Logotype for ORIX Corporation

ORIX (8591) investor relations material

ORIX Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for ORIX Corporation
Q1 2026 earnings summary7 Aug, 2025

Executive summary

  • Net income for Q1 was ¥107.3 billion, up 24% year-over-year, with annualized ROE at 10.4%.

  • Total revenues for the quarter were ¥768.6 billion, up 9% year-over-year, driven by gains on investment securities, dividends, and real estate sales.

  • Pretax profit rose to ¥155.5 billion, a 29% increase year-over-year, with all major business categories showing profit growth.

  • Return on assets improved to 2.53% for the quarter; shareholders' equity reached ¥4.15 trillion with a ratio of 24.4%.

  • Comprehensive income attributable to shareholders declined 30% year-over-year to ¥144.4 billion due to changes in other comprehensive income.

Financial highlights

  • Basic EPS for the quarter was ¥94.63, up 26% year-over-year; diluted EPS was ¥94.44.

  • Segment profit for Q1 rose 20% year-over-year to ¥164.9 billion.

  • Capital gain of ¥45.1 billion from exits; cash inflow from sales at ¥130 billion, outflows for new investments at ¥150 billion.

  • AUM increased by ¥7 trillion in three months, reaching ¥81 trillion by June, driven by inflows and higher valuations.

  • Debt-to-equity ratio stood at 2.2 times; liquidity coverage ratio was 1,102%.

Outlook and guidance

  • Full-year net income target is under review due to macroeconomic uncertainty and H2 performance considerations.

  • Net income for the year ending March 31, 2026 is forecast at ¥380 billion, up 8.1% year-over-year.

  • Annual dividend is forecast at the higher of a 39% payout ratio or ¥120.01 per share, with a potential increase to ¥132.13 per share if the net income target is met.

  • Management is closely monitoring market conditions, especially in the US and China, before updating guidance.

  • Earnings expected to be more heavily weighted to H2; Q2 to benefit from GreenCo and RX Asset Management sales.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next ORIX earnings date

Logotype for ORIX Corporation
Q2 202612 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next ORIX earnings date

Logotype for ORIX Corporation
Q2 202612 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage