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Updated: Aug 17, 2026
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ORIX

NYSE:IX·Stock Analysis Report
Day Range
$37.46 - $37.75
Market Cap
43.59B
P/E Ratio
11.3691
Avg Value
$32.59
Year Range
$24.19 - $41.00
$37.52$0.01 (0.03%)
1
General Information
ORIX Corp is a diversified financial services company with operations in Corporate Financial Services, Maintenance Leasing, Real Estate, PE Investment and Concession, Environment and Energy, Insurance, Banking and Credit, Aircraft and Ships, ORIX USA, ORIX Europe, Asia, and Australia and engages in various other fee businesses by providing products and services aligned with customer needs to its core customer base of domestic small and medium-sized enterprises.

Orix's numerous divisions finance leases of large-ticket items like ships, airplanes, and technology equipment. The company generates the majority of its revenue from Corporate Financial Services and Maintenance Leasing operations and Real Estate operations.

2
ORIX (IX) Stock Graph
3
How We Grade ORIX (IX)

We grade stocks based on past performance, their future growth potential, intrinsic value, dividend history, and overall financial health.

The chart below shows how we grade ORIX (IX) across the board compared to its closest peers.

4
Benzinga Edge Rankings

Benzinga Edge stock rankings give you four critical scores to help you identify the strongest and weakest stocks to buy and sell.

91.48

Growth measures a stock's combined historical expansion in earnings and revenue across multiple time periods, with emphasis on both long-term trends and recent performance.

Momentum measures a stock's relative strength based on its price movement patterns and volatility over multiple timeframes, ranked as a percentile against other stocks.

Stock Score Locked: Want to See it?
Benzinga Rankings give you vital metrics on any stock – anytime.
5
Peer Ratings

See how ORIX compares to its peers in these key performance metrics from Benzinga Rankings.

Top Peers
Value
Quality
Growth
Momentum
Short
Medium
Long
CRBGCorebridge Financial
88.68
N/A
27.77
44.51
EQHEquitable Holdings
N/A
N/A
N/A
50.52
JXNJackson Financial
44.88
N/A
13.9
79.75
VOYAVoya Financial
83.63
48.28
18.37
84.31
Short: price trend over the last couple of months
Medium: price trend over the last couple of quarters
Long: price trend over the past year
Stock Score Locked: Want to See it?
Benzinga Rankings give you vital metrics on any stock – anytime.
6
Valuation

Earnings History (3 years)

It is important to look at a companies earnings history to see not only if they are profitable, but if their earnings are growing.
As you can see from the chart above, IX's earnings have fluctuated but has increased since, this is a positive sign for the stock.
7
Past Performance
How has ORIX (IX) performed over the past 5 years?

The two main factors that we consider when analyzing past performance is overall return and volatility

Using these two metrics, we can determine if this stock gave its investors enough return for the risk that they took on by owning it. This is measured by the sharpe ratio, which has been used as a primary measure of risk/reward trade-off for almost 60 years.

This ratio can be interpreted as the amount of return an investor has received for the amount of risk that they took on by owning the stock over that timeframe.

ORIX (IX) sharpe ratio over the past 5 years is 1.5870 which is considered to be above average compared to the peer average of 0.3237

8
Company Financials
INCOME STATEMENT
The income statement also known as the profit and loss statement, primarily focuses on the company's revenues and expenses during a particular period.

The main purpose of an income statement is to convey details of profitability and business activities. Below, is IX's income statement for the previous four years along with its trailing-twelve- month profit & loss.

FISCAL YEAR (BIL.)
2022 ($)
2023 ($)
2024 ($)
2025 ($)
TTM ($)
Total Revenue
1,633.80
1,796.99
1,829.24
2,168.96
2,270.50
Operating Revenue
1,633.80
1,796.99
1,829.24
2,168.96
2,270.50
Cost Of Revenue
—
—
—
—
—
Gross Profit
—
—
—
—
—
Operating Expense
—
—
—
—
—
Selling General And Administration
1,286.94
1,409.00
1,425.63
1,603.65
1,679.48
Research and Development
—
—
—
—
—
Operating Income
—
—
—
—
—
Net Non-Operating Interest Income Expense
—
—
—
—
—
Other Income Expense
—
—
—
—
—
Other Non-Operating Income Expenses
-14.45
4.67
-27.13
-58.80
-63.56
Pre-Tax Income
367.17
469.98
480.46
691.43
942.10
Tax Provision
87.50
131.39
128.83
233.10
312.48
Net Income
273.07
346.13
351.63
447.26
620.81
Net Income Common Stockholders
273.07
346.13
351.63
447.26
620.81
Total Operating Income As Reported
—
—
—
—
—
Total Expenses
—
—
—
—
—
Net Income From Continuing And Discontinued Operation
273.07
346.13
351.63
447.26
620.81
Normalized Income
-45.93
46.91
26.65
83.67
209.19
Interest Income
317.61
348.00
328.36
365.57
350.92
Interest Expense
127.62
188.33
169.05
193.89
193.43
Net Interest Income
189.99
159.67
159.30
171.68
157.50
EBIT
—
—
—
—
—
EBITDA
—
—
—
—
—
Reconciled Cost Of Revenue
—
—
—
—
—
Reconciled Depreciation
353.43
364.24
—
—
—
Normalized EBITDA
—
—
—
—
—
Tax Rate For Calcs
0.00
0.00
0.00
0.00
0.31
Tax Effect Of Unusual Items
99.35
116.34
113.69
174.06
195.60
BALANCE SHEET
The balance sheet is a snapshot of a companies financials during a particular period in time.

It breaks down what company owns (assets) and what a company owes (liabilities), in order to give investors an overview of its capital structure.

FISCAL YEAR (BIL.)
2022 ($)
2023 ($)
2024 ($)
2025 ($)
TTM ($)
Total Assets
15,266.19
16,322.10
16,866.25
18,002.78
18,256.42
Current Assets
—
—
—
—
—
Total Non-Current Assets
—
—
—
—
—
Total Liabilities Net Minority Interest
11,837.95
12,297.49
12,691.04
13,378.97
13,413.85
Current Liabilities
—
—
—
—
—
Other Non-Current Liabilities
—
—
—
—
—
Total Equity Gross Minority Interest
3,428.24
4,024.61
4,175.22
4,623.81
4,842.57
Stockholders Equity
—
—
—
—
—
Total Capitalization
8,566.31
9,571.15
9,822.90
10,448.26
10,436.55
Common Stock Equity
3,356.59
3,941.47
4,089.78
4,482.50
4,710.43
Net Tangible Assets
3,356.59
3,941.47
4,089.78
4,482.50
4,710.43
Working Capital
—
—
—
—
—
Invested Capital
9,075.10
10,141.94
10,372.58
11,020.49
11,019.23
Tangible Book Value
3,356.59
3,941.47
4,089.78
4,482.50
4,710.43
Total Debt
5,718.52
6,200.47
6,282.80
6,537.99
6,308.80
Net Debt
4,486.66
5,167.66
5,076.23
5,203.05
5,339.88
Share Issued
1.23
1.21
1.16
1.12
1.12
Ordinary Shares Number
1.17
1.15
1.14
1.10
1.09
CASH FLOW STATEMENTS
A companies statement of cash flows gives an investor a break down of the cash inflows and outflows from a companies operations and investment activities.
FISCAL YEAR (BIL.)
2022 ($)
2023 ($)
2024 ($)
2025 ($)
TTM ($)
Cash Flow from Continuing Operating Activities
913.09
1,243.40
—
—
—
Net Income from Continuing Operations
279.67
338.59
—
—
—
Depreciation and Amortization
353.43
364.24
—
—
—
Deferred Tax
—
—
—
—
—
Deferred Income Tax
—
—
—
—
—
Stock-Based Compensation
—
—
—
—
—
Other Non-Cash Items
368.62
435.50
—
—
—
Change in Working Capital
-12.10
228.72
—
—
—
Change in Receivables
12.95
5.23
—
—
—
Changes in Account Receivables
—
—
—
—
—
Change in Inventory
—
—
—
—
—
Change in Payables and Accrued Expense
-141.12
103.45
—
—
—
Change in Payable
-141.12
103.45
—
—
—
Change in Account Payable
—
—
—
—
—
Change in Other Current Assets
-17.53
-58.13
—
—
—
Change in Other Current Liabilities
—
—
—
—
—
Change in Other Working Capital
133.60
178.15
—
—
—
Cash Flow from Continuing Investing Activities
-1,098.48
-1,372.80
—
—
—
Net PPE Purchase and Sale
-846.62
-938.15
—
—
—
Net Business Purchase and Sale
-186.84
97.04
—
—
—
Purchase of Business
-206.83
-42.49
—
—
—
Net Investment Purchase and Sale
-121.91
-471.09
—
—
—
Purchase of Investment
-631.01
-794.70
—
—
—
Sale of Investment
509.10
323.62
—
—
—
Net Other Investing Changes
5.72
12.55
—
—
—
Financing Cash Flow
438.31
-85.48
—
—
—
Cash Flow from Continuing Financing Activities
438.31
-85.48
—
—
—
Net Issuance Payments of Debt
687.52
51.81
—
—
—
Net Long-Term Debt Issuance
662.12
41.06
—
—
—
Long-Term Debt Issuance
1,820.63
1,218.87
—
—
—
Long-Term Debt Payments
-1,158.52
-1,177.80
—
—
—
Net Short-Term Debt Issuance
25.41
10.75
—
—
—
Net Common Stock Issuance
-52.07
-50.00
—
—
—
Common Stock Issuance
—
—
—
—
—
Common Stock Payments
-52.07
-50.00
—
—
—
Cash Dividends Paid
-106.29
-99.90
—
—
—
Net Other Financing Charges
-60.22
14.18
—
—
—
End Cash Position
4,474.94
4,345.10
—
—
—
Changes in Cash
252.92
-214.88
—
—
—
Beginning Cash Position
4,199.84
4,526.70
—
—
—
Capital Expenditure
-1,080.07
-1,200.87
—
—
—
Issuance of Capital Stock
—
—
—
—
—
Issuance of Debt
1,820.63
1,229.62
—
—
—
Repayment of Debt
-1,158.52
-1,177.80
—
—
—
Repurchase of Capital Stock
-52.07
-50.00
—
—
—
Free Cash Flow
-166.99
42.53
—
—
—