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AppFolio APPF Q4 2025 Annual earnings

Reported January 29, 2026 · After market close

Revenue$248.2MBeat by $1.6M
EPS$1.39Beat by $0.17
Revenue estimate$246.6M
EPS estimate$1.22

Next report

Date not yet announced

Financials

Q4 2025

Income statement

See full
Revenue$248.2M+21.9%
Gross profit$157.7M+23.7%
Operating income$43.6M+89.8%
Net income$39.9M-61.1%
EPS (diluted)$1.10-60.6%

Balance sheet

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Cash & equivalents$107.2M+151%
Total debt$38.2M-8.6%
Total equity$542.6M+4.5%
Total assets$689.0M+9.9%

Cash flow

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Operating cash flow$65.0M+77.7%
CapEx$1.3M+574%
Free cash flow$63.7M+75.1%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$8.36B-6.8%
Enterprise value$8.29B-7.5%
P/E59.3×+15.4×
P/S8.8×-2.5×

Profitability

See full
Gross margin63.7%-0.8pp
Operating margin16.1%-1.0pp
Net margin14.8%-10.9pp
FCF margin25.1%+1.7pp

Returns & leverage

See full
Return on equity26.5%-23.4pp
Debt / equity0.1×0.0×
Current ratio3.3×-2.0×

Segments

By product

See full
Value Added Services$184.6M—
Other$7.9M+191%

Versus estimates

Revenue

Q2 2026$281.1MBeat by $3.8MQ1 2026$262.2MBeat by $4.1M
Q4 2025$248.2MBeat by $1.6M
Q3 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 $0.02Q1 2026$1.61Beat by $0.17
Q4 2025$1.39Beat by $0.17
Q3 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 Q4 2025 earnings?
AppFolio (APPF) reported Q4 2025 earnings on January 29, 2026 after market close.
What were AppFolio's Q4 2025 revenue and EPS?
AppFolio reported revenue of $248.2M and eps of $1.39 for Q4 2025.
Did AppFolio beat estimates in Q4 2025?
Revenue beat the consensus estimate of $246.6M by $1.6M. EPS beat the consensus estimate of $1.22 by $0.17.
How did AppFolio's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 21.9% from $203.7M a year earlier and eps grew 51.1% from $0.92.
Where can I find AppFolio's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001433195-26-000006) and the 10-K periodic report (0001433195-26-000011) directly on SEC EDGAR. The filing index links above go to sec.gov.