ORIX Corporation (JP:8591)
:8591
Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
94.63Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strong set of near-term financial results with record third-quarter cumulative net income, large year-over-year pretax and segment profit gains, active capital recycling and a stepped-up share buyback program. Many of the headline improvements were supported by sizeable one-off investment and disposal gains, while management emphasized continued caution around legacy credit issues (particularly in ORIX USA), banking bond losses, insurance liability valuation dynamics, and a meaningful near-term weakening of inbound tourism from Mainland China impacting Kansai airport and regional real estate. Management preserved the full-year net income forecast and signaled ongoing scrutiny of portfolios and plans for capital-efficient growth.Company Guidance
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; achieved 89% of the revised full-year net income 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% year-over-year). All three categories—Finance, Operation and Investments—reported profit growth.
Investment Segment Surge
Investment segment profit was JPY 261.4 billion, up 100% year-over-year, driven by large gains including the Greenko sale, Ormat sale, and several real estate disposals.
Overall Segment Profit and Diversified Strength
Total segment profits for the 9-month period increased 40% year-over-year to JPY 596.4 billion, with notable growth across Finance (+8% to JPY 145.5 billion), Operation (+17% to JPY 189.5 billion) and mid-to-large increases across Insurance (+20% to JPY 74.1 billion), PE & Concession (+42% to JPY 94.0 billion), ORIX Europe (+24% to JPY 47.3 billion) and Asia & Australia (+41% to JPY 39.3 billion).
Capital Recycling and Deal Activity
Recorded JPY 196.6 billion in capital gains for the 9 months, cash inflows from divestments totaled JPY 790 billion and cash outflows for new investments were JPY 700 billion; active recycling with new investments (e.g., Hilco Global, LULUARQ, I-NET TOB) and a QIA domestic PE fund formation.
Share Buyback Expansion and Strong Progress
Share buyback program increased from JPY 100 billion to JPY 150 billion; buybacks completed through end of January totaled JPY 128.1 billion (progress ~85%). Full-year payout ratio guidance maintained at ~39% of net income per share (based on JPY 440bn forecast).
Balance Sheet and Capital Position Improvements
Total assets increased JPY 1.2594 trillion vs. prior year-end (JPY 800 billion excluding FX), driven primarily by Hilco Global consolidation; shareholders' equity rose JPY 495.2 billion and shareholders' equity ratio 25.3%. Employed capital ratio reported ~89% with an updated, more granular risk model.
Record AUM at Robeco and Positive Asset Management Trends
Robeco expanded AUM to a record JPY 500.5 billion, supporting higher management fees and improved asset-management profitability.
JP:8591 Earnings History
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
JP:8591 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 09, 2026 | ¥4933.00 | ¥5032.00 | +2.01% |
Nov 12, 2025 | ¥3883.00 | ¥3938.00 | +1.42% |
Aug 07, 2025 | ¥3433.18 | ¥3480.45 | +1.38% |
May 12, 2025 | ¥2875.76 | ¥2902.35 | +0.92% |
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 Corporation (JP:8591) report earnings?
ORIX Corporation (JP:8591) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is ORIX Corporation (JP:8591) earnings time?
ORIX Corporation (JP:8591) earnings time is at Aug 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of ORIX Corporation stock?
The P/E ratio of ORIX is N/A.
What is JP:8591 EPS forecast?
Currently, no data Available