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Side-by-side financial comparison of Axos Financial, Inc. (AX) and Hillman Solutions Corp. (HLMN). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($385.1M vs $370.1M, roughly 1.0× Hillman Solutions Corp.). Axos Financial, Inc. runs the higher net margin — 33.3% vs -1.3%, a 34.6% gap on every dollar of revenue. On growth, Axos Financial, Inc. posted the faster year-over-year revenue change (25.1% vs 3.0%). Axos Financial, Inc. produced more free cash flow last quarter ($85.4M vs $-34.3M). Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (14.3% CAGR vs -1.2%).
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.
Hillman Solutions is an American hardware manufacturing, distribution and consumer fabrication services company.
AX vs HLMN — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $385.1M | $370.1M |
| Net Profit | $128.4M | $-4.7M |
| Gross Margin | — | — |
| Operating Margin | 45.6% | 1.9% |
| Net Margin | 33.3% | -1.3% |
| Revenue YoY | 25.1% | 3.0% |
| Net Profit YoY | 22.6% | — |
| EPS (diluted) | $2.22 | $-0.02 |
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 | — | $370.1M | ||
| Q4 25 | $385.1M | $365.1M | ||
| Q3 25 | $323.4M | $424.9M | ||
| Q2 25 | $321.4M | $402.8M | ||
| Q1 25 | $308.8M | $359.3M | ||
| Q4 24 | $307.9M | $349.6M | ||
| Q3 24 | $320.7M | $393.3M | ||
| Q2 24 | $290.9M | $379.4M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $128.4M | $1.6M | ||
| Q3 25 | $112.4M | $23.2M | ||
| Q2 25 | $110.7M | $15.8M | ||
| Q1 25 | $105.2M | $-317.0K | ||
| Q4 24 | $104.7M | $-1.2M | ||
| Q3 24 | $112.3M | $7.4M | ||
| Q2 24 | $104.9M | $12.5M |
| Q1 26 | — | 1.9% | ||
| Q4 25 | 45.6% | 4.6% | ||
| Q3 25 | 46.3% | 10.8% | ||
| Q2 25 | 48.5% | 9.0% | ||
| Q1 25 | 47.9% | 4.2% | ||
| Q4 24 | 48.8% | 4.0% | ||
| Q3 24 | 49.6% | 6.8% | ||
| Q2 24 | 49.6% | 8.3% |
| Q1 26 | — | -1.3% | ||
| Q4 25 | 33.3% | 0.4% | ||
| Q3 25 | 34.7% | 5.5% | ||
| Q2 25 | 34.4% | 3.9% | ||
| Q1 25 | 34.1% | -0.1% | ||
| Q4 24 | 34.0% | -0.3% | ||
| Q3 24 | 35.0% | 1.9% | ||
| Q2 24 | 36.0% | 3.3% |
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $2.22 | $0.00 | ||
| Q3 25 | $1.94 | $0.12 | ||
| Q2 25 | $1.89 | $0.08 | ||
| Q1 25 | $1.81 | $0.00 | ||
| Q4 24 | $1.80 | $-0.00 | ||
| Q3 24 | $1.93 | $0.04 | ||
| Q2 24 | $1.75 | $0.06 |
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 | $27.7M |
| Total DebtLower is stronger | — | $714.1M |
| Stockholders' EquityBook value | $2.9B | $1.2B |
| Total Assets | $28.2B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $27.7M | ||
| Q4 25 | $1.0B | $27.3M | ||
| Q3 25 | $2.6B | $37.7M | ||
| Q2 25 | $1.9B | $34.2M | ||
| Q1 25 | $2.0B | $36.3M | ||
| Q4 24 | $2.4B | $44.5M | ||
| Q3 24 | $2.6B | $59.8M | ||
| Q2 24 | $2.0B | $54.0M |
| Q1 26 | — | $714.1M | ||
| Q4 25 | — | $668.3M | ||
| Q3 25 | — | $683.2M | ||
| Q2 25 | $312.7M | $683.1M | ||
| Q1 25 | $377.4M | $713.5M | ||
| Q4 24 | $358.7M | $691.7M | ||
| Q3 24 | $313.5M | $730.7M | ||
| Q2 24 | $325.7M | $732.1M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.8B | $1.2B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.6B | $1.2B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.3B | $1.2B |
| Q1 26 | — | $2.4B | ||
| Q4 25 | $28.2B | $2.4B | ||
| Q3 25 | $27.4B | $2.4B | ||
| Q2 25 | $24.8B | $2.4B | ||
| Q1 25 | $24.0B | $2.3B | ||
| Q4 24 | $23.7B | $2.3B | ||
| Q3 24 | $23.6B | $2.4B | ||
| Q2 24 | $22.9B | $2.4B |
| Q1 26 | — | 0.59× | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 0.12× | 0.57× | ||
| Q1 25 | 0.14× | 0.60× | ||
| Q4 24 | 0.14× | 0.59× | ||
| Q3 24 | 0.13× | 0.62× | ||
| Q2 24 | 0.14× | 0.62× |
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 | — |
| Free Cash FlowOCF − Capex | $85.4M | $-34.3M |
| FCF MarginFCF / Revenue | 22.2% | -9.3% |
| Capex IntensityCapex / Revenue | 4.9% | 4.0% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $695.9M | $22.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $30.9M | ||
| Q3 25 | $118.4M | $26.2M | ||
| Q2 25 | $490.3M | $48.7M | ||
| Q1 25 | $73.7M | $-655.0K | ||
| Q4 24 | $162.5M | $43.1M | ||
| Q3 24 | $70.8M | $63.7M | ||
| Q2 24 | $305.5M | $64.8M |
| Q1 26 | — | $-34.3M | ||
| Q4 25 | $85.4M | $16.1M | ||
| Q3 25 | $109.3M | $9.1M | ||
| Q2 25 | $436.1M | $31.2M | ||
| Q1 25 | $65.1M | $-21.3M | ||
| Q4 24 | $156.4M | $22.1M | ||
| Q3 24 | $53.0M | $39.6M | ||
| Q2 24 | $269.5M | $42.5M |
| Q1 26 | — | -9.3% | ||
| Q4 25 | 22.2% | 4.4% | ||
| Q3 25 | 33.8% | 2.1% | ||
| Q2 25 | 135.7% | 7.7% | ||
| Q1 25 | 21.1% | -5.9% | ||
| Q4 24 | 50.8% | 6.3% | ||
| Q3 24 | 16.5% | 10.1% | ||
| Q2 24 | 92.6% | 11.2% |
| Q1 26 | — | 4.0% | ||
| Q4 25 | 4.9% | 4.0% | ||
| Q3 25 | 2.8% | 4.0% | ||
| Q2 25 | 16.9% | 4.3% | ||
| Q1 25 | 2.8% | 5.7% | ||
| Q4 24 | 2.0% | 6.0% | ||
| Q3 24 | 5.5% | 6.1% | ||
| Q2 24 | 12.4% | 5.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 19.33× | ||
| Q3 25 | 1.05× | 1.13× | ||
| Q2 25 | 4.43× | 3.08× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 8.57× | ||
| Q2 24 | 2.91× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
