Orix (IX) Invested Capital (2009 - 2026)
Orix (IX) posted Invested Capital of $69.6 billion for Q2 2026, down 4.95% on a QoQ basis from $73.3 billion in Q1 2026, and down 4.99% year-over-year from $73.3 billion in Q2 2025.
Analysis
Orix (IX) Invested Capital (2009 - 2026) Analysis & Trends
Orix has reported Invested Capital for 18 years, with the latest figure at $69.6 billion in Q2 2026.
- On a quarterly basis, Invested Capital fell 4.99% year-over-year to $69.6 billion in Q2 2026; TTM through Jun 2026 was $69.6 billion, a 4.99% decrease from a year earlier, with the FY2026 full-year figure at $76.3 billion, up 11.2% from the prior year.
- Invested Capital was $69.6 billion for Q2 2026 at Orix, down from $73.3 billion in the prior quarter.
- The five-year high for Invested Capital was $74.9 billion in Q3 2025, with the low at $62.1 billion in Q4 2022.
- Average Invested Capital over 5 years is $69.5 billion, with a median of $69.3 billion recorded in 2026.
- The sharpest annual moves came in 2022 and 2025: Invested Capital slipped 20.9% in 2022, then increased 9.41% in 2025.
- Over 5 years, Invested Capital stood at $62.1 billion in 2022, then grew by 6.57% to $66.2 billion in 2023, then increased by 6.08% to $70.2 billion in 2024, then rose by 5.36% to $74.0 billion in 2025, then retreated by 5.89% to $69.6 billion in 2026.
- The last three Invested Capital figures came in at $69.6 billion (Q2 2026), $73.3 billion (Q1 2026), and $74.0 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 44.18 Bn | 44.51 Bn | 4.68 Bn | 69.63 Bn |
| 2 | Royalty Pharma | 33.59 Bn | 35.70 Bn | - | 19.13 Bn |
| 3 | Royal Gold | 21.14 Bn | 21.00 Bn | 390.45 Mn | 8.03 Bn |
| 4 | OR Royalties | 6.88 Bn | 6.81 Bn | 82.22 Mn | 1.91 Bn |
| 5 | Encore Capital | 2.11 Bn | 1.93 Bn | 455.04 Mn | - |
| 6 | Atlanticus Holdings | 1.41 Bn | 851.50 Mn | 686.46 Mn | 6.97 Bn |
| 7 | Jefferson Capital | 1.18 Bn | 1.16 Bn | - | 2.41 Bn |
| 8 | Lufax Holding | 1.04 Bn | -1.23 Bn | - | 23.30 Bn |
| 9 | Upbound | 998.67 Mn | 893.37 Mn | 594.84 Mn | 2.16 Bn |
| 10 | Metalla Royalty & Streaming | 942.93 Mn | 931.86 Mn | 4.75 Mn | 267.85 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 69.63 Bn |
| Mar 31, 2026 | 73.26 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 | 78.54 Bn |
| Sep 30, 2021 | 73.16 Bn |