Growth Metrics

Orix (IX) Invested Capital (2009 - 2026)

Orix's quarterly Invested Capital came in at $29.2 billion in Q1 2026, down 55.08% year-on-year from $64.9 billion in Q1 2025, and up 158.84% quarter-over-quarter from $11.3 billion in Q3 2025.

Orix has reported Invested Capital for 18 years, with the latest figure at $29.2 billion in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital fell 55.08% year-over-year to $29.2 billion; the trailing twelve-month figure through Mar 2026 stood at $29.2 billion (down 55.08% YoY), and the FY2026 full-year result was $30.4 billion, down 53.21% from the prior year.
  • Invested Capital for Q1 2026 stood at $29.2 billion, up from $11.3 billion in the prior quarter.
  • The five-year high for Invested Capital was $65.1 billion in Q1 2024, with the low at -$1.8 billion in Q4 2022.
  • Average Invested Capital over 5 years is $24.4 billion, with a median of $20.3 billion recorded in 2023.
  • Peak annual rise in Invested Capital reached 4448.96% in 2022, while the deepest fall reached 599.36% in 2022.
  • Tracing IX's Invested Capital over 5 years: stood at -$1.8 billion in 2022, then jumped by 819.61% to $13.0 billion in 2023, then fell by 4.89% to $12.4 billion in 2024, then retreated by 8.9% to $11.3 billion in 2025, then surged by 158.84% to $29.2 billion in 2026.
  • The last three Invested Capital figures came in at $29.2 billion (Q1 2026), $11.3 billion (Q3 2025), and $64.9 billion (Q1 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Freedom Holding 8.88 Bn 8.01 Bn 603.27 Mn 1.39 Bn
2 Voya Financial 7.67 Bn 9.49 Bn 1.47 Bn 8.98 Bn
3 Hilltop Holdings 2.21 Bn 2.24 Bn -2.46 Mn 3.13 Bn
4 LendingTree 507.89 Mn 422.38 Mn 88.70 Mn 308.66 Mn
5 BRC Group Holdings 323.63 Mn 380.44 Mn 319.70 Mn 411.42 Mn
6 Orix - - 5.07 Bn 29.16 Bn

Historic Data

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DateValue
Mar 31, 2026 29.16 Bn
Sep 30, 2025 11.27 Bn
Mar 31, 2025 64.92 Bn
Sep 30, 2024 12.37 Bn
Mar 31, 2024 65.11 Bn
Dec 31, 2023 13.00 Bn
Sep 30, 2023 13.31 Bn
Mar 31, 2023 27.58 Bn
Dec 31, 2022 -1.81 Bn
Sep 30, 2022 1.73 Bn
Jun 30, 2022 27.24 Bn
Mar 31, 2022 29.46 Bn
Dec 31, 2021 -258.37 Mn
Sep 30, 2021 -543.42 Mn
Jun 30, 2021 -626.42 Mn
Mar 31, 2021 52.62 Bn
Dec 31, 2020 -1.25 Bn
Sep 30, 2020 -1.17 Bn
Jun 30, 2020 -1.14 Bn
Mar 31, 2020 67.46 Bn
Dec 31, 2019 28.34 Bn
Sep 30, 2019 28.22 Bn
Jun 30, 2019 26.79 Bn
Mar 31, 2019 64.85 Bn
Dec 31, 2018 -491.73 Mn
Sep 30, 2018 -320.40 Mn
Jun 30, 2018 26.00 Bn
Mar 31, 2018 25.82 Bn
Mar 31, 2017 23.29 Bn
Mar 31, 2016 21.44 Bn
Mar 31, 2015 19.46 Bn
Mar 31, 2014 20.38 Bn
Mar 31, 2013 18.35 Bn
Mar 31, 2012 17.94 Bn
Dec 31, 2011 18.05 Bn
Jun 30, 2011 16.27 Bn
Mar 31, 2011 1.18 Bn
Dec 31, 2010 15.94 Bn
Mar 31, 2010 14.51 Bn
Jun 30, 2009 12.07 Bn
Mar 31, 2009 12.49 Bn