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Side-by-side financial comparison of Axos Financial, Inc. (AX) and GRACO INC (GGG). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $392.2M, roughly 1.5× Axos Financial, Inc.). Axos Financial, Inc. runs the higher net margin — 31.8% vs 22.3%, a 9.4% gap on every dollar of revenue. Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (16.1% CAGR vs 9.8%).
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.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
AX vs GGG — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $593.2M |
| Net Profit | $124.7M | $132.5M |
| Gross Margin | — | 51.7% |
| Operating Margin | — | 26.7% |
| Net Margin | 31.8% | 22.3% |
| Revenue YoY | — | 8.1% |
| Net Profit YoY | 18.5% | 21.9% |
| EPS (diluted) | $2.15 | $0.78 |
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 | $593.2M | ||
| Q3 25 | $323.4M | $543.4M | ||
| Q2 25 | $321.4M | $571.8M | ||
| Q1 25 | $308.8M | $528.3M | ||
| Q4 24 | $307.9M | $548.7M | ||
| Q3 24 | $320.7M | $519.2M | ||
| Q2 24 | $290.9M | $553.2M |
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $132.5M | ||
| Q3 25 | $112.4M | $137.6M | ||
| Q2 25 | $110.7M | $127.6M | ||
| Q1 25 | $105.2M | $124.1M | ||
| Q4 24 | $104.7M | $108.7M | ||
| Q3 24 | $112.3M | $122.2M | ||
| Q2 24 | $104.9M | $133.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | 52.6% | ||
| Q4 24 | — | 50.9% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 54.4% |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 26.7% | ||
| Q3 25 | 46.3% | 30.3% | ||
| Q2 25 | 48.5% | 27.5% | ||
| Q1 25 | 47.9% | 27.3% | ||
| Q4 24 | 48.8% | 23.7% | ||
| Q3 24 | 49.6% | 28.1% | ||
| Q2 24 | 49.6% | 29.2% |
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 22.3% | ||
| Q3 25 | 34.7% | 25.3% | ||
| Q2 25 | 34.4% | 22.3% | ||
| Q1 25 | 34.1% | 23.5% | ||
| Q4 24 | 34.0% | 19.8% | ||
| Q3 24 | 35.0% | 23.5% | ||
| Q2 24 | 36.0% | 24.0% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.78 | ||
| Q3 25 | $1.94 | $0.82 | ||
| Q2 25 | $1.89 | $0.76 | ||
| Q1 25 | $1.81 | $0.72 | ||
| Q4 24 | $1.80 | $0.63 | ||
| Q3 24 | $1.93 | $0.71 | ||
| Q2 24 | $1.75 | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $624.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.1B | $2.7B |
| Total Assets | $29.2B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $624.1M | ||
| Q3 25 | $2.6B | $618.7M | ||
| Q2 25 | $1.9B | $534.9M | ||
| Q1 25 | $2.0B | $536.1M | ||
| Q4 24 | $2.4B | $675.3M | ||
| Q3 24 | $2.6B | $764.5M | ||
| Q2 24 | $2.0B | $666.0M |
| 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 | $2.7B | ||
| Q3 25 | $2.8B | $2.6B | ||
| Q2 25 | $2.7B | $2.5B | ||
| Q1 25 | $2.6B | $2.5B | ||
| Q4 24 | $2.5B | $2.6B | ||
| Q3 24 | $2.4B | $2.5B | ||
| Q2 24 | $2.3B | $2.4B |
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $3.3B | ||
| Q3 25 | $27.4B | $3.2B | ||
| Q2 25 | $24.8B | $3.0B | ||
| Q1 25 | $24.0B | $3.0B | ||
| Q4 24 | $23.7B | $3.1B | ||
| Q3 24 | $23.6B | $3.0B | ||
| Q2 24 | $22.9B | $2.9B |
| 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 | — | $196.3M |
| Free Cash FlowOCF − Capex | — | $184.3M |
| FCF MarginFCF / Revenue | — | 31.1% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $196.3M | ||
| Q3 25 | $118.4M | $179.2M | ||
| Q2 25 | $490.3M | $182.7M | ||
| Q1 25 | $73.7M | $125.4M | ||
| Q4 24 | $162.5M | $185.2M | ||
| Q3 24 | $70.8M | $178.6M | ||
| Q2 24 | $305.5M | $139.0M |
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $184.3M | ||
| Q3 25 | $109.3M | $175.7M | ||
| Q2 25 | $436.1M | $163.1M | ||
| Q1 25 | $65.1M | $114.8M | ||
| Q4 24 | $156.4M | $171.3M | ||
| Q3 24 | $53.0M | $159.2M | ||
| Q2 24 | $269.5M | $102.7M |
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 31.1% | ||
| Q3 25 | 33.8% | 32.3% | ||
| Q2 25 | 135.7% | 28.5% | ||
| Q1 25 | 21.1% | 21.7% | ||
| Q4 24 | 50.8% | 31.2% | ||
| Q3 24 | 16.5% | 30.7% | ||
| Q2 24 | 92.6% | 18.6% |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 2.0% | ||
| Q3 25 | 2.8% | 0.6% | ||
| Q2 25 | 16.9% | 3.4% | ||
| Q1 25 | 2.8% | 2.0% | ||
| Q4 24 | 2.0% | 2.5% | ||
| Q3 24 | 5.5% | 3.7% | ||
| Q2 24 | 12.4% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.48× | ||
| Q3 25 | 1.05× | 1.30× | ||
| Q2 25 | 4.43× | 1.43× | ||
| Q1 25 | 0.70× | 1.01× | ||
| Q4 24 | 1.55× | 1.70× | ||
| Q3 24 | 0.63× | 1.46× | ||
| Q2 24 | 2.91× | 1.05× |
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% |
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
