Orix (IX) Return on Invested Capital [ROIC] (2009 - 2026)
Orix (IX) recorded Return on Invested Capital [ROIC] of 2.93% in the quarter ended Jun 30, 2026, up 0.41 percentage points from 2.52% a year earlier and up 0.12 percentage points from the prior quarter.
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Analysis
Orix (IX) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For the year ended Mar 31, 2026, Orix reported Return on Invested Capital [ROIC] of 2.85%, up 0.53 percentage points from the prior year.
- Annual Return on Invested Capital [ROIC] has a five-year change of +0.54 percentage points (years ended Mar 2021 to Mar 2026).
- Across earlier years, Return on Invested Capital [ROIC] came in at 2.32% in the year ended Mar 31, 2025 (-0.22 pp), 2.54% in the year ended Mar 31, 2024 (-0.10 pp), 2.64% in the year ended Mar 31, 2023 (+0.40 pp) and 2.24% in the year ended Mar 31, 2022 (-0.07 pp).
- The figure for the quarter ended Jun 30, 2026 is the highest quarterly Return on Invested Capital [ROIC] since the quarter ended Dec 31, 2021.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in three of the last eight quarters, with an average year-over-year change of +0.04 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 0.87 percentage points in the quarter ended Sep 30, 2023, against a drop of 1.21 percentage points in the quarter ended Sep 30, 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at 2.81% (quarter ended Mar 31, 2026), 2.62% (quarter ended Dec 31, 2025) and 2.48% (quarter ended Sep 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | 3.08% |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 2.93% |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | 5.55% |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | 26.91% |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 9.67% |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | 16.56% |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 13.00 Bn | -5.74 Bn | - | 105.86% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.93% |
| Mar 31, 2026 | 2.81% |
| Dec 31, 2025 | 2.62% |
| Sep 30, 2025 | 2.48% |
| Jun 30, 2025 | 2.52% |
| Mar 31, 2025 | 2.30% |
| Dec 31, 2024 | 2.66% |
| Sep 30, 2024 | 2.73% |
| Jun 30, 2024 | 2.52% |
| Mar 31, 2024 | 2.62% |
| Dec 31, 2023 | 2.70% |
| Sep 30, 2023 | 2.68% |
| Jun 30, 2023 | 2.61% |
| Mar 31, 2023 | 2.84% |
| Dec 31, 2022 | 1.94% |
| Sep 30, 2022 | 1.81% |
| Jun 30, 2022 | 2.16% |
| Mar 31, 2022 | 2.33% |
| Dec 31, 2021 | 2.94% |
| Sep 30, 2021 | 3.01% |
API Access
Orix Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();