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AppFolio APPF Q1 2026 earnings

Reported April 23, 2026 · After market close

Revenue$262.2MBeat by $4.1M
EPS$1.61Beat by $0.17
Revenue estimate$258.1M
EPS estimate$1.44

Next report

Date not yet announced

Financials

Q1 2026

Income statement

See full
Revenue$262.2M+20.4%
Gross profit$167.2M+21.0%
Operating income$50.7M+50.2%
Net income$42.4M+35.2%
EPS (diluted)$1.18+37.2%

Balance sheet

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Cash & equivalents$147.7M+158%
Total debt$37.0M-9.1%
Total equity$470.2M+1.8%
Total assets$580.6M+2.8%

Cash flow

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Operating cash flow$34.3M-10.8%
CapEx$231.0K+0.4%
Free cash flow$34.1M-10.9%

Valuation & ratios

Valuation

as of 03/31/26
See full
Market cap$5.68B-29.0%
Enterprise value$5.57B-30.3%
P/E37.4×-3.3×
P/S5.7×-4.0×

Profitability

See full
Gross margin63.7%-0.2pp
Operating margin17.1%+0.7pp
Net margin15.3%-8.6pp
FCF margin23.6%+1.4pp

Returns & leverage

See full
Return on equity32.6%-16.5pp
Debt / equity0.1×0.0×
Current ratio3.5×-1.1×

Segments

By product

See full
Value Added Services$201.4M+22.3%
Subscription Services$58.2M—
Other$2.6M-24.5%

Versus estimates

Revenue

Q2 2026$281.1MBeat by $3.8M
Q1 2026$262.2MBeat by $4.1M
Q4 2025$248.2MBeat by $1.6MQ3 2025$249.4MBeat by $2.8MQ2 2025$235.6MBeat by $5.5MQ1 2025$217.7MMiss by $2.7M

Diluted EPS

Q2 2026$1.71Beat by $0.02
Q1 2026$1.61Beat by $0.17
Q4 2025$1.39Beat by $0.17Q3 2025$1.31Miss by $0.14Q2 2025$1.38Beat by $0.11Q1 2025$1.21Miss by $0.01

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Questions, answered.

When did AppFolio report Q1 2026 earnings?
AppFolio (APPF) reported Q1 2026 earnings on April 23, 2026 after market close.
What were AppFolio's Q1 2026 revenue and EPS?
AppFolio reported revenue of $262.2M and eps of $1.61 for Q1 2026.
Did AppFolio beat estimates in Q1 2026?
Revenue beat the consensus estimate of $258.1M by $4.1M. EPS beat the consensus estimate of $1.44 by $0.17.
How did AppFolio's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 20.4% from $217.7M a year earlier and eps grew 33.1% from $1.21.
Where can I find AppFolio's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001433195-26-000021) and the 10-Q periodic report (0001433195-26-000023) directly on SEC EDGAR. The filing index links above go to sec.gov.