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Side-by-side financial comparison of Axos Financial, Inc. (AX) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($392.2M vs $324.4M, roughly 1.2× Revolve Group, Inc.). Axos Financial, Inc. runs the higher net margin — 31.8% vs 5.7%, a 26.1% gap on every dollar of revenue. Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (16.1% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
AX vs RVLV — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $324.4M |
| Net Profit | $124.7M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 31.8% | 5.7% |
| Revenue YoY | — | 10.4% |
| Net Profit YoY | 18.5% | 50.4% |
| EPS (diluted) | $2.15 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $323.4M | $295.6M | ||
| Q2 25 | $321.4M | $309.0M | ||
| Q1 25 | $308.8M | $296.7M | ||
| Q4 24 | $307.9M | $293.7M | ||
| Q3 24 | $320.7M | $283.1M | ||
| Q2 24 | $290.9M | $282.5M |
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $18.6M | ||
| Q3 25 | $112.4M | $21.2M | ||
| Q2 25 | $110.7M | $10.2M | ||
| Q1 25 | $105.2M | $11.8M | ||
| Q4 24 | $104.7M | $12.3M | ||
| Q3 24 | $112.3M | $11.0M | ||
| Q2 24 | $104.9M | $15.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 6.3% | ||
| Q3 25 | 46.3% | 7.1% | ||
| Q2 25 | 48.5% | 5.8% | ||
| Q1 25 | 47.9% | 5.0% | ||
| Q4 24 | 48.8% | 3.9% | ||
| Q3 24 | 49.6% | 5.0% | ||
| Q2 24 | 49.6% | 5.8% |
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 5.7% | ||
| Q3 25 | 34.7% | 7.2% | ||
| Q2 25 | 34.4% | 3.3% | ||
| Q1 25 | 34.1% | 4.0% | ||
| Q4 24 | 34.0% | 4.2% | ||
| Q3 24 | 35.0% | 3.9% | ||
| Q2 24 | 36.0% | 5.4% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.27 | ||
| Q3 25 | $1.94 | $0.29 | ||
| Q2 25 | $1.89 | $0.14 | ||
| Q1 25 | $1.81 | $0.16 | ||
| Q4 24 | $1.80 | $0.18 | ||
| Q3 24 | $1.93 | $0.15 | ||
| Q2 24 | $1.75 | $0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.1B | $512.5M |
| Total Assets | $29.2B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $292.3M | ||
| Q3 25 | $2.6B | $315.4M | ||
| Q2 25 | $1.9B | $310.7M | ||
| Q1 25 | $2.0B | $300.8M | ||
| Q4 24 | $2.4B | $256.6M | ||
| Q3 24 | $2.6B | $252.8M | ||
| Q2 24 | $2.0B | $244.7M |
| 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 | $512.5M | ||
| Q3 25 | $2.8B | $490.2M | ||
| Q2 25 | $2.7B | $468.6M | ||
| Q1 25 | $2.6B | $453.4M | ||
| Q4 24 | $2.5B | $437.8M | ||
| Q3 24 | $2.4B | $420.8M | ||
| Q2 24 | $2.3B | $405.8M |
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $765.0M | ||
| Q3 25 | $27.4B | $751.3M | ||
| Q2 25 | $24.8B | $722.9M | ||
| Q1 25 | $24.0B | $713.9M | ||
| Q4 24 | $23.7B | $665.5M | ||
| Q3 24 | $23.6B | $670.9M | ||
| Q2 24 | $22.9B | $657.8M |
| 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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $-10.2M | ||
| Q3 25 | $118.4M | $11.8M | ||
| Q2 25 | $490.3M | $12.6M | ||
| Q1 25 | $73.7M | $45.1M | ||
| Q4 24 | $162.5M | $3.9M | ||
| Q3 24 | $70.8M | $9.1M | ||
| Q2 24 | $305.5M | $-24.7M |
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $-13.3M | ||
| Q3 25 | $109.3M | $7.5M | ||
| Q2 25 | $436.1M | $10.4M | ||
| Q1 25 | $65.1M | $43.4M | ||
| Q4 24 | $156.4M | $2.1M | ||
| Q3 24 | $53.0M | $8.0M | ||
| Q2 24 | $269.5M | $-25.7M |
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | -4.1% | ||
| Q3 25 | 33.8% | 2.5% | ||
| Q2 25 | 135.7% | 3.4% | ||
| Q1 25 | 21.1% | 14.6% | ||
| Q4 24 | 50.8% | 0.7% | ||
| Q3 24 | 16.5% | 2.8% | ||
| Q2 24 | 92.6% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 1.0% | ||
| Q3 25 | 2.8% | 1.5% | ||
| Q2 25 | 16.9% | 0.7% | ||
| Q1 25 | 2.8% | 0.6% | ||
| Q4 24 | 2.0% | 0.6% | ||
| Q3 24 | 5.5% | 0.4% | ||
| Q2 24 | 12.4% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | -0.55× | ||
| Q3 25 | 1.05× | 0.56× | ||
| Q2 25 | 4.43× | 1.24× | ||
| Q1 25 | 0.70× | 3.82× | ||
| Q4 24 | 1.55× | 0.32× | ||
| Q3 24 | 0.63× | 0.83× | ||
| Q2 24 | 2.91× | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
