Watch for Q3 FY2026 results in the second half of the year, which historically generates the majority of profits due to seasonality. The company's expansion into childcare via SWIFT JAPAN and continued club activity contract wins in major municipalities should drive further growth.
Price Chart
Executive Summary
Leifras reported H1 FY2026 results with revenue of JPY5,978.8 million ($36.8 million), up 8.9% YoY, and net income of JPY77.1 million ($0.5 million), up 43.5% YoY. The company also provided FY2026 guidance for revenue of $82.9M-$95.7M and operating income of $4.5M-$5.4M, reflecting continued growth from acquisitions and organic expansion.
Key Facts
- Revenue increased 8.9% YoY to JPY5,978.8 million ($36.8 million) for H1 FY2026
- Net income increased 43.5% YoY to JPY77.1 million ($0.5 million)
- Income from operations increased 35.9% YoY to JPY92.3 million ($0.6 million)
- Adjusted income from operations increased 105.6% YoY to JPY139.7 million ($0.9 million)
- Sports school business revenue up 5.4% YoY to JPY4,148.5 million ($25.5 million)
- Social business revenue up 18.0% YoY to JPY1,830.3 million ($11.3 million)
- Number of contracted schools for club activity support increased 37.0% YoY to 478
- Completed acquisitions of Well Resources (May 1, 2026) and Tokai Sports (June 1, 2026)
- Acquired SWIFT JAPAN on July 1, 2026 for JPY454.6 million ($2.8 million)
- FY2026 guidance: revenue of $82.9M-$95.7M (10.8%-27.9% growth from FY2025)
- Cash and cash equivalents of JPY2,591.8 million ($15.9 million) as of June 30, 2026
Financial Impact
Revenue growth of 8.9% YoY with net income up 43.5% and operating income up 35.9%
Risk Factors
- Membership numbers decreased 0.9% YoY due to graduating members and strategic shift in timing of new member acquisition
- Seasonal profit structure weighted toward second half of the year
- Integration risk from three recent acquisitions (Well Resources, Tokai Sports, SWIFT JAPAN)
- Foreign exchange volatility between JPY and USD
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001829126-26-010878 |
| Document: leifras_ex99-4.htm | 0001829126-26-010878 |
| Document: leifras_ex99-2.htm | 0001829126-26-010878 |
| Document: leifras_ex99-3.htm | 0001829126-26-010878 |
| Document: leifras_6k.htm | 0001829126-26-010878 |
| Document: 0001829126-26-010878-index-headers.html | 0001829126-26-010878 |
| Document: 0001829126-26-010878-index.html | 0001829126-26-010878 |
| Document: 0001829126-26-010878.txt | 0001829126-26-010878 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | Press Release | $2.21 | awaiting T+20 | — | $2.19 (−0.90%) |
Oct 7, 2026 18d ago | 6-K | $2.23 | awaiting T+20 | — | $2.19 (−1.79%) |
Oct 7, 2026 18d ago | Press Release | $2.23 | awaiting T+20 | — | $2.19 (−1.79%) |
Sep 16, 2026 5w ago | 6-K | $2.17 $2.10 | ▼ −3.23% | ▼ −6.40% | $2.19 (+0.92%) |
Aug 25, 2026 8w ago | 6-K | $2.31 $2.16 | ▼ −6.49% | ▼ −7.47% | $2.19 (−5.19%) |
Jul 1, 2026 16w ago | 6-K | $2.52 $2.21 | ▼ −12.30% | ▼ −10.12% | $2.19 (−13.10%) |
Jun 23, 2026 17w ago | 6-K | $2.39 $2.07 | ▼ −13.39% | ▼ −15.32% | $2.19 (−8.37%) |
May 21, 2026 22w ago | 6-K | $3.55 $2.11 | ▼ −40.70% | ▼ −39.29% | $2.19 (−38.31%) |
Apr 8, 2026 28w ago | 6-K | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.19 (−2.67%) |
Apr 8, 2026 28w ago | 20-F | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.19 (−2.67%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers