Orix (IX) Invested Capital (2009 - 2026)
Orix's Invested Capital came in at $68.55 billion for fiscal Q1 2027 (quarter ended Jun 30, 2026), down 6.6% from $73.38 billion a year earlier and down 1.4% from the prior quarter.
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Analysis
Orix (IX) Invested Capital (2009 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Orix's Invested Capital was $69.51 billion, down 0.5% from FY2025.
- Invested Capital carries a five-year compound annual growth rate of -0.4% (FY2021 to FY2026).
- Going back by fiscal year, Invested Capital was $69.88 billion in FY2025 (+3.5%), $67.5 billion in FY2024 (-3.7%), $70.07 billion in FY2023 (+3.2%) and $67.86 billion in FY2022 (-4.4%).
- The fiscal Q1 2027 figure represents the lowest quarterly Invested Capital since fiscal Q3 2025.
- Year-over-year, Invested Capital increased in five of the last eight quarters, with growth averaging 3.2%.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q1 2026 (growth of 11.9%), and the weakest in fiscal Q2 2023 (a decline of 12.8%).
- Business Quant data shows IX's Invested Capital at $69.51 billion (Q4 2026), $72.8 billion (Q3 2026) and $74.32 billion (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 41.05 Bn | 9.77 Bn | 12.74 Bn | 68.55 Bn |
| 2 | Rocket Companies | 38.89 Bn | 38.89 Bn | - | - |
| 3 | Federal National Mortgage Association Fannie Mae | 29.69 Bn | 29.69 Bn | - | 4,288.89 Bn |
| 4 | Royalty Pharma | 29.66 Bn | 26.62 Bn | - | 18.75 Bn |
| 5 | Affirm Holdings | 24.82 Bn | 18.51 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 24.44 Bn | -43.18 Bn | - | 24.66 Bn |
| 7 | Royal Gold | 20.08 Bn | 19.25 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Federal Home Loan Mortgage | 15.14 Bn | 15.14 Bn | - | - |
| 9 | Annaly Capital Management | 14.11 Bn | 5.07 Bn | - | 54.27 Bn |
| 10 | Ares Capital | 13.96 Bn | 11.71 Bn | - | 29.07 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 68.55 Bn |
| Mar 31, 2026 | 69.51 Bn |
| Dec 31, 2025 | 72.80 Bn |
| Sep 30, 2025 | 74.32 Bn |
| Jun 30, 2025 | 73.38 Bn |
| Mar 31, 2025 | 69.88 Bn |
| Dec 31, 2024 | 68.00 Bn |
| Sep 30, 2024 | 71.56 Bn |
| Jun 30, 2024 | 65.61 Bn |
| Mar 31, 2024 | 67.50 Bn |
| Dec 31, 2023 | 69.19 Bn |
| Sep 30, 2023 | 66.14 Bn |
| Jun 30, 2023 | 66.12 Bn |
| Mar 31, 2023 | 70.07 Bn |
| Dec 31, 2022 | 66.03 Bn |
| Sep 30, 2022 | 62.76 Bn |
| Jun 30, 2022 | 64.65 Bn |
| Mar 31, 2022 | 67.86 Bn |
| Dec 31, 2021 | 71.80 Bn |
| Sep 30, 2021 | 71.95 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();