The Bullish Price Surprise That Will Really Surprise You But Shouldn’t

Core Viewpoint - Orix Corp. has shown significant stock performance, hitting an all-time high and demonstrating strong financial results, making it an attractive long-term investment opportunity. Company Performance - Orix Corp.'s ADR reached an all-time high of $34.31 before closing at $33.99, reflecting a daily gain of 5.23% [2] - The company's shares have increased by 36% over the past 17 months, translating to an annualized return of 25.4%, alongside a 3.0% dividend yield [4] - For the nine months ending December 31, 2025, Orix reported a revenue increase of 12% to 2.41 trillion Japanese yen ($15.42 billion) and a net earnings jump of 43% to 567.72 billion Japanese yen ($3.63 billion) [7] Financial Highlights - In Q3 2026, Orix's revenue was $5.42 billion, exceeding Wall Street's estimates by $320 million, with earnings per share of $0.68, one cent above analyst expectations [6] - The company operates with a diversified business model, consisting of 10 operating segments, which contributes to its stability and growth potential [5][6] Investment Rationale - The company is viewed as a financial conglomerate with a balanced diversification among its segments, making it a compelling investment choice [6] - The positive sentiment towards Orix is partly influenced by Warren Buffett's investment in Japanese trading companies, which has drawn attention to Orix's business operations [5]