Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors need to pay close attention to AX stock based on the movements in the options market lately.
Axos Financial combines a low-cost digital banking model with a growing securities division, driving sector-leading efficiency and profitability metrics. AX's strong deposit growth, high credit quality, and Verdant acquisition support robust net interest margins and operational leverage into FY2026. Trading at a forward P/E of ~9.9x versus a sector median of 11.4x, AX offers 15-25% upside as the market rerates its superior business model.
Axos Financial, Inc. ( AX ) Q1 2026 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Johnny Lai - Senior Vice President of Corporate Development & Investor Relations Gregory Garrabrants - President, CEO & Director Derrick Walsh - Executive VP & CFO Conference Call Participants Kyle Peterson - Needham & Company, LLC, Research Division Gary Tenner - D.A. Davidson & Co., Research Division Kelly Motta - Keefe, Bruyette, & Woods, Inc., Research Division David Feaster - Raymond James & Associates, Inc., Research Division Timothy Coffey - Janney Montgomery Scott LLC, Research Division Presentation Operator Greetings, and welcome to the Axos Financial, Inc. First Quarter 2026 Earnings Call and Webcast.
Although the revenue and EPS for Axos Financial (AX) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Axos Financial (AX) came out with quarterly earnings of $2.07 per share, beating the Zacks Consensus Estimate of $1.86 per share. This compares to earnings of $1.96 per share a year ago.
Axos Financial (AX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Axos Financial (AX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Axos Financial (AX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Axos Financial has delivered impressive growth, outperforming the S&P 500 with a 73.9% stock increase since my last "Buy" rating. The company boasts strong asset quality, diversified operations, and leading returns on assets and equity compared to peers. While shares are now expensive on book value metrics, earnings multiples remain attractive relative to most competitors.
Axos Financial delivered strong revenue and EPS growth, driven by robust loan expansion and above-average net interest margins. Asset quality metrics showed slight softening, with higher provisions and net charge-offs, but remain manageable and warrant monitoring. The stock trades at a significant premium to book value, though book value and tangible book are expanding rapidly.
Axos Financial Inc. (NYSE:AX ) Q4 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Derrick K. Walsh - Executive VP & CFO Gregory Garrabrants - President, CEO & Director Johnny Y.