The strong results and optimistic guidance suggest continued momentum, particularly in the social business segment which grew 32.8%. The national policy tailwind for school club activities could drive sustained growth. Traders should monitor the execution of the 2026 guidance and the integration of the new CFO.
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 also announced a new CFO appointment and provided optimistic guidance for 2026, forecasting revenue growth of 10.8-27.9% and operating income growth of 13.2-33.9%.
Key Facts
- Record revenue of $74.8 million (up 13.5% YoY)
- Operating income of $4.0 million (up 20.7% YoY)
- Social business revenue grew 32.8% YoY to $20.2 million
- 2026 revenue guidance of $82.9-$95.7 million (10.8-27.9% growth)
- 2026 operating income guidance of $4.5-$5.4 million (13.2-33.9% growth)
- Appointment of new CFO Rei Yamamoto
Financial Impact
Revenue increased by $8.9 million and operating income by $0.8 million compared to prior year
Risk Factors
- Social business segment growth may not be sustainable
- Integration of new CFO could present execution challenges
- Guidance assumes no acquisitions or restructuring
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001829126-26-003282 |
| Document: leifras_ex99-2.htm | 0001829126-26-003282 |
| Document: leifras_6k.htm | 0001829126-26-003282 |
| Document: 0001829126-26-003282-index-headers.html | 0001829126-26-003282 |
| Document: 0001829126-26-003282-index.html | 0001829126-26-003282 |
| Document: 0001829126-26-003282.txt | 0001829126-26-003282 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | Press Release | $2.21 | awaiting T+20 | — | $2.09 (−5.43%) |
Oct 7, 2026 18d ago | 6-K | $2.23 | awaiting T+20 | — | $2.09 (−6.28%) |
Oct 7, 2026 18d ago | Press Release | $2.23 | awaiting T+20 | — | $2.09 (−6.28%) |
Sep 16, 2026 5w ago | 6-K | $2.17 $2.10 | ▼ −3.23% | ▼ −6.40% | $2.09 (−3.69%) |
Aug 25, 2026 8w ago | 6-K | $2.31 $2.16 | ▼ −6.49% | ▼ −7.47% | $2.09 (−9.52%) |
Jul 1, 2026 16w ago | 6-K | $2.52 $2.21 | ▼ −12.30% | ▼ −10.12% | $2.09 (−17.06%) |
Jun 23, 2026 17w ago | 6-K | $2.39 $2.07 | ▼ −13.39% | ▼ −15.32% | $2.09 (−12.55%) |
May 21, 2026 22w ago | 6-K | $3.55 $2.11 | ▼ −40.70% | ▼ −39.29% | $2.09 (−41.13%) |
Apr 8, 2026 28w ago | 6-K | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.09 (−7.11%) |
Apr 8, 2026 28w ago | 20-F | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.09 (−7.11%) |
US Market Status
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