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AppFolio (APPF) earnings

APPFOLIO INC· Information Technology

Results to
Sep 2026
Latest analysed call
Sep 2026 (Q3 FY26)
Balance sheet to
Dec 2025

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AppFolio earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue296 $ million+18.6% YoYQuarterly, as filedQuarter to Sep 2026Revenue from operations as filed.
Operating margin19.4 %+5.4 pts YoYOperating profit / revenueQuarter to Sep 2026For the quarter; a change is in percentage points.
Net profit46.0 $ million+36.7% YoYQuarterly, as filedQuarter to Sep 2026Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Sep 2026

Guidance

What management said, and what became of it

9 of 12 judged targets kept · 9 open · verdicts reflect calls analysed to Sep 2026.

APPFOLIO INC management guidance track record on Inve: 21 targets tracked across analysed earnings calls (9 achieved, 3 missed, 9 open).

TargetOriginal wordingSaidLatest callVerdict
Non-GAAP operating marginbetween 25.5% and 27.5%Dec 2025Sep 2026:Our full year non-GAAP operating margin guidance is now 26.5% to 27.5%, compared to 24.7% in 2025.
Call transcript, Sep 2026 · no direct link		Revised Down
Cost of revenue as a percentage of revenuerelatively flat as a percentage of revenue compared to 2025Dec 2025Sep 2026:We expect cost of revenue, exclusive of depreciation and amortization, to be relatively flat as a percentage of revenue compared to 2025.
Call transcript, Sep 2026 · no direct link		On Track

Source: Inve Guidance Tracker for APPFOLIO INC · to Sep 2026

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

3 of APPFOLIO INC's 21 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 19 more targets are in the full ledger.

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Price

$210.62 −3.09% · −$6.71

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance −11.5% 1Y

$150$200$250Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Mar 2026 (Q1 FY26) — 23 Apr 2026Jun 2026 (Q2 FY26) — 23 Jul 2026Sep 2026 (Q3 FY26) — 22 Oct 2026

1Y: $238.01 on 22 Oct 2025 → $210.62. High $262.26 (3 Nov 2025), low $143.34 (10 Apr 2026).

Previous close
$217.33
52-week range
$143.34 – $262.26
One year
−12.08%

Overview

Symbol
APPF
Exchange
US
Currency
USD

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