Worth reading
56In focus
Scored from 3 of 6 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
3.5
発行済株式総数に対する比率（%）Wording
Conditional
How definitive the wording is.Contents of this document
Summary of Q&AFirst quarter of the fiscal year ended December 20257 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales前年同期比+48.4%+48.4%
Results for the three months of the current quarter売上高の前年同期比+48.4%のみ記載。金額はNot disclosed
Full-year earnings forecast売上高の前期比+37.5%のみ記載。金額はNot disclosed
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- 第1四半期の売上高成長率が通期予想の成長率を上回った要因
- 米国関税政策の業績影響
- AIの活用状況
- FY25以降のM&A方針
- 株式流動性向上への取り組み
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- 主力商品の売上高牽引
- Sales Force Strengthening
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
国内の新卒採用市場における企業の採用需要は底堅く推移する見込み。数値前提はNot disclosedNew initiatives
- AIによる模擬面接トレーニング機能『就トレ』の2025年3月リリース
- M&Aを積極活用する方針
- 大株主による発行済株式総数3.5%目途の株式処分による流通株式比率向上
Key KPIsA metric the company considers important as a management benchmark.
- 蓄積されたES・面接回答データ15万件超
Financial targets
M&Aに関する財務規律として、EV/EBITDA 5倍以下目安、のれん/純資産50%未満目安、1件当たり買収額は時価総額の15%を上限Number of employees
営業人員の採用・立ち上げへの言及はあるが、人数はNot disclosed| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | First quarter of the fiscal year ended December 2025 |
| Net Sales | 前年同期比+48.4% (YoY +48.4%) |
| Results for the three months of the current quarter | 売上高の前年同期比+48.4%のみ記載。金額はNot disclosed |
| Full-year earnings forecast | 売上高の前期比+37.5%のみ記載。金額はNot disclosed |
| Breakdown of Factors Affecting the Change | 主力商品の売上高牽引, Sales Force Strengthening |
| Key KPIs | Indicator name 蓄積されたES・面接回答データ / Value 15万件超 / Year on year against the same period last year Not disclosed |
| Number of employees | 営業人員の採用・立ち上げへの言及はあるが、人数はNot disclosed |
| Assumptions Underlying the Business Outlook | 国内の新卒採用市場における企業の採用需要は底堅く推移する見込み。数値前提はNot disclosed |
| Financial targets | M&Aに関する財務規律として、EV/EBITDA 5倍以下目安、のれん/純資産50%未満目安、1件当たり買収額は時価総額の15%を上限 |
| Key points of the Q&A | 第1四半期の売上高成長率が通期予想の成長率を上回った要因, 米国関税政策の業績影響, AIの活用状況, FY25以降のM&A方針, 株式流動性向上への取り組み |
| New initiatives | AIによる模擬面接トレーニング機能『就トレ』の2025年3月リリース, M&Aを積極活用する方針, 大株主による発行済株式総数3.5%目途の株式処分による流通株式比率向上 |
Items this document does not state (19)
Operating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planSegment resultsUnit price and quantity metricsNumber of stores and locationsRisk amount incorporated into the outlookMedium-term management plan targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.売上成長については、求人掲載・スカウトサービスなど主力商品の伸長と、営業人員の立ち上がりによる営業力強化が主因と説明している。株式処分については、流通株式を増やし、株式の流動性を高めるためとしている。
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.