NYSE$IX

Orix Corp · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

ORIX Corp reported Q4 net income of JPY 57.6 billion and full-year record net income of JPY 447.3 billion for fiscal 2026.

ORIX Corporation announced its consolidated financial results for the fiscal year ended March 31, 2026 on May 11, 2026. The company achieved record full-year net income attributable to shareholders of JPY 447.3 billion, up 27% year-over-year, with Q4 net income at JPY 57.6 billion. Total revenues for the full year reached JPY 3,330,831 million, up 16% YoY, while ROE improved to 10.4%.

  • Full-year net income hit record JPY 447.3 billion, exceeding revised forecast of JPY 440 billion and up 27% YoY.
  • Q4 net income was JPY 57.6 billion amid impairments of JPY 97.2 billion primarily at ORIX USA.
  • Full-year revenue grew 16% to JPY 3,330,831 million; operating income rose 37.5% to JPY 456,248 million.
  • ROE reached 10.4%, up 1.6 percentage points YoY; company guided FY2027 net income to JPY 530 billion.

Headline financials

Total Revenue

¥939B

No prior period
EPS (adj)

¥51.50

No prior period
ROE

10.4%

No prior period
ROA

2.6%

No prior period
Net Income

¥57.6B

No prior period
Total Assets

¥18T

No prior period

Revenue & EPS history

Orix · Revenue · Quarterly

¥939B

Q4 2026
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

Management guided FY2027 net income to JPY 530 billion and ROE of 11.7%, with increased shareholder returns including JPY 250 billion buyback.

Tailwinds

  • Strong capital returns with higher dividend and expanded buyback program
  • Continued portfolio optimization

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+0.8%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+2.5%

Avg return

30 days after

33%

3 / 9 earnings

Positive

+8.8%

Q4 2026

Best reaction

-2.6%

Q1 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+8.8%
Q3 2026-2.0%-4.7%-2.8%
Q2 2025+6.0%+0.6%+13.2%
Q4 2024-1.1%-1.2%+3.9%
Q3 2024-0.1%-2.6%-1.7%
Q3 2023-1.1%+3.1%+2.5%
Q2 2023-1.7%-3.9%-3.9%
Q1 2023+0.6%+0.1%+6.0%
Q1 2010-2.6%

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