Orix (IX) Return on Invested Capital [ROIC] (2009 - 2026)
Orix (IX) recorded Return on Invested Capital [ROIC] of 2.77% in fiscal Q2 2027 (quarter ended Sep 30, 2026), up 0.28 percentage points from 2.49% a year earlier but down 0.19 percentage points from the prior quarter.
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Analysis
Orix (IX) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Orix reported Return on Invested Capital [ROIC] of 2.88%, up 0.56 percentage points from FY2025.
- Annual Return on Invested Capital [ROIC] has a five-year change of +0.53 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 2.32% in FY2025 (-0.30 pp), 2.62% in FY2024 (-0.11 pp), 2.73% in FY2023 (+0.35 pp) and 2.38% in FY2022 (+0.03 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 1.74% in fiscal Q2 2023 to 4.01% in fiscal Q4 2026 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for four consecutive quarters, with an average year-over-year change of +0.34 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 1.62 percentage points in fiscal Q4 2026, against a drop of 1.32 percentage points in fiscal Q2 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 2.96% (Q1 2027), 4.01% (Q4 2026) and 3.71% (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | - |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | 3.67% |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 2.77% |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 2.85% |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 25.70% |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 6.19% |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | 11.12% |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | 12.15% |
| 10 | Federal Home Loan Mortgage | 12.64 Bn | -328.33 Bn | - | 3.33% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.77% |
| Jun 30, 2026 | 2.96% |
| Mar 31, 2026 | 4.01% |
| Dec 31, 2025 | 3.71% |
| Sep 30, 2025 | 2.49% |
| Jun 30, 2025 | 2.50% |
| Mar 31, 2025 | 2.40% |
| Dec 31, 2024 | 2.78% |
| Sep 30, 2024 | 2.75% |
| Jun 30, 2024 | 2.64% |
| Mar 31, 2024 | 2.63% |
| Dec 31, 2023 | 2.69% |
| Sep 30, 2023 | 2.80% |
| Jun 30, 2023 | 2.67% |
| Mar 31, 2023 | 2.02% |
| Dec 31, 2022 | 1.82% |
| Sep 30, 2022 | 1.74% |
| Jun 30, 2022 | 3.56% |
| Mar 31, 2022 | 2.40% |
| Dec 31, 2021 | 2.98% |
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();