Skip to content
Screener

AppFolio APPF Q2 2026 earnings

Reported July 23, 2026 · After market close

Revenue$281.1MBeat by $3.8M
Adjusted EPS$1.71Beat by $0.02
Revenue estimate$277.4M
EPS estimate$1.69
“For the first time, we've crossed $1 billion in revenue on a trailing twelve-month basis, a milestone we believe reflects the success customers are having by adopting our products and services. The operators on our platform are embracing AI that works because it knows their business and drives real performance outcomes. That is what Real Estate Performance Management delivers.”
Shane Trigg

Next report

Oct 29, 2026 (in a month)
Revenue estimate$294.3M
EPS estimate$1.78

Financials

Q2 2026

Income statement

See full
Revenue$281.1M+19.3%
Gross profit$178.5M+17.6%
Operating income$53.0M+30.8%
Net income$41.5M+15.5%
EPS (diluted)$1.17+18.2%

Balance sheet

See full
Cash & equivalents$217.7M+195%
Total debt$35.8M-9.8%
Total equity$526.1M+15.5%
Total assets$648.4M+14.3%

Cash flow

See full
Operating cash flow$87.6M+66.4%
Free cash flow$87.6M+67.3%

Valuation & ratios

Valuation

as of 09/16/26
See full
Market cap$8B-19.2%
Enterprise value$7.82B-20.8%
P/E50.8×+2.0×
P/S7.7×-3.8×

Profitability

See full
Gross margin63.5%-0.4pp
Operating margin17.5%+1.3pp
Net margin15.1%-8.4pp
FCF margin25.9%+4.6pp

Returns & leverage

See full
Return on equity32.1%-17.0pp
Debt / equity0.1×0.0×
Current ratio3.8×+0.9×

Segments

By product

See full
Value Added Services$219.5M+21.8%
Subscription Services$59.8M+14.0%
Other$1.9M-37.2%

FAQ

When did AppFolio report Q2 2026 earnings?
AppFolio (APPF) reported Q2 2026 earnings on July 23, 2026 after market close.
What were AppFolio's Q2 2026 revenue and EPS?
AppFolio reported revenue of $281.1M and adjusted eps of $1.71 for Q2 2026.
Did AppFolio beat estimates in Q2 2026?
Revenue beat the consensus estimate of $277.4M by $3.8M. EPS beat the consensus estimate of $1.69 by $0.02.
How did AppFolio's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 19.3% from $235.6M a year earlier.
Where can I find AppFolio's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001433195-26-000056) and the 10-Q periodic report (0001433195-26-000058) directly on SEC EDGAR. The filing index links above go to sec.gov.