Orix (IX) Retained Earnings (2009 - 2026)
Orix (IX) recorded Retained Earnings of $23.31 billion in the quarter ended Jun 30, 2026, down 0.7% from $23.47 billion a year earlier but up 4.4% from the prior quarter.
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Analysis
Orix (IX) Retained Earnings (2009 - 2026) Analysis & Trends
As of Mar 31, 2026, Orix reported Retained Earnings of $23.27 billion, up 5.6% from the prior year.
- Annual Retained Earnings has a five-year compound annual growth rate of 110.9% (years ended Mar 2021 to Mar 2026).
- Across earlier years, Retained Earnings came in at $22.02 billion in the year ended Mar 31, 2025, $700.48 million in the year ended Mar 31, 2024 (-1.1%), $708.54 million in the year ended Mar 31, 2023 (+6.2%) and $667.44 million in the year ended Mar 31, 2022 (+19.7%).
- Quarterly Retained Earnings has ranged from $644.81 million in the quarter ended Mar 31, 2022 to $25.79 billion in the quarter ended Sep 30, 2021 over the past five years.
- On a year-over-year basis, Retained Earnings rose in six of the last seven quarters, with growth averaging 4.5%.
- Peak year-over-year performance for Retained Earnings in the last five years was growth of 15.4% in the quarter ended Mar 31, 2022, against a decline of 16.5% in the quarter ended Sep 30, 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $22.33 billion (quarter ended Mar 31, 2026), $23.22 billion (quarter ended Dec 31, 2025) and $24.16 billion (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 651.00 Mn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 23.31 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 2.46 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | -16.56 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | -1.13 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 25.97 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 1.66 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | -13.21 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 531.00 Mn |
| 10 | Federal Home Loan Mortgage | 12.39 Bn | -6.35 Bn | - | -5.14 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 23.31 Bn |
| Mar 31, 2026 | 22.33 Bn |
| Dec 31, 2025 | 23.22 Bn |
| Sep 30, 2025 | 24.16 Bn |
| Jun 30, 2025 | 23.47 Bn |
| Mar 31, 2025 | 21.99 Bn |
| Dec 31, 2024 | 22.34 Bn |
| Sep 30, 2024 | 22.65 Bn |
| Jun 30, 2024 | 21.08 Bn |
| Mar 31, 2024 | 700.48 Mn |
| Dec 31, 2023 | 21.47 Bn |
| Sep 30, 2023 | 21.69 Bn |
| Jun 30, 2023 | 22.38 Bn |
| Mar 31, 2023 | 723.64 Mn |
| Dec 31, 2022 | 21.34 Bn |
| Sep 30, 2022 | 21.54 Bn |
| Jun 30, 2022 | 22.54 Bn |
| Mar 31, 2022 | 644.81 Mn |
| Dec 31, 2021 | 25.13 Bn |
| Sep 30, 2021 | 25.79 Bn |
API Access
Orix Retained Earnings 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=retained-earnings&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "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=retained-earnings&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();