APPF
AppFolio, Inc.
AppFolio (APPF) Q2 2026 earnings
Published Jul 23, 2026
AI summary
- Revenue $281M, up 19% from $236M a year ago.
- Adjusted EPS $1.71 beat the $1.69 consensus by $0.02, up from $1.38 a year ago.
- AppFolio reported second quarter revenue of $281 million, representing a 19% increase year-over-year.
- Total units under management grew 8% compared to the prior year, reaching 9.6 million units.
- GAAP operating income rose 31% to $53 million, while non-GAAP operating income grew 24% to $76 million.
Results vs analyst consensus
Revenue
Reported
$281M
Consensus not captured before release
+19% YoY
Adjusted EPS
Reported · Non-GAAP net income per share, diluted
$1.71
Consensus $1.69
Beat by $0.02GAAP EPS: $1.17
Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.
Next quarter outlook
$1.12B–$1.13B
fiscal year 2026 revenue guidance
Next-quarter consensus not captured before release.
What to watch
- The company is unable to provide GAAP equivalent guidance for non-GAAP operating margin due to uncertain items like stock-based compensation.
Read original report
Source: AppFolio, Inc. press release · SEC Form 8-K exhibit 99.1