Recruit Holdings Co., Ltd. Financial Summary for the Second Quarter (Interim) of the Fiscal Year Ending March 2027

Performance Overview

Recruit Holdings Co., Ltd. reported that for the second quarter (interim) of the fiscal year ending March 2027, revenue increased 19.3% year-over-year to 2,139,998 million yen, operating income rose 63.9% to 513,739 million yen, interim net income attributable to owners of parent increased 65.7% to 411,431 million yen, and basic interim earnings per share were 296.01 yen, representing substantial profit growth. All segments — HR Technology, Staffing, and Marketing & Matching Technology — posted revenue increases. EBITDA+S margin was 47.5%, and EBITDA+S rose 49.7% to 590,800 million yen.

Outlook and Capital Policy

The full-year earnings guidance remains unchanged from the outlook announced in August 2026; although interim results exceeded expectations, the impact on the full-year forecast is limited. The dividend forecast for fiscal 2026 is unchanged at 13 yen at the end of the second quarter and 26 yen for the full year, with the shareholder return policy expected to continue. The financial summary discloses the status of share buybacks: as of October 31, 2026, cumulative shares acquired totaled 16,384,200 shares (book value 178,135 million yen).