ORIX's earnings are increasingly reliant on non-interest income, which contributed over 88% of revenue in most quarters and reached 100% in 2027Q1, while net interest income turned negative in 2027Q1 and 2025Q4, indicating a structurally challenged core lendin...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue is dominated by non-interest income (100% in 2027Q1), but net interest income was negative at -$44.9B in 2027Q1, and NIM hovered near 0.2% with negative readings in two quarters, indicating minimal spread income.
In Q1 2024, IBKR reported GAAP net revenues of $1,203 million and adjusted net revenues of $1,216 million, surpassing analyst forecasts. Net interest income grew significantly due to higher benchmark rates and increased customer borrowing.
The firm has seen substantial growth in customer accounts, equity, and daily average revenue trades (DARTs), reflecting heightened client engagement and trust in its platform.
IBKR's automation-first operating model and technological sophistication yield high pre‑tax margins of approximately 77%, enabling competitive pricing and attracting a diverse client base from individual investors to hedge funds.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.57+35.3% vs $1.16 | $5.6B-24.7% vs $7.4B |
Q2 2026 May 11, 2026 | $0.34-1.8% vs $0.35 | $5.8B+122.8% vs $2.6B |
Q1 2026 Feb 9, 2026 | $0.69+35.8% vs $0.51 | $5.5B+24.6% vs $4.4B |
Q4 2025 Nov 12, 2025 | $0.95+66.5% vs $0.57 | $5.2B+4.0% vs $5.0B |
Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Orix (IX) or Futu Holdings Limited Sponsored ADR (FUTU). But which of these two stocks offers value investors a better bang for their buck right now?
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.
Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Orix (IX) and Futu Holdings Limited Sponsored ADR (FUTU). But which of these two stocks presents investors with the better value opportunity right now?
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.
Benchmark IX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for ORIX Corporation (IX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $37.36 | $41.48B | 13.89 | 22.93% | 13.45% | 10.78% | 2.59% | |
| $143.93 | $22.7B | 6.76 | 2.4% | 40.87% | 18.52% | — | |
| $65.00 | $7.26B | 7.00 | 10.32% | 36.09% | 13.23% | — | |
| $36.54 | $81.62B | 73.08 | -14.93% | 2.35% | 0.86% | — | |
| $10.76 | $131.08B | 15.82 | 30.2% | 15.44% | 12.28% | — | |
| $25.28 | $97.94B | 15.19 | 19.34% | 29.36% | 16.76% | — |
ORIX Corporation (IX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ORIX Corporation (IX) stock FAQ — growth, dividends, profitability & financials explained
ORIX Corporation (IX) grew revenue by 22.9% over the past year. This is strong growth.
Yes, ORIX Corporation (IX) is profitable, generating $621.87B in net income for fiscal year 2026 (13.5% net margin).
Yes, ORIX Corporation (IX) pays a dividend with a yield of 2.59%. This makes it attractive for income-focused investors.
ORIX Corporation (IX) has a return on equity (ROE) of 10.8%. This is reasonable for most industries.
ORIX Corporation (IX) has a net interest margin (NIM) of 1.0%. NIM has been under pressure due to interest rate environment.
ORIX Corporation (IX) has an efficiency ratio of 10.2%. This is excellent, indicating strong cost control.
