Watch for H2 seasonal strength (historically larger profit weighting) and the Canadian acquisition closing on Jan 1, 2027. FY2026 guidance implies continued growth but wide range leaves room for execution risk.
Price Chart
Executive Summary
LEIFRAS reported record H1 FY2026 revenue of JPY5.98B (+8.9% YoY) and net income of JPY77.08M (+43.5%), with Social Business segment profit surging 156.7%. The company also guided FY2026 revenue of JPY13.0-15.0B and operating income of JPY710-840M, and announced a pending acquisition in Canada.
Key Financial Metrics
Key Facts
- H1 FY2026 revenue JPY5.98B, +8.9% YoY
- Operating income JPY92.31M, +35.9% YoY
- Net income JPY77.08M, +43.5% YoY
- Social Business revenue JPY1.83B, +18.0% YoY; segment profit JPY272.16M, +156.7%
- Adjusted operating income JPY139.68M, +105.6% YoY
- FY2026 guidance: revenue JPY13.0-15.0B, operating income JPY710-840M
- Signed agreement to acquire A TO SPORTS INC. (Canada), closing Jan 1, 2027
- Contracted schools 478 (+37.0% YoY), contracted clubs 2,224 (+6.2% YoY)
- Operations now in all 47 Japanese prefectures
Financial Impact
Record H1 revenue and profit; FY2026 guidance implies ~12-25% revenue growth and ~7-27% operating income growth vs H1 run rate
Risk Factors
- FY2026 guidance range is wide (JPY13-15B revenue, JPY710-840M op income) — execution risk
- Acquisition not yet closed; integration and cross-border execution are new for the company
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302902800 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 18d ago | Press Release | $2.21 | awaiting T+20 | — | $2.08 (−5.88%) |
Oct 7, 2026 19d ago | 6-K | $2.23 | awaiting T+20 | — | $2.08 (−6.73%) |
Oct 7, 2026 19d ago | Press Release | $2.23 | awaiting T+20 | — | $2.08 (−6.73%) |
Sep 16, 2026 5w ago | 6-K | $2.17 $2.10 | ▼ −3.23% | ▼ −6.40% | $2.08 (−4.15%) |
Aug 25, 2026 9w ago | 6-K | $2.31 $2.16 | ▼ −6.49% | ▼ −7.47% | $2.08 (−9.96%) |
Jul 1, 2026 16w ago | 6-K | $2.52 $2.21 | ▼ −12.30% | ▼ −10.12% | $2.08 (−17.46%) |
Jun 23, 2026 18w ago | 6-K | $2.39 $2.07 | ▼ −13.39% | ▼ −15.32% | $2.08 (−12.97%) |
May 21, 2026 22w ago | 6-K | $3.55 $2.11 | ▼ −40.70% | ▼ −39.29% | $2.08 (−41.41%) |
Apr 8, 2026 28w ago | 6-K | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.08 (−7.56%) |
Apr 8, 2026 28w ago | 20-F | $2.25 $2.27 | ▲ +0.89% | ▼ −6.68% | $2.08 (−7.56%) |
US Market Status
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