Industries›31 companies · latest full-year results
Industry that supports corporate system development, maintenance, operations, cloud services, and digital transformation (DX) initiatives.
The 31 it services companies we cover had combined revenue of ¥7.7T (+10.2% year over year) and operating profit of ¥1.1T, an industry-wide operating margin of 14.5%.
LY Corp leads on revenue (¥2.0T, a 26.6% share), and the top three hold 54% of industry sales. 28 grew both revenue and operating profit; 0 saw both fall.
Obic has the highest operating margin (65.7%); average pay across the industry is ¥8.73M, highest at JustSystems (¥14.3M).
Industry total
IT Services · 31 companies
YoY compares companies with prior-year figures
StockShares are +4.6% over a year, behind the all-industry average (+14.9%) — #38 of 53 industries. Over the last month: +8.6%, +11.3pt against the market.Details
GuidanceCompany plans for FY2027 (28 companies combined): revenue +8.5%, operating profit +29.6%. Planned profit growth is above the all-industry plan (+13.0%).Details
Revisions9 raised and 0 cut this year's forecast. The biggest revision: Appier (operating profit +16.7%).Details
Latest resultsYear to date through Q2, 11 companies combined: revenue +10.5%, operating profit +14.1% year over year. 2 are ahead of an even pace toward their full-year plan, 11 behind.Details
Disclosures22 TSE filings in the last 90 days (guidance revisions 3, M&A and restructuring 3, tender offers 2).Details
Earnings dates15 companies report within 30 days, starting with NSSOL on Nov 2 and TIS on Nov 4.Details
None
| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q3 cumulative) |
|---|---|---|---|---|---|
| ¥341.3B | - | - | Unchanged | - |
| ¥89.9B | ¥94.3B | +4.8% | Up +4.8% | 74% |
| ¥58.3B | ¥180.0B | +209% | Up +2.9% | 49% |
| ¥76.2B | ¥81.0B | +6.3% | Unchanged | 23% |
| ¥42.6B | ¥48.4B | +13.6% | Unchanged | 14% |
| ¥44.2B | ¥48.5B | +9.6% | Up +2.1% | 19% |
| ¥34.8B | ¥38.5B | +10.5% | - | - |
 | ¥22.9B | ¥25.5B | +11.4% | Unchanged | 70% |
 | ¥17.4B | - | - | - | - |
 | ¥88.8B | ¥100.5B | +13.1% | Up +2.6% | 51% |
 | ¥19.1B | ¥20.1B | +5.4% | Up +3.1% | 45% |
 | ¥15.4B | ¥16.0B | +3.9% | Unchanged | 47% |
 | ¥16.2B | ¥17.5B | +8.2% | Unchanged | 64% |
 | ¥7.8B | ¥8.2B | +5.7% | Unchanged | 43% |
 | ¥10.7B | ¥10.3B | −4.1% | Unchanged | 22% |
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| IT Services | +8.6% | +13.5% | +4.6% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | +11.3pt | +14.4pt | −10.3pt |
Rank among industries:3M #3/531Y #38/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 13 covered companies with full-year results for every year from FY2022 to FY2026. The set is fixed, so adding or removing coverage doesn't move the figures.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥2.0T | +6.2% | ¥341.3B | 16.8% | 26.6% | ¥9.02M | 39.0 | 10,577 |
| 2 | ¥1.3T | +19.4% | ¥89.9B | 6.8% | 17.3% | ¥9.93M | 41.4 | 7,949 |
| 3 | ¥814.7B | +6.5% | ¥58.3B | 7.2% | 10.6% | ¥13.3M | 39.7 | 7,982 |
| 4 | ¥596.5B | +4.3% | ¥76.2B | 12.8% | 7.8% | ¥8.07M | 40.5 | 5,970 |
| 5 | ¥433.7B | +7.3% | ¥42.6B | 9.8% | 5.7% | ¥8.85M | 46.3 | 4,359 |
| 6 | ¥381.3B | +12.7% | ¥44.2B | 11.6% | 5.0% | ¥9.06M | 39.9 | 3,938 |
| 7 | ¥345.4B | +9.0% | ¥34.8B | 10.1% | 4.5% | ¥7.47M | 37.5 | 3,174 |
| 8 | ¥285.1B | +8.2% | ¥89.8B | 31.5% | 3.7% | ¥13.0M | 45.3 | 2,097 |
| 9 | ¥164.9B | +8.0% | ¥22.9B | 13.9% | 2.2% | ¥11.2M | 40.1 | 2,402 |
| 10 | ¥161.6B | +24.5% | ¥17.4B | 10.8% | 2.1% | ¥6.85M | 38.0 | 6,201 |
| 11 | ¥135.2B | +11.5% | ¥88.8B | 65.7% | 1.8% | ¥11.0M | 35.9 | 1,969 |
| 12 | ¥117.8B | +9.3% | ¥19.1B | 16.2% | 1.5% | ¥7.17M | 39.5 | 3,256 |
| 13 | ¥94.4B | +12.9% | ¥15.4B | 16.3% | 1.2% | ¥4.74M | 30.7 | 3,955 |
| 14 | ¥76.0B | +8.8% | ¥16.2B | 21.3% | 1.0% | ¥7.98M | 36.5 | 331 |
| 15 | ¥71.7B | +10.6% | ¥7.8B | 10.8% | 0.9% | ¥8.46M | 38.0 | 666 |
| 16 | ¥71.5B | +2.9% | ¥10.7B | 15.0% | 0.9% | ¥8.06M | 42.3 | 586 |
17 | ¥60.3B | +23.3% | ¥17.3B | 28.8% | 0.8% | ¥6.49M | 32.5 | 1,907 |
| 18 | ¥58.7B | +23.8% | ¥14.4B | 24.6% | 0.8% | ¥9.38M | 33.6 | 146 |
19 | ¥53.8B | +24.4% | ¥8.2B | 15.2% | 0.7% | ¥8.10M | 32.1 | 2,077 |
| 20 | ¥52.8B | +13.9% | ¥11.2B | 21.2% | 0.7% | ¥11.1M | 41.6 | 108 |
| 21 | ¥51.5B | +15.6% | ¥22.5B | 43.7% | 0.7% | ¥14.3M | 39.0 | 289 |
| 22 | ¥51.4B | +9.4% | ¥23.6B | 45.9% | 0.7% | ¥8.31M | 34.7 | 1,065 |
23 | ¥43.7B | +28.4% | ¥3.0B | 6.8% | 0.6% | - | - | - |
24 | ¥38.1B | +4.9% | ¥4.7B | 12.2% | 0.5% | ¥7.00M | 35.5 | 1,667 |
25 | ¥37.4B | +26.1% | ¥10.1B | 27.0% | 0.5% | ¥7.19M | 36.4 | 1,080 |
26 | ¥30.9B | +7.8% | ¥9.0B | 29.0% | 0.4% | ¥7.61M | 41.0 | 836 |
| 27 | ¥21.8B | +28.9% | ¥3.9B | 18.0% | 0.3% | ¥9.23M | 36.1 | 366 |
28 | ¥20.8B | +15.4% | ¥2.1B | 9.9% | 0.3% | ¥6.47M | 46.6 | 723 |
29 | ¥18.8B | +20.4% | ¥2.9B | 15.2% | 0.2% | ¥6.68M | 36.6 | 828 |
30 | ¥17.1B | +22.8% | ¥6.4B | 37.3% | 0.2% | ¥6.99M | 31.6 | 344 |
31 | - | - | - | - | - | - | - | - |
| Industry total / average | ¥7.7T | +10.2% | ¥1.1T | 14.5% | 100% | ¥8.73M | 38.2 | 76,848 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
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