APPFOLIO INC (APPF) Form 10-Q — Oct 22, 2026
AppFolio's Q3 2026 revenue grew 19% year-over-year to $295.7 million, with GAAP operating income up 64% to $57.4 million (19.4% margin) and diluted EPS of $1.29 versus $0.93 a year ago. Non-GAAP operating income rose 38% to $80.7 million, a 27.3% margin. Units under management grew 8% to 9.8 million and customer count rose to 23,121, with Value Added Services (payments, screening, risk mitigation) up 21% driving most revenue growth. Nine-month revenue reached $839.0 million with operating cash flow of $218.7 million.
Key figures
- Eps
- 1.29
- Revenue
- 295691000
- Net Income
- 45978000
- Total Assets
- 715671000
- Cash Position
- 258536000
- Rpo
- 161400000
- Credit facility
- 150000000
- Cloud commitment
- 219300000
- Q3 buyback total
- 4200000
- Q3 buyback shares
- 23945
- Nine month revenue
- 839029000
- Q3 buyback avg price
- 174.58
- Effective tax rate q3
- 22.9%
- Units under management
- 9800000
- Gaap operating income q3
- 57411000
- Nine month revenue yoy pct
- 19
- Non gaap operating income q3
- 80722000
- Non gaap operating margin q3
- 27.3%
- Operating cash flow nine month
- 218668000
- Buyback remaining authorization
- 120800000
- Gaap operating income growth pct
- 64
- Units under management growth pct
- 8
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