Orix (IX) Invested Capital (2009 - 2026)
Orix's Invested Capital came in at $69.63 billion for the quarter ended Jun 30, 2026, down 5.0% from $73.29 billion a year earlier and unchanged from the prior quarter.
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Analysis
Orix (IX) Invested Capital (2009 - 2026) Analysis & Trends
For the year ended Mar 31, 2026, Orix's Invested Capital was $72.52 billion, up 5.7% from the prior year.
- Invested Capital carries a five-year compound annual growth rate of -0.4% (years ended Mar 2021 to Mar 2026).
- Going back by year, Invested Capital was $68.63 billion in the year ended Mar 31, 2025 (-0.5%), $68.98 billion in the year ended Mar 31, 2024 (-0.2%), $69.08 billion in the year ended Mar 31, 2023 (-6.3%) and $73.76 billion in the year ended Mar 31, 2022 (-0.1%).
- The five-year range for quarterly Invested Capital is $62.12 billion (the quarter ended Dec 31, 2022) to $74.95 billion (the quarter ended Sep 30, 2025).
- Year-over-year, Invested Capital increased in six of the last eight quarters, with growth averaging 3.1%.
- The fastest year-over-year change in Invested Capital over five years came in the quarter ended Sep 30, 2025 (growth of 9.4%), and the weakest in the quarter ended Dec 31, 2022 (a decline of 14.5%).
- Business Quant data shows IX's Invested Capital at $69.61 billion (quarter ended Mar 31, 2026), $73.99 billion (quarter ended Dec 31, 2025) and $74.95 billion (quarter ended Sep 30, 2025) in the three quarters before the quarter ended Jun 30, 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 41.18 Bn | 9.90 Bn | 4.68 Bn | 68.55 Bn |
| 2 | Rocket Companies | 30.87 Bn | 16.55 Bn | - | 40.19 Bn |
| 3 | Affirm Holdings | 26.11 Bn | 19.80 Bn | - | 8.82 Bn |
| 4 | Royalty Pharma | 25.20 Bn | 22.16 Bn | - | 18.75 Bn |
| 5 | Synchrony Financial | 24.32 Bn | -43.65 Bn | - | 24.41 Bn |
| 6 | Federal National Mortgage Association Fannie Mae | 20.83 Bn | 20.83 Bn | - | 4,304.76 Bn |
| 7 | Royal Gold | 19.70 Bn | 18.88 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Ares Capital | 13.30 Bn | 10.74 Bn | - | 29.66 Bn |
| 9 | Annaly Capital Management | 13.26 Bn | 4.30 Bn | - | 51.34 Bn |
| 10 | Federal Home Loan Mortgage | 10.54 Bn | -8.20 Bn | - | 95.75 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 69.63 Bn |
| Mar 31, 2026 | 69.61 Bn |
| Dec 31, 2025 | 73.99 Bn |
| Sep 30, 2025 | 74.95 Bn |
| Jun 30, 2025 | 73.29 Bn |
| Mar 31, 2025 | 68.53 Bn |
| Dec 31, 2024 | 70.23 Bn |
| Sep 30, 2024 | 68.50 Bn |
| Jun 30, 2024 | 67.72 Bn |
| Mar 31, 2024 | 68.98 Bn |
| Dec 31, 2023 | 66.20 Bn |
| Sep 30, 2023 | 68.39 Bn |
| Jun 30, 2023 | 69.86 Bn |
| Mar 31, 2023 | 70.56 Bn |
| Dec 31, 2022 | 62.12 Bn |
| Sep 30, 2022 | 65.63 Bn |
| Jun 30, 2022 | 68.28 Bn |
| Mar 31, 2022 | 71.26 Bn |
| Dec 31, 2021 | 72.68 Bn |
| Sep 30, 2021 | 73.16 Bn |
API Access
Orix Invested Capital 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=invested-capital&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();