Axos Financial (AX) Return on Invested Capital [ROIC] (2011 - 2026)
Axos Financial (AX) recorded Return on Invested Capital [ROIC] of 23.89% in fiscal Q4 2026 (quarter ended Jun 30, 2026), down 8.57 percentage points from 32.46% a year earlier but up 0.69 percentage points from the prior quarter.
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Analysis
Axos Financial (AX) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Axos Financial reported Return on Invested Capital [ROIC] of 15.01%, down 1.49 percentage points from FY2025.
- Annual Return on Invested Capital [ROIC] has a five-year change of -1.81 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 16.50% in FY2025 (-4.53 pp), 21.03% in FY2024 (+4.12 pp), 16.91% in FY2023 (+1.09 pp) and 15.81% in FY2022 (-1.01 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 15.89% in fiscal Q4 2022 to 41.01% in fiscal Q1 2025 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for seven consecutive quarters, with an average year-over-year change of -6.28 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 18.20 percentage points in fiscal Q2 2024, against a drop of 13.21 percentage points in fiscal Q1 2026 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 23.20% (Q3 2026), 26.33% (Q2 2026) and 27.80% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 32.13% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 25.16% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 42.00% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 11.34% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 6.24% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 14.05% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 27.68% |
| 10 | Axos Financial | 5.05 Bn | -1.84 Bn | - | 23.89% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 23.89% |
| Mar 31, 2026 | 23.20% |
| Dec 31, 2025 | 26.33% |
| Sep 30, 2025 | 27.80% |
| Jun 30, 2025 | 32.46% |
| Mar 31, 2025 | 35.73% |
| Dec 31, 2024 | 37.83% |
| Sep 30, 2024 | 41.01% |
| Jun 30, 2024 | 40.35% |
| Mar 31, 2024 | 39.97% |
| Dec 31, 2023 | 38.03% |
| Sep 30, 2023 | 33.12% |
| Jun 30, 2023 | 29.09% |
| Mar 31, 2023 | 23.70% |
| Dec 31, 2022 | 19.83% |
| Sep 30, 2022 | 16.70% |
| Jun 30, 2022 | 15.89% |
| Mar 31, 2022 | 15.91% |
| Dec 31, 2021 | 16.40% |
| Sep 30, 2021 | 16.09% |
API Access
Axos Financial Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=AX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=AX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();