APPFOLIO INC (APPF) Form 8-K — Oct 22, 2026
AppFolio reported Q3 2026 revenue of $296 million, up 19% year-over-year, with GAAP operating income growing 64% to $57 million (19.4% margin) and units under management up 8% to 9.8 million. The company raised its full-year 2026 revenue guidance to $1.122-$1.127 billion and now expects a non-GAAP operating margin of 26.5%-27.5%, up from prior expectations.
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%; diluted weighted average shares ~36 million
- Net Income
- 45978000
- Revenue Yoy
- 19%
- Total Assets
- 715671000
- Cash Position
- 258536000
- Operating cash flow
- $96.8 million (32.7% of revenue)
- Non gaap diluted eps
- 1.82
- Gaap operating income
- $57.4 million, up 64% YoY
- Gaap operating margin
- 19.4% vs 14.1% in Q3 2025
- Units under management
- 9.8 million, up 8% YoY
- Non gaap operating income
- $81 million, up 38% YoY
- Non gaap operating margin
- 27.3% vs 23.5% in Q3 2025
- Share repurchases nine months
- $129.2 million
AI analysis
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