AppFolio, Inc. Announces Third Quarter 2026 Financial Results
AppFolio reported Q3 2026 revenue of $296 million, up 19% year-over-year, with units under management growing 8% to 9.8 million. Profitability expanded sharply: GAAP operating income rose 64% to $57 million (19.4% margin) and non-GAAP operating income grew 38% to $81 million (27.3% margin), with operating cash flow of $97 million.
Key figures
- Eps
- 1.29
- Revenue
- 295691000
- Guidance
- FY2026 revenue raised to $1.122-$1.127 billion; non-GAAP operating margin 26.5%-27.5%
- Revenue Yoy
- 19%
- Gaap net income
- 45978000
- Operating cash flow
- 96766000
- Non gaap diluted eps
- 1.82
- Gaap operating income
- 57411000
- Gaap operating margin
- 19.4%
- Units under management
- 9.8 million
- Gaap operating income yoy
- 64%
- Non gaap operating income
- 80722000
- Non gaap operating margin
- 27.3%
- Units under management yoy
- 8%
AI analysis
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