ORIX Corporation

NYSE:IX Voorraadrapport

Marktkapitalisatie: US$43.3b

ORIX Beheer

Beheer criteriumcontroles 2/4

De CEO ORIX is Hidetake Takahashi, benoemd in Jan2025, heeft een ambtstermijn van 1.42 jaar. De totale jaarlijkse vergoeding van { bedraagt ¥ 164.00M, bestaande uit 30.5% salaris en 69.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.001% van de aandelen van het bedrijf, ter waarde $ 281.49K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.9 jaar en 5.5 jaar.

Belangrijke informatie

Hidetake Takahashi

Algemeen directeur

JP¥164.0m

Totale compensatie

Percentage CEO-salaris30.49%
Dienstverband CEO1.4yrs
Eigendom CEO0.0006%
Management gemiddelde ambtstermijn1.9yrs
Gemiddelde ambtstermijn bestuur5.5yrs

Recente managementupdates

Recent updates

Seeking Alpha • May 15

ORIX: Eyes On Above-Expectations Earnings And Strong Guidance

Summary My "Buy" rating for ORIX Corporation is left unchanged after assessing its favorable performance and prospects. ORIX's earnings growth accelerated from +1.6% in FY2025 to +27.2% for FY2026. The recent full-year net income of ¥447 billion also represented a 2% beat against management guidance. The company is guiding for a 1.3 ppts ROE expansion and a high-teens net profit increase in FY27. The positive outlook is supported by asset disposals and cash distributions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 13

ORIX Corporation: First-mover in Japan casinos with MGM will be a game changer for the stock

Summary Orix's first-mover strategy as the only casino in Japan will let it enjoy a monopoly. The stock at ~$100 does not yet reflect accretion of value to the asset base. Orix is a sound buy now and will get even better as the casino development moves ahead, despite a long view ahead of opening. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

ORIX: Staying Bullish Considering Buybacks And Rate Cut

Summary I retain my Buy rating for ORIX Corporation stock after considering the progress of the company's ongoing share buyback plan and the potential ROE boost from a decrease in interest rates. ORIX's continued share buybacks and an increase in the company's dividend payout ratio are expected to enhance its shareholder yield. The Fed's recent rate cut will have a favorable impact on the performance of ORIX's key business segments and the company's future capital gains. Read the full article on Seeking Alpha
Seeking Alpha • Feb 08

ORIX: Look Beyond Earnings Miss And Focus On ROE Target

Summary ORIX Corporation's recent third-quarter earnings came in -2% lower than what the sell-side expected, but this was still equivalent to an impressive bottom-line growth rate of +40% QoQ. The company stuck to its existing EPS guidance and ROE target for FY 2024 and FY 2025, despite the bottom line miss. IX is worthy of a Buy rating, as it can trade at a much higher P/B multiple based on my valuation analysis. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

ORIX: Eyes On ROA Expansion

Summary ORIX's international renewable energy unit (Elawan), and its Banking and Credit business, are expected to register superior ROAs going forward. ORIX Corporation's guidance points to a substantial growth in the amount of asset disposals for 2H FY 2024. I retain a Buy rating for IX in view of the potential for ORIX Corporation's ROA to increase in a meaningful way for the future. Read the full article on Seeking Alpha
Seeking Alpha • Sep 08

ORIX: Spotlight On Share Repurchases And Asset Monetization

Summary ORIX Corporation has already completed more than half of its current fiscal 2024 JPY50 billion share repurchase program by end-Aug. IX plans to divest some of its domestic logistics properties and overseas renewable energy plants in this fiscal year. I leave my Buy rating for ORIX Corporation unchanged, as IX could trade at a higher valuation multiple with accretive capital allocation moves such as asset divestments and share repurchases. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Orix GAAP EPS of ¥178.47, revenue of ¥1.99B

Orix press release (NYSE:IX): Q3 GAAP EPS of ¥178.47. Revenue of ¥1.99B (+6.4% Y/Y).
Seeking Alpha • Nov 07

Orix GAAP EPS of ¥102.40, revenue of ¥1.36T

Orix press release (NYSE:IX): 1H GAAP EPS of  ¥102.40. Revenue of  ¥1.36T (+9.7% Y/Y).
Seeking Alpha • Sep 02

ORIX: Multiple Catalysts

Summary ORIX Corporation's Aircraft & Ships and Real Estate segments are benefiting from the reopening of economies, as seen with their respective Q1 FY 2023 performances. IX has divested some physical assets in the recent quarter while continuing to work on certain PE exits; I expect its capital recycling activities to create value for the company. ORIX Corporation has been increasing the amount of capital it returns to its shareholders via both dividends and buybacks in recent years. ORIX Corporation is rated now as a Buy, in view of its current undemanding valuations and the multiple catalysts for the stock. Elevator Pitch I upgrade my investment rating for ORIX Corporation's (IX) [8591:JP] stock from a Hold to a Buy. My earlier November 23, 2020 initiation article for ORIX Corporation highlighted how the COVID-19 pandemic had affected the company's financial performance. In this latest article, I turn my attention to the multiple re-rating catalysts for IX, which include the positive impact of reopening on specific business segments, an improvement in shareholder capital return, and a faster pace of capital recycling. The market currently values ORIX Corporation at a 20% discount to its book value, and I am of the view that IX can trade above book value in time to come when these catalysts are realized. As such, I decide to assign a Buy rating to ORIX Corporation. A Beneficiary Of Reopening As the COVID-19 moves gradually towards an endemic state, the reopening of economies will be positive for many businesses that suffered from various lockdowns and restrictions during the worst of the pandemic. ORIX Corporation's Aircraft & Ships and Real Estate businesses will be among these beneficiaries. Previously, IX stressed at the company's FY 2022 (YE March 31) investor call on May 11, 2022 that it is "expecting recovery (for these segments impacted by COVID-19 pandemic) to some extent" which "will turn from negative to positive contributions." ORIX Corporation has proven to be right. The company announced its most recent Q1 FY 2023 financial results on August 3, 2022, and IX's Aircraft & Ships and Real Estate segments were the key outperformers in the first quarter of fiscal 2023. The Aircraft & Ships business segment turned around from losses of -JPY5.0 billion in Q1 FY 2022 and -JPY5.2 billion in Q4 FY 2022 to generate positive earnings of JPY5.4 billion for Q1 FY 2023, as indicated in its most recent quarterly earnings presentation. At its Q1 FY 2023 earnings briefing on August 6, 2022, IX emphasized that "earnings are in an uptrend" for its aircraft leasing business, which is attributable to "recovery in (air travel) passenger demand." According to The International Air Transport Association's most updated June 2022 forecasts, the global airline industry is expected to return to profitability in 2023 which bodes well for the recovery prospects of ORIX Corporation's aircraft leasing business. Segment profit for IX's Real Estate business grew by +120% QoQ and +12% YoY to JPY11.9 billion in the most recent quarter. ORIX Corporation operates hotels as part of its Real Estate segment, so the recovery of the Japanese tourism sector with the easing of border restrictions has been a key tailwind. In a further boost for ORIX Corporation's Real estate business segment and Japanese hotel operations going forward, Bloomberg recently reported on August 31, 2022, that Japan will "allow non-guided group tours from September" 2022. This represents a major step in the normalization of the tourism market in Japan. Looking forward, IX's future earnings growth should be supported by a further recovery in the Real Estate and Aircraft & Ships business segments over time. Leveraging On Capital Recycling To Create Value ORIX Corporation's PE (Private Equity) Investment & Concession business, first set up in 2012, is a key value driver for the company, as this segment helps IX to seek out new business growth opportunities and recycle capital to improve returns. In its Q1 FY 2023 results presentation, ORIX Corporation specifically highlighted that one of the key purposes of having the PE Investment & Concession unit is "to develop new business segments for ORIX." As indicated in the chart below, IX had invested in a number of healthcare and technology companies via its PE Investment & Concession business. Selected Investments Made By ORIX Corporation's PE Investment & Concession Business Segment IX's Q1 FY 2023 Earnings Presentation More significantly, the PE Investment & Concession unit provides a way for ORIX Corporation to create value by recycling capital from low-return investments or assets into higher-yielding investment opportunities with greater growth potential. IX's PE Investment & Concession business has had a good track record, achieving a mean Internal Rate of Return or IRR of approximately 30% for the eight divestments or exits it has completed between 2012 and 2021. ORIX Corporation emphasized at the company's recent first-quarter investor briefing that "we will be doing some of them (PE exits)" for the remainder of fiscal 2023. Also, it must be noted that ORIX Corporation's capital recycling activities aren't just limited to its PE Investment & Concession unit. IX disclosed at its Q1 FY 2023 results call that it divested some physical properties and ships in the recent quarter, and it highlighted that this will free up excess capital for "additional investment to be made in" its "existing line of businesses" as well. ORIX Corporation's goal is to improve the company's overall Return On Equity or ROE from 9.9% in fiscal 2022 to 11.7% by fiscal 2025. Apart from capital recycling, capital return is also a key component of IX's strategy to expand its ROE (by shrinking the capital base) which I will touch on in the next section. Shareholder Capital Return IX has done an excellent job in returning an increasing proportion of the company's excess capital back to its shareholders.
Seeking Alpha • Jun 15

ORIX: Avoiding U.S.-Based Alternative Investment Firms

ORIX is a Japanese Conglomerate: Corporate Finance, Asset Management, PE, RE, Insurance, and more. While Japanese segments offer safety, exciting opportunities lie in international operations. The company is certainly worth a look for those looking for an underfollowed financial conglomerate that is stable like a rock.

Analyse CEO-vergoeding

Hoe is Hidetake Takahashi's beloning veranderd ten opzichte van ORIX's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

JP¥447b

Dec 31 2025n/an/a

JP¥469b

Sep 30 2025n/an/a

JP¥440b

Jun 30 2025n/an/a

JP¥372b

Mar 31 2025JP¥164mJP¥50m

JP¥352b

Compensatie versus markt: De totale vergoeding ($USD 1.02M ) Hidetake } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.60M ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Hidetake te vergelijken met de prestaties van het bedrijf.

CEO

Hidetake Takahashi (55 yo)

1.4yrs
Tenure
JP¥164,000,000
Compensatie

Mr. Hidetake Takahashi has been President and CEO for Digital Innovation at ORIX Corporation and serves as its Representative Executive Officer since January 2025 as well as its Director since June 2024 an...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Makoto Inoue
Representative Executive Officer & Chairman16yrsJP¥416.00m0.0096%
$ 4.1m
Hidetake Takahashi
President & CEO for Digital Innovation1.4yrsJP¥164.00m0.00065%
$ 281.5k
Seiichi Miyake
Managing Executive Officer & Head of Investment and Operation Headquarters2.4yrsJP¥112.00m0.00039%
$ 168.9k
Stan H. Koyanagi
Senior Managing Executive Officer9yrsJP¥312.00m0.00046%
$ 199.2k
Satoru Matsuzaki
Deputy President Executive Officerno dataJP¥157.00m0.00098%
$ 424.4k
Eiji Arita
Managing Executive Officer & Head of Corporate Business Headquartersno dataJP¥101.00m0.00015%
$ 65.0k
Masataka Yamada
Senior Managing Executive Officerless than a yeargeen gegevensgeen gegevens
Kazuki Yamamoto
Head of Corporate Planning & Investor Relationsno datageen gegevensgeen gegevens
Koichi Uchida
General Manager of Group Corporate Communicationno datageen gegevensgeen gegevens
Satoru Katahira
Chairman of Health Insurance Society and Corporate Pension Fund of ORIX Group11.4yrsgeen gegevensgeen gegevens
Shuji Irie
Senior Managing Executive Officer & COO of Infrastructure Business Unitno dataJP¥134.00m0.012%
$ 5.2m
Toyonori Takahashi
Executive Officer1.4yrsgeen gegevens0.00073%
$ 316.1k
1.9yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van IX wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.9 jaar), wat duidt op een nieuw team.

Bestuursleden

NaamPositieTenureCompensatieEigendom
Makoto Inoue
Representative Executive Officer & Chairman16yrsJP¥416.00m0.0096%
$ 4.1m
Hidetake Takahashi
President & CEO for Digital Innovation2yrsJP¥164.00m0.00065%
$ 281.5k
Stan H. Koyanagi
Senior Managing Executive Officer9yrsJP¥312.00m0.00046%
$ 199.2k
Satoru Matsuzaki
Deputy President Executive Officer7yrsJP¥157.00m0.00098%
$ 424.4k
Miwa Seki
Independent Outside Director1yrgeen gegevensgeen gegevens
Hiroshi Watanabe
Independent Outside Director6yrsgeen gegevensgeen gegevens
Chikatomo Hodo
Independent Outside Director5yrsgeen gegevensgeen gegevens
Noriyuki Yanagawa
Independent Outside Director4yrsgeen gegevensgeen gegevens
Aiko Sekine
Independent Outside Director6yrsgeen gegevensgeen gegevens
Mami Yunoki
Independent Outside Director1yrgeen gegevensgeen gegevens
5.5yrs
Gemiddelde duur
64.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van IX wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.5 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/17 06:50
Aandelenkoers aan het einde van de dag2026/06/17 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ORIX Corporation wordt gevolgd door 19 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Azuma OhnoBarclays
Natsumu TsujinoBofA Global Research
Koichi NiwaCitigroup Inc