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Side-by-side financial comparison of Axos Financial, Inc. (AX) and Clearwater Paper Corp (CLW). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($392.2M vs $360.3M, roughly 1.1× Clearwater Paper Corp). Axos Financial, Inc. runs the higher net margin — 31.8% vs -3.6%, a 35.3% gap on every dollar of revenue. Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (16.1% CAGR vs 2.3%).
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.
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
AX vs CLW — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $360.3M |
| Net Profit | $124.7M | $-12.8M |
| Gross Margin | — | -0.2% |
| Operating Margin | — | — |
| Net Margin | 31.8% | -3.6% |
| Revenue YoY | — | -4.7% |
| Net Profit YoY | 18.5% | -103.2% |
| EPS (diluted) | $2.15 | — |
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.
| Q1 26 | $392.2M | $360.3M | ||
| Q4 25 | $385.1M | $386.4M | ||
| Q3 25 | $323.4M | $399.0M | ||
| Q2 25 | $321.4M | $391.8M | ||
| Q1 25 | $308.8M | $378.2M | ||
| Q4 24 | $307.9M | $387.1M | ||
| Q3 24 | $320.7M | $393.3M | ||
| Q2 24 | $290.9M | $344.4M |
| Q1 26 | $124.7M | $-12.8M | ||
| Q4 25 | $128.4M | $38.3M | ||
| Q3 25 | $112.4M | $-53.3M | ||
| Q2 25 | $110.7M | $2.7M | ||
| Q1 25 | $105.2M | $-6.3M | ||
| Q4 24 | $104.7M | $199.1M | ||
| Q3 24 | $112.3M | $5.8M | ||
| Q2 24 | $104.9M | $-25.8M |
| Q1 26 | — | -0.2% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | -0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 1.9% | ||
| Q3 25 | 46.3% | -13.9% | ||
| Q2 25 | 48.5% | 2.5% | ||
| Q1 25 | 47.9% | -1.1% | ||
| Q4 24 | 48.8% | -4.0% | ||
| Q3 24 | 49.6% | -0.3% | ||
| Q2 24 | 49.6% | -13.6% |
| Q1 26 | 31.8% | -3.6% | ||
| Q4 25 | 33.3% | 9.9% | ||
| Q3 25 | 34.7% | -13.4% | ||
| Q2 25 | 34.4% | 0.7% | ||
| Q1 25 | 34.1% | -1.7% | ||
| Q4 24 | 34.0% | 51.4% | ||
| Q3 24 | 35.0% | 1.5% | ||
| Q2 24 | 36.0% | -7.5% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $2.36 | ||
| Q3 25 | $1.94 | $-3.30 | ||
| Q2 25 | $1.89 | $0.17 | ||
| Q1 25 | $1.81 | $-0.38 | ||
| Q4 24 | $1.80 | $11.87 | ||
| Q3 24 | $1.93 | $0.35 | ||
| Q2 24 | $1.75 | $-1.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $36.5M |
| Total DebtLower is stronger | — | $361.1M |
| Stockholders' EquityBook value | $3.1B | $813.8M |
| Total Assets | $29.2B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $36.5M | ||
| Q4 25 | $1.0B | $30.7M | ||
| Q3 25 | $2.6B | $34.4M | ||
| Q2 25 | $1.9B | $46.7M | ||
| Q1 25 | $2.0B | $44.0M | ||
| Q4 24 | $2.4B | $79.6M | ||
| Q3 24 | $2.6B | $35.5M | ||
| Q2 24 | $2.0B | $39.6M |
| Q1 26 | — | $361.1M | ||
| Q4 25 | — | $346.8M | ||
| Q3 25 | — | $337.0M | ||
| Q2 25 | $312.7M | $330.1M | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | $283.4M | ||
| Q3 24 | $313.5M | $1.2B | ||
| Q2 24 | $325.7M | $1.1B |
| Q1 26 | $3.1B | $813.8M | ||
| Q4 25 | $2.9B | $825.3M | ||
| Q3 25 | $2.8B | $783.0M | ||
| Q2 25 | $2.7B | $836.8M | ||
| Q1 25 | $2.6B | $836.6M | ||
| Q4 24 | $2.5B | $854.6M | ||
| Q3 24 | $2.4B | $664.6M | ||
| Q2 24 | $2.3B | $658.6M |
| Q1 26 | $29.2B | $1.6B | ||
| Q4 25 | $28.2B | $1.6B | ||
| Q3 25 | $27.4B | $1.6B | ||
| Q2 25 | $24.8B | $1.6B | ||
| Q1 25 | $24.0B | $1.6B | ||
| Q4 24 | $23.7B | $1.7B | ||
| Q3 24 | $23.6B | $2.5B | ||
| Q2 24 | $22.9B | $2.5B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | 0.12× | 0.39× | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | 0.33× | ||
| Q3 24 | 0.13× | 1.73× | ||
| Q2 24 | 0.14× | 1.74× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
CLW
Segment breakdown not available.
