Axos Financial (AX) Return on Invested Capital [ROIC] (2011 - 2026)
Axos Financial (AX) recorded Return on Invested Capital [ROIC] of 24.93% in fiscal Q1 2027 (quarter ended Sep 30, 2026), down 0.44 percentage points from 25.37% a year earlier but up 4.60 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 13.87%, down 1.53 percentage points from FY2025.
- Annual Return on Invested Capital [ROIC] has a five-year change of -0.87 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 15.40% in FY2025 (-2.78 pp), 18.18% in FY2024 (+4.26 pp), 13.92% in FY2023 (+0.63 pp) and 13.29% in FY2022 (-1.44 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 12.85% in fiscal Q4 2022 to 36.26% 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 -6.27 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 15.60 percentage points in fiscal Q2 2024, against a drop of 11.49 percentage points in fiscal Q3 2026 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 20.33% (Q4 2026), 19.84% (Q3 2026) and 23.13% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 916.35 Bn | 916.35 Bn | - | 15.72% |
| 2 | Bank Of America | 362.64 Bn | -2,013.47 Bn | - | 12.95% |
| 3 | Hsbc Holdings | 313.23 Bn | -1,790.36 Bn | - | - |
| 4 | Morgan Stanley | 292.92 Bn | -251.11 Bn | - | 11.83% |
| 5 | Royal Bank Of Canada | 287.42 Bn | -542.62 Bn | - | 49.26% |
| 6 | Goldman Sachs | 268.86 Bn | -3,474.59 Bn | - | 13.88% |
| 7 | Wells Fargo & Company | 258.79 Bn | 258.79 Bn | - | 15.09% |
| 8 | Mitsubishi Ufj Financial | 246.92 Bn | -94.47 Bn | 10.89 Bn | 3.69% |
| 9 | American Express | 218.99 Bn | 18.47 Bn | - | 19.59% |
| 10 | Axos Financial | 5.38 Bn | -497.57 Mn | - | 24.93% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 24.93% |
| Jun 30, 2026 | 20.33% |
| Mar 31, 2026 | 19.84% |
| Dec 31, 2025 | 23.13% |
| Sep 30, 2025 | 25.37% |
| Jun 30, 2025 | 30.13% |
| Mar 31, 2025 | 31.33% |
| Dec 31, 2024 | 33.41% |
| Sep 30, 2024 | 36.26% |
| Jun 30, 2024 | 35.38% |
| Mar 31, 2024 | 34.73% |
| Dec 31, 2023 | 32.06% |
| Sep 30, 2023 | 27.63% |
| Jun 30, 2023 | 24.72% |
| Mar 31, 2023 | 20.17% |
| Dec 31, 2022 | 16.45% |
| Sep 30, 2022 | 13.43% |
| Jun 30, 2022 | 12.85% |
| Mar 31, 2022 | 13.39% |
| Dec 31, 2021 | 14.18% |
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();