AppFolio posts Q3 2026 earnings beat and lifts full‑year revenue guidance

AppFolio reported third‑quarter 2026 revenue of about $295.7 million and GAAP operating income of $57.4 million. Net income was $46.0 million and non‑GAAP diluted EPS was $1.82. The company raised its full‑year 2026 revenue outlook to $1.122 billion‑$1.127 billion and expects a non‑GAAP operating margin of 26.5%‑27.5%.

The higher revenue guidance signals stronger top‑line growth for the year, which could lift the stock’s valuation. The improved margin outlook suggests better profitability as the firm scales its AI‑driven platform.

  • Non‑GAAP EPS is reported as $1.82 and $1.29

Sources