ORIX flags Toshiba–Kioxia impact on FY27 Q1 results

ORIX Corporation expects Toshiba Corporation’s latest results to affect its earnings for the first quarter of the fiscal year ending March 31, 2027.

Rhea-AI Filing Summary

ORIX Corporation expects Toshiba Corporation’s latest results to affect its earnings for the first quarter of the fiscal year ending March 31, 2027. Toshiba’s full-year results for the year ended March 31, 2026 include income related to Kioxia Holdings Corporation of ¥2,277 billion.

ORIX indirectly owns part of Toshiba through TB Investment Limited Partnership, an equity‑method affiliate, so the partnership’s fourth‑quarter results and the Kioxia‑related income are expected to flow into ORIX’s consolidated first‑quarter figures. The impact on full‑year Net Income Attributable to ORIX Shareholders for the year ending March 31, 2027 is still under detailed review, and ORIX plans to announce more once the gain on the sale of securities and valuation gain become reasonably estimable.

Insights

Equity analyst

ORIX signals Q1 FY27 earnings uplift tied to Toshiba and Kioxia.

ORIX highlights that Toshiba’s income related to Kioxia Holdings Corporation, totaling ¥2,277 billion, will influence its Q1 FY27 results via TB Investment Limited Partnership, accounted for as an equity‑method affiliate. This links a very large Toshiba gain to ORIX’s upcoming quarter.

The filing notes that the partnership’s Q4 FY26 performance, including the Kioxia‑related income, will be reflected in ORIX’s consolidated Q1 FY27 figures. However, the effect on Net Income Attributable to ORIX Shareholders for the full fiscal year ending March 31, 2027 remains under detailed review.

ORIX plans a further announcement once the impact of the gain on the sale of securities and any valuation gain becomes reasonably estimable. Subsequent company disclosures will clarify how much of Toshiba’s large Kioxia income actually translates into ORIX’s reported profitability.

Key Figures

Toshiba income related to Kioxia: ¥2,277 billion Countries and regions of operation: around 30 countries and regions Employee count: approximately 37,000 people

3 metrics

Toshiba income related to Kioxia ¥2,277 billion Full-year financial results for fiscal year ended March 31, 2026

Countries and regions of operation around 30 countries and regions Global footprint of ORIX Group as of March 31, 2026

Employee count approximately 37,000 people ORIX Group workforce as of March 31, 2026

Key Terms

equity-method affiliate, Net Income Attributable to ORIX Shareholders, gain on the sale of securities, valuation gain, +1 more

5 terms

equity-method affiliate financial

"TB Investment Limited Partnership (the “Partnership”), an equity-method affiliate of ORIX."

Net Income Attributable to ORIX Shareholders financial

"impact of the inclusion of Toshiba’s financial results on “Net Income Attributable to ORIX Shareholders”"

gain on the sale of securities financial

"If the impact of the gain on the sale of securities and the valuation gain subsequently becomes reasonably estimable"

valuation gain financial

"the impact of the gain on the sale of securities and the valuation gain subsequently becomes reasonably estimable"

forward-looking statements regulatory

"These documents may contain forward-looking statements about expected future events and financial results"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

How will Toshiba’s Kioxia income affect ORIX (IX) earnings?

Toshiba’s income related to Kioxia Holdings Corporation of ¥2,277 billion is expected to influence ORIX’s Q1 FY27 consolidated results via an equity-method investment partnership. The exact effect on Net Income Attributable to ORIX Shareholders for the full fiscal year is still being reviewed.

What role does TB Investment Limited Partnership play for ORIX (IX)?

TB Investment Limited Partnership is an equity-method affiliate through which ORIX indirectly holds a portion of Toshiba shares. The partnership’s Q4 FY26 financial results, including Toshiba’s Kioxia-related income, are expected to be reflected in ORIX’s consolidated financial results for the first quarter of FY27.

Which ORIX (IX) reporting period will reflect Toshiba’s FY2026 results?

ORIX expects Toshiba’s full-year FY2026 financial results, including Kioxia-related income, to affect its consolidated financial results for the first quarter of the fiscal year ending March 31, 2027. This timing reflects the equity-method consolidation of TB Investment Limited Partnership’s fourth-quarter performance into ORIX’s accounts.

Is the impact on ORIX’s FY2027 net income from Toshiba quantified?

The precise impact on Net Income Attributable to ORIX Shareholders for the fiscal year ending March 31, 2027 has not yet been quantified. ORIX is still reviewing the effect of the gain on the sale of securities and valuation gain and plans another announcement once estimates are reasonably determined.

What specific Toshiba figure is highlighted in ORIX’s 6-K filing?

The filing highlights that Toshiba’s full-year financial results for FY2026 include income related to Kioxia Holdings Corporation totaling ¥2,277 billion. This large income item is relevant because it flows through TB Investment Limited Partnership, an equity-method affiliate, into ORIX’s consolidated results for Q1 FY27.

Does ORIX (IX) provide guidance on future announcements about this impact?

ORIX states it will announce further details once the impact of the gain on the sale of securities and the valuation gain becomes reasonably estimable. This indicates that investors can expect a later update specifically addressing how Toshiba’s Kioxia-related income affects ORIX’s reported earnings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 09:23 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16 OF

THE SECURITIES EXCHANGE ACT OF 1934

For the month of May 2026

Commission File Number: 001-14856

ORIX Corporation

(Translation of Registrant’s Name into English)

World Trade Center Bldg., SOUTH TOWER, 2-4-1 Hamamatsu-cho, Minato-ku,

Tokyo, JAPAN

(Address of Principal Executive Offices)

(Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.)

Form 20-F ☒     Form 40-F ☐

Table of Contents

Material Contained in this Report

1. Notice Regarding Possible Impact on ORIX Corporation’s Consolidated Financial Results (First Quarter of the Fiscal Year Ending March 31, 2027), Following Toshiba Corporation’s Full-Year Financial Results for the Fiscal Year Ended March 31, 2026

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

ORIX Corporation

Date: May 15, 2026				By		/s/ Masataka Yamada
						Masataka Yamada
						Senior Managing Executive Officer Chief Financial Officer and Chief Strategy Officer Responsible for Corporate Strategy and Management Unit ORIX Corporation

Notice Regarding Possible Impact on ORIX Corporation’s Consolidated Financial Results (First Quarter of the Fiscal Year Ending March 31, 2027), Following Toshiba Corporation’s Full-Year Financial Results for the Fiscal Year Ended March 31, 2026

Tokyo, Japan – May 15, 2026 – ORIX Corporation (“ORIX”) announced today that, based on the contents of the full-year financial results for the fiscal year ended March 31, 2026, released today by Toshiba Corporation (“Toshiba”), ORIX expects that there will be an impact on its consolidated financial results for the first quarter of the fiscal year ending March 31, 2027.

In Toshiba’s full-year financial results for the fiscal year ended March 31, 2026*, Toshiba recorded the income related to Kioxia Holdings Corporation amounting to ¥2,277 billion.

ORIX indirectly holds a portion of Toshiba’s shares through TB Investment Limited Partnership (the “Partnership”), an equity-method affiliate of ORIX. The Partnership’s financial results for the fourth quarter of the fiscal year ended March 31, 2026, as well as the income related to Kioxia Holdings Corporation, are expected to be reflected in ORIX’s consolidated financial results for the first quarter of the fiscal year ending March 31, 2027.

The impact of the inclusion of Toshiba’s financial results on “Net Income Attributable to ORIX Shareholders” in ORIX’s consolidated financial results for the full fiscal year ending March 31, 2027, is currently under detailed review. If the impact of the gain on the sale of securities and the valuation gain subsequently becomes reasonably estimable, ORIX will make an announcement accordingly.

* Toshiba website: “Financial Information / Performance”

Contact Information:

Investor Relations Department

ORIX Corporation

Tel: +81-3-3435-3121

About ORIX Group:

ORIX Group (ORIX Corporation TSE: 8591; NYSE: IX) was established in 1964 and has grown from its roots in leasing in Japan to become a global, diverse, and unique corporate group. Today, it is active around the world in financing and investment, life insurance, banking, asset management, real estate, concession, environment and energy, automobile-related services, industrial/ICT equipment, ships and aircraft. Since expanding outside of Japan in 1971, ORIX Group has grown its business globally and now operates in around 30 countries and regions across the world with approximately 37,000 people. ORIX Group unites globally around its Purpose: “Finding Paths. Making Impact.” combining diverse expertise and innovative thinking to help our world develop in a sustainable way.

For more details, please visit our website: https://www.orix.co.jp/grp/en/

(As of March 31, 2026)

Caution Concerning Forward-Looking Statements:

These documents may contain forward-looking statements about expected future events and financial results that involve risks and uncertainties. Such statements are based on our current expectations and are subject to uncertainties and risks that could cause actual results that differ materially from those described in the forward-looking statements. Factors that could cause such a difference include, but are not limited to, those described under “Risk Factors” in the Company’s annual report on Form 20-F filed with the United States Securities and Exchange Commission and under “(4) Risk Factors” of the “1. Summary of Consolidated Financial Results” of the “Consolidated Financial Results April 1, 2024 – March 31, 2025” furnished on Form 6-K.