Orix (IX) Interest & Investment Income (2013 - 2026)
Orix's Interest & Investment Income was $1.78 billion in fiscal Q1 2027 (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 4.2% year-over-year; for FY2026 (ended Mar 31, 2026), it came in at $7.39 billion, up 10.4% from FY2025.
- Interest & Investment Income shows a five-year compound annual growth rate of 2.9% (FY2021 to FY2026).
- In earlier fiscal years, Interest & Investment Income was $6.69 billion in FY2025 (unchanged), $6.69 billion in FY2024 (-2.8%), $6.89 billion in FY2023 (-5.3%) and $7.27 billion in FY2022 (+13.4%).
- The fiscal Q1 2027 figure marks the lowest quarterly Interest & Investment Income since fiscal Q4 2025.
- Compared with a year earlier, Interest & Investment Income was higher in four of the last six quarters, with growth averaging 16.0%.
- The best year-over-year quarter for Interest & Investment Income over five years was fiscal Q3 2025 (growth of 116.7%); the worst was fiscal Q3 2026 (a decline of 51.0%).
- Per Business Quant data, IX's Interest & Investment Income in the three fiscal quarters before Q1 2027 was $1.88 billion (Q4 2026), $1.85 billion (Q3 2026) and $1.79 billion (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 42.82 Bn | 31.64 Bn | - | - |
| 2 | Orix | 38.85 Bn | 7.58 Bn | 12.74 Bn | 1.78 Bn |
| 3 | Royalty Pharma | 30.02 Bn | 27.40 Bn | - | 5.34 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 26.05 Bn | 26.05 Bn | - | - |
| 5 | Synchrony Financial | 23.55 Bn | -44.08 Bn | - | - |
| 6 | Affirm Holdings | 23.27 Bn | 16.32 Bn | - | - |
| 7 | Royal Gold | 22.53 Bn | 21.71 Bn | 390.45 Mn | 3.55 Mn |
| 8 | Annaly Capital Management | 14.32 Bn | 5.27 Bn | - | - |
| 9 | Ares Capital | 13.77 Bn | 11.52 Bn | - | 334.00 Mn |
| 10 | Federal Home Loan Mortgage | 12.90 Bn | -5.77 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();