Orix Corp. (IX): price, analyst ratings, earnings and fundamentals
Updated 16 September 2026, 08:02 ET
Orix Corp. (IX) closed at $39.69 on 15 September 2026, down 0.6%. The stock is down 1.2% over one month and up 48.0% over one year. It trades 6.4% below its 52-week high of $42.39. The company last reported on 6 August 2026 for Q1 2026: EPS of $1.60, on revenue of $5.5 billion.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open IX in FundSpec.
Earnings
The next report is scheduled for 11 November 2026 before the open for Q2 2026. Orix Corp. beat the EPS estimate in 1 of its last 1 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q1 2026 | 6 Aug 2026 | $1.60 | $5.5B | ||
| Q4 2025 | 11 May 2026 | $0.34 | $5.9B | ||
| Q3 2025 | 9 Feb 2026 | $0.69 | $5.5B | ||
| Q2 2025 | 12 Nov 2025 | $0.99 | $5.4B | ||
| Q1 2025 | 7 Aug 2025 | $0.54 | $0.65 | +20.37% | $5.3B |
| Q4 2024 | 12 May 2025 | $0.46 | $4.7B | ||
| Q3 2024 | 10 Feb 2025 | $0.51 | $4.9B | ||
| Q2 2024 | 8 Nov 2024 | $0.56 | $4.7B |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
On a trailing twelve month basis the company shows revenue growth of 15.86%, a gross margin of 47.22%, an operating margin of 13.70% and a return on equity of 10.44%.
Assets
| Line | Amount |
|---|---|
| Cash & Cash Equivalents | $1,334,945,000,000 |
| Restricted Cash | $116,154,000,000 |
| Inventory | $269,187,000,000 |
| Operating Lease Right-of-Use Assets | $265,434,000,000 |
| Goodwill Intangible Assets, Net | $1,349,658,000,000 |
| Deferred Tax Asset | $616,292,000,000 |
| Total Assets | $18,002,776,000,000 |
Liabilities and equity
| Line | Amount |
|---|---|
| Total Short-term Debt | $572,235,000,000 |
| Income Taxes Payable | $76,733,000,000 |
| Long-term Debt | $5,965,759,000,000 |
| Operating Lease Liabilities, Long-term | $268,286,000,000 |
| Finance Lease Liabilities | $3,400,000,000 |
| Minority Interest | $90,568,000,000 |
| Total Liabilities | $13,378,965,000,000 |
| Common Stock | $221,111,000,000 |
| Retained Earnings | $3,502,509,000,000 |
| Treasury Stock | -$81,469,000,000 |
| Other Accumulated Comprehensive Income | $605,110,000,000 |
| Total Stockholders Equity | $4,482,500,000,000 |
| Total Liability & Stockholders Equity | $18,002,776,000,000 |
Figures as filed with the SEC for the period ended 31 March 2026, in US dollars.
FundSpec fundamental metrics
Each metric is computed from the company's filings and ranked against every company FundSpec covers; the percentile is the share of covered companies with a lower value.
Leverage
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Debt/Assets | 0.36 | 78th | Calculated as the ratio of Short-Term Debt + Long-Term Debt / Total Assets. The higher the ratio, the higher the degree of leverage, and consequently, financial risk |
| Debt/Equity | 1.46 | 84th | Calculated as the ratio of Total Liabilities / Shareholders' Equity. The ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders’ equity |
| Degree of Combined Leverage | 4.11 | 77th | This ratio summarizes the combined effect that the degree of operating leverage (DOL) and the degree of financial leverage have on earnings per share (EPS), given a particular change in sales |
| Degree of Financial Leverage | 1.74 | 88th | Calculated as the ratio of Percentage change in EPS / Percentage change in EBIT. A higher degree of financial leverage means that the company has more volatile EPS. |
| Degree of Operational Leverage | 2.36 | 73rd | Calculated as the ratio of Percentage change in EBIT / Percentage change in revenue. It is a measure of how earnings for the company is impacted by its sales activity. |
| Long Term Debt/Long Term Capital | 0.57 | 69th | Calculated as Long-Term Debt / (Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
| Long Term Debt/Total Capital | 0.54 | 74th | Calculated as (Short-Term Debt + Long-Term Debt / (Short-Term Debt + Long-Term Debt + Shareholders' Equity). The ratio is an indicator of the company's leverage |
Earnings Growth (EBIT)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| EBIT Pct Growth | 37.5% | 95th | The EBIT growth rate over the trailing twelve months (TTM) |
Profitability
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Gross Margin Pct | 47.2% | 60th | Calculated as the ratio of Revenue - Cost of Goods Sold (COGS) / Revenue. The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. |
| Operating Margin Pct | 13.7% | 72nd | Calculated as the ratio of (Revenue - (Cost of Goods Sold + Labour + Sales, General & Administrative)) / Revenue. Operating margins are important because they measure efficiency. The higher the operating margin, the more profitable a company's core business is. |
| Operating Profit Pct Growth | 37.5% | 71st | The Operating Profit growth rate over the trailing twelve months (TTM) |
| Operating Profit Pct Growth 3 year CAGR (FY) | 10.7% | 61st | The Operating Profit compound annual growth rate (CAGR) over the past 3 years |
| Operating Profit Pct Growth 5 year CAGR (FY) | 12.0% | 69th | The Operating Profit compound annual growth rate (CAGR) over the past 5 years |
| PreTax Margin Pct | 20.4% | 78th | Calculated as the ratio of (Gross profit - (Operating Expense + Interest Expense)) / Revenue. The pretax profit margin enables profitability to be compared across companies with significant differences in size, scale, capital structure and tax rates. |
| Return on Assets Pct | 2.6% | 68th | Calculated as the ratio of Net Income / Total Assets. It is an indicator of how efficient the company is at using its assets to generate earnings. |
| Return on Equity Pct | 10.4% | 67th | Calculated as the ratio of Net Income / Shareholders' equity. It is a measure of how much profit a company generates with the money shareholders have invested. |
| Return on Invested Capital Pct | 2.8% | 49th | Calculated as the ratio of (Net Income - Dividends) / (Debt + Equity). It is a measure of how efficient the company is at allocating the capital under its control to profitable investments. |
Earnings Growth (Net Income)
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Net Income Pct Growth | 27.2% | 63rd | The Net Income growth rate over the trailing twelve months (TTM) |
| Net Income Pct Growth 3 year CAGR | 15.5% | 69th | The Net Income compound annual growth rate (CAGR) over the past 3 years |
| Net Income Pct Growth 5 year CAGR | 18.4% | 79th | The Net Income compound annual growth rate (CAGR) over the past 5 years |
Cashflow
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Operating Cashflow Pct Growth | 5.3% | 49th | The Operating Cashflow growth rate over the trailing twelve months (TTM) |
| Operating Cashflow Pct Growth 3 year CAGR (FY) | 14.5% | 66th | The Operating Cashflow compound annual growth rate (CAGR) over the past 3 years |
| Operating Cashflow Pct Growth 5 year CAGR (FY) | 4.4% | 53rd | The Operating Cashflow compound annual growth rate (CAGR) over the past 5 years |
Top Line Growth
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Revenue Pct Growth | 15.9% | 71st | The Revenue (Sales) growth rate over the trailing twelve months (TTM) |
| Revenue Pct Growth 3 year CAGR | 7.7% | 59th | The Revenue (Sales) compound annual growth rate (CAGR) over the past 3 years |
| Revenue Pct Growth 5 year CAGR | 7.8% | 53rd | The Revenue (Sales) compound annual growth rate (CAGR) over the past 5 years |
Taxes
| Metric | Value | Percentile | What it measures |
|---|---|---|---|
| Effective Tax Rate Pct | 33.7% | 91st | The effective tax rate of the company over the trailing twelve months (TTM). |
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open IX in FundSpec.
SEC filings
The latest filing is a 20-F from 22 June 2026.
| Filed | Form | Document |
|---|---|---|
| 22 Jun 2026 | 20-F | View on sec.gov |
| 24 Jun 2025 | 20-F | View on sec.gov |
| 27 Jun 2024 | 20-F | View on sec.gov |
| 26 Jun 2023 | 20-F | View on sec.gov |
| 29 Jun 2022 | 20-F | View on sec.gov |
| 29 Jun 2021 | 20-F | View on sec.gov |
| 30 Jun 2020 | 20-F | View on sec.gov |
| 29 Jun 2020 | 20-F | View on sec.gov |
| 25 Jun 2019 | 20-F | View on sec.gov |
| 28 Jun 2018 | 20-F | View on sec.gov |
Company profile
- Exchange
- NYSE
- Sector
- Consumer and Specialty Finance
- Industry
- Banking
- Headquarters
- TOKYO
- Chief executive
- Makoto Inoue
- Employees
- 32,200
- Website
- orix.co.jp
- SEC CIK
- 0001070304
ORIX Corporation provides diversified financial services in Japan, the Americas, Asia, Europe, Australasia, the Middle East, and internationally. The company's Real Estate segment develops, rents, and manages real estate properties; operates facilities; manages residential and office building; construction contracting; real estate brokerage; and REIT and real estate investment advisory services. Its Environment and Energy segment provides renewable energy; retails electric power; sells solar panels and electricity storage systems; and recycling and waste management services.
Sector and peers
Orix Corp. is part of the Consumer and Specialty Finance sector, which FundSpec tracks across 87 companies.
Companies in the same industry by market capitalization:
NU Nu Holdings Ltd.RKT Rocket Companies, Inc.
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for IX are available to subscribers, with the same screen in the iOS and Android apps.
Open IX in FundSpec