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
Download Data| Date | Value |
|---|---|
| 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 |