$LFS

LEIFRAS (LFS) announced an investment agreement with Oriental Land Innovations (OLI), a subsidiary of Oriental Land (OLC). OLI will acquire 400,041 treasury shares at JPY345 per share and 4,723,000 shares from CEO Kiyotaka Ito, increasing its stake to ~20%. The deal is expected to close on November 27, 2026, making LEIFRAS an equity-method affiliate of OLC. Both companies aim to strengthen collaboration in sports and education.

Leifras (LFS) reported Q2 2026 earnings, with net revenue up 8.9% YoY to $36.8M. Sports School business revenue rose 5.4% to $25.5M, while Social business revenue increased 18.0% to $11.3M. Membership declined 0.9% YoY, but profitability improved, with net income up 43.5% to $0.5M. The company expanded to all 47 prefectures and completed an acquisition.

LEIFRAS Co. (Nasdaq: LFS) marked its first anniversary on Nasdaq, reporting record revenue and profit for the first half of fiscal 2026. Revenue rose 8.9% to JPY5.98 billion, with net income up 43.5% to JPY77.08 million. The company expanded nationwide in Japan and acquired A TO SPORTS INC. in Canada, its first step into North America.

Leifras (LFS) reported Q2 revenue of $11.3M in its social business, up 18% YoY, with segment profit rising 156.7% to $1.7M. The company expanded its school support contracts and after-school daycare network. It acquired SWIFT JAPAN, entering the childcare business. Leifras maintained its FY2026 outlook, forecasting revenue of $82.9M-$95.7M and operating income of $4.5M-$5.4M.

Leifras (Nasdaq: LFS) plans to enter the non-life insurance agency business, leveraging its sports school and social business platform with 70,000 members. The company aims to provide insurance support to municipalities, schools, and organizations, addressing growing needs due to the regional transition of school club activities. Leifras has completed insurance agency registration and obtained necessary qualifications, planning to develop sports-focused insurance products for individuals and fam

LEIFRAS Co., Ltd. (Nasdaq: LFS) said it renewed a contract with the Tobishima Village Board of Education in Aichi Prefecture to manage weekend school club activities at Tobishima Gakuen for school year 2026, its third consecutive year. Leifras will run five sports (soccer, girls’ basketball, soft tennis, boys’ and girls’ table tennis) with full-time staff and on-site safety managers.

LEIFRAS Co., Ltd. (Nasdaq: LFS) said Itoshima City awarded it a contract to provide weekend junior high school club activity instruction, operations, and transition support for all six public junior high schools in Itoshima. The company cited Japan’s fiscal 2026 school club reform, estimating a JPY500 billion market and targeting 30.4% of weekend clubs to shift to local/private operators.

LEIFRAS Co., Ltd. (Nasdaq: LFS) said Kagawa Prefecture awarded it the FY2026 contract to act as comprehensive general coordinator for transitioning junior high school club activities to community-based operators across 17 municipalities. The project includes consulting, on-site assessments, and ongoing advisory support. Leifras cites a potential JPY500 billion market under Japan’s FY2026 school club reform.

LEIFRAS Co., Ltd. (Nasdaq: LFS) said it signed an outsourcing agreement with HR Produce Co., Ltd. in June 2026 to market Leifras sports schools and its Milabo non-cognitive skills assessment system to HR Produce’s childcare network. HR Produce has 3,000+ corporate partners and 10,000+ facilities. Leifras expects the rollout to grow B2B2C revenues.

LEIFRAS Co., Ltd. (Nasdaq: LFS) said it began in April 2026 operating school club activities in Fujisawa City, Kanagawa, under a new outsourcing agreement covering two club activities at two public junior high schools. The company links the move to Japan’s FY2026 “Reform Execution Period,” estimating a JPY500 billion market.