Orix (IX) Tax Rate (2009 - 2026)
Orix's Tax Rate came in at 30.92% for fiscal Q2 2027 (quarter ended Sep 30, 2026), up 1.06 percentage points from 29.86% a year earlier and unchanged from the prior quarter.
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Analysis
Orix (IX) Tax Rate (2009 - 2026) Analysis & Trends
Over the trailing twelve months to Sep 30, 2026, Orix reported Tax Rate of 32.61%, up 4.82 percentage points year-over-year; for FY2026 (ended Mar 31, 2026), it came in at 33.71%, up 6.90 percentage points from FY2025.
- Tax Rate carries a five-year change of +2.16 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Tax Rate was 26.81% in FY2025 (-1.14 pp), 27.96% in FY2024 (+3.67 pp), 24.29% in FY2023 (-12.34 pp) and 36.63% in FY2022 (+5.07 pp).
- The five-year range for quarterly Tax Rate is 17.66% (fiscal Q4 2025) to 49.15% (fiscal Q4 2026).
- Year-over-year, Tax Rate has increased for six consecutive quarters, with an average year-over-year change of +3.65 percentage points over the last eight quarters.
- The fastest year-over-year change in Tax Rate over five years came in fiscal Q4 2026 (a gain of 31.48 percentage points), and the weakest in fiscal Q4 2023 (a drop of 19.55 percentage points).
- Business Quant data shows IX's Tax Rate at 30.92% (Q1 2027), 49.15% (Q4 2026) and 31.59% (Q3 2026) in the three fiscal quarters before Q2 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | - |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | 25.99% |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 30.92% |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 18.29% |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 24.47% |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 19.95% |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | 20.17% |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 12.64 Bn | -328.33 Bn | - | 19.45% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 30.92% |
| 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 | 26.33% |
| 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();