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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.16Last Year’s EPS
0.64Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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
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.
IX 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
IX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $33.73 | $36.74 | +8.92% |
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% |
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 Jul 30, 2026, TBA (Confirmed).
What is Orix Corp Ads (IX) earnings time?
Orix Corp Ads (IX) earnings time is at Jul 30, 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?
IX EPS forecast for the fiscal quarter 2027 (Q1) is 1.16.