Axos Financial, Inc. Fixed Income Investor Presentation slide image

Axos Financial, Inc. Fixed Income Investor Presentation

Historical Interest Coverage ($ Thousands) Bank level equity Consolidated equity Double leverage ratio Interest Coverage Earnings: Income from continuing operations before taxes (+) Interest on advances from the FHLB (+) Interest on securities loaned (+) Interest on other borrowings (+) Interest Attributable to $150MM Subordinated Debt Raise (1)(2) Earnings available to pay down interest on other borrowings (net of deposit interest expense) (+) Interest on deposits Earings available to pay down interest on deposits and other borrowings Interest Expense: Interest on advances from the FHLB Interest on securities loaned Interest on other borrowings Interest Attributable to $150MM Subordinated Debt Raise(¹)(2) Interest expense on other borrowings (excluding interest on deposits) Interest on deposits Total interest expense (including interest on deposits) Interest coverage on other borrowings (excluding deposit interest expense) - A/C Interest coverage on deposits and other borrowings - B / D Note: Company uses a June 30 fiscal year-end. (1) Assumes $150 million subordinated debt raise for illustrative purposes. (2) Assumes 3.50% coupon rate for illustrative purposes. $ $ $ FY 2018 905,159 960,513 94% $ 3,881 266,428 79,851 $ 346,279 $ FY 2019 $ 1,009,678 1,073,050 239,699 $ 212,806 $ 22,848 32,834 748 5,620 22,848 $ 3,881 26,729 79,851 94% 106,580 $ 10.0x 3.2x FY 2020 $1,148,527. 1,230,846 252,008 117,080 369,088 $ 32,834 $ 748 5,620 39,202 117,080 156,282 $ 6.4x 2.4x 93% 262,632 $ 11,988 679 5,645 FY 2021 $ 1,299,911 1,400,936 93% 280,944 126,916 407,860 $ 11,988 $ 679 5,645 18,312 126,916 145,228 15.3x 2.8x $ 305,743 4,672 1,496 12,424 Q2'22 YTD $ 1,395,737 1,523,157 $ 324,335 60,529 384,864 $ 18,592 60,529 79,121 17.4x 4.9x 4,672 $ 1,496 12,424 $ 92% 171,249 1,989 469 5,201 178,908 15,517 194,425 axos 7,659 15,517 23,176 23.4x 8.4x Pro Forma (¹) $ 1,545,737 1,523,157 101% $ 168,624 1,989 469 5,201 2,625 178,908 15,517 $ 194,425 1,989 $ 469 5,201 $ 1,989 469 5,201 2,625 10,284 15,517 25,801 17.4x 7.5x 32
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