Recruit Holdings Co Ltd

6098: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Recruit Earnings: Results Suggest AI Is a Tailwind, Not a Headwind

Roy Van Keulen

May 26, 2026

Recruit's fiscal 2025 net profit after tax rose 22%, revenue grew 4%, operating expenses were flat. HR technology was the most important driver, with 6% revenue growth, and lifting adjusted EBITDA margin by 5 percentage points. Fiscal 2026 guidance is for another strong year. Shares rose over 25%.

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Recruit Holdings Co Ltd

Recruit Earnings: Results Suggest AI Is a Tailwind, Not a Headwind

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