ORIX: A 'Buy' On Beat And Raise Quarter, ROE Improvement Potential

ORIX Corporation is rated a "Buy" following a strong Q2 beat, raised guidance, and a positive ROE outlook. The company posted a 70% YoY net profit increase, driven by asset sales and strategic portfolio optimization, exceeding consensus expectations. Management raised its FY26 earnings guide to ¥440 billion; it also targets ROE improvement to 11% by FY28, supported by new private equity initiatives and increased buybacks.

Seeking Alpha • Nov 14, 2025

ORIX Corporation (IX) Q2 2026 Earnings Call Transcript

ORIX Corporation ( IX ) Q2 2026 Earnings Call November 12, 2025 2:30 AM EST Company Participants Sachiko Nakane Hidetake Takahashi - President, Group COO, Representative Executive Officer & Director Kazuki Yamamoto - Head of Corporate Planning & Investor Relations Conference Call Participants Masao Muraki - SMBC Nikko Securities Inc., Research Division Koki Sato - JPMorgan Chase & Co, Research Division Kazuki Watanabe - Daiwa Securities Co. Ltd., Research Division Naruhiko Sakamaki - Mizuho Securities Co., Ltd.

Seeking Alpha • Nov 12, 2025

ORIX: More Repurchases And Upward Guidance Revision Are Potential Catalysts (Rating Upgrade)

My rating for ORIX is lifted to buy after analyzing its 1QFY26 earnings beat and considering potential re-rating triggers. The first quarter bottom line was 15% above the consensus estimate thanks to the outperformance of the Energy and Real Estate segments; I think this sets the stage for an eventual full-year guidance raise. ORIX has made greater-than-expected progress with its current repurchase program, and it is likely that a fresh buyback plan will be contemplated before this fiscal year ends.

Seeking Alpha • Aug 9, 2025

ORIX Corporation (IX) Q1 2026 Earnings Call Transcript

ORIX Corporation (NYSE:IX ) Q1 2026 Earnings Conference Call August 7, 2025 2:30 AM ET Company Participants Kazuki Yamamoto - Head of Corporate Planning & Investor Relations Sachiko Nakane - Corporate Participant Conference Call Participants Futoshi Sasaki - Nomura Securities Co. Ltd., Research Division Kazuki Watanabe - Daiwa Securities Co. Ltd.

Seeking Alpha • Aug 7, 2025

ORIX Submits Form 20-F for Filing for the Fiscal Year Ended March 31, 2025

TOKYO--(BUSINESS WIRE)--ORIX Corporation (TOKYO: 8591; NYSE: IX; ISIN:JP3200450009) has submitted its annual Form 20-F for the fiscal year ended March 31, 2025 to the U.S. Securities and Exchange Commission on June 24, 2025. Please find online versions of the file available for download, as well as a link to the SEC EDGAR format, on ORIX's website at: https://www.orix.co.jp/grp/en/ir/library/20f/index.html ORIX also provides hard copies of the completed audited financial statements free of char.

Business Wire • Jun 25, 2025

ORIX Corporation (IX) Q4 2025 Earnings Call Transcript

ORIX Corporation (NYSE:IX ) Q4 2025 Results Conference Call May 12, 2025 3:30 AM ET Company Participants Sachiko Nakane - Investor Relations and Sustainability Department Hidetake Takahashi - President and CEO Makoto Inoue - Chairman Kazuki Yamamoto - Operating Officer, Corporate Planning and Investor Relations Conference Call Participants Kazuki Watanabe - Daiwa Securities Masao Muraki - SMBC Nikko Securities Koki Sato - JPMorgan Naruhiko Sakamaki - Mizuho Securities Wataru Otsuka - SBI Securities Natsumu Tsujino - BofA Securities Futoshi Sasaki - Nomura Securities Sachiko Nakane Thank you for joining ORIX Corporation for Annual Results for the course of the fiscal year ended March 31, 2025, despite your very busy schedule. I'll be the master of ceremony.

Seeking Alpha • May 16, 2025

ORIX Corporation: Spotlight On Guidance Miss And Ambitious Goal (Rating Downgrade)

My rating for ORIX Corporation is lowered from Buy to Hold, considering its short-term prospects and mid-term targets. ORIX's FY25 earnings and FY26 bottom-line guidance missed their respective consensus forecasts by -7% and -9%, respectively. But there's potential for a positive valuation re-rating in time to come, if the company's ROE improves from 8.8% last year to the targeted 11% in three years' time.

Seeking Alpha • May 13, 2025

IX vs. AXP: Which Stock Is the Better Value Option?

Investors interested in Financial - Miscellaneous Services stocks are likely familiar with Orix (IX) and American Express (AXP). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • May 9, 2025

Should Value Investors Buy Orix Corp Ads (IX) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Apr 25, 2025

IX vs. AXP: Which Stock Should Value Investors Buy Now?

Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Orix (IX) and American Express (AXP). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Apr 23, 2025