The raised FY2026 guidance and strong operating leverage (operating income growing 4x revenue) suggest margin expansion from scale and recent acquisitions. Monitor the conference call for integration updates and member retention trends in the sports school business.
Price Chart
Executive Summary
Leifras reported record first-half revenue of JPY5,978.8M (+8.9% YoY) and operating income of JPY92.3M (+35.9% YoY) for the six months ended June 30, 2026. The company issued FY2026 revenue guidance of $82.9M-$95.7M (10.8%-27.9% growth) and operating income guidance of $4.5M-$5.4M (13.2%-33.9% growth), incorporating recent acquisitions. No analyst consensus was provided, so the beat/miss cannot be determined.
Key Financial Metrics
Key Facts
- Revenue JPY5,978.8M ($36.8M), +8.9% YoY from JPY5,488.8M
- Operating income JPY92.3M ($0.6M), +35.9% YoY from JPY67.9M
- Net income JPY77.1M ($0.5M), +43.5% YoY from JPY53.7M
- Adjusted operating income JPY139.7M ($0.9M), +105.6% YoY
- EPS JPY2.95 ($0.02) vs JPY2.16 YoY
- Sports school members 68,873 (-0.9% YoY); social business schools 478 (+37.0% YoY)
- FY2026 revenue guidance $82.9M-$95.7M (10.8%-27.9% growth); operating income guidance $4.5M-$5.4M (13.2%-33.9% growth)
- Cash and equivalents JPY2,591.8M ($15.9M) vs JPY2,524.1M at Dec 2025
- Operating cash flow JPY252.7M ($1.6M) vs JPY312.8M YoY
Financial Impact
Revenue growth of 8.9% YoY and operating income growth of 35.9% YoY; FY2026 guidance implies 10.8%-27.9% revenue growth and 13.2%-33.9% operating income growth
Risk Factors
- Sports school membership declined 0.9% YoY to 68,873, indicating potential saturation or competition
- Operating cash flow decreased to JPY252.7M from JPY312.8M YoY, partly due to acquisition-related costs
- Guidance assumes no further acquisitions, restructuring, or legal settlements — any of these could alter the trajectory
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302901757 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 18d ago | Press Release | $2.21 | awaiting T+20 | — | $2.13 (−3.44%) |
Oct 7, 2026 19d ago | 6-K | $2.23 | awaiting T+20 | — | $2.13 (−4.30%) |
Oct 7, 2026 19d ago | Press Release | $2.23 | awaiting T+20 | — | $2.13 (−4.30%) |
Sep 16, 2026 5w ago | 6-K | $2.17 $2.10 | ▼ −3.23% | ▼ −6.40% | $2.13 (−1.66%) |
Aug 25, 2026 9w ago | 6-K | $2.31 $2.16 | ▼ −6.49% | ▼ −7.47% | $2.13 (−7.62%) |
Jul 1, 2026 16w ago | 6-K | $2.52 $2.21 | ▼ −12.30% | ▼ −10.12% | $2.13 (−15.32%) |
Jun 23, 2026 17w ago | 6-K | $2.39 $2.07 | ▼ −13.39% | ▼ −15.32% | $2.13 (−10.71%) |
May 21, 2026 22w ago | 6-K | $3.55 $2.11 | ▼ −40.70% | ▼ −39.29% | $2.13 (−39.89%) |
Apr 8, 2026 28w ago | 6-K | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.13 (−5.16%) |
Apr 8, 2026 28w ago | 20-F | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.13 (−5.16%) |
US Market Status
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