APPFAppFolio, Inc.
$210.63-5.7% 1Y
$210.63
$143.3452 weeks$262.26
The financials
AppFolio, Inc. by the numbers
AppFolio, Inc. (APPF) reported revenue of $296M in Q3 2026 (quarter ended Sep 30, 2026), up 19% from the same quarter a year earlier. That came with a gross margin of 64% and net income of $46M (16% of revenue). For the full year FY2025, revenue was $951M (+20% year on year) and net income $141M. Its largest product in Q2 2026 (quarter ended Jun 30, 2026) was Value Added Services at $219M, 78% of the disclosed total, well ahead of Subscription Services at 21%. The next results filing is expected around Jan 28, 2027, the same week as a year ago.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $296M | $249M | +19% |
| Gross profit | $190M | $158M | +20% |
| Operating income | $57M | $35M | +64% |
| Net income | $46M | $34M | +37% |
| Diluted EPS | $1.29 | $0.93 | +39% |
| Product | Revenue | Share |
|---|---|---|
| Value Added Services | $219M | 78% |
| Subscription Services | $60M | 21% |
| Other Services | $1.9M | 0.7% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $281.1M (+7.2%)
Value Added Services grew +22% year on yearOther Services -37% year on year
Segment Latestquarter on quarteryear on year
- Value Added Services$219.5M$219.5Mquarter on quarter +9.0%year on year +22%+9.0%+22%
- Subscription Services$59.8M$59.8Mquarter on quarter +2.7%year on year +14%+2.7%+14%
- Other Services$1.9M$1.9Mquarter on quarter -29%year on year -37%-29%-37%
Software, Application
Ranks #16 of 92 by RyuScore