Orix (IX) Return on Capital Employed [ROCE] (2009 - 2026)
Orix (IX) recorded Return on Capital Employed [ROCE] of 10.00% in the quarter ended Jun 30, 2026, up 0.45 percentage points from 9.54% a year earlier and up 0.19 percentage points from the prior quarter.
Powered by 
Analysis
Orix (IX) Return on Capital Employed [ROCE] (2009 - 2026) Analysis & Trends
For the year ended Mar 31, 2026, Orix reported Return on Capital Employed [ROCE] of 11.53%, up 3.50 percentage points from the prior year.
- Annual Return on Capital Employed [ROCE] has a five-year change of +9.56 percentage points (years ended Mar 2021 to Mar 2026).
- Across earlier years, Return on Capital Employed [ROCE] came in at 8.03% in the year ended Mar 31, 2025 (+5.85 pp), 2.18% in the year ended Mar 31, 2024 (-5.18 pp), 7.36% in the year ended Mar 31, 2023 (-1.19 pp) and 8.56% in the year ended Mar 31, 2022 (+6.59 pp).
- The figure for the quarter ended Jun 30, 2026 is the highest quarterly Return on Capital Employed [ROCE] since the quarter ended Sep 30, 2024.
- On a year-over-year basis, Return on Capital Employed [ROCE] rose in six of the last eight quarters, with an average year-over-year change of +1.03 percentage points.
- Peak year-over-year performance for Return on Capital Employed [ROCE] in the last five years was a gain of 6.99 percentage points in the quarter ended Mar 31, 2022, against a drop of 9.56 percentage points in the quarter ended Mar 31, 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at 9.81% (quarter ended Mar 31, 2026), 8.67% (quarter ended Dec 31, 2025) and 8.49% (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.95 Bn | 30.63 Bn | - | - |
| 2 | Orix | 41.97 Bn | 42.47 Bn | - | 10.00% |
| 3 | Royalty Pharma | 33.14 Bn | 33.05 Bn | - | 7.88% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.99 Bn | 24.99 Bn | - | - |
| 5 | Affirm Holdings | 23.75 Bn | 17.44 Bn | - | - |
| 6 | Synchrony Financial | 23.25 Bn | -44.72 Bn | - | - |
| 7 | Royal Gold | 19.67 Bn | 18.90 Bn | 390.45 Mn | 10.17% |
| 8 | Annaly Capital Management | 14.04 Bn | 5.13 Bn | - | - |
| 9 | Ares Capital | 13.76 Bn | 11.19 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 12.58 Bn | -6.16 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.00% |
| Mar 31, 2026 | 9.81% |
| Dec 31, 2025 | 8.67% |
| Sep 30, 2025 | 8.49% |
| Jun 30, 2025 | 9.54% |
| Mar 31, 2025 | 7.87% |
| Dec 31, 2024 | 9.60% |
| Sep 30, 2024 | 10.38% |
| Jun 30, 2024 | 8.35% |
| Mar 31, 2024 | 2.27% |
| Dec 31, 2023 | 9.38% |
| Sep 30, 2023 | 8.76% |
| Jun 30, 2023 | 8.71% |
| Mar 31, 2023 | 11.83% |
| Dec 31, 2022 | 7.19% |
| Sep 30, 2022 | 6.68% |
| Jun 30, 2022 | 7.54% |
| Mar 31, 2022 | 8.91% |
| Dec 31, 2021 | 10.76% |
| Sep 30, 2021 | 11.38% |
API Access
Orix Return on Capital Employed [ROCE] 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-capital-employed-%5Broce%5D&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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-capital-employed-%5Broce%5D&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();