Axos Financial (AX) Tax Rate (2010 - 2026)
Axos Financial's Tax Rate was 25.98% in fiscal Q1 2027 (quarter ended Sep 30, 2026), up 0.94 percentage points from 25.04% a year earlier and up 6.09 percentage points from the prior quarter.
Axos Financial (AX) Tax Rate (2010 - 2026) Analysis & Trends
On a trailing twelve-month basis, Axos Financial's Tax Rate was 24.45% through Sep 30, 2026, down 3.89 percentage points year-over-year; for FY2026 (ended Jun 30, 2026), it came in at 24.17%, down 5.25 percentage points from FY2025.
- Tax Rate shows a five-year change of -5.28 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Tax Rate was 29.42% in FY2025 (+0.24 pp), 29.19% in FY2024 (+0.33 pp), 28.85% in FY2023 (-0.34 pp) and 29.19% in FY2022 (-0.26 pp).
- Quarterly Tax Rate has moved between 19.89% (fiscal Q4 2026) and 30.42% (fiscal Q2 2023) over five years.
- Compared with a year earlier, Tax Rate was higher in four of the last eight quarters, with an average year-over-year change of -2.31 percentage points.
- The best year-over-year quarter for Tax Rate over five years was fiscal Q4 2024 (a gain of 2.03 percentage points); the worst was fiscal Q4 2026 (a drop of 9.07 percentage points).
- Per Business Quant data, AX's Tax Rate in the three fiscal quarters before Q1 2027 was 19.89% (Q4 2026), 24.57% (Q3 2026) and 26.84% (Q2 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 896.53 Bn | 896.53 Bn | - | 23.98% |
| 2 | Bank Of America | 354.20 Bn | -2,021.91 Bn | - | 22.68% |
| 3 | Hsbc Holdings | 303.54 Bn | -1,800.05 Bn | - | - |
| 4 | Royal Bank Of Canada | 283.29 Bn | -546.75 Bn | - | 22.26% |
| 5 | Morgan Stanley | 281.19 Bn | -262.84 Bn | - | 23.29% |
| 6 | Goldman Sachs | 256.26 Bn | -3,487.19 Bn | - | 24.40% |
| 7 | Wells Fargo & Company | 253.33 Bn | 253.33 Bn | - | 16.36% |
| 8 | Mitsubishi Ufj Financial | 238.77 Bn | -102.62 Bn | 10.89 Bn | 24.29% |
| 9 | American Express | 216.03 Bn | 15.51 Bn | - | 18.08% |
| 10 | Axos Financial | 5.27 Bn | -613.35 Mn | - | 25.98% |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 25.98% |
| Jun 30, 2026 | 19.89% |
| Mar 31, 2026 | 24.57% |
| Dec 31, 2025 | 26.84% |
| Sep 30, 2025 | 25.04% |
| Jun 30, 2025 | 28.96% |
| Mar 31, 2025 | 28.95% |
| Dec 31, 2024 | 30.36% |
| Sep 30, 2024 | 29.43% |
| Jun 30, 2024 | 27.37% |
| Mar 31, 2024 | 28.82% |
| Dec 31, 2023 | 30.19% |
| Sep 30, 2023 | 30.05% |
| Jun 30, 2023 | 25.34% |
| Mar 31, 2023 | 30.37% |
| Dec 31, 2022 | 30.42% |
| Sep 30, 2022 | 29.50% |
| Jun 30, 2022 | 29.15% |
| Mar 31, 2022 | 28.93% |
| Dec 31, 2021 | 29.59% |
Axos Financial Tax Rate 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=tax-rate&ticker=AX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=AX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();