SHIFT Inc. (TYO:3697)
Japan · Delayed Price · Currency is JPY 651.60
+20.80 (3.30%)
May 8, 2026, 3:30 PM JST
SHIFT Earnings Call Transcripts
Fiscal Year 2026
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Record-high sales and gross profit were achieved, driven by strong AI investments and rapid adoption of AI-driven services. Outlook remains robust with raised revenue and profit targets, and significant market opportunities in modernization and BPaaS.
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Q1 sales grew 15.5% year-on-year to JPY 34.8B, with strong segment outperformance and proactive AI and recruitment investments. Major M&A with Nisseacom and a JPY 10B share buyback are set to boost FY2026 sales and profit targets.
Fiscal Year 2025
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Q2 saw record gross and operating profit margins, driven by improved utilization, higher engineer unit prices, and strong AI adoption. Strategic alliances, segment growth, and robust hiring support progress toward ambitious SHIFT 3000 targets.