Orix IX
NYSE IX
$38.49 +0.95 (+2.53%)
At close: Aug 21, 2026 · 4:00 PM EDT

Orix (IX) Invested Capital (2019 - 2026)

Orix (IX) posted quarterly Invested Capital of $3.6 billion for Q1 2026, up 1.28% year-over-year from $3.6 billion in Q1 2025, and down 11.84% quarter-over-quarter from $4.1 billion in Q3 2025.

Orix (IX) Invested Capital (2019 - 2026) Analysis & Trends

Orix's Invested Capital history runs 8 years deep, the most recent figure standing at $3.6 billion for Q1 2026.

  • In Q1 2026, Invested Capital rose 1.28% year-over-year to $3.6 billion; the TTM figure through Mar 2026 stood at $7.8 billion (down 9.38% YoY), while the FY2026 annual figure was $3.8 billion, up 5.35% from the prior year.
  • Invested Capital for Q1 2026 stood at $3.6 billion, down from $4.1 billion in the prior quarter.
  • The five-year high for Invested Capital was $5.0 billion in Q3 2024, with the low at $3.2 billion in Q4 2022.
  • The 5-year median for Invested Capital is $3.8 billion (2023), against an average of $3.9 billion.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital plunged 46.16% in 2022, then soared 38.77% in 2023.
  • Orix's Invested Capital stood at $3.2 billion in 2022, then jumped by 38.77% to $4.4 billion in 2023, then grew by 14.04% to $5.0 billion in 2024, then decreased by 17.07% to $4.1 billion in 2025, then dropped by 11.84% to $3.6 billion in 2026.
  • Business Quant data shows IX's Invested Capital at $3.6 billion in Q1 2026, $4.1 billion in Q3 2025, and $3.6 billion in Q1 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Orix 43.07 Bn 29.25 Bn 4.68 Bn -
2 Freedom Holding 10.32 Bn 10.32 Bn 697.28 Mn -
3 Voya Financial 8.86 Bn 6.51 Bn 1.34 Bn 153.00 Mn
4 Hilltop Holdings 2.24 Bn 242.96 Mn 41.62 Mn 1.24 Bn
5 LendingTree 428.73 Mn 317.96 Mn 88.82 Mn 3.93 Mn
6 BRC Group Holdings 269.59 Mn 115.48 Mn 207.76 Mn 189.19 Mn
7 Teamshares 61.12 Mn 61.12 Mn 61.42 Mn 207.19 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.65 Bn
Sep 30, 2025 4.14 Bn
Mar 31, 2025 3.60 Bn
Sep 30, 2024 4.99 Bn
Mar 31, 2024 3.87 Bn
Dec 31, 2023 4.38 Bn
Sep 30, 2023 4.06 Bn
Mar 31, 2023 3.85 Bn
Dec 31, 2022 3.15 Bn
Sep 30, 2022 3.34 Bn
Mar 31, 2022 3.78 Bn
Dec 31, 2021 5.86 Bn
Sep 30, 2021 4.49 Bn
Mar 31, 2021 2.90 Bn
Dec 31, 2020 3.55 Bn
Mar 31, 2020 3.09 Bn
Dec 31, 2019 3.53 Bn
Mar 31, 2019 2.81 Bn