Orix (IX) Long-Term Investments (2009 - 2026)
Orix (IX) posted Long-Term Investments of $9.39 billion for the quarter ended Jun 30, 2026, up 3.3% from $9.09 billion a year earlier and up 13.0% from the prior quarter.
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Analysis
Orix (IX) Long-Term Investments (2009 - 2026) Analysis & Trends
As of Mar 31, 2026, Orix's Long-Term Investments came in at $8.66 billion, unchanged from the prior year.
- Annual Long-Term Investments shows a five-year compound annual growth rate of 167.7% (years ended Mar 2021 to Mar 2026).
- In prior years, Orix's Long-Term Investments was $8.67 billion in the year ended Mar 31, 2025, $30.91 million in the year ended Mar 31, 2024 (-71.0%), $106.46 million in the year ended Mar 31, 2023 (+13.7%) and $93.66 million in the year ended Mar 31, 2022 (+48.5%).
- The figure for the quarter ended Jun 30, 2026 stands as the highest quarterly Long-Term Investments since the quarter ended Dec 31, 2023.
- On a year-over-year basis, Long-Term Investments increased in two of the last seven quarters, with an average decline of 18.5%.
- The strongest year-over-year quarter for Long-Term Investments in the past five years was the quarter ended Mar 31, 2022, with growth of 43.3%; the weakest was the quarter ended Dec 31, 2022, with a decline of 98.6%.
- According to Business Quant data, Long-Term Investments for the three prior quarters was $8.32 billion (quarter ended Mar 31, 2026), $8.47 billion (quarter ended Dec 31, 2025) and $8.42 billion (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 41.18 Bn | 9.90 Bn | 4.68 Bn | 9.25 Bn |
| 2 | Rocket Companies | 30.87 Bn | 16.55 Bn | - | - |
| 3 | Affirm Holdings | 26.11 Bn | 19.80 Bn | - | 972.64 Mn |
| 4 | Royalty Pharma | 25.20 Bn | 22.16 Bn | - | 372.10 Mn |
| 5 | Synchrony Financial | 24.32 Bn | -43.65 Bn | - | - |
| 6 | Federal National Mortgage Association Fannie Mae | 20.83 Bn | 20.83 Bn | - | - |
| 7 | Royal Gold | 19.70 Bn | 18.88 Bn | 390.45 Mn | 228.28 Mn |
| 8 | Ares Capital | 13.30 Bn | 10.74 Bn | - | 29.35 Bn |
| 9 | Annaly Capital Management | 13.26 Bn | 4.30 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 10.54 Bn | -8.20 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.39 Bn |
| Mar 31, 2026 | 8.32 Bn |
| Dec 31, 2025 | 8.47 Bn |
| Sep 30, 2025 | 8.42 Bn |
| Jun 30, 2025 | 9.09 Bn |
| Mar 31, 2025 | 8.65 Bn |
| Dec 31, 2024 | 8.87 Bn |
| Sep 30, 2024 | 9.13 Bn |
| Jun 30, 2024 | 8.90 Bn |
| Mar 31, 2024 | 8.87 Bn |
| Dec 31, 2023 | 22.15 Bn |
| Sep 30, 2023 | 22.07 Bn |
| Jun 30, 2023 | 7.67 Bn |
| Mar 31, 2023 | 8.03 Bn |
| Dec 31, 2022 | 7.37 Bn |
| Sep 30, 2022 | 8.01 Bn |
| Jun 30, 2022 | 8.10 Bn |
| Mar 31, 2022 | 24.54 Bn |
| Dec 31, 2021 | 24.88 Bn |
| Sep 30, 2021 | 8.25 Bn |
API Access
Orix Long-Term Investments 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=long-term-investments&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();