Axos Financial (AX) Invested Capital (2019 - 2026)

Axos Financial's (AX) quarterly Invested Capital came in at $148.7 million in Q1 2026, up 33.82% year-on-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.

  • On a quarterly basis, Invested Capital rose 33.82% year-over-year to $148.7 million in Q1 2026; TTM through Mar 2026 was $621.6 million, a 49.27% increase from a year earlier, with the FY2025 full-year figure at $139.4 million, up 87.96% from the prior year.
  • Invested Capital improved to $148.7 million in Q1 2026 per AX's latest filing, from $128.9 million in the prior quarter.
  • Across five years, Invested Capital topped out at $474.4 million in Q2 2022 and bottomed 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.
  • Across the five-year window, Invested Capital sank 74.4% in 2023 and soared 113.41% in 2025, its largest moves.
  • Year by year, Invested Capital stood at $156.0 million in 2022, then declined by 0.33% to $155.5 million in 2023, then decreased by 13.01% to $135.3 million in 2024, then declined by 4.72% to $128.9 million in 2025, then advanced by 15.36% to $148.7 million in 2026.
  • Per Business Quant, the three latest AX Invested Capital figures stand at $148.7 million (Q1 2026), $128.9 million (Q4 2025), and $204.6 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 KB Financial 43,124.21 Bn 43,125.44 Bn -775,612.08 7.75 Bn
2 Shinhan Financial 33,971.34 Bn 33,973.00 Bn - 2.00 Bn
3 Bank Of Chile 4,105.33 Bn 4,105.33 Bn 167,623.00 -
4 NatWest 768.74 Bn 572.78 Bn 1.79 Bn 94.66 Bn
5 Mizuho Financial 385.64 Bn 389.59 Bn - 13.18 Bn
6 Lloyds Banking 358.14 Bn 358.14 Bn - 42.37 Bn
7 First Capital 200.03 Bn 199.69 Bn - -
8 Landmark Bancorp 187.97 Bn 187.94 Bn - -
9 Pnc Financial Services 100.96 Bn 101.01 Bn - -
10 Axos Financial 5.40 Bn 4.05 Bn - 148.67 Mn

Historic Data

Download Data
DateValue
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