ORIX: Eyes On Above-Expectations Earnings And Strong Guidance

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.