For the cumulative third quarter of the fiscal year ending September 2026, RECOMM's revenue rose to ¥12.4 billion and operating profit to ¥463 million on strong overseas solutions. The overnight PTS trading price rose to ¥94.5, up ¥1.5, or 1.61%, from the previous day.
According to the summary of RECOMM's earnings release, for the cumulative third quarter of the fiscal year ending September 2026, revenue rose 25.5% year on year to ¥12.4 billion and operating profit increased 62.8% to ¥463 million, driven by strong performance in the overseas solutions business. Attention is also warranted regarding the difficult conditions in the DX business and rising financial leverage resulting from increased borrowing.
The latest earnings trend has been flat over the past 12 quarters. Although profitability has improved, it remains at a modest level. The equity ratio has been trending downward, and increased debt has raised concerns about financial stability.
Key points to monitor going forward include expanding sales of overseas solutions and improving sales efficiency through domestic channels, while increases in working capital and fluctuations in borrowing costs are cited as risk factors. Integration costs following M&A, trends in security products and services, and country risk at overseas bases are also noted as matters requiring attention.
The next earnings announcement is expected around mid-November 2026.