AppFolio Inc (APPF) stock

APPFNasdaqServices-Prepackaged SoftwareFiscal year ends December 31

Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 22, 2026Score 15/3021% above fair value

$222.80−2.05 (-0.91%)

Close on Nov 12, 2026Market cap $7.90BP/E 47.0Yield –

Earnings

AppFolio's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report

Jan 28, 2027

Q4 FY2026 · estimated, during market hours

Revenue, Q3 FY2026

$296.00M

+18.9% on a year earlier

Non-GAAP net income per share, diluted, Q3 FY2026

$1.82

$1.31 a year earlier

Latest guidance

Issued

Oct 22, 2026 · 3 items

Quarterly results

Revenue and earnings per share from each of AppFolio's earnings releases, newest first

Quarter	Reported	Revenue	YoY	EPS	Adj. EPS	Source
Q4 FY2026ended Dec 31, 2026	Jan 28, 2027Expected	–	–	–	–	–
Q3 FY2026ended Sep 30, 2026	Oct 22, 2026after the close	$296.00M	+18.9%	$1.29	$1.82	Release
Q2 FY2026ended Jun 30, 2026	Jul 23, 2026during market hours	$281.00M	+19.1%	–	–	Release
Q1 FY2026ended Mar 31, 2026	Apr 23, 2026during market hours	$262.00M	+20.2%	$1.18	$1.61	Release
Q4 FY2025ended Dec 31, 2025	Jan 29, 2026during market hours	$248.00M	+21.6%	$1.10	$1.39	Release
Q3 FY2025ended Sep 30, 2025	Oct 30, 2025during market hours	$249.00M	+20.9%	$0.93	$1.31	Release
Q2 FY2025ended Jun 30, 2025	Jul 31, 2025during market hours	$236.00M	+19.6%	–	–	Release
Q1 FY2025ended Mar 31, 2025	Apr 24, 2025during market hours	$218.00M	+16.3%	$0.86	$1.21	Release
Q4 FY2024ended Dec 31, 2024	Jan 30, 2025during market hours	$204.00M	+18.7%	$2.79	$0.92	Release
Q3 FY2024ended Sep 30, 2024	Oct 24, 2024during market hours	$206.00M	+24.5%	–	–	Release
Q2 FY2024ended Jun 30, 2024	Jul 25, 2024during market hours	$197.40M	+34.2%	$0.81	$1.12	Release
Q1 FY2024ended Mar 31, 2024	Apr 25, 2024during market hours	$187.40M	+37.7%	$1.05	$1.05	Release
Q4 FY2023ended Dec 31, 2023	Jan 25, 2024during market hours	$171.80M	+38.4%	$0.83	$0.88	Release
Q3 FY2023ended Sep 30, 2023	Oct 26, 2023during market hours	$165.40M	+32.2%	$0.72	$0.59	Release
Q2 FY2023ended Jun 30, 2023	Jul 27, 2023during market hours	$147.10M	+25.3%	-$0.53	$0.23	Release
Q1 FY2023ended Mar 31, 2023	Apr 27, 2023during market hours	$136.10M	+29.2%	-$0.99	-$0.01	Release
Q4 FY2022ended Dec 31, 2022	Jan 26, 2023during market hours	$124.10M	+29.8%	-$0.56	-$0.05	Release
Q3 FY2022ended Sep 30, 2022	Oct 27, 2022during market hours	$125.10M	+30.6%	-$0.12	$0.11	Release
Q2 FY2022ended Jun 30, 2022	Jul 28, 2022during market hours	$117.40M	–	-$0.86	$0.03	Release
Q1 FY2022ended Mar 31, 2022	May 9, 2022during market hours	$105.30M	–	-$0.41	-$0.12	Release
Q4 FY2021ended Dec 31, 2021	Feb 28, 2022during market hours	$95.60M	–	-$0.04	–	Release
Q3 FY2021ended Sep 30, 2021	Nov 8, 2021during market hours	$95.81M	–	–	–	Release
Q2 FY2021ended Jun 30, 2021	Aug 9, 2021during market hours	–	–	–	–	Filing
Q1 FY2021ended Mar 31, 2021	May 10, 2021during market hours	–	–	–	–	Filing
Q4 FY2020ended Dec 31, 2020	Mar 1, 2021during market hours	–	–	–	–	Filing
Q3 FY2020ended Sep 30, 2020	Nov 9, 2020during market hours	–	–	–	–	Filing

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

AppFolio's latest outlook for periods it has not reported yet, compared with what it said before

Metric	Period	Guidance	Before	Change	Given
revenue	FY2026	$1.12B – $1.13B	$1.11B – $1.13B	Raised	Jul 23, 2026
revenueGAAP	FY2026	$1.10B – $1.12B	–	New	Jan 29, 2026
revenue range	FY2026	$1.12B – $1.13B	–	New	Oct 22, 2026
non-GAAP operating margin range as a percentage of revenuenon-GAAP	FY2026	26.5% – 27.5%	–	New	Oct 22, 2026
non-GAAP operating margin range as a percentage of revenuenon-GAAP	FY2026	26.5% – 28%	26% – 28%	Raised	Jul 23, 2026
Diluted weighted average shares outstanding	FY2026	36	–	New	Oct 22, 2026
Diluted weighted average shares outstanding	FY2026	36	36	Reaffirmed	Jul 23, 2026

Guidance vs results

The last range AppFolio gave before each report, against the figure it then reported. Full years add up the four quarters.

Period	Metric	Guidance	Actual	Result
FY2025	Revenue	$945.00M – $950.00M	$951.00MΣ4Q	Above range

Guidance history

Every forecast AppFolio put in an earnings release, newest first

Given	Metric	Period	Guidance	Change
Oct 22, 2026	non-GAAP operating margin range as a percentage of revenue	FY2026	26.5% – 27.5%	New
Oct 22, 2026	Diluted weighted average shares outstanding	FY2026	36	New
Oct 22, 2026	revenue range	FY2026	$1.12B – $1.13B	New
Jul 23, 2026	non-GAAP operating margin range as a percentage of revenue	FY2026	26.5% – 28%	Raised
Jul 23, 2026	Diluted weighted average shares outstanding	FY2026	36	Reaffirmed
Jul 23, 2026	revenue	FY2026	$1.12B – $1.13B	Raised
Apr 23, 2026	Full year non-GAAP operating margin range as a percentage of revenue	FY2026	26% – 28%	Raised
Apr 23, 2026	Diluted weighted average shares outstanding	FY2026	36	Lowered
Apr 23, 2026	Full year revenue range	FY2026	$1.11B – $1.13B	New
Jan 29, 2026	non-GAAP operating margin as a percentage of revenue	FY2026	25.5% – 27.5%	New
Jan 29, 2026	Diluted weighted average shares outstanding	FY2026	36 – 37	New
Jan 29, 2026	revenue	FY2026	$1.10B – $1.12B	New
Oct 30, 2025	non-GAAP operating margin as a percentage of revenue	FY2025	23.5% – 24.5%	New
Oct 30, 2025	Diluted weighted average shares outstanding	FY2025	36	New
Oct 30, 2025	revenue	FY2025	$945.00M – $950.00M	New
Jul 31, 2025	Full year non-GAAP operating margin as a percentage of revenue	FY2025	24.5% – 26.5%	Reaffirmed
Jul 31, 2025	Full year revenue	FY2025	$935.00M – $945.00M	Raised
Apr 24, 2025	Full year non-GAAP operating margin as a percentage of revenue	FY2025	24.5% – 26.5%	Reaffirmed
Apr 24, 2025	Diluted weighted average shares outstanding	FY2025	37	New
Apr 24, 2025	Full year revenue	FY2025	$920.00M – $940.00M	Reaffirmed
Jan 30, 2025	Full year non-GAAP operating margin as a percentage of revenue	FY2025	24.5% – 26.5%	New
Jan 30, 2025	Full year revenue	FY2025	$920.00M – $940.00M	New
Oct 24, 2024	Full year non-GAAP free cash flow margin as a percentage of revenue	FY2024	22% – 24%	Reaffirmed
Oct 24, 2024	Full year non-GAAP operating margin as a percentage of revenue	FY2024	24.5% – 25.5%	Raised
Oct 24, 2024	Diluted weighted average shares outstanding	FY2024	37	Reaffirmed
Oct 24, 2024	Full year revenue	FY2024	$786.00M – $790.00M	Raised
Jul 25, 2024	non-GAAP free cash flow margin as a percentage of revenue	FY2024	22% – 24%	Raised
Jul 25, 2024	non-GAAP operating margin as a percentage of revenue	FY2024	23.5% – 24.5%	Raised
Jul 25, 2024	Diluted weighted average shares outstanding	FY2024	37	Reaffirmed
Jul 25, 2024	revenue	FY2024	$772.00M – $778.00M	Raised
Apr 25, 2024	non-GAAP free cash flow margin as a percentage of revenue	FY2024	21% – 23%	Raised
Apr 25, 2024	non-GAAP operating margin as a percentage of revenue	FY2024	23% – 24%	Raised
Apr 25, 2024	Diluted weighted average shares outstanding	FY2024	37	Reaffirmed
Apr 25, 2024	revenue	FY2024	$766.00M – $774.00M	Raised
Jan 25, 2024	non-GAAP free cash flow margin as a percentage of revenue	FY2024	17% – 19%	New
Jan 25, 2024	non-GAAP operating margin as a percentage of revenue	FY2024	21% – 23%	New
Jan 25, 2024	Diluted weighted average shares outstanding	FY2024	37	New
Jan 25, 2024	revenue	FY2024	$755.00M – $765.00M	New
Oct 26, 2023	non-GAAP free cash flow margin as a percentage of revenue	FY2023	10.5% – 11.5%	Raised
Oct 26, 2023	non-GAAP operating margin as a percentage of revenue	FY2023	10.5% – 11%	Raised
Oct 26, 2023	Weighted average shares outstanding	FY2023	36	Reaffirmed
Oct 26, 2023	revenue	FY2023	$608.00M – $612.00M	Raised
Jul 27, 2023	non-GAAP free cash flow margin as a percentage of revenue	FY2023	6% – 7%	Raised
Jul 27, 2023	non-GAAP operating margin as a percentage of revenue	FY2023	5.5% – 6.5%	Raised
Jul 27, 2023	Weighted average shares outstanding	FY2023	36	Reaffirmed
Jul 27, 2023	revenue	FY2023	$592.00M – $598.00M	Raised
Apr 27, 2023	non-GAAP free cash flow margin as a percentage of revenue	FY2023	2.5% – 3.5%	Raised
Apr 27, 2023	non-GAAP operating margin as a percentage of revenue	FY2023	1% – 2%	New
Apr 27, 2023	Weighted average shares outstanding	FY2023	36	Raised
Apr 27, 2023	revenue	FY2023	$570.00M – $580.00M	Raised
Jan 26, 2023	Full year non-GAAP free cash flow margin as a percentage of revenue	FY2023	2% – 3%	New
Jan 26, 2023	Weighted average shares outstanding	FY2023	35	New
Jan 26, 2023	Full year revenue	FY2023	$565.00M – $575.00M	New
Oct 27, 2022	non-GAAP operating margin as a percentage of revenue	FY2022	-2.5% – -1.5%	New
Oct 27, 2022	Weighted average shares outstanding	FY2022	35	Reaffirmed
Oct 27, 2022	revenue	FY2022	$462.00M – $466.00M	New
Jul 28, 2022	Weighted average shares outstanding	FY2022	35	Reaffirmed
Jul 28, 2022	Full year revenue	FY2022	$455.00M – $461.00M	Raised
May 9, 2022	Weighted average shares outstanding	FY2022	35	Lowered
May 9, 2022	revenue	FY2022	$452.00M – $460.00M	Raised
Feb 28, 2022	Diluted weighted average shares	FY2022	36.5	New
Feb 28, 2022	revenue	FY2022	$447.00M – $457.00M	New
Nov 8, 2021	Diluted weighted average shares	FY2021	36	New
Nov 8, 2021	revenue	FY2021	$355.00M – $357.00M	New

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.