Recruit Holdings Co., Ltd.: EPS $0.956 vs $0.861 expected; revenue $6.95B vs $6.71B
Key Facts
Q2 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.956 | 0.861 | +11.0% | 0.598 |
| Revenue (USD bn) | 6.950 | 6.710 | +3.6% | 6.180 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 11, 2026 | Q2 FY2027 | 0.956 | 0.8610 | +11.0% | 6.95 | 6.71 | +3.6% |
| Aug 7, 2026 | Q1 FY2027 | 0.895 | 0.6740 | +32.8% | 6.43 | 6.06 | +6.0% |
| May 15, 2026 | Q4 FY2026 | 0.461 | 0.2994 | +54.0% | 6.05 | 5.90 | +2.5% |
| Feb 9, 2026 | Q3 FY2026 | 0.660 | 0.5690 | +16.0% | 6.02 | 5.96 | +1.1% |
| Nov 10, 2025 | Q2 FY2026 | 0.598 | 0.5670 | +5.5% | 6.18 | 6.07 | +1.9% |
| Nov 6, 2025 | Q2 FY2026 | 0.598 | 0.5670 | +5.5% | 927.82 | 910.98 | +1.8% |
| Aug 6, 2025 | Q1 FY2026 | 0.575 | 0.5360 | +7.3% | 6.07 | 6.09 | −0.4% |
| May 9, 2025 | Q4 FY2025 | 0.302 | 0.1905 | +58.5% | 861.70 | 874.77 | −1.5% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Recruit Holdings Co., Ltd. results: EPS $0.956 vs $0.861 expected; revenue $6.95B vs $6.71B. The results cover the company's Q2 FY2027. EPS came in above analysts' estimate by 11.0%; revenue above the estimate by 3.6%. Figures are in USD as carried for this US-traded line; the company reports in JPY.
Revenue was up 12.5% from $6.18 billion a year earlier (Q2 FY2026). EPS was up 59.9% from $0.598 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Recruit Holdings combines recruitment technology, marketing platforms and temporary staffing solutions. Revenue growth provides context for the breadth of its operations, but does not by itself establish each business's contribution or the implications for profitability.
The human resources technology business centers on simplifying job searches and talent acquisition. Marketing platforms connect businesses with consumers across areas such as real estate, beauty, tourism and dining, while management software supports small and medium-sized enterprises.
Temporary staffing connects the company's operations with clients' workforce needs in Japan, Europe and Australia. This business diversity makes the revenue mix and the costs of delivering services important when interpreting the results.
What to watch on the earnings call: Demand for recruitment tools and temporary staffing, the contribution of marketing platforms and management software, differences in demand across markets, and management's discussion of service delivery costs, spending and profit margins.
For the full analysis of Recruit Holdings Co., Ltd. stock — valuation, scores and financial statements — see the stock page linked with this story.