)
Visual
test
LY (4689) investor relations material
LY Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Feb, 2026
Executive summary
Revenue and profit excluding ASKUL achieved double-digit year-on-year growth, despite a system outage at the subsidiary due to a ransomware attack impacting consolidated results.
Underlying business performance remained solid, with strong contributions from the Strategic segment and cost reductions.
Revenue for the nine months ended December 31, 2025, reached ¥1,495.3 billion, up 4.7% year-over-year, marking a record high for the period.
Adjusted EBITDA rose 3.8% year-over-year to ¥377.3 billion, also a record for the cumulative third quarter.
Full-year revenue guidance was revised downward due to the ASKUL outage, but adjusted EBITDA and EPS guidance remain unchanged.
Financial highlights
Consolidated revenue was JPY499.9B, down 0.7% YoY; excluding ASKUL, revenue rose 15.7% YoY to JPY442.6B.
Adjusted EBITDA was JPY126.0B, down 2.3% YoY; excluding ASKUL, adjusted EBITDA increased 11.2% YoY to JPY132.8B.
Commerce advertising revenue grew 20.1% year-on-year; company-wide ad revenue increased 3%.
E-commerce transaction value rose 6.8% year-over-year to ¥3,492.3 billion, with strong growth in Yahoo! Flea Market and BEENOS.
Net income attributable to owners of the parent grew 43.6% year-over-year to ¥183.3 billion.
Outlook and guidance
FY2025 revenue forecast revised to ¥2,000.0 billion due to ASKUL outage; adjusted EBITDA guidance unchanged at ¥500.0–510.0 billion.
For FY2026, targeting a 10%-15% increase in adjusted EBITDA (¥550–575 billion) driven by business growth and cost reductions.
Adjusted EPS expected within initial guidance range of ¥25.9–26.9.
Strategic segment growth and cost reductions expected to support future performance.
Detail ASKUL outage's Q3 impact and full-year offset
Strategic Business growth: sustainable drivers vs one-offs
How do recent consolidations alter asset composition
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- MAERSK
Strong FY25 results with robust cash returns, but FY26 outlook cautious amid market headwinds. - VATN
Record profit, higher dividend, CET1 at 17.2%, and CHF 75m share buyback announced. - MATAS
Record Q3 revenue growth led by Matas, but KICKS declined as consumers traded down. - CZWI
Q2 2025 net income was $3.3M, with margin gains and a 5% buyback authorized. - MILDEF
Record-breaking growth and profitability in 2025, fueled by acquisitions and strong order intake. - MYCR
Q4 sales down 2%, order intake down 19%, but record full-year sales and four acquisitions. - VF
Underlying EBIT up 81% to SEK 30.9 bn; profit down 41% amid divestments and major investments. - ADDT
Earnings and margins rose, acquisitions accelerated, and outlook remains positive. - NCC
Record profits in core segments, major impairment, dividend maintained, outlook positive. - 7004
Order intake and sales rose, but losses and technical issues led to lower profit forecasts.
Next LY earnings date
Q4 20267 May, 2026
Next LY earnings date
Q4 20267 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
LY Corporation is a Japanese company primarily engaged in the operation of online platforms and digital services, often focusing on e-commerce and internet-based solutions. The company manages several digital platforms that facilitate commerce, advertising, and content distribution, catering to a broad consumer base in Japan. LY Corporation’s services typically include mobile applications and web-based platforms, designed to provide users with accessible and user-friendly experiences across retail and digital media sectors. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage