Axos Financial (AX) Return on Equity [ROE] (2011 - 2026)
Axos Financial (AX) reported Return on Equity [ROE] of 15.73% for fiscal Q1 2027 (quarter ended Sep 30, 2026), down 0.09 percentage points from 15.82% a year earlier and down 0.01 percentage points from the prior quarter.
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Analysis
Axos Financial (AX) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Axos Financial posted Return on Equity [ROE] of 16.77%, down 0.64 percentage points from FY2025.
- Return on Equity [ROE] has a five-year change of +0.38 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Equity [ROE] came in at 17.42% in FY2025 (-3.97 pp), 21.39% in FY2024 (+4.13 pp), 17.26% in FY2023 (+1.44 pp) and 15.82% in FY2022 (-0.58 pp).
- The fiscal Q1 2027 figure ranks as the lowest quarterly Return on Equity [ROE] since fiscal Q3 2023.
- Year over year, Return on Equity [ROE] has now declined in each of the last eight quarters, with an average year-over-year change of -2.15 percentage points over the last eight quarters.
- The high point for year-over-year Return on Equity [ROE] in five years was fiscal Q3 2024 (a gain of 4.94 percentage points); the low point was fiscal Q1 2026 (a drop of 4.61 percentage points).
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at 15.74% (Q4 2026), 15.88% (Q3 2026) and 15.96% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 896.53 Bn | 896.53 Bn | - | 17.67% |
| 2 | Bank Of America | 354.20 Bn | -2,021.91 Bn | - | 10.78% |
| 3 | Hsbc Holdings | 303.54 Bn | -1,800.05 Bn | - | 14.29% |
| 4 | Royal Bank Of Canada | 283.29 Bn | -546.75 Bn | - | 15.91% |
| 5 | Morgan Stanley | 281.19 Bn | -262.84 Bn | - | 17.55% |
| 6 | Goldman Sachs | 256.26 Bn | -3,487.19 Bn | - | 17.90% |
| 7 | Wells Fargo & Company | 253.33 Bn | 253.33 Bn | - | 12.93% |
| 8 | Mitsubishi Ufj Financial | 238.77 Bn | -102.62 Bn | 10.89 Bn | 11.72% |
| 9 | American Express | 216.03 Bn | 15.51 Bn | - | 34.98% |
| 10 | Axos Financial | 5.27 Bn | -613.35 Mn | - | 15.73% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 15.73% |
| Jun 30, 2026 | 15.74% |
| Mar 31, 2026 | 15.88% |
| Dec 31, 2025 | 15.96% |
| Sep 30, 2025 | 15.82% |
| Jun 30, 2025 | 16.38% |
| Mar 31, 2025 | 16.66% |
| Dec 31, 2024 | 17.56% |
| Sep 30, 2024 | 20.43% |
| Jun 30, 2024 | 20.06% |
| Mar 31, 2024 | 20.24% |
| Dec 31, 2023 | 19.81% |
| Sep 30, 2023 | 17.02% |
| Jun 30, 2023 | 16.33% |
| Mar 31, 2023 | 15.29% |
| Dec 31, 2022 | 14.89% |
| Sep 30, 2022 | 14.29% |
| Jun 30, 2022 | 14.91% |
| Mar 31, 2022 | 15.25% |
| Dec 31, 2021 | 15.35% |
API Access
Axos Financial Return on Equity [ROE] 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=return-on-equity-%5Broe%5D&ticker=AX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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=return-on-equity-%5Broe%5D&ticker=AX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();