Recruit Holdings Co., Ltd.

Recruit Holdings announced its first-quarter results for the fiscal year ending March 2027, posting revenue of 1.0453 trillion yen, operating profit of 255.4 billion yen, and net profit of 202.6 billion yen. Its full-year operating profit forecast was raised by 158 billion yen, or 20%, from 787 billion yen to 945 billion yen; the revenue forecast was also revised upward from 4.03 trillion yen to 4.23 trillion yen, and the net profit forecast from 623 billion yen to 755 billion yen. The earnings-per-share forecast was also lifted from 447 yen to 543 yen. First-quarter operating profit represents 27.0% progress toward the full-year forecast of 945 billion yen, exceeding the 25% mark that a simple four-way split would suggest. Meanwhile, the stock closed at 15,500 yen on September 11, down just over 2% from the previous trading day and roughly 16% below the 18,215 yen seen on August 31.

Recruit Holdings reported first-quarter results for the fiscal year ending March 2027, with operating profit surging 66.1% year on year to 255.4 billion yen. The company sharply raised its full-year operating profit forecast to 945 billion yen from the previous 787 billion yen, pointing to nearly 50% growth from the prior year. The HR Technology segment was the main driver, with the high profitability of its core job platform business leading company-wide profit growth. Revenue rose 18.9% to 1.0453 trillion yen, and net profit attributable to owners of the parent climbed 67.5% to 202.6 billion yen. Following the announcement, the stock price soared more than 20% from the previous trading day.

Zacks Equity Research has identified Recruit Holdings, Iron Mountain, and Verisk Analytics as stocks to watch in the business information services industry. The industry is benefiting from increased technology adoption and demand for risk mitigation, cost reduction, and productivity improvement solutions. Recruit Holdings, with a Zacks Rank #1 (Strong Buy), saw its fiscal 2026 EPS estimate rise 3.9% to 53 cents, driven by its HR Technology and Marketing Matching Technologies segments. Iron Mountain, rated #3 (Hold), reported a 21.6% revenue increase to $1.94 billion in the first quarter of 2026, with its data center business revenues surging 47.1% to $254.7 million. Verisk Analytics, also a #3 (Hold), is transitioning to a subscription-driven model with over 80% of 2025 revenues from subscriptions, and its 2026 EPS estimate edged up to $7.63.