AppFolio Q2 revenue rises 19% to $281 million; full-year revenue outlook raised
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.
Key points
- 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
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:17 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 23, 2026.
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.