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.
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.
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.
![]() IX 8 months ago Paid | Other | $0.41 Per Share |
![]() IX 27 Mar 2024 Paid | Other | $0.36 Per Share |
![]() IX 28 Sep 2023 Paid | Other | $1.48 Per Share |
![]() IX 30 Mar 2023 Paid | Other | $1.53 Per Share |
![]() IX 29 Sep 2022 Paid | Other | $1.56 Per Share |
6 May 2025 Date | | 0.66 Cons. EPS | 2.42 EPS |
5 Feb 2025 Date | | 2.64 Cons. EPS | 2.58 EPS |
8 Nov 2024 Date | | 2.5 Cons. EPS | 2.81 EPS |
30 Oct 2024 Date | | 2.5 Cons. EPS | - EPS |
5 Aug 2024 Date | | - Cons. EPS | 2.42 EPS |
![]() IX 8 months ago Paid | Other | $0.41 Per Share |
![]() IX 27 Mar 2024 Paid | Other | $0.36 Per Share |
![]() IX 28 Sep 2023 Paid | Other | $1.48 Per Share |
![]() IX 30 Mar 2023 Paid | Other | $1.53 Per Share |
![]() IX 29 Sep 2022 Paid | Other | $1.56 Per Share |
6 May 2025 Date | | 0.66 Cons. EPS | 2.42 EPS |
5 Feb 2025 Date | | 2.64 Cons. EPS | 2.58 EPS |
8 Nov 2024 Date | | 2.5 Cons. EPS | 2.81 EPS |
30 Oct 2024 Date | | 2.5 Cons. EPS | - EPS |
5 Aug 2024 Date | | - Cons. EPS | 2.42 EPS |
Financial - Credit Services Industry | Financial Services Sector | Mr. Makoto Inoue CEO | NYSE Exchange | 686330101 Cusip |
JP Country | 33,807 Employees | 30 Sep 2024 Last Dividend | 1 Apr 2013 Last Split | 1 Apr 1970 IPO Date |
ORIX Corporation is a diversified financial services company that has a broad operational footprint extending across Japan, the United States, Asia, Europe, Australasia, and the Middle East. The company, with its origins in 1950 and initially known as Orient Leasing Co., Ltd., underwent a name change to ORIX Corporation in 1989. ORIX has established its headquarters in Tokyo, Japan, and has since expanded its operations to specialize in various segments including corporate financial services, real estate, private equity investments, and more. With a comprehensive suite of services, ORIX Corporation caters to a wide range of customer needs, emphasizing its significant role in the global financial landscape.
This segment offers finance and fee services along with leasing and rental solutions. The focus areas include automobiles, electronic measuring instruments, and ICT-related equipment. It further extends to providing life insurance and solutions related to environment and energy.
ORIX is involved in the development, rental, and management of real estate properties, alongside operating facilities. Its services encompass real estate asset management, management of residential condominiums and office buildings, as well as provision of construction contracting, real estate brokerage, and real estate investment advisory services. Moreover, it manages hotels and Japanese inns within this sector.
This area focuses on private equity investment and concession businesses, highlighting ORIX's role in investing in and managing various projects and businesses.
Providing renewable energy, ESCO (Energy Services Company) services, retail electric power, and sales of solar panels and battery electricity storage systems mark ORIX's dedication to sustainable solutions. Additionally, it engages in recycling, waste management services, and solar power generation.
The company sells life insurance products through multiple channels including agents, banks, other financial institutions, face-to-face, and online platforms, showcasing its versatility in the insurance market.
ORIX provides a comprehensive range of banking and consumer finance services, indicating its solid footprint in the financial sector.
Engaging in aircraft leasing and management, alongside ship-related finance and investment businesses, ORIX demonstrates its capacity and expertise in specialized sectors of finance.
Through its US segment, ORIX offers finance, investment, and asset management services, illustrating its considerable presence and adaptability in the diverse US market.
This segment specializes in equity and fixed income asset management services, further signaling ORIX's broad-based financial services competencies across different regions.
Here, ORIX extends its finance and investment businesses, underscoring its strategic engagement in the bustling markets of Asia and Australasia.