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Side-by-side financial comparison of Axos Financial, Inc. (AX) and COLLEGIUM PHARMACEUTICAL, INC (COLL). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($392.2M vs $205.4M, roughly 1.9× COLLEGIUM PHARMACEUTICAL, INC). Axos Financial, Inc. runs the higher net margin — 31.8% vs 8.3%, a 23.5% gap on every dollar of revenue. Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 16.1%).
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.
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
AX vs COLL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $205.4M |
| Net Profit | $124.7M | $17.0M |
| Gross Margin | — | 62.5% |
| Operating Margin | — | 29.6% |
| Net Margin | 31.8% | 8.3% |
| Revenue YoY | — | 12.9% |
| Net Profit YoY | 18.5% | 35.3% |
| EPS (diluted) | $2.15 | $0.48 |
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 | — | ||
| Q4 25 | $385.1M | $205.4M | ||
| Q3 25 | $323.4M | $209.4M | ||
| Q2 25 | $321.4M | $188.0M | ||
| Q1 25 | $308.8M | $177.8M | ||
| Q4 24 | $307.9M | $181.9M | ||
| Q3 24 | $320.7M | $159.3M | ||
| Q2 24 | $290.9M | $145.3M |
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $17.0M | ||
| Q3 25 | $112.4M | $31.5M | ||
| Q2 25 | $110.7M | $12.0M | ||
| Q1 25 | $105.2M | $2.4M | ||
| Q4 24 | $104.7M | $12.5M | ||
| Q3 24 | $112.3M | $9.3M | ||
| Q2 24 | $104.9M | $19.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 62.5% | ||
| Q3 25 | — | 61.7% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 54.8% | ||
| Q4 24 | — | 54.0% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 62.5% |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 29.6% | ||
| Q3 25 | 46.3% | 29.7% | ||
| Q2 25 | 48.5% | 18.7% | ||
| Q1 25 | 47.9% | 12.2% | ||
| Q4 24 | 48.8% | 20.9% | ||
| Q3 24 | 49.6% | 21.9% | ||
| Q2 24 | 49.6% | 32.7% |
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 8.3% | ||
| Q3 25 | 34.7% | 15.0% | ||
| Q2 25 | 34.4% | 6.4% | ||
| Q1 25 | 34.1% | 1.4% | ||
| Q4 24 | 34.0% | 6.9% | ||
| Q3 24 | 35.0% | 5.9% | ||
| Q2 24 | 36.0% | 13.5% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.48 | ||
| Q3 25 | $1.94 | $0.84 | ||
| Q2 25 | $1.89 | $0.34 | ||
| Q1 25 | $1.81 | $0.07 | ||
| Q4 24 | $1.80 | $0.36 | ||
| Q3 24 | $1.93 | $0.27 | ||
| Q2 24 | $1.75 | $0.52 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $386.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.1B | $301.7M |
| Total Assets | $29.2B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $386.7M | ||
| Q3 25 | $2.6B | $285.9M | ||
| Q2 25 | $1.9B | $222.2M | ||
| Q1 25 | $2.0B | $197.8M | ||
| Q4 24 | $2.4B | $162.8M | ||
| Q3 24 | $2.6B | $120.0M | ||
| Q2 24 | $2.0B | $271.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $301.7M | ||
| Q3 25 | $2.8B | $274.8M | ||
| Q2 25 | $2.7B | $232.2M | ||
| Q1 25 | $2.6B | $234.4M | ||
| Q4 24 | $2.5B | $228.8M | ||
| Q3 24 | $2.4B | $234.3M | ||
| Q2 24 | $2.3B | $216.6M |
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $1.7B | ||
| 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 | $1.6B | ||
| Q2 24 | $22.9B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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 | — | $123.0M |
| Free Cash FlowOCF − Capex | — | $122.4M |
| FCF MarginFCF / Revenue | — | 59.6% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 7.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $327.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $123.0M | ||
| Q3 25 | $118.4M | $78.4M | ||
| Q2 25 | $490.3M | $72.4M | ||
| Q1 25 | $73.7M | $55.4M | ||
| Q4 24 | $162.5M | $84.6M | ||
| Q3 24 | $70.8M | $-9.0M | ||
| Q2 24 | $305.5M | $67.4M |
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $122.4M | ||
| Q3 25 | $109.3M | $78.3M | ||
| Q2 25 | $436.1M | $72.4M | ||
| Q1 25 | $65.1M | $54.6M | ||
| Q4 24 | $156.4M | $84.1M | ||
| Q3 24 | $53.0M | $-9.2M | ||
| Q2 24 | $269.5M | $67.1M |
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 59.6% | ||
| Q3 25 | 33.8% | 37.4% | ||
| Q2 25 | 135.7% | 38.5% | ||
| Q1 25 | 21.1% | 30.7% | ||
| Q4 24 | 50.8% | 46.2% | ||
| Q3 24 | 16.5% | -5.8% | ||
| Q2 24 | 92.6% | 46.2% |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.3% | ||
| Q3 25 | 2.8% | 0.1% | ||
| Q2 25 | 16.9% | 0.0% | ||
| Q1 25 | 2.8% | 0.4% | ||
| Q4 24 | 2.0% | 0.3% | ||
| Q3 24 | 5.5% | 0.2% | ||
| Q2 24 | 12.4% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 7.25× | ||
| Q3 25 | 1.05× | 2.49× | ||
| Q2 25 | 4.43× | 6.05× | ||
| Q1 25 | 0.70× | 22.92× | ||
| Q4 24 | 1.55× | 6.75× | ||
| Q3 24 | 0.63× | -0.96× | ||
| Q2 24 | 2.91× | 3.44× |
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% |
COLL
Segment breakdown not available.
