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Axos Financial (AX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Axos Financial (AX - Free Report) reported $308.84 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 4.8%. EPS of $1.81 for the same period compares to $1.94 a year ago.

The reported revenue represents a surprise of +0.72% over the Zacks Consensus Estimate of $306.62 million. With the consensus EPS estimate being $1.74, the EPS surprise was +4.02%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Axos Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Efficiency ratio: 47.4% versus the three-analyst average estimate of 47.9%.
  • Net Interest Margin: 4.8% versus 4.8% estimated by three analysts on average.
  • Total non-performing assets: $188.86 million versus the two-analyst average estimate of $244.19 million.
  • Total nonaccrual loans: $185.06 million versus the two-analyst average estimate of $240.12 million.
  • Average Balance - Total interest-earning assets: $23.04 billion compared to the $23.30 billion average estimate based on two analysts.
  • Net annualized charge-offs to average loans: 0.1% compared to the 0.2% average estimate based on two analysts.
  • Net Interest Income: $275.46 million compared to the $277.97 million average estimate based on three analysts.
  • Total Non-Interest Income: $33.37 million versus the three-analyst average estimate of $30.07 million.
  • Mortgage banking and servicing rights income: $1.50 million versus the two-analyst average estimate of $1.25 million.
View all Key Company Metrics for Axos Financial here>>>

Shares of Axos Financial have returned -0.7% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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