vs
Side-by-side financial comparison of Axos Financial, Inc. (AX) and IMMERSION CORP (IMMR). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($392.2M vs $372.9M, roughly 1.1× IMMERSION CORP). Axos Financial, Inc. runs the higher net margin — 31.8% vs -4.6%, a 36.4% gap on every dollar of revenue. Over the past eight quarters, IMMERSION CORP's revenue compounded faster (537.9% 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.
Immersion Corporation is an Aventura, Florida based developer and licensor of touch feedback technology, also known as haptic technology. Immersion Corporation has been accused of being a patent troll. Founded in 1993 by Louis Rosenberg, it is currently headed by lawyer Francis Jose, who serves as both chief executive officer and general counsel.
AX vs IMMR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $372.9M |
| Net Profit | $124.7M | $-17.0M |
| Gross Margin | — | — |
| Operating Margin | — | -2.8% |
| Net Margin | 31.8% | -4.6% |
| Revenue YoY | — | 750.4% |
| Net Profit YoY | 18.5% | -191.3% |
| EPS (diluted) | $2.15 | $-0.57 |
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 | — | ||
| Q3 25 | $323.4M | — | ||
| Q2 25 | $321.4M | $372.9M | ||
| Q1 25 | $308.8M | $471.3M | ||
| Q4 24 | $307.9M | $616.2M | ||
| Q3 24 | $320.7M | — | ||
| Q2 24 | $290.9M | $95.5M |
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | — | ||
| Q2 25 | $110.7M | $-17.0M | ||
| Q1 25 | $105.2M | $24.1M | ||
| Q4 24 | $104.7M | $30.8M | ||
| Q3 24 | $112.3M | — | ||
| Q2 24 | $104.9M | $26.4M |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | — | ||
| Q2 25 | 48.5% | -2.8% | ||
| Q1 25 | 47.9% | 7.5% | ||
| Q4 24 | 48.8% | 11.4% | ||
| Q3 24 | 49.6% | — | ||
| Q2 24 | 49.6% | 23.7% |
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | — | ||
| Q2 25 | 34.4% | -4.6% | ||
| Q1 25 | 34.1% | 5.1% | ||
| Q4 24 | 34.0% | 5.0% | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 36.0% | 27.7% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $1.89 | $-0.57 | ||
| Q1 25 | $1.81 | $0.73 | ||
| Q4 24 | $1.80 | $0.93 | ||
| Q3 24 | $1.93 | — | ||
| Q2 24 | $1.75 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $161.4M |
| Total DebtLower is stronger | — | $103.1M |
| Stockholders' EquityBook value | $3.1B | $298.1M |
| Total Assets | $29.2B | $1.1B |
| Debt / EquityLower = less leverage | — | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.9B | $161.4M | ||
| Q1 25 | $2.0B | $153.9M | ||
| Q4 24 | $2.4B | $159.3M | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.0B | $133.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | $103.1M | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.7B | $298.1M | ||
| Q1 25 | $2.6B | $317.9M | ||
| Q4 24 | $2.5B | $305.5M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.3B | $273.4M |
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | — | ||
| Q2 25 | $24.8B | $1.1B | ||
| Q1 25 | $24.0B | $1.4B | ||
| Q4 24 | $23.7B | $1.4B | ||
| Q3 24 | $23.6B | — | ||
| Q2 24 | $22.9B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | 0.35× | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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% |
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
