KPIs & Operating Metrics(New)

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

Axos Financial's quarterly Invested Capital came in at $3.1 billion in Q1 2026, up 2.81% year-on-year from $3.0 billion in Q1 2025, and up 4.61% quarter-over-quarter from $2.9 billion in Q4 2025.

Axos Financial has reported Invested Capital for 17 years, with the latest figure at $3.1 billion in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital rose 2.81% year-over-year to $3.1 billion; the trailing twelve-month figure through Mar 2026 stood at $3.1 billion (up 2.81% YoY), and the FY2025 full-year result was $3.0 billion, up 14.41% from the prior year.
  • Invested Capital for Q1 2026 stood at $3.1 billion, up from $2.9 billion in the prior quarter.
  • The five-year high for Invested Capital was $3.1 billion in Q1 2026, with the low at $2.0 billion in Q1 2022.
  • Average Invested Capital over 5 years is $2.5 billion, with a median of $2.5 billion recorded in 2024.
  • Year-over-year, Invested Capital climbed 28.72% in 2022 and increased 1.72% in 2025.
  • Tracing AX's Invested Capital over 5 years: stood at $2.1 billion in 2022, then increased by 14.03% to $2.4 billion in 2023, then gained by 19.07% to $2.9 billion in 2024, then advanced by 1.72% to $2.9 billion in 2025, then rose 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 90,891.20 Bn 90,891.20 Bn - 1.29 Mn
2 Bank Bradesco 6,807.69 Bn 6,791.75 Bn - 54.97 Bn
3 Lloyds Banking 426.28 Bn 426.28 Bn - 1,224.75 Bn
4 NatWest 184.56 Bn 184.56 Bn - 146.60 Bn
5 First Capital 181.18 Bn 181.03 Bn - 138.15 Mn
6 Landmark Bancorp 164.67 Bn 164.64 Bn - 161.61 Mn
7 Deutsche Bank Aktiengesellschaft 161.63 Bn -151,939.28 Bn - 262.54 Bn
8 KB Financial 150.02 Bn 142.15 Bn - 50.12 Bn
9 Pnc Financial Services 88.79 Bn 88.84 Bn - 130.34 Bn
10 Axos Financial 4.87 Bn 3.70 Bn - 3.07 Bn

Historic Data

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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
Mar 31, 2021 1.71 Bn
Dec 31, 2020 1.71 Bn
Sep 30, 2020 1.69 Bn
Jun 30, 2020 1.47 Bn
Mar 31, 2020 1.18 Bn
Dec 31, 2019 1.16 Bn
Sep 30, 2019 1.12 Bn
Jun 30, 2019 1.24 Bn
Mar 31, 2019 1.04 Bn
Dec 31, 2018 994.40 Mn
Sep 30, 2018 1.00 Bn
Jun 30, 2018 1.02 Bn
Mar 31, 2018 921.65 Mn
Dec 31, 2017 873.66 Mn
Sep 30, 2017 866.69 Mn
Jun 30, 2017 834.25 Mn
Mar 31, 2017 800.30 Mn
Dec 31, 2016 753.67 Mn
Sep 30, 2016 721.86 Mn
Jun 30, 2016 683.59 Mn
Mar 31, 2016 653.29 Mn
Dec 31, 2015 613.33 Mn
Sep 30, 2015 578.22 Mn
Jun 30, 2015 533.53 Mn
Mar 31, 2015 496.03 Mn
Dec 31, 2014 450.42 Mn
Sep 30, 2014 412.10 Mn
Jun 30, 2014 370.78 Mn
Mar 31, 2014 338.85 Mn
Dec 31, 2013 311.67 Mn
Sep 30, 2013 282.62 Mn
Jun 30, 2013 268.26 Mn
Mar 31, 2013 260.70 Mn
Dec 31, 2012 242.61 Mn
Sep 30, 2012 214.71 Mn
Jun 30, 2012 206.62 Mn
Mar 31, 2012 203.24 Mn
Dec 31, 2011 193.60 Mn
Sep 30, 2011 166.49 Mn
Jun 30, 2011 147.77 Mn
Jun 30, 2010 129.81 Mn