Orix (IX) Liabilities and Shareholders Equity (2009 - 2026)
Orix's Liabilities and Shareholders Equity came in at $114.54 billion for the quarter ended Jun 30, 2026, down 2.5% from $117.49 billion a year earlier and down 0.2% from the prior quarter.
Orix (IX) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
As of Mar 31, 2026, Orix's Liabilities and Shareholders Equity was $119.6 billion, up 8.0% from the prior year.
- Liabilities and Shareholders Equity carries a five-year compound annual growth rate of -1.3% (years ended Mar 2021 to Mar 2026).
- Going back by year, Liabilities and Shareholders Equity was $110.72 billion in the year ended Mar 31, 2025 (+0.5%), $110.14 billion in the year ended Mar 31, 2024 (-2.7%), $113.18 billion in the year ended Mar 31, 2023 (-11.0%) and $127.2 billion in the year ended Mar 31, 2022 (-0.6%).
- The figure for the quarter ended Jun 30, 2026 represents the lowest quarterly Liabilities and Shareholders Equity since the quarter ended Mar 31, 2025.
- Year-over-year, Liabilities and Shareholders Equity increased in seven of the last eight quarters, with growth averaging 4.0%.
- The fastest year-over-year change in Liabilities and Shareholders Equity over five years came in the quarter ended Jun 30, 2025 (growth of 10.8%), and the weakest in the quarter ended Dec 31, 2022 (a decline of 16.9%).
- Business Quant data shows IX's Liabilities and Shareholders Equity at $114.8 billion (quarter ended Mar 31, 2026), $117.78 billion (quarter ended Dec 31, 2025) and $119.48 billion (quarter ended Sep 30, 2025) in the three quarters before the quarter ended Jun 30, 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 41.18 Bn | 9.90 Bn | 4.68 Bn | 112.75 Bn |
| 2 | Rocket Companies | 30.87 Bn | 16.55 Bn | - | 60.98 Bn |
| 3 | Affirm Holdings | 26.11 Bn | 19.80 Bn | - | 15.79 Bn |
| 4 | Royalty Pharma | 25.20 Bn | 22.16 Bn | - | 19.82 Bn |
| 5 | Synchrony Financial | 24.32 Bn | -43.65 Bn | - | 121.93 Bn |
| 6 | Federal National Mortgage Association Fannie Mae | 20.83 Bn | 20.83 Bn | - | 4,332.34 Bn |
| 7 | Royal Gold | 19.70 Bn | 18.88 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Ares Capital | 13.30 Bn | 10.74 Bn | - | 30.50 Bn |
| 9 | Annaly Capital Management | 13.26 Bn | 4.30 Bn | - | 143.74 Bn |
| 10 | Federal Home Loan Mortgage | 10.54 Bn | -8.20 Bn | - | 3,518.32 Bn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 114.54 Bn |
| Mar 31, 2026 | 114.80 Bn |
| Dec 31, 2025 | 117.78 Bn |
| Sep 30, 2025 | 119.48 Bn |
| Jun 30, 2025 | 117.49 Bn |
| Mar 31, 2025 | 110.55 Bn |
| Dec 31, 2024 | 111.28 Bn |
| Sep 30, 2024 | 109.55 Bn |
| Jun 30, 2024 | 106.01 Bn |
| Mar 31, 2024 | 110.14 Bn |
| Dec 31, 2023 | 106.68 Bn |
| Sep 30, 2023 | 109.37 Bn |
| Jun 30, 2023 | 113.72 Bn |
| Mar 31, 2023 | 115.59 Bn |
| Dec 31, 2022 | 103.02 Bn |
| Sep 30, 2022 | 107.06 Bn |
| Jun 30, 2022 | 113.07 Bn |
| Mar 31, 2022 | 122.88 Bn |
| Dec 31, 2021 | 123.96 Bn |
| Sep 30, 2021 | 125.67 Bn |
Orix Liabilities and Shareholders Equity 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=liabilities-and-shareholders-equity&ticker=IX&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "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=liabilities-and-shareholders-equity&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();