AI brief of an SEC Form 8-K · AppFolio (APPF)

AppFolio Q3 revenue up 19% to $296 million; full-year revenue outlook raised

Positive Impact 4 of 5 guidance

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.

Key points

  • 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.

The filing

CompanyAppFolio (APPF)
Form8-K, current report
Filed with the SECOct 22, 2026, 4:04 PM ET
Accession number0001433195-26-000062

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

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.