Orix (IX) Tax Rate (2009 - 2026)
Orix's Tax Rate came in at 30.92% for the quarter ended Jun 30, 2026, up 1.25 percentage points from 29.67% a year earlier but down 18.23 percentage points from the prior quarter.
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Analysis
Orix (IX) Tax Rate (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Orix reported Tax Rate of 33.10%, up 5.96 percentage points year-over-year; for the year ended Mar 31, 2026, it came in at 33.71%, up 6.90 percentage points from the prior year.
- Tax Rate carries a five-year change of +2.16 percentage points (years ended Mar 2021 to Mar 2026).
- Going back by year, Tax Rate was 26.81% in the year ended Mar 31, 2025 (-1.14 pp), 27.96% in the year ended Mar 31, 2024 (+3.67 pp), 24.29% in the year ended Mar 31, 2023 (-12.34 pp) and 36.63% in the year ended Mar 31, 2022 (+5.07 pp).
- The five-year range for quarterly Tax Rate is 17.66% (the quarter ended Mar 31, 2025) to 49.15% (the quarter ended Mar 31, 2026).
- Year-over-year, Tax Rate has increased for five consecutive quarters, with an average year-over-year change of +3.40 percentage points over the last eight quarters.
- The fastest year-over-year change in Tax Rate over five years came in the quarter ended Mar 31, 2026 (a gain of 31.48 percentage points), and the weakest in the quarter ended Mar 31, 2023 (a drop of 19.55 percentage points).
- Business Quant data shows IX's Tax Rate at 49.15% (quarter ended Mar 31, 2026), 31.59% (quarter ended Dec 31, 2025) and 29.86% (quarter ended Sep 30, 2025) in the three quarters before the quarter ended Jun 30, 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 18.51% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 30.92% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 20.18% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | - |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 25.38% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 19.69% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 0.83% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 12.39 Bn | -6.35 Bn | - | 19.61% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 30.92% |
| Mar 31, 2026 | 49.15% |
| Dec 31, 2025 | 31.59% |
| Sep 30, 2025 | 29.86% |
| Jun 30, 2025 | 29.67% |
| Mar 31, 2025 | 17.66% |
| Dec 31, 2024 | 29.13% |
| Sep 30, 2024 | 29.13% |
| Jun 30, 2024 | 29.13% |
| Mar 31, 2024 | 24.38% |
| Dec 31, 2023 | 30.71% |
| Sep 30, 2023 | 30.07% |
| Jun 30, 2023 | 28.23% |
| Mar 31, 2023 | 24.88% |
| Dec 31, 2022 | 24.07% |
| Sep 30, 2022 | 23.30% |
| Jun 30, 2022 | 24.79% |
| Mar 31, 2022 | 44.43% |
| Dec 31, 2021 | 34.30% |
| Sep 30, 2021 | 31.98% |
API Access
Orix Tax Rate 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=tax-rate&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();