Orix (IX) Interest & Investment Income (2013 - 2026)
Orix's Interest & Investment Income was $1.78 billion in the quarter ended Jun 30, 2026, down 4.4% from $1.86 billion a year earlier and down 5.5% from the prior quarter.
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Analysis
Orix (IX) Interest & Investment Income (2013 - 2026) Analysis & Trends
On a trailing twelve-month basis, Orix's Interest & Investment Income was $7.3 billion through Jun 30, 2026, up 3.6% year-over-year; for the year ended Mar 31, 2026, it came in at $7.39 billion, up 10.4% from the prior year.
- Interest & Investment Income shows a five-year compound annual growth rate of 2.9% (years ended Mar 2021 to Mar 2026).
- In earlier years, Interest & Investment Income was $6.69 billion in the year ended Mar 31, 2025 (+2.8%), $6.51 billion in the year ended Mar 31, 2024 (-5.4%), $6.89 billion in the year ended Mar 31, 2023 (-5.3%) and $7.27 billion in the year ended Mar 31, 2022 (+13.4%).
- The figure for the quarter ended Jun 30, 2026 marks the lowest quarterly Interest & Investment Income since the quarter ended Mar 31, 2025.
- Compared with a year earlier, Interest & Investment Income was higher in six of the last eight quarters, with growth averaging 5.5%.
- The best year-over-year quarter for Interest & Investment Income over five years was the quarter ended Jun 30, 2025 (growth of 23.1%); the worst was the quarter ended Dec 31, 2022 (a decline of 8.4%).
- Per Business Quant data, IX's Interest & Investment Income in the three quarters before the quarter ended Jun 30, 2026 was $1.88 billion (quarter ended Mar 31, 2026), $1.85 billion (quarter ended Dec 31, 2025) and $1.79 billion (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 41.18 Bn | 9.90 Bn | 4.68 Bn | 1.78 Bn |
| 2 | Rocket Companies | 31.02 Bn | 16.69 Bn | - | - |
| 3 | Affirm Holdings | 26.18 Bn | 19.87 Bn | - | - |
| 4 | Royalty Pharma | 25.30 Bn | 22.26 Bn | - | 5.13 Mn |
| 5 | Synchrony Financial | 24.37 Bn | -43.60 Bn | - | - |
| 6 | Federal National Mortgage Association Fannie Mae | 20.89 Bn | 20.89 Bn | - | - |
| 7 | Royal Gold | 19.68 Bn | 18.86 Bn | 390.45 Mn | 3.55 Mn |
| 8 | Annaly Capital Management | 13.34 Bn | 4.38 Bn | - | - |
| 9 | Ares Capital | 13.31 Bn | 10.75 Bn | - | 367.00 Mn |
| 10 | Federal Home Loan Mortgage | 10.54 Bn | -8.20 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.78 Bn |
| Mar 31, 2026 | 1.88 Bn |
| Dec 31, 2025 | 1.85 Bn |
| Sep 30, 2025 | 1.79 Bn |
| Jun 30, 2025 | 1.86 Bn |
| Mar 31, 2025 | 1.74 Bn |
| Dec 31, 2024 | 1.69 Bn |
| Sep 30, 2024 | 1.76 Bn |
| Jun 30, 2024 | 1.51 Bn |
| Mar 31, 2024 | 1.68 Bn |
| Dec 31, 2023 | 1.74 Bn |
| Sep 30, 2023 | 1.67 Bn |
| Jun 30, 2023 | 1.59 Bn |
| Mar 31, 2023 | 1.77 Bn |
| Dec 31, 2022 | 1.85 Bn |
| Sep 30, 2022 | 1.66 Bn |
| Jun 30, 2022 | 1.59 Bn |
| Mar 31, 2022 | 1.89 Bn |
| Dec 31, 2021 | 2.02 Bn |
| Sep 30, 2021 | 1.74 Bn |
API Access
Orix Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "IX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();