Orix (IX) Return on Equity [ROE] (2009 - 2026)
Orix's Return on Equity [ROE] came in at 21.12% for fiscal Q2 2027 (quarter ended Sep 30, 2026), up 11.09 percentage points from 10.03% a year earlier and up 7.05 percentage points from the prior quarter.
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Analysis
Orix (IX) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Orix's Return on Equity [ROE] was 10.78%, up 2.30 percentage points from FY2025.
- Return on Equity [ROE] carries a five-year change of +4.21 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Return on Equity [ROE] was 8.48% in FY2025 (-0.26 pp), 8.75% in FY2024 (+0.77 pp), 7.98% in FY2023 (-2.27 pp) and 10.25% in FY2022 (+3.68 pp).
- The fiscal Q2 2027 figure represents the highest quarterly Return on Equity [ROE] in data going back to fiscal Q4 2009.
- Year-over-year, Return on Equity [ROE] has increased for five consecutive quarters, with an average year-over-year change of +2.57 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in fiscal Q2 2027 (a gain of 11.09 percentage points), and the weakest in fiscal Q1 2023 (a drop of 3.22 percentage points).
- Business Quant data shows IX's Return on Equity [ROE] at 14.08% (Q1 2027), 10.48% (Q4 2026) and 10.57% (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | 11.98% |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | 5.45% |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 21.12% |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 13.05% |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 19.93% |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 35.93% |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | 10.92% |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | 6.91% |
| 10 | Federal Home Loan Mortgage | 12.64 Bn | -328.33 Bn | - | 13.34% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 21.12% |
| Jun 30, 2026 | 14.08% |
| Mar 31, 2026 | 10.48% |
| Dec 31, 2025 | 10.57% |
| Sep 30, 2025 | 10.03% |
| Jun 30, 2025 | 8.82% |
| Mar 31, 2025 | 8.49% |
| Dec 31, 2024 | 9.56% |
| Sep 30, 2024 | 9.68% |
| Jun 30, 2024 | 9.20% |
| Mar 31, 2024 | 8.73% |
| Dec 31, 2023 | 8.06% |
| Sep 30, 2023 | 8.46% |
| Jun 30, 2023 | 8.26% |
| Mar 31, 2023 | 9.76% |
| Dec 31, 2022 | 9.92% |
| Sep 30, 2022 | 10.52% |
| Jun 30, 2022 | 4.00% |
| Mar 31, 2022 | 10.21% |
| Dec 31, 2021 | 8.55% |
API Access
Orix Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();