Every material Form 8-K AppFolio filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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.
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.
AppFolio entered a Second Amended and Restated Employment Agreement with CEO Shane Trigg on April 9, 2026, replacing his March 1, 2023 agreement. The deal sets a base salary of at least $570,000, a 100% of salary target bonus, and annual equity awards for fiscal 2026 through 2030, with enhanced severance terms including a 24-month salary continuation if terminated in connection with a corporate transaction.
Base salary of at least $570,000 and bonus target of 100% of base salary
Fiscal 2026 one-time awards: $5,000,000 RSU grant value and $4,479,000 PSU grant value at target
Fiscal 2027 through 2030: annual RSU grant value of $5,000,000 plus a formula-based PSU award
Corporate transaction termination: 24 months of salary continuation and 200% of annual bonus
AppFolio reported fourth-quarter 2025 revenue of $248 million, up 22% from a year earlier, and GAAP operating income of $44 million, up from $23 million. Q4 net income fell to $40 million from $103 million, because the prior-year quarter included a large income tax benefit. The company also gave its first fiscal 2026 outlook, calling for revenue of $1.1 billion to $1.12 billion.
Q4 2025 revenue rose 22% year over year to $248 million; fiscal 2025 revenue rose 20% to $951 million.
Q4 2025 GAAP diluted EPS was $1.10, versus $2.79 a year earlier; fiscal 2025 GAAP diluted EPS was $3.88, versus $5.55.
Fiscal 2026 outlook: revenue of $1.1 billion to $1.12 billion, non-GAAP operating margin of 25.5% to 27.5%, and 36 million to 37 million diluted shares.
AppFolio's board cut its size from nine to seven directors and elected Saori Casey as a Class II director, effective February 12, 2026, to fill an existing vacancy. Casey is currently CFO of Sonos, Inc., and the board deemed her independent under Nasdaq and SEC rules.
Board reduced from nine to seven directors; Casey fills the existing vacancy
Casey's election is effective February 12, 2026, and she serves until the 2026 Annual Meeting
Casey will receive the same non-employee director compensation and equity awards as other directors
Casey has been CFO of Sonos, Inc. since January 2024 and previously held finance roles at Apple and Cisco
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AppFolio filing is on SEC EDGAR ↗. 8-K briefs of other companies →