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AppFolio APPF Intangibles (Net)

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Other financials

Income statement

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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

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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

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Operating cash flow$87.6M+66.4%
CapEx$231.0K+0.4%
Free cash flow$87.6M+67.3%

Valuation

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Market cap$6.87B-38.6%
Enterprise value$6.69B-40.1%
P/E43.6×-11.5×
P/S6.6×-6.4×

Profitability

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

Returns & leverage

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

Where this comes from

Reported directly by AppFolio in its filing.

Tagged under the XBRL concept us-gaap:FiniteLivedIntangibleAssetsNet.

The source filing: AppFolio’s 10-Q, filed July 23, 2026.

Filed
Jul 23, 2026, 4:10 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001433195-26-000058
Line itemJune 30,2026December 31,2025
Operating lease right-of-use assets14,79815,924
Capitalized software development costs, net11,44411,324
Goodwill96,41096,410
Intangible assets, net33,71138,826
Deferred income taxes42,81958,823
Long-term investments87,66877,033
Other long-term assets14,87214,085
Total assets$648,371$688,967

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is AppFolio's intangibles (net)?
AppFolio (APPF) reported intangibles (net) of $33.71M in Q2 2026.
How has AppFolio's intangibles (net) changed year-over-year?
AppFolio's intangibles (net) decreased by 23.3% year-over-year, from $43.94M to $33.71M.
What is the long-term trend for AppFolio's intangibles (net)?
Over 5 years (2020 to 2025), AppFolio's intangibles (net) has grown at a 18.9% compound annual growth rate (CAGR), from $16.36M to $38.83M.
What does intangibles (net) mean?
Identifiable intangible assets (patents, trademarks, customer relationships, technology) net of accumulated amortization — excluding goodwill.

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