Earnings digests and industry comparisons for Japan's biggest listed companies.
2 reports
The Internet Infrastructure group grew sales and profit in FY2026: IIJ revenue rose 9.0%, against GMO’s 3.3%. GMO’s 20.7% operating margin beat IIJ’s 10.1%, underscoring IIJ’s growth and GMO’s earnings power, though fiscal periods differ.
IIJ led on growth, while GMO led on profitability.
Business Software and SaaS majors saw strong FY2026 full year earnings on robust DX investment. Rakus led growth with a 70.2% operating profit surge, while Obic hit a 65.7% margin as the sector enters a leaner growth phase.
Companies shift to lean, profit-driven growth as investments yield returns
