Orix (IX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 12, 2026

TBA (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

―

Last Year’s EPS

0.64

Same Quarter Last Year

Analyst Consensus

―

Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:Feb 09, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented strong financial results for the first 9 months with record third-quarter cumulative net income, sizable pretax profit growth, doubled investment-segment earnings and active capital recycling and buybacks—indicating robust near-term performance and capital returns. However, management emphasized several material risks and uncertainties including a sharp decline in Chinese inbound tourism affecting airport and Kansai-area operations, legacy credit and real estate issues (notably in the U.S.), pressure in banking from higher funding costs, and project-level delays. Management remained cautious and elected not to raise the full-year outlook despite positive realized and valuation gains, reflecting prudent risk management and acknowledgement of possible downside in Q4 and beyond.

Company Guidance

ORIX reiterated no change to its full‑year net income forecast of JPY 440.0 billion and said it will continue to pursue sustainable growth and improved capital efficiency while finalizing its FY plans; through the 9 months it reported net income of JPY 389.7 billion (up JPY 117.9 billion y/y), equal to ~89% of the revised FY forecast, and pretax profit of JPY 567.7 billion (up JPY 184.3 billion y/y). By category, 9‑month segment profits were Finance JPY 145.5 billion (+8%, ~81% progress vs FY plan), Operations JPY 189.5 billion (+17%, ~79% progress) and Investments JPY 261.4 billion (+100%), for total segment profit of JPY 596.4 billion (+40% y/y); capital recycling generated JPY 196.6 billion of gains with JPY 790 billion cash inflows from divestments and JPY 700 billion of new‑investment outflows. Shareholder returns were expanded (buyback increased from JPY 100 billion to JPY 150 billion, with JPY 128.1 billion repurchased by end‑January, ~85% progress); balance‑sheet moves included total assets +JPY 1.2594 trillion (ex‑FX +JPY 800 billion), long‑/short‑term debt and deposits +JPY 363.4 billion, insurance contract liabilities −JPY 234.2 billion, shareholders’ equity +JPY 495.2 billion (equity ratio 25.3%), an employed‑capital ratio near 90% (model updated), and a target payout ratio around 39% (implied ~JPY 153/share on the JPY 440 billion forecast).

Record Third-Quarter Cumulative Net Income

Net income for the 9-month period was JPY 389.7 billion, up JPY 117.9 billion year-over-year, the highest third-quarter cumulative net profit level and 89% progress toward the revised full-year forecast of JPY 440 billion.

Strong Pretax Profit Growth

Pretax profits rose to JPY 567.7 billion, an increase of JPY 184.3 billion year-over-year (approximately +48% YoY), with all three categories (Finance, Operation, Investments) contributing to growth.

Investment Segment Outperformance

Investment segment profit doubled (+100% YoY) to JPY 261.4 billion for the 9-month period, driven by large gains including the sale of Greenko, sale of Ormat, and several real estate disposals.

Broad-Based Segment Profit Increases

Total segment profits increased 40% YoY to JPY 596.4 billion. Finance segment profit grew 8% YoY to JPY 145.5 billion (81% progress to full-year target) and Operation segment profit rose 17% YoY to JPY 189.5 billion (79% progress).

Capital Return and Buyback Expansion

Share buyback program expanded from JPY 100 billion to JPY 150 billion; by end-January buybacks completed of JPY 128.1 billion (85% of the increased program). Payout ratio guidance maintained at c.39% of net income per share.

Active Capital Recycling and Deal Flow

Recorded JPY 196.6 billion in capital gains; cash inflows from divestments totaled JPY 790 billion and cash outflows for new investments were JPY 700 billion in the 9 months, showing active recycling and reinvestment.

Insurance and Shareholders' Equity Strength

Insurance segment profit rose 20% YoY to JPY 74.1 billion; insurance contract liabilities reduced by JPY 234.2 billion (due to higher discount rates), contributing to total shareholders' equity growth of JPY 495.2 billion and a shareholders' equity ratio of 25.3%.

Regional & Business Unit Recoveries

ORIX Europe profit increased 24% YoY to JPY 47.3 billion; Asia & Australia profit rose 41% YoY to JPY 39.3 billion. Aircraft & Ship segment profit up 9% YoY to JPY 48.6 billion. PE Investment & Concession profit rose 42% YoY to JPY 94.0 billion.

ORIX USA Signs of Recovery

ORIX USA returned to positive territory with JPY 14.0 billion profit for the 9 months, supported by valuation gains in private equity investments and improving portfolio metrics after prior-year impairments.

Improved Risk/Capital Measurement

Employed capital ratio reporting was updated and the more granular risk calculation showed lower measured risk, yielding increased visible investment capacity while maintaining an A-level credit rating target.

Orix (IX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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IX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2026	2027 (Q1)	- / -	0.64	―	―	―
Feb 09, 2026	2026 (Q3)	0.51 / 0.69	0.512	34.18% (+0.18)
Nov 12, 2025	2026 (Q2)	0.57 / 0.95	0.546	73.26% (+0.40)
Aug 07, 2025	2026 (Q1)	0.54 / 0.64	0.522	22.61% (+0.12)
May 12, 2025	2025 (Q4)	0.66 / 0.47	0.705	-32.62% (-0.23)
Feb 10, 2025	2025 (Q3)	0.54 / 0.51	0.527	-2.85% (-0.02)
Nov 08, 2024	2025 (Q2)	0.50 / 0.55	0.372	46.77% (+0.17)
Aug 05, 2024	2025 (Q1)	- / 0.52	0.378	38.10% (+0.14)
May 08, 2024	2024 (Q4)	0.64 / 0.70	0.389	81.23% (+0.32)
Feb 07, 2024	2024 (Q3)	0.53 / 0.53	0.58	-9.14% (-0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 09, 2026	$32.30	$33.99	+5.23%
Nov 12, 2025	$25.46	$26.71	+4.91%
Aug 07, 2025	$23.79	$24.92	+4.75%
May 12, 2025	$20.11	$20.51	+1.99%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Orix Corp Ads (IX) report earnings?

Orix Corp Ads (IX) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).

What is Orix Corp Ads (IX) earnings time?

Orix Corp Ads (IX) earnings time is at Aug 12, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IX EPS forecast?

Currently, no data Available