証券報告書－第62期(令和3年4月1日－令和4年3月31日)
ID S100PD0E2022-10-18Open
EDINET (FSA Japan)
有価証券報告書－第61期(令和2年4月1日－令和3年3月31日)
ID S100LK9F2021-06-18Open

Extracted from XBRL: 44 / Derived from other figures: 1

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