Oct 22, 4:04 PM ET
AppFolio reported third-quarter 2026 results for the period ended September 30, 2026, with revenue of $296 million, up 19% year over year, and net income of $46 million, or $1.29 per diluted share, compared with $34 million, or $0.93, a year earlier. The company raised its full-year 2026 revenue range to $1.122 billion to $1.127 billion, which gives shareholders a higher revenue outlook while profit measures improved.
- Q3 2026 revenue was $296 million, up 19% year over year from $249 million.
- GAAP operating income rose 64% to $57 million; non-GAAP operating income rose 38% to $81 million.
- Full-year 2026 revenue range raised to $1.122 billion to $1.127 billion; non-GAAP operating margin range is 26.5% to 27.5%.
- Management and the company's CEO, Shane Trigg, said the results reflect new and existing customers adopting its platform.
Read the filing on SEC.gov ↗
Jul 23, 4:06 PM ET
AppFolio reported second-quarter 2026 revenue of $281 million, up 19% from a year earlier, and GAAP net income of $41.5 million, or $1.17 per diluted share, compared with $0.99 a year earlier. The company raised its fiscal 2026 revenue range to $1.117 billion to $1.127 billion and its non-GAAP operating margin range to 26.5% to 28.0%, which is a positive signal for shareholders.
- Q2 2026 revenue rose 19% year-over-year to $281 million; GAAP operating income rose 31% to $53 million
- GAAP diluted earnings per share were $1.17, compared with $0.99 in Q2 2025
- Full-year 2026 revenue outlook increased to $1.117 billion to $1.127 billion
- Full-year 2026 non-GAAP operating margin outlook increased to 26.5% to 28.0% of revenue
Read the filing on SEC.gov ↗
Jul 1, 4:18 PM ET
AppFolio announced that long-time chairman Andreas von Blottnitz and director Janet Kerr retired from the board effective June 29, 2026, and that two new independent directors, Diya Jolly and Michael Yang, were elected to fill the vacancies. The board also named CEO Shane Trigg as chairman, created a Lead Independent Director role held by Winifred Webb, and revised non-employee director pay. The filing does not discuss financial results, and the changes are governance updates rather than a financial event.
- Andreas von Blottnitz (director since 2007) and Janet Kerr (director since 2015) retired effective June 29, 2026; the company says neither retirement involved a disagreement.
- Shane Trigg, President and CEO, was appointed Chairman of the Board, succeeding Mr. von Blottnitz; he receives no separate pay for the role.
- Winifred Webb was appointed Lead Independent Director; the annual cash retainer for that role is $40,000.
- Non-employee director annual equity award rises to $200,000 from $150,000; Committee Chair retainer falls to $40,000 from $50,000.
Read the filing on SEC.gov ↗
Apr 23, 4:05 PM ET
AppFolio reported first-quarter 2026 revenue of $262 million, up 20% from a year earlier, and GAAP net income of $42.4 million, or $1.18 per diluted share, compared with $31.4 million, or $0.86, in the prior-year quarter. The company raised its full-year 2026 revenue range to $1.110 to $1.125 billion and its non-GAAP operating margin range to 26.0% to 28.0%, while operating cash flow fell to $34 million from $38 million.
- Q1 2026 revenue was $262 million, up 20% year-over-year; GAAP operating income was $51 million, up 50%.
- Non-GAAP operating income was $72 million, or 27.3% of revenue, versus $53 million, or 24.3%, in Q1 2025.
- Full-year 2026 revenue range raised to $1.110 to $1.125 billion; non-GAAP operating margin range raised to 26.0% to 28.0%.
- Company repurchased 703 thousand Class A shares for $125 million in the quarter.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.