Axos Financial, Inc. (AX) Q4 2025 10-Q Quarterly Report

Filed: Jan 29, 2026Period ending Dec 31, 2025
Financials
Savings Institution, Federally CharteredSEC EDGAR

Axos Financial, Inc. (AX) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Jan 29, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Axos Financial, Inc. Q4 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $385.1M, up 34.4% YoY ($287.9M in Q4 2024, calculated from net interest + non-interest income)
  • Net interest income $331.7M (+18.4% YoY); net interest margin 4.94% vs 4.83% YoY; banking segment income before tax $186.8M vs $152.9M YoY
+3 more insights

Risk Factors

  • New acquisition risk: $1.0B loans and leases acquired from Verdant Commercial Capital on Sept 30, 2025, including $211M Purchased Credit Deteriorated (PCD) assets
  • Updated operational risk: expanded equipment leasing business increasing asset base by $212.6M in operating leases from Verdant acquisition
+3 more insights

Axos Financial, Inc. Q4 2025 Quarterly Financials
XBRL

Revenue

$514M

+12.7% YoY +10.3% QoQ

Net Income

$128M

+22.6% YoY +14.3% QoQ

Net Margin

25.0%

+203bp YoY +86bp QoQ

ROE

4.4%

+23bp YoY

Total Assets

$28.2B

+18.9% YoY

EPS (Diluted)

$2.23

+24.6% YoY +14.9% QoQ

Operating Cash Flow

$104M

-35.9% YoY -12.1% QoQ

Source: XBRL data from Axos Financial, Inc. Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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