The company's strong financial performance and optimistic guidance suggest continued momentum. Traders should monitor the integration of the new CFO and whether the company can maintain its growth trajectory, particularly in the social business segment which showed 32.8% revenue growth. The new debt issuance provides capital for expansion but increases leverage.
Price Chart
Executive Summary
LEIFRAS Co., Ltd. reported strong fiscal year 2025 results with record revenue of $74.8 million (up 13.5%) and operating income of $4.0 million (up 20.7%), driven by growth in both sports school and social business segments. The company raised $1.3 million in new debt and appointed a new CFO, Rei Yamamoto, following the resignation of the prior CFO. Management provided optimistic guidance for 2026, forecasting revenue growth of 10.8-27.9% and operating income growth of 13.2-33.9%.
Key Facts
- Fiscal year 2025 revenue was $74.8 million, up 13.5% from $65.9 million in 2024
- Operating income was $4.0 million, up 20.7% from $3.5 million in 2024
- Social business revenue grew 32.8% to $20.2 million, driven by new school contracts
- Company issued $1.3 million in unsecured corporate bonds in January 2026
- New CFO Rei Yamamoto appointed effective March 27, 2026
- 2026 revenue guidance: $82.9-$95.7 million (10.8-27.9% growth)
- 2026 operating income guidance: $4.5-$5.4 million (13.2-33.9% growth)
Financial Impact
Revenue growth of 13.5% and operating income growth of 20.7% in fiscal year 2025
Risk Factors
- High concentration of ownership with 50.37% held by CEO Kiyotaka Ito
- Material weaknesses in internal controls over financial reporting
- Dependence on Japanese government contracts which may not be renewed
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 11 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 20-F Filing (Primary) | 0001829126-26-003281 |
| Document: leifras_ex2-4.htm | 0001829126-26-003281 |
| Document: leifras_ex4-5.htm | 0001829126-26-003281 |
| Document: leifras_ex97-1.htm | 0001829126-26-003281 |
| Document: leifras_ex12-2.htm | 0001829126-26-003281 |
| Document: leifras_ex12-1.htm | 0001829126-26-003281 |
| Document: leifras_ex13-2.htm | 0001829126-26-003281 |
| Document: leifras_ex13-1.htm | 0001829126-26-003281 |
| Document: 0001829126-26-003281-index-headers.html | 0001829126-26-003281 |
| Document: 0001829126-26-003281-index.html | 0001829126-26-003281 |
| Document: 0001829126-26-003281.txt | 0001829126-26-003281 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | Press Release | $2.21 | awaiting T+20 | — | $2.11 (−4.52%) |
Oct 7, 2026 18d ago | 6-K | $2.23 | awaiting T+20 | — | $2.11 (−5.38%) |
Oct 7, 2026 18d ago | Press Release | $2.23 | awaiting T+20 | — | $2.11 (−5.38%) |
Sep 16, 2026 5w ago | 6-K | $2.17 $2.10 | ▼ −3.23% | ▼ −6.40% | $2.11 (−2.76%) |
Aug 25, 2026 8w ago | 6-K | $2.31 $2.16 | ▼ −6.49% | ▼ −7.47% | $2.11 (−8.66%) |
Jul 1, 2026 16w ago | 6-K | $2.52 $2.21 | ▼ −12.30% | ▼ −10.12% | $2.11 (−16.27%) |
Jun 23, 2026 17w ago | 6-K | $2.39 $2.07 | ▼ −13.39% | ▼ −15.32% | $2.11 (−11.72%) |
May 21, 2026 22w ago | 6-K | $3.55 $2.11 | ▼ −40.70% | ▼ −39.29% | $2.11 (−40.56%) |
Apr 8, 2026 28w ago | 6-K | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.11 (−6.22%) |
Apr 8, 2026 28w ago | 20-F | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.11 (−6.22%) |
US Market Status
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