Axos Financial (AX) Invested Capital (2011 - 2026)
Axos Financial's Invested Capital came in at $3.74 billion for fiscal Q4 2026 (quarter ended Jun 30, 2026), up 25.0% from $2.99 billion a year earlier but down 23.1% from the prior quarter.
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Analysis
Axos Financial (AX) Invested Capital (2011 - 2026) Analysis & Trends
Going back to fiscal Q4 2011, Axos Financial's Invested Capital data covers 61 quarters.
- Invested Capital has increased in each of the last six fiscal years, with a five-year compound annual growth rate of 16.4% (FY2021 to FY2026).
- Going back by fiscal year, Invested Capital was $2.99 billion in FY2025 (+25.7%), $2.38 billion in FY2024 (+18.6%), $2.01 billion in FY2023 (+14.0%) and $1.76 billion in FY2022 (+0.3%).
- The five-year range for quarterly Invested Capital is $1.62 billion (fiscal Q1 2022) to $4.87 billion (fiscal Q3 2026).
- Year-over-year, Invested Capital has increased for 21 consecutive quarters, with growth averaging 34.2% over the last eight quarters.
- Over the past five years, the year-over-year growth in Invested Capital ranged from 0.3% (fiscal Q4 2022) to 82.8% (fiscal Q3 2026).
- Business Quant data shows AX's Invested Capital at $4.87 billion (Q3 2026), $3.62 billion (Q2 2026) and $3.58 billion (Q1 2026) in the three fiscal quarters before Q4 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 447.03 Bn |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | 9,394.86 Bn |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 361.07 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 147.26 Bn |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 490.36 Bn |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 224.49 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 560.62 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 207.49 Bn |
| 10 | Axos Financial | 4.91 Bn | -1.97 Bn | - | 3.74 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.74 Bn |
| Mar 31, 2026 | 4.87 Bn |
| Dec 31, 2025 | 3.62 Bn |
| Sep 30, 2025 | 3.58 Bn |
| Jun 30, 2025 | 2.99 Bn |
| Mar 31, 2025 | 2.66 Bn |
| Dec 31, 2024 | 2.58 Bn |
| Sep 30, 2024 | 2.50 Bn |
| Jun 30, 2024 | 2.38 Bn |
| Mar 31, 2024 | 2.29 Bn |
| Dec 31, 2023 | 2.17 Bn |
| Sep 30, 2023 | 2.07 Bn |
| Jun 30, 2023 | 2.01 Bn |
| Mar 31, 2023 | 1.93 Bn |
| Dec 31, 2022 | 1.89 Bn |
| Sep 30, 2022 | 1.81 Bn |
| Jun 30, 2022 | 1.76 Bn |
| Mar 31, 2022 | 1.74 Bn |
| Dec 31, 2021 | 1.68 Bn |
| Sep 30, 2021 | 1.62 Bn |
API Access
Axos Financial Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=AX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "AX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=AX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();