Orix (IX) Return on Assets [ROA] (2009 - 2026)
Orix's Return on Assets [ROA] came in at 6.22% for fiscal Q2 2027 (quarter ended Sep 30, 2026), up 3.69 percentage points from 2.53% a year earlier and up 2.59 percentage points from the prior quarter.
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Analysis
Orix (IX) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Orix's Return on Assets [ROA] was 2.70%, up 0.61 percentage points from FY2025.
- Return on Assets [ROA] carries a five-year change of +1.18 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Return on Assets [ROA] was 2.09% in FY2025 (-0.02 pp), 2.11% in FY2024 (+0.21 pp), 1.90% in FY2023 (-0.50 pp) and 2.40% in FY2022 (+0.87 pp).
- The fiscal Q2 2027 figure represents the highest quarterly Return on Assets [ROA] in data going back to fiscal Q4 2009.
- Year-over-year, Return on Assets [ROA] increased in five of the last eight quarters, with an average year-over-year change of +0.81 percentage points.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in fiscal Q2 2027 (a gain of 3.69 percentage points), and the weakest in fiscal Q3 2026 (a drop of 1.74 percentage points).
- Business Quant data shows IX's Return on Assets [ROA] at 3.64% (Q1 2027), 2.68% (Q4 2026) and 2.72% (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | 5.97% |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | 2.15% |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 6.22% |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 0.36% |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 2.73% |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 12.51% |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | 8.94% |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | 0.78% |
| 10 | Federal Home Loan Mortgage | 12.64 Bn | -328.33 Bn | - | 0.30% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 6.22% |
| Jun 30, 2026 | 3.64% |
| Mar 31, 2026 | 2.68% |
| Dec 31, 2025 | 2.72% |
| Sep 30, 2025 | 2.53% |
| Jun 30, 2025 | 2.19% |
| Mar 31, 2025 | 4.01% |
| Dec 31, 2024 | 4.46% |
| Sep 30, 2024 | 2.40% |
| Jun 30, 2024 | 2.29% |
| Mar 31, 2024 | 2.13% |
| Dec 31, 2023 | 1.95% |
| Sep 30, 2023 | 2.04% |
| Jun 30, 2023 | 1.96% |
| Mar 31, 2023 | 2.35% |
| Dec 31, 2022 | 2.44% |
| Sep 30, 2022 | 2.57% |
| Jun 30, 2022 | 0.96% |
| Mar 31, 2022 | 2.39% |
| Dec 31, 2021 | 1.98% |
API Access
Orix Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();