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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ORIX
ORIX (8591) investor relations material
ORIX Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary9 Nov, 2026
Executive summary
H1 net income reached ¥856.2bn, up ¥585.1bn YoY and equal to 162% of the FY27.3 forecast; adjusted profit was ¥317.5bn, excluding ¥538.7bn of after-tax KIOXIA gains.
Record earnings also reflected growth in asset management, Aircraft, Ships and Insurance; Greater China impairments and U.S. business reviews remained areas of focus.
Financial highlights
H1 revenue rose 9.6% YoY to ¥1,673.9bn; attributable net income increased 215.8% to ¥856.2bn, and continuing-operations pre-tax income rose 195.0% to ¥1,117.9bn.
Q2 adjusted profit was ¥158.4bn versus ¥159.1bn in Q1; Q2 included ~¥100bn core profit, ~¥90bn from the ORIX Bank sale and ~¥30bn of Greater China impairments.
KIOXIA sale and valuation gains were ¥417bn in Q2 and ¥538.7bn cumulative H1, after tax; H1 segment profit rose ¥749.6bn YoY to ¥1,147.4bn.
H1 capital gains were ¥266.1bn; investment recoveries generated ~¥930bn cash inflows against ~¥340bn of new-investment outflows.
Total expenses rose 11% to ¥1,434.4bn, while operating income increased 3.9% to ¥239.5bn; equity-method investment income was ¥809.6bn.
Outlook and guidance
FY27.3 net income forecast remains ¥530bn; management cited steady adjusted-profit progress, while KIOXIA price volatility limits visibility on Q4 sale and valuation gains.
At the September-end KIOXIA price of ¥18,095, estimated Q3 sale and valuation loss was ¥190bn after tax; each ¥1,000 share-price move changes after-tax gains by ¥12.8bn.
Management cited an initial ~¥480bn adjusted-profit level after excluding KIOXIA-related profit from the original forecast; an update, dependent on share price, was expected by Q3 results at the latest.
FY dividend forecast remains ¥187.36/share; policy provides for the higher of ¥156.10/share or 39% of adjusted EPS, based on adjusted net income excluding after-tax KIOXIA gains or losses.
Full-year investment pipeline targets >¥800bn, including Aircraft, Ships, domestic real estate, PE and Osaka IR; the 11% ROE target remains unchanged, with further outlook review expected by the Q3 call.
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Latest events from ORIX
- Record Q1 net income and segment growth, with outlook steady despite Kioxia volatility.8591
Q1 2027 - Targets 15% ROE and JPY 1T net income by 2035 through asset management transformation.8591Investor Day 2026
- Record profits, strong ROE, and major asset sales drive robust results and positive outlook.8591Q4 2026
- Record profits, robust segment growth, and improved ROE, with strong outlook maintained.8591Q3 2026
- Net income rose 24% year-on-year to ¥107.3 billion, led by Real Estate and Banking gains.8591Q1 2026
- Net income up 43% year-over-year, led by real estate and private equity gains.8591Q2 2025
- Q1 net income up 38% year-over-year, driven by capital gains and strong segment growth.8591Q1 2025
- Record profit and 2% net income growth; FY2026 targets higher net income and shareholder returns.8591Q4 2025
- Net income up 24% to ¥271.8B, led by private equity and aircraft gains; outlook remains strong.8591Q3 2025
Next ORIX earnings date
Q3 20278 Feb, 2027
ORIX
Next ORIX earnings date
Q3 20278 Feb, 2027
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Frequently asked questions
ORIX Corporation is a diversified financial services group that operates across a wide range of sectors, including leasing, asset management, investment banking, insurance, and renewable energy. The company provides leasing and financing services for various assets, such as equipment, vehicles, and real estate. It also offers life insurance, banking services, and manages investment funds. In addition, ORIX is involved in infrastructure projects, including renewable energy developments, as well as environmental and energy-related businesses. The company is headquartered in Tokyo, Japan, and its shares are listed on the NYSE.