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Side-by-side financial comparison of Axos Financial, Inc. (AX) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
Axos Financial, Inc. is the larger business by last-quarter revenue ($385.1M vs $335.4M, roughly 1.1× SOLAREDGE TECHNOLOGIES, INC.). Axos Financial, Inc. runs the higher net margin — 33.3% vs -39.4%, a 72.7% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 25.1%). Axos Financial, Inc. produced more free cash flow last quarter ($85.4M vs $43.3M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 14.3%).
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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
AX vs SEDG — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $385.1M | $335.4M |
| Net Profit | $128.4M | $-132.1M |
| Gross Margin | — | 22.2% |
| Operating Margin | 45.6% | -14.4% |
| Net Margin | 33.3% | -39.4% |
| Revenue YoY | 25.1% | 70.9% |
| Net Profit YoY | 22.6% | 54.0% |
| EPS (diluted) | $2.22 | $-2.21 |
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.
| Q4 25 | $385.1M | $335.4M | ||
| Q3 25 | $323.4M | $340.2M | ||
| Q2 25 | $321.4M | $289.4M | ||
| Q1 25 | $308.8M | $219.5M | ||
| Q4 24 | $307.9M | $196.2M | ||
| Q3 24 | $320.7M | $235.4M | ||
| Q2 24 | $290.9M | $265.4M | ||
| Q1 24 | $294.8M | $204.4M |
| Q4 25 | $128.4M | $-132.1M | ||
| Q3 25 | $112.4M | $-50.1M | ||
| Q2 25 | $110.7M | $-124.7M | ||
| Q1 25 | $105.2M | $-98.5M | ||
| Q4 24 | $104.7M | $-287.4M | ||
| Q3 24 | $112.3M | $-1.2B | ||
| Q2 24 | $104.9M | $-130.8M | ||
| Q1 24 | $110.7M | $-157.3M |
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | — | -309.1% | ||
| Q2 24 | — | -4.1% | ||
| Q1 24 | — | -12.8% |
| Q4 25 | 45.6% | -14.4% | ||
| Q3 25 | 46.3% | -10.3% | ||
| Q2 25 | 48.5% | -39.9% | ||
| Q1 25 | 47.9% | -46.8% | ||
| Q4 24 | 48.8% | -134.4% | ||
| Q3 24 | 49.6% | -471.8% | ||
| Q2 24 | 49.6% | -60.4% | ||
| Q1 24 | 52.8% | -85.0% |
| Q4 25 | 33.3% | -39.4% | ||
| Q3 25 | 34.7% | -14.7% | ||
| Q2 25 | 34.4% | -43.1% | ||
| Q1 25 | 34.1% | -44.9% | ||
| Q4 24 | 34.0% | -146.5% | ||
| Q3 24 | 35.0% | -522.8% | ||
| Q2 24 | 36.0% | -49.3% | ||
| Q1 24 | 37.6% | -77.0% |
| Q4 25 | $2.22 | $-2.21 | ||
| Q3 25 | $1.94 | $-0.84 | ||
| Q2 25 | $1.89 | $-2.13 | ||
| Q1 25 | $1.81 | $-1.70 | ||
| Q4 24 | $1.80 | $-5.00 | ||
| Q3 24 | $1.93 | $-21.58 | ||
| Q2 24 | $1.75 | $-2.31 | ||
| Q1 24 | $1.91 | $-2.75 |
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 | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.9B | $427.5M |
| Total Assets | $28.2B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $493.2M | ||
| Q3 25 | $2.6B | $498.6M | ||
| Q2 25 | $1.9B | $758.0M | ||
| Q1 25 | $2.0B | $651.6M | ||
| Q4 24 | $2.4B | $585.9M | ||
| Q3 24 | $2.6B | $678.8M | ||
| Q2 24 | $2.0B | $689.8M | ||
| Q1 24 | $2.1B | $680.6M |
| 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 24 | $330.4M | — |
| Q4 25 | $2.9B | $427.5M | ||
| Q3 25 | $2.8B | $479.8M | ||
| Q2 25 | $2.7B | $513.2M | ||
| Q1 25 | $2.6B | $594.2M | ||
| Q4 24 | $2.5B | $658.3M | ||
| Q3 24 | $2.4B | $930.9M | ||
| Q2 24 | $2.3B | $2.1B | ||
| Q1 24 | $2.2B | $2.2B |
| Q4 25 | $28.2B | $2.2B | ||
| Q3 25 | $27.4B | $2.2B | ||
| Q2 25 | $24.8B | $2.5B | ||
| Q1 25 | $24.0B | $2.5B | ||
| Q4 24 | $23.7B | $2.6B | ||
| Q3 24 | $23.6B | $2.8B | ||
| Q2 24 | $22.9B | $3.9B | ||
| Q1 24 | $22.6B | $4.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.15× | — |
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 | $52.6M |
| Free Cash FlowOCF − Capex | $85.4M | $43.3M |
| FCF MarginFCF / Revenue | 22.2% | 12.9% |
| Capex IntensityCapex / Revenue | 4.9% | 2.8% |
| Cash ConversionOCF / Net Profit | 0.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $695.9M | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.1M | $52.6M | ||
| Q3 25 | $118.4M | $25.6M | ||
| Q2 25 | $490.3M | $-7.8M | ||
| Q1 25 | $73.7M | $33.8M | ||
| Q4 24 | $162.5M | $37.8M | ||
| Q3 24 | $70.8M | $-89.3M | ||
| Q2 24 | $305.5M | $-44.8M | ||
| Q1 24 | $115.8M | $-217.0M |
| Q4 25 | $85.4M | $43.3M | ||
| Q3 25 | $109.3M | $22.8M | ||
| Q2 25 | $436.1M | $-9.1M | ||
| Q1 25 | $65.1M | $23.7M | ||
| Q4 24 | $156.4M | $25.5M | ||
| Q3 24 | $53.0M | $-136.7M | ||
| Q2 24 | $269.5M | $-67.0M | ||
| Q1 24 | $107.3M | $-243.4M |
| Q4 25 | 22.2% | 12.9% | ||
| Q3 25 | 33.8% | 6.7% | ||
| Q2 25 | 135.7% | -3.1% | ||
| Q1 25 | 21.1% | 10.8% | ||
| Q4 24 | 50.8% | 13.0% | ||
| Q3 24 | 16.5% | -58.1% | ||
| Q2 24 | 92.6% | -25.2% | ||
| Q1 24 | 36.4% | -119.1% |
| Q4 25 | 4.9% | 2.8% | ||
| Q3 25 | 2.8% | 0.8% | ||
| Q2 25 | 16.9% | 0.4% | ||
| Q1 25 | 2.8% | 4.6% | ||
| Q4 24 | 2.0% | 6.2% | ||
| Q3 24 | 5.5% | 20.1% | ||
| Q2 24 | 12.4% | 8.4% | ||
| Q1 24 | 2.9% | 12.9% |
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — | ||
| Q1 24 | 1.05× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AX
Segment breakdown not available.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
