Orix IX
NYSE IX
$39.30 -0.96 (-2.38%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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