Q3 FY2026 · ended Sep 30, 2026 · Revenue $295.69M, +18.6% YoY · Filed Oct 22, 2026
AppFolio, Inc. (APPF) files with the SEC under industry code 7372, Services-Prepackaged Software. In Q3 of fiscal 2026, the quarter ended Sep 30, 2026, it reported revenue of $295.7 million and net income of $46.0 million. Free cash flow was $96.8 million. As of Sep 30, 2026 it held $346.2 million in cash and investments and $29.3 million in total debt.
Revenue
$295.69M
+18.6% vs year-ago quarter
Net income
$45.98M
+36.7% vs year-ago quarter
Operating cash flow
$96.77M
+12.5% vs year-ago quarter
Free cash flow
$96.75M
+14.3% vs year-ago quarter
EPS
$1.29
+38.7% vs year-ago quarter
Dividend per share
None
Shares outstanding
—
Net cash
$316.95M
Q3 FY2026
Operating margin
18.8%
TTM
Company profile
- Industry
- Services-Prepackaged Software (SIC 7372)
- Listed as
- APPF (Nasdaq)
- Fiscal year ends
- December 31
- Headquarters
- Santa Barbara, CA
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1433195
Other Services-Prepackaged Software companies
- Microsoft Corp MSFT
- Palantir Technologies Inc. PLTR
- Oracle Corp ORCL
- Sap SE SAP
- CrowdStrike Holdings, Inc. CRWD
- Shopify Inc. SHOP
- Salesforce, Inc. CRM
- ServiceNow, Inc. NOW
Key figures
Fiscal-year totals from the annual reports; switch to Annual for the full-year view. Balance sheet lines are as of each year end.
| Line | Q3 FY2026 Sep 30, 2026 |
Q2 FY2026 Jun 30, 2026 |
Q1 FY2026 Mar 31, 2026 |
Q4 FY2025 Dec 31, 2025 |
Q3 FY2025 Sep 30, 2025 |
|---|---|---|---|---|---|
| Revenue | $295.7M | $281.1M | $262.2M | $248.2M | $249.4M |
| Operating income | $57.4M | $53.0M | $50.7M | $43.6M | $35.0M |
| Net income | $46.0M | $41.5M | $42.4M | $39.9M | $33.6M |
| Diluted EPS | $1.29 | $1.17 | $1.18 | $1.10 | $0.93 |
| Operating cash flow | $96.8M | $87.6M | $34.3M | $65.0M | $86.0M |
| Free cash flow | $96.8M | $87.6M | $34.1M | $63.7M | $84.7M |
| Total assets | $715.7M | $648.4M | $580.6M | $689.0M | $640.5M |
| Total liabilities | $133.2M | $122.2M | $110.3M | $146.4M | $141.6M |
| Stockholders' equity | $582.5M | $526.1M | $470.2M | $542.6M | $498.9M |
| Cash and investments | $346.2M | $305.1M | $225.1M | $184.0M | $153.1M |
| Total debt | $29.3M | $35.8M | $37.0M | $38.2M | $39.2M |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Oct 22, 2026 | Sep 30, 2026 |
| 8-K |
Current report
Results of operations
|
Oct 22, 2026 | Oct 22, 2026 |
| 10-Q | Quarterly report | Jul 23, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations
|
Jul 23, 2026 | Jul 23, 2026 |
| 8-K/A |
Amended current report
Officer or director change
|
Jul 1, 2026 | Jan 12, 2026 |
| 8-K |
Current report
Officer or director change
|
Jul 1, 2026 | Jun 26, 2026 |
All 946 AppFolio, Inc. SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.