Appfolio Inc earnings beat by $0.03, revenue topped estimates

AppFolio (APPF) reported Q3 2026 revenue of $296M, up 19% YoY. Non-GAAP operating income was 27.3% of revenue, while GAAP operating income was 19.4%. Platform units grew to 9.8M. The company highlighted its annual event, Future, and customer success stories like PURE HomeRiver's digital transformation.

AppFolio (APPF) reported Q3 2026 revenue of $296M, up 19% YoY. CEO Shane Trigg noted non-GAAP operating income was 27.3% of revenue and GAAP operating income was 19.4%. The company anticipates 2026 revenue between $1.122B and $1.127B with a non-GAAP operating margin of 26.5%-27.5%.

AppFolio reported Q3 results, highlighting product performance metrics and new offerings. The company raised its 2026 revenue guidance to $1.122B-$1.127B, with midpoint growth of 18.3%. Non-GAAP operating margin is expected to be 26.5%-27.5%. AppFolio also announced expansions in banking partnerships and its integration marketplace.

AppFolio reported Q3 2026 revenue of $295.69M, up 18.6% YoY, with net income rising 36.7% to $45.98M and EPS increasing 38.7% to $1.29. Units under management grew 8% to 9.8M, and property management customers increased to 23,121. Value-added services revenue rose 21% in the quarter, outpacing subscription services growth. Management expects revenue growth in 2026 and a decline in R&D expenses as a share of revenue.

AppFolio Inc. (APPF) reported Q3 net income of $46M, or $1.29 per share, exceeding estimates. Revenue was $295.7M, also above forecasts. The company expects full-year revenue of $1.12B-$1.13B. Shares have declined 9% over the past year.

AppFolio reported Q3 2026 revenue of $295.7M, up 19% YoY, and GAAP operating income of $57.4M, up 64%. Net income was $46.0M, with non-GAAP EPS of $1.82. The company raised its fiscal 2026 revenue outlook to $1.122B-$1.127B. Total units under management grew 8% YoY to 9.8M.