Axos Financial (AX) Invested Capital (2010 - 2026)

Axos Financial (AX) recorded quarterly Invested Capital of $3.1 billion in Q1 2026, up 4.61% quarter-over-quarter from $2.9 billion in Q4 2025, and up 2.81% on a YoY basis from $3.0 billion in Q1 2025.

Axos Financial (AX) Invested Capital (2010 - 2026) Analysis & Trends

Axos Financial's Invested Capital history runs 17 years deep, the most recent figure standing at $3.1 billion for Q1 2026.

  • In Q1 2026, Invested Capital rose 2.81% year-over-year to $3.1 billion; the TTM figure through Mar 2026 stood at $3.1 billion (up 2.81% YoY), while the FY2025 annual figure was $3.0 billion, up 14.41% from the prior year.
  • Invested Capital was $3.1 billion for Q1 2026 at Axos Financial, up from $2.9 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $3.1 billion in Q1 2026 to a low of $2.0 billion in Q1 2022.
  • Historically, Invested Capital has averaged $2.5 billion across 5 years, with a median of $2.5 billion in 2024.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital gained 28.72% in 2022, then climbed 1.72% in 2025.
  • A 5-year view of Invested Capital shows it stood at $2.1 billion in 2022, then grew by 14.03% to $2.4 billion in 2023, then rose by 19.07% to $2.9 billion in 2024, then gained by 1.72% to $2.9 billion in 2025, then increased by 4.61% to $3.1 billion in 2026.
  • The last three Invested Capital figures came in at $3.1 billion (Q1 2026), $2.9 billion (Q4 2025), and $2.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank Of Chile 97,765.53 Bn 97,765.53 Bn - 324,053.00
2 Bank Bradesco 6,846.93 Bn 6,830.99 Bn - 54.97 Bn
3 Lloyds Banking 384.13 Bn 384.40 Bn - 42.37 Bn
4 First Capital 215.78 Bn 215.63 Bn - 138.15 Mn
5 Itau Unibanco Holding 202.78 Bn 202.78 Bn - 449.64 Bn
6 Landmark Bancorp 180.37 Bn 180.34 Bn - 161.61 Mn
7 NatWest 168.65 Bn -51.67 Bn - 153.52 Bn
8 Shinhan Financial 136.54 Bn 104.11 Bn - 50.26 Bn
9 Mizuho Financial 112.02 Bn 112.56 Bn - 63.17 Bn
10 Axos Financial 5.10 Bn 3.94 Bn - 3.07 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.07 Bn
Dec 31, 2025 2.93 Bn
Sep 30, 2025 2.79 Bn
Jun 30, 2025 2.99 Bn
Mar 31, 2025 2.98 Bn
Dec 31, 2024 2.88 Bn
Sep 30, 2024 2.72 Bn
Jun 30, 2024 2.62 Bn
Mar 31, 2024 2.53 Bn
Dec 31, 2023 2.42 Bn
Sep 30, 2023 2.42 Bn
Jun 30, 2023 2.28 Bn
Mar 31, 2023 2.18 Bn
Dec 31, 2022 2.12 Bn
Sep 30, 2022 2.13 Bn
Jun 30, 2022 2.09 Bn
Mar 31, 2022 1.97 Bn
Dec 31, 2021 1.78 Bn
Sep 30, 2021 1.71 Bn
Jun 30, 2021 1.62 Bn