Decision and Details
Improvement in the North American business and optimization of the business portfolio
Close management by the North American headquarters, the introduction of an incentive program for rounder activity, and the full transition to the new system. The business sales are the result of an ongoing review of the business portfolio and are intended to redirect funds and personnel to core areas
In July 2026, the North American business became profitable on a monthly basis for the first time since November 2025. Preliminary figures and a simple aggregate before consolidation adjustments
| Item | Details |
|---|---|
| Matter Covered | Improvement in the North American business and optimization of the business portfolio |
| Implementation Date | The North American business became profitable on a monthly basis in July 2026 (actual result). Cost synergies are expected to emerge from the third quarter onward. The sale of part of the parking business has been completed; the timing of the remaining sales is Not disclosed |
| Period Covered | July 2026 and the third quarter onward. The policy of optimizing the business portfolio will continue going forward |
| Quantity / scale | Number of field visits by the North American business in July 2026: 16,300 visits. M&A transactions since the company's founding: more than 60 |
| Impact on Business Performance | In July 2026, the North American business became profitable on a monthly basis for the first time since November 2025. Preliminary figures and a simple aggregate before consolidation adjustments |
| Reason | Close management by the North American headquarters, the introduction of an incentive program for rounder activity, and the full transition to the new system. The business sales are the result of an ongoing review of the business portfolio and are intended to redirect funds and personnel to core areas |
| Related previous disclosures | Full-year financial results presentation materials for the fiscal year ended January 2025 (p. 23). Last month's “Frequently Asked Questions and Answers” |
| Future plans | Cost synergies related to the integration are expected to emerge from the third quarter onward. The company will continue to establish the improved operations, expand the North American business, and pursue business sales and portfolio optimization in parallel with acquisitions through M&A |
Items this document does not state (4)
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.Management by the North American headquarters, an incentive program for rounder activity, and the full transition to the new system improved the number of field visits and business performance. The company said the business sales are intended to redirect funds and personnel to core areas based on a review of its business portfolio.