AppFolio (APPF)
Runs property-management workflows through cloud software and transaction-linked services.
$203.38
vs last close−6.46 (−3.08%)
In millions of USD, except per-share figures
| In millions | Q3 FY23Sep 2023 | Q4 FY23Dec 2023 | Q1 FY24Mar 2024 | Q2 FY24Jun 2024 | Q3 FY24Sep 2024 | Q4 FY24Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 165 | 172 | 187 | 197 | 206 | 204 | 218 | 236 | 249 | 248 | 262 | 281 |
| Cost of revenue | 63 | 61 | 70 | 74 | 72 | 82 | 79 | 84 | 91 | 96 | 95 | 103 |
| Gross profit | 103 | 111 | 118 | 123 | 134 | 122 | 138 | 152 | 158 | 153 | 167 | 179 |
| 103 | 82 | 83 | 87 | 92 | 99 | 104 | 111 | 123 | 109 | 116 | 126 | |
| Research & development | 46 | 35 | 38 | 40 | 41 | 42 | 44 | 47 | 54 | 46 | 50 | 51 |
| 54 | 41 | 46 | 48 | 47 | 57 | 54 | 59 | 63 | 63 | 62 | 70 | |
| Selling & marketing | 30 | 22 | 24 | 27 | 25 | 33 | 31 | 37 | 36 | 40 | 38 | 44 |
| General & administrative | 24 | 19 | 21 | 20 | 21 | 23 | 23 | 22 | 27 | 23 | 24 | 26 |
| Other expenses | 3 | 7 | 0 | 0 | 4 | 0 | 6 | 6 | 5 | 0 | 5 | 5 |
| Operating income | 0 | 28 | 34 | 36 | 43 | 23 | 34 | 41 | 35 | 44 | 51 | 53 |
| 2 | 3 | 3 | 3 | 4 | 4 | 3 | 1 | 2 | 2 | 2 | 1 | |
| Interest income | 2 | 2 | 3 | 3 | 4 | 3 | 3 | 1 | 2 | 2 | 2 | 1 |
| Other non-operating income | 0 | −3 | −3 | −3 | −4 | −4 | −3 | −1 | −2 | −2 | −2 | 2 |
| Income before tax | 1 | 31 | 37 | 40 | 47 | 27 | 37 | 42 | 37 | 46 | 53 | 54 |
| Income tax expense | −25 | 1 | −2 | 10 | 14 | −76 | 5 | 6 | 3 | 6 | 11 | 13 |
| Net income from continuing operations | 26 | 30 | 39 | 30 | 33 | 103 | 31 | 36 | 34 | 40 | 42 | 42 |
| Net income | 26 | 30 | 39 | 30 | 33 | 103 | 31 | 36 | 34 | 40 | 42 | 42 |
| EPS, basic | $0.74 | $0.85 | $1.07 | $0.82 | $0.91 | $2.82 | $0.86 | $1.00 | $0.94 | $1.11 | $1.19 | $1.17 |
| EPS, diluted | $0.72 | $0.83 | $1.05 | $0.81 | $0.90 | $2.79 | $0.86 | $0.99 | $0.93 | $1.10 | $1.18 | $1.17 |
| Weighted average shares, basic | 36 | 36 | 36 | 36 | 36 | 36 | 36 | 36 | 36 | 36 | 36 | 36 |
| Weighted average shares, diluted | 36 | 37 | 37 | 37 | 37 | 37 | 37 | 36 | 36 | 36 | 36 | 36 |
| EBITDA | 3 | 38 | 43 | 45 | 51 | 32 | 44 | 48 | 42 | 51 | 59 | 56 |
| Depreciation & amortization | 3 | 7 | 6 | 5 | 4 | 5 | 7 | 6 | 5 | 5 | 6 | 5 |
| EBIT | 0 | 31 | 37 | 40 | 47 | 27 | 37 | 42 | 37 | 46 | 53 | 51 |
