Expect a significant one-time boost to ORIX's Q1 FY2027 earnings from the Kioxia gain. Monitor ORIX's disclosure of the exact impact, which will clarify the magnitude. The gain is non-recurring but underscores the value of ORIX's equity stakes.
Price Chart
Executive Summary
ORIX disclosed that Toshiba's FY2026 results included ¥2,277 billion in income related to Kioxia Holdings Corporation, which will flow through to ORIX's Q1 FY2027 consolidated results via its equity-method affiliate, TB Investment Limited Partnership. The exact impact on ORIX's net income is under review and will be announced when estimable.
Key Facts
- Toshiba recorded ¥2,277 billion in income related to Kioxia Holdings Corporation in its FY2026 results.
- ORIX indirectly holds Toshiba shares through TB Investment Limited Partnership, an equity-method affiliate.
- The Partnership's Q4 FY2026 results and the Kioxia-related income will be reflected in ORIX's Q1 FY2027 consolidated results.
- The full-year impact on ORIX's net income attributable to shareholders is under detailed review.
Financial Impact
Toshiba's Kioxia-related income of ¥2,277 billion will flow through to ORIX's Q1 FY2027 results; ORIX's share is undisclosed but likely material given the size.
Risk Factors
- The exact impact on ORIX's net income is not yet quantified, creating uncertainty.
- The gain is non-recurring and may not reflect underlying business performance.
- Potential for negative market reaction if the gain is smaller than anticipated.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-225520 |
| Document: 0001193125-26-225520-index-headers.html | 0001193125-26-225520 |
| Document: 0001193125-26-225520-index.html | 0001193125-26-225520 |
| Document: 0001193125-26-225520.txt | 0001193125-26-225520 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 3, 2026 20w ago | 6-K | $38.45 $37.83 | ▼ −1.61% | ▼ −4.11% | $38.78 (+0.86%) |
May 26, 2026 22w ago | 6-K | $37.85 $38.32 | ▲ +1.24% | ▼ −1.48% | $38.78 (+2.46%) |
May 15, 2026 23w ago | 6-K | $38.46 $39.55 | ▲ +2.83% | ▼ −1.68% | $38.78 (+0.83%) |
May 11, 2026 24w ago | 6-K | $35.25 $41.15 | ▲ +16.74% | ▲ +12.35% | $38.78 (+10.01%) |
Apr 27, 2026 26w ago | 6-K | $31.84 $40.17 | ▲ +26.16% | ▲ +21.38% | $38.78 (+21.80%) |
Apr 13, 2026 28w ago | 6-K | $31.51 $38.95 | ▲ +23.61% | ▲ +14.69% | $38.78 (+23.07%) |
US Market Status
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