What is the long-term trend for Axos Financial's unrealized losses on investments (before tax)?

Over 4 years (2021 to 2025), Axos Financial's unrealized losses on investments (before tax) has grown at a 34.5% compound annual growth rate (CAGR), from $567K to $1.86M.

Axos Financial AX Unrealized Losses on Investments (Before Tax)

Unrealized Losses on Investments (Before Tax) at other companies

Ally FinancialALLY

$2.98B-13.7%

TFS FinancialTFSL

$22.97M-21.9%

International BancsharesIBOC

$354.39M-20.7%

Valley National BankVLY

$142.2M-12.2%

SoFi Technologies, Inc.SOFI

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Eastern Bankshares, Inc.EBC

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Other financials

Income statement

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Revenue$392.2M+27.0%

Net income$124.7M+18.5%

EPS (diluted)$2.15+18.8%

Balance sheet

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Cash & equivalents$1.4B-40.1%

Total debt$371.8M-5.1%

Total equity$3.1B+17.7%

Total assets$29.2B+22.0%

Cash flow

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Operating cash flow$42.0M-43.0%

CapEx$143.3M+1,575%

Free cash flow$85.4M-45.4%

Valuation

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Market cap$5.01B+30.9%

P/E10.5×+1.6×

P/S3.5×+0.4×

Profitability

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Net margin33.5%-1.3pp

FCF margin31.5%+3.2pp

Returns & leverage

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Return on equity16.8%-1.0pp

Debt / equity0.1×0.0×

Where this comes from

Reported directly by Axos Financial in its filing.

Tagged under the XBRL concept us-gaap:AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedLossBeforeTax.

The official record: Axos Financial’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Axos Financial's unrealized losses on investments (before tax)?: Axos Financial (AX) reported unrealized losses on investments (before tax) of $2.18M in Q1 2026.
How has Axos Financial's unrealized losses on investments (before tax) changed year-over-year?: Axos Financial's unrealized losses on investments (before tax) decreased by 5.5% year-over-year, from $2.31M to $2.18M.
What is the long-term trend for Axos Financial's unrealized losses on investments (before tax)?: Over 4 years (2021 to 2025), Axos Financial's unrealized losses on investments (before tax) has grown at a 34.5% compound annual growth rate (CAGR), from $567K to $1.86M.