vs
Side-by-side financial comparison of Axos Financial, Inc. (AX) and BlueLinx Holdings Inc. (BXC). Click either name above to swap in a different company.
BlueLinx Holdings Inc. is the larger business by last-quarter revenue ($748.9M vs $385.1M, roughly 1.9× Axos Financial, Inc.). Axos Financial, Inc. runs the higher net margin — 33.3% vs 0.2%, a 33.1% gap on every dollar of revenue. On growth, Axos Financial, Inc. posted the faster year-over-year revenue change (25.1% vs 0.2%). Axos Financial, Inc. produced more free cash flow last quarter ($85.4M vs $52.7M). Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (14.3% CAGR vs 2.5%).
Axos Financial is an American bank holding company based in Las Vegas, Nevada and is the parent of Axos Bank, a direct bank. It also offers registered investment adviser services and an electronic trading platform.
BlueLinx Holdings Inc. is a wholesale distributor of building and industrial products in the United States. Headquartered in Atlanta, Georgia, Shyam Reddy serves as its President and CEO.
AX vs BXC — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $385.1M | $748.9M |
| Net Profit | $128.4M | $1.7M |
| Gross Margin | — | 14.4% |
| Operating Margin | 45.6% | 1.3% |
| Net Margin | 33.3% | 0.2% |
| Revenue YoY | 25.1% | 0.2% |
| Net Profit YoY | 22.6% | -89.7% |
| EPS (diluted) | $2.22 | $0.20 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $385.1M | — | ||
| Q3 25 | $323.4M | $748.9M | ||
| Q2 25 | $321.4M | $780.1M | ||
| Q1 25 | $308.8M | $709.2M | ||
| Q4 24 | $307.9M | $710.6M | ||
| Q3 24 | $320.7M | $747.3M | ||
| Q2 24 | $290.9M | $768.4M | ||
| Q1 24 | $294.8M | $726.2M |
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $1.7M | ||
| Q2 25 | $110.7M | $4.3M | ||
| Q1 25 | $105.2M | $2.8M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | $16.0M | ||
| Q2 24 | $104.9M | $14.3M | ||
| Q1 24 | $110.7M | $17.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 15.7% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 15.9% | ||
| Q1 24 | — | 17.6% |
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | 1.3% | ||
| Q2 25 | 48.5% | 1.9% | ||
| Q1 25 | 47.9% | 1.5% | ||
| Q4 24 | 48.8% | 1.7% | ||
| Q3 24 | 49.6% | 3.2% | ||
| Q2 24 | 49.6% | 3.1% | ||
| Q1 24 | 52.8% | 3.8% |
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | 0.2% | ||
| Q2 25 | 34.4% | 0.6% | ||
| Q1 25 | 34.1% | 0.4% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | 2.1% | ||
| Q2 24 | 36.0% | 1.9% | ||
| Q1 24 | 37.6% | 2.4% |
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | $0.20 | ||
| Q2 25 | $1.89 | $0.54 | ||
| Q1 25 | $1.81 | $0.33 | ||
| Q4 24 | $1.80 | $0.67 | ||
| Q3 24 | $1.93 | $1.87 | ||
| Q2 24 | $1.75 | $1.65 | ||
| Q1 24 | $1.91 | $2.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $429.4M |
| Total DebtLower is stronger | — | $598.5M |
| Stockholders' EquityBook value | $2.9B | $623.0M |
| Total Assets | $28.2B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.96× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | $429.4M | ||
| Q2 25 | $1.9B | $386.8M | ||
| Q1 25 | $2.0B | $449.0M | ||
| Q4 24 | $2.4B | $505.6M | ||
| Q3 24 | $2.6B | $526.3M | ||
| Q2 24 | $2.0B | $491.4M | ||
| Q1 24 | $2.1B | $481.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | $598.5M | ||
| Q2 25 | $312.7M | $596.4M | ||
| Q1 25 | $377.4M | $596.6M | ||
| Q4 24 | $358.7M | $575.1M | ||
| Q3 24 | $313.5M | $576.0M | ||
| Q2 24 | $325.7M | $574.6M | ||
| Q1 24 | $330.4M | $574.0M |
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | $623.0M | ||
| Q2 25 | $2.7B | $621.3M | ||
| Q1 25 | $2.6B | $636.1M | ||
| Q4 24 | $2.5B | $646.4M | ||
| Q3 24 | $2.4B | $655.6M | ||
| Q2 24 | $2.3B | $652.3M | ||
| Q1 24 | $2.2B | $653.2M |
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | $1.6B | ||
| Q2 25 | $24.8B | $1.6B | ||
| Q1 25 | $24.0B | $1.6B | ||
| Q4 24 | $23.7B | $1.6B | ||
| Q3 24 | $23.6B | $1.6B | ||
| Q2 24 | $22.9B | $1.6B | ||
| Q1 24 | $22.6B | $1.6B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | 0.12× | 0.96× | ||
| Q1 25 | 0.14× | 0.94× | ||
| Q4 24 | 0.14× | 0.89× | ||
| Q3 24 | 0.13× | 0.88× | ||
| Q2 24 | 0.14× | 0.88× | ||
| Q1 24 | 0.15× | 0.88× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $104.1M | $58.6M |
| Free Cash FlowOCF − Capex | $85.4M | $52.7M |
| FCF MarginFCF / Revenue | 22.2% | 7.0% |
| Capex IntensityCapex / Revenue | 4.9% | 0.8% |
| Cash ConversionOCF / Net Profit | 0.81× | 35.42× |
| TTM Free Cash FlowTrailing 4 quarters | $695.9M | $-25.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.1M | — | ||
| Q3 25 | $118.4M | $58.6M | ||
| Q2 25 | $490.3M | $-26.8M | ||
| Q1 25 | $73.7M | $-33.9M | ||
| Q4 24 | $162.5M | $18.7M | ||
| Q3 24 | $70.8M | $61.8M | ||
| Q2 24 | $305.5M | $35.8M | ||
| Q1 24 | $115.8M | $-31.1M |
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | $52.7M | ||
| Q2 25 | $436.1M | $-36.4M | ||
| Q1 25 | $65.1M | $-39.8M | ||
| Q4 24 | $156.4M | $-1.5M | ||
| Q3 24 | $53.0M | $53.8M | ||
| Q2 24 | $269.5M | $29.3M | ||
| Q1 24 | $107.3M | $-36.6M |
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | 7.0% | ||
| Q2 25 | 135.7% | -4.7% | ||
| Q1 25 | 21.1% | -5.6% | ||
| Q4 24 | 50.8% | -0.2% | ||
| Q3 24 | 16.5% | 7.2% | ||
| Q2 24 | 92.6% | 3.8% | ||
| Q1 24 | 36.4% | -5.0% |
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | 0.8% | ||
| Q2 25 | 16.9% | 1.2% | ||
| Q1 25 | 2.8% | 0.8% | ||
| Q4 24 | 2.0% | 2.9% | ||
| Q3 24 | 5.5% | 1.1% | ||
| Q2 24 | 12.4% | 0.8% | ||
| Q1 24 | 2.9% | 0.8% |
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | 35.42× | ||
| Q2 25 | 4.43× | -6.21× | ||
| Q1 25 | 0.70× | -12.09× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 3.86× | ||
| Q2 24 | 2.91× | 2.50× | ||
| Q1 24 | 1.05× | -1.78× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AX
Segment breakdown not available.
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
