Axos Financial (AX) Invested Capital (2011 - 2026)
Axos Financial's Invested Capital came in at $4.2 billion for fiscal Q1 2027 (quarter ended Sep 30, 2026), up 1.4% from $4.15 billion a year earlier but down 0.9% from the prior quarter.
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Analysis
Axos Financial (AX) Invested Capital (2011 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Axos Financial's Invested Capital was $4.24 billion, up 38.9% from FY2025.
- Invested Capital has increased in each of the last eight fiscal years, with a five-year compound annual growth rate of 16.5% (FY2021 to FY2026).
- Going back by fiscal year, Invested Capital was $3.05 billion in FY2025 (+12.8%), $2.71 billion in FY2024 (+14.2%), $2.37 billion in FY2023 (+7.4%) and $2.21 billion in FY2022 (+11.6%).
- The five-year range for quarterly Invested Capital is $1.94 billion (fiscal Q2 2022) to $5.88 billion (fiscal Q3 2026).
- Year-over-year, Invested Capital has increased for 20 consecutive quarters, with growth averaging 33.1% over the last eight quarters.
- Over the past five years, the year-over-year growth in Invested Capital ranged from 1.4% (fiscal Q1 2027) to 93.4% (fiscal Q3 2026).
- Business Quant data shows AX's Invested Capital at $4.24 billion (Q4 2026), $5.88 billion (Q3 2026) and $4.05 billion (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 896.53 Bn | 896.53 Bn | - | 903.87 Bn |
| 2 | Bank Of America | 354.20 Bn | -2,021.91 Bn | - | 677.67 Bn |
| 3 | Hsbc Holdings | 303.54 Bn | -1,800.05 Bn | - | - |
| 4 | Royal Bank Of Canada | 283.29 Bn | -546.75 Bn | - | 113.21 Bn |
| 5 | Morgan Stanley | 281.19 Bn | -262.84 Bn | - | 506.91 Bn |
| 6 | Goldman Sachs | 256.26 Bn | -3,487.19 Bn | - | 569.75 Bn |
| 7 | Wells Fargo & Company | 253.33 Bn | 253.33 Bn | - | 398.92 Bn |
| 8 | Mitsubishi Ufj Financial | 238.77 Bn | -102.62 Bn | 10.89 Bn | 220.98 Bn |
| 9 | American Express | 216.03 Bn | 15.51 Bn | - | 95.75 Bn |
| 10 | Axos Financial | 5.27 Bn | -613.35 Mn | - | 4.20 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.20 Bn |
| Jun 30, 2026 | 4.24 Bn |
| Mar 31, 2026 | 5.88 Bn |
| Dec 31, 2025 | 4.05 Bn |
| Sep 30, 2025 | 4.15 Bn |
| Jun 30, 2025 | 3.05 Bn |
| Mar 31, 2025 | 3.04 Bn |
| Dec 31, 2024 | 2.94 Bn |
| Sep 30, 2024 | 2.81 Bn |
| Jun 30, 2024 | 2.71 Bn |
| Mar 31, 2024 | 2.62 Bn |
| Dec 31, 2023 | 2.51 Bn |
| Sep 30, 2023 | 2.51 Bn |
| Jun 30, 2023 | 2.37 Bn |
| Mar 31, 2023 | 2.27 Bn |
| Dec 31, 2022 | 2.22 Bn |
| Sep 30, 2022 | 2.24 Bn |
| Jun 30, 2022 | 2.21 Bn |
| Mar 31, 2022 | 2.12 Bn |
| Dec 31, 2021 | 1.94 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();