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Side-by-side financial comparison of Axos Financial, Inc. (AX) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($392.2M vs $260.4M, roughly 1.5× Smith Douglas Homes Corp.). Axos Financial, Inc. runs the higher net margin — 31.8% vs 1.4%, a 30.4% gap on every dollar of revenue. Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% 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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
AX vs SDHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $260.4M |
| Net Profit | $124.7M | $3.5M |
| Gross Margin | — | 19.9% |
| Operating Margin | — | 6.5% |
| Net Margin | 31.8% | 1.4% |
| Revenue YoY | — | -9.4% |
| Net Profit YoY | 18.5% | -14.3% |
| EPS (diluted) | $2.15 | $0.39 |
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 | $260.4M | ||
| Q3 25 | $323.4M | $262.0M | ||
| Q2 25 | $321.4M | $223.9M | ||
| Q1 25 | $308.8M | $224.7M | ||
| Q4 24 | $307.9M | $287.5M | ||
| Q3 24 | $320.7M | $277.8M | ||
| Q2 24 | $290.9M | $220.9M |
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $3.5M | ||
| Q3 25 | $112.4M | $2.1M | ||
| Q2 25 | $110.7M | $2.4M | ||
| Q1 25 | $105.2M | $2.7M | ||
| Q4 24 | $104.7M | $4.1M | ||
| Q3 24 | $112.3M | $5.3M | ||
| Q2 24 | $104.9M | $3.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.8% | ||
| Q4 24 | — | 25.5% | ||
| Q3 24 | — | 26.5% | ||
| Q2 24 | — | 26.7% |
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 6.5% | ||
| Q3 25 | 46.3% | 6.6% | ||
| Q2 25 | 48.5% | 7.7% | ||
| Q1 25 | 47.9% | 8.7% | ||
| Q4 24 | 48.8% | 10.4% | ||
| Q3 24 | 49.6% | 14.2% | ||
| Q2 24 | 49.6% | 11.7% |
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 1.4% | ||
| Q3 25 | 34.7% | 0.8% | ||
| Q2 25 | 34.4% | 1.1% | ||
| Q1 25 | 34.1% | 1.2% | ||
| Q4 24 | 34.0% | 1.4% | ||
| Q3 24 | 35.0% | 1.9% | ||
| Q2 24 | 36.0% | 1.7% |
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.39 | ||
| Q3 25 | $1.94 | $0.24 | ||
| Q2 25 | $1.89 | $0.26 | ||
| Q1 25 | $1.81 | $0.30 | ||
| Q4 24 | $1.80 | $0.50 | ||
| Q3 24 | $1.93 | $0.58 | ||
| Q2 24 | $1.75 | $0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.1B | $86.7M |
| Total Assets | $29.2B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $12.7M | ||
| Q3 25 | $2.6B | $14.8M | ||
| Q2 25 | $1.9B | $16.8M | ||
| Q1 25 | $2.0B | $12.7M | ||
| Q4 24 | $2.4B | $22.4M | ||
| Q3 24 | $2.6B | $23.7M | ||
| Q2 24 | $2.0B | $17.3M |
| 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 | $86.7M | ||
| Q3 25 | $2.8B | $82.2M | ||
| Q2 25 | $2.7B | $80.0M | ||
| Q1 25 | $2.6B | $76.9M | ||
| Q4 24 | $2.5B | $73.6M | ||
| Q3 24 | $2.4B | $68.4M | ||
| Q2 24 | $2.3B | $62.1M |
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $557.6M | ||
| Q3 25 | $27.4B | $571.6M | ||
| Q2 25 | $24.8B | $570.2M | ||
| Q1 25 | $24.0B | $513.9M | ||
| Q4 24 | $23.7B | $475.9M | ||
| Q3 24 | $23.6B | $460.1M | ||
| Q2 24 | $22.9B | $429.3M |
| 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 | — | $9.8M |
| Free Cash FlowOCF − Capex | — | $8.7M |
| FCF MarginFCF / Revenue | — | 3.4% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | — | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $9.8M | ||
| Q3 25 | $118.4M | $22.8M | ||
| Q2 25 | $490.3M | $-28.9M | ||
| Q1 25 | $73.7M | $-34.9M | ||
| Q4 24 | $162.5M | $5.5M | ||
| Q3 24 | $70.8M | $22.9M | ||
| Q2 24 | $305.5M | $39.0K |
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $8.7M | ||
| Q3 25 | $109.3M | $21.4M | ||
| Q2 25 | $436.1M | $-31.1M | ||
| Q1 25 | $65.1M | $-35.9M | ||
| Q4 24 | $156.4M | $4.8M | ||
| Q3 24 | $53.0M | $22.3M | ||
| Q2 24 | $269.5M | $-2.1M |
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 3.4% | ||
| Q3 25 | 33.8% | 8.2% | ||
| Q2 25 | 135.7% | -13.9% | ||
| Q1 25 | 21.1% | -16.0% | ||
| Q4 24 | 50.8% | 1.7% | ||
| Q3 24 | 16.5% | 8.0% | ||
| Q2 24 | 92.6% | -1.0% |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.4% | ||
| Q3 25 | 2.8% | 0.5% | ||
| Q2 25 | 16.9% | 0.9% | ||
| Q1 25 | 2.8% | 0.5% | ||
| Q4 24 | 2.0% | 0.2% | ||
| Q3 24 | 5.5% | 0.2% | ||
| Q2 24 | 12.4% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 2.77× | ||
| Q3 25 | 1.05× | 10.70× | ||
| Q2 25 | 4.43× | -12.24× | ||
| Q1 25 | 0.70× | -13.01× | ||
| Q4 24 | 1.55× | 1.33× | ||
| Q3 24 | 0.63× | 4.28× | ||
| Q2 24 | 2.91× | 0.01× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
