Orix (IX) Net Investment Income (2013 - 2026)
Orix's Net Investment Income came in at $1.86 billion for fiscal Q2 2027 (quarter ended Sep 30, 2026), up 4.0% from $1.79 billion a year earlier and up 4.7% from the prior quarter.
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Analysis
Orix (IX) Net Investment Income (2013 - 2026) Analysis & Trends
Over the trailing twelve months to Sep 30, 2026, Orix reported Net Investment Income of $7.37 billion, up 4.2% year-over-year; for FY2026 (ended Mar 31, 2026), it was $7.39 billion.
- The five-year range for quarterly Net Investment Income is $1.51 billion (fiscal Q1 2025) to $2.02 billion (fiscal Q3 2022).
- Year-over-year, Net Investment Income increased in six of the last eight quarters, with growth averaging 5.3%.
- The fastest year-over-year change in Net Investment Income over five years came in fiscal Q1 2026 (growth of 23.1%), and the weakest in fiscal Q3 2023 (a decline of 8.4%).
- Business Quant data shows IX's Net Investment Income at $1.78 billion (Q1 2027), $1.88 billion (Q4 2026) and $1.86 billion (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | NII (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | - |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | - |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 1.86 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | - |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | - |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | - |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | - |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | 328.00 Mn |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 12.64 Bn | -328.33 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 1.86 Bn |
| Jun 30, 2026 | 1.78 Bn |
| Mar 31, 2026 | 1.88 Bn |
| Dec 31, 2025 | 1.86 Bn |
| Sep 30, 2025 | 1.79 Bn |
| Jun 30, 2025 | 1.86 Bn |
| Mar 31, 2025 | 1.74 Bn |
| Dec 31, 2024 | 1.69 Bn |
| Sep 30, 2024 | 1.76 Bn |
| Jun 30, 2024 | 1.51 Bn |
| Mar 31, 2024 | 1.68 Bn |
| Dec 31, 2023 | 1.74 Bn |
| Sep 30, 2023 | 1.67 Bn |
| Jun 30, 2023 | 1.59 Bn |
| Mar 31, 2023 | 1.77 Bn |
| Dec 31, 2022 | 1.85 Bn |
| Sep 30, 2022 | 1.66 Bn |
| Jun 30, 2022 | 1.59 Bn |
| Mar 31, 2022 | 1.89 Bn |
| Dec 31, 2021 | 2.02 Bn |
API Access
Orix Net Investment Income 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=net-investment-income&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "net-investment-income", "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=net-investment-income&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();