Axos Financial (AX) Invested Capital (2019 - 2026)
Axos Financial (AX) posted quarterly Invested Capital of $148.7 million for Q1 2026, up 33.82% year-over-year from $111.1 million in Q1 2025, and up 15.36% quarter-over-quarter from $128.9 million in Q4 2025.
Axos Financial (AX) Invested Capital (2019 - 2026) Analysis & Trends
Axos Financial's Invested Capital history runs 8 years deep, the most recent figure standing at $148.7 million for Q1 2026.
- In Q1 2026, Invested Capital rose 33.82% year-over-year to $148.7 million; the TTM figure through Mar 2026 stood at $621.6 million (up 49.27% YoY), while the FY2025 annual figure was $139.4 million, up 87.96% from the prior year.
- Invested Capital for Q1 2026 stood at $148.7 million, up from $128.9 million in the prior quarter.
- The five-year high for Invested Capital was $474.4 million in Q2 2022, with the low at $74.2 million in Q2 2024.
- The 5-year median for Invested Capital is $139.4 million (2025), against an average of $175.8 million.
- The sharpest annual moves came in 2023 and 2025: Invested Capital plunged 74.4% in 2023, then soared 113.41% in 2025.
- Axos Financial's Invested Capital stood at $156.0 million in 2022, then dropped by 0.33% to $155.5 million in 2023, then retreated by 13.01% to $135.3 million in 2024, then dropped by 4.72% to $128.9 million in 2025, then gained by 15.36% to $148.7 million in 2026.
- Business Quant data shows AX's Invested Capital at $148.7 million in Q1 2026, $128.9 million in Q4 2025, and $204.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Hdfc Bank | 120.66 Bn | 84.46 Bn | - | 14.38 Bn |
| 2 | Pnc Financial Services | 97.86 Bn | 97.86 Bn | - | - |
| 3 | Us Bancorp | 96.39 Bn | 96.39 Bn | - | 58.67 Bn |
| 4 | Lloyds Banking | 93.61 Bn | 93.91 Bn | - | 296.51 Mn |
| 5 | NatWest | 74.92 Bn | -144.17 Bn | - | 941.24 Bn |
| 6 | Deutsche Bank Aktiengesellschaft | 72.22 Bn | -81.10 Bn | - | - |
| 7 | Nu Holdings | 70.34 Bn | 56.66 Bn | 2.35 Bn | - |
| 8 | Truist Financial | 61.75 Bn | 61.75 Bn | - | 26.89 Bn |
| 9 | Fifth Third Bancorp | 49.88 Bn | 26.16 Bn | - | 4.63 Bn |
| 10 | Axos Financial | 5.47 Bn | 4.12 Bn | - | 148.67 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 148.67 Mn |
| Dec 31, 2025 | 128.87 Mn |
| Sep 30, 2025 | 204.62 Mn |
| Jun 30, 2025 | 139.43 Mn |
| Mar 31, 2025 | 111.09 Mn |
| Dec 31, 2024 | 135.26 Mn |
| Sep 30, 2024 | 95.88 Mn |
| Jun 30, 2024 | 74.18 Mn |
| Mar 31, 2024 | 119.80 Mn |
| Dec 31, 2023 | 155.49 Mn |
| Sep 30, 2023 | 116.45 Mn |
| Jun 30, 2023 | 159.83 Mn |
| Mar 31, 2023 | 114.61 Mn |
| Dec 31, 2022 | 156.01 Mn |
| Sep 30, 2022 | 206.89 Mn |
| Jun 30, 2022 | 474.40 Mn |
| Mar 31, 2022 | 447.75 Mn |
| Dec 31, 2021 | 578.76 Mn |
| Sep 30, 2021 | 539.51 Mn |
| Jun 30, 2021 | 728.99 Mn |