State Street vs ORIX
This page compares State Street Corporation and ORIX Corporation, examining their business models, financial performance, and market context. It presents a neutral, accessible overview of strategy, competitive position, and operating environments, with no figures or recommendations. Educational content, not financial advice.
This page compares State Street Corporation and ORIX Corporation, examining their business models, financial performance, and market context. It presents a neutral, accessible overview of strategy, co...
Why It's Moving
State Street Hits All-Time High on Stellar Q4 Earnings Beat and Surging Profit Margins.
- Q4 revenue soared to $3.7B with basic EPS at $2.46, topping forecasts and signaling sustained demand for custody and advisory services.
- Full-year earnings jumped 9.4%—far outpacing the prior 0.4% trend—while net margins expanded to 19.6%, highlighting operational strength.
- Stock smashed 52-week high on the news, backed by 'Moderate Buy' consensus from analysts and upbeat AUM figures topping $5.4T.
ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook
- CEO Hidetake Takahashi's New Year's message highlights steady progress in finance, operations, and investments, reinforcing the path to revised FY2026 net income goals.
- New Digital Innovation Unit targets business visualization, standardization, and AI-driven efficiencies to supercharge productivity and growth.
- Recent management and organizational reforms, effective January 1, streamline Japan & APAC and USA & Europe units for sharper regional focus and long-term expansion.
State Street Hits All-Time High on Stellar Q4 Earnings Beat and Surging Profit Margins.
- Q4 revenue soared to $3.7B with basic EPS at $2.46, topping forecasts and signaling sustained demand for custody and advisory services.
- Full-year earnings jumped 9.4%—far outpacing the prior 0.4% trend—while net margins expanded to 19.6%, highlighting operational strength.
- Stock smashed 52-week high on the news, backed by 'Moderate Buy' consensus from analysts and upbeat AUM figures topping $5.4T.
ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook
- CEO Hidetake Takahashi's New Year's message highlights steady progress in finance, operations, and investments, reinforcing the path to revised FY2026 net income goals.
- New Digital Innovation Unit targets business visualization, standardization, and AI-driven efficiencies to supercharge productivity and growth.
- Recent management and organizational reforms, effective January 1, streamline Japan & APAC and USA & Europe units for sharper regional focus and long-term expansion.
Investment Analysis
State Street
STT
Pros
- State Street achieved record assets under custody and administration, reaching $51.7 trillion by September 2025, reflecting strong client demand and market share gains.
- Fee revenue grew 11% year-over-year in Q2 2025, with broad-based strength across business lines, supported by favourable market conditions.
- The company delivered robust earnings growth, with Q3 2025 EPS up 23% year-over-year, driven by higher total revenue and improved pre-tax margins.
Considerations
- Total expenses increased 5% year-over-year in Q3 2025, partly due to higher investments in technology and business capabilities, pressuring margins.
- Earnings growth is sensitive to market volatility and equity performance, which could impact future fee revenue if market conditions weaken.
- State Street faces ongoing regulatory scrutiny and operational risks associated with its global custodial and asset management operations.
ORIX
IX
Pros
- ORIX maintains a diversified global footprint across leasing, real estate, asset management, and renewable energy, reducing reliance on any single market or sector.
- The company reported solid net profit margins of 12.68% over the trailing twelve months, supported by stable revenue streams from multiple business segments.
- ORIX offers a dividend yield of around 2.4%, providing income to shareholders while maintaining a relatively strong financial health score.
Considerations
- ORIX's debt-to-equity ratio stands at 151%, indicating a high level of leverage that could increase financial risk during economic downturns.
- Growth prospects are limited by a low future growth score, reflecting challenges in expanding rapidly in mature markets and competitive sectors.
- The company's earnings and revenue growth have been modest in recent periods, with limited upside potential compared to higher-growth peers.
State Street (STT) Next Earnings Date
State Street Corporation (STT) reported its Q4 2025 and full-year 2025 earnings on January 16, 2026, which has already occurred. The next earnings release, covering Q1 2026, is scheduled for April 16, 2026. This aligns with the company's historical pattern of mid-April announcements for first-quarter results.
ORIX (IX) Next Earnings Date
ORIX Corporation (IX) is scheduled to report its next earnings on February 9, 2026, covering the third quarter results for the period ending December 2025. This date aligns with the company's historical reporting pattern, as confirmed on their official IR calendar. Investors should monitor for any updates, as the exact timing remains subject to final confirmation.
State Street (STT) Next Earnings Date
State Street Corporation (STT) reported its Q4 2025 and full-year 2025 earnings on January 16, 2026, which has already occurred. The next earnings release, covering Q1 2026, is scheduled for April 16, 2026. This aligns with the company's historical pattern of mid-April announcements for first-quarter results.
ORIX (IX) Next Earnings Date
ORIX Corporation (IX) is scheduled to report its next earnings on February 9, 2026, covering the third quarter results for the period ending December 2025. This date aligns with the company's historical reporting pattern, as confirmed on their official IR calendar. Investors should monitor for any updates, as the exact timing remains subject to final confirmation.
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This basket focuses on the global financial infrastructure companies that enable regular investing for individuals. It includes firms providing the platforms, payment rails, and asset management products crucial for growing investor participation in Nigeria and across Africa.
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Explore BasketBuy STT or IX in Nemo
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