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AppFolio (APPF) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2025, AppFolio (APPF - Free Report) reported revenue of $249.35 million, up 21.2% over the same period last year. EPS came in at $1.31, compared to $1.30 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $245.62 million, representing a surprise of +1.52%. The company delivered an EPS surprise of -9.66%, with the consensus EPS estimate being $1.45.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how AppFolio performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Other: $3.51 million versus $3.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +77.5% change.
  • Revenue- Value Added Services: $192.09 million compared to the $187.54 million average estimate based on three analysts. The reported number represents a change of +21.8% year over year.
  • Revenue- Core solutions: $53.75 million versus $54.06 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +16.8% change.

View all Key Company Metrics for AppFolio here>>>

Shares of AppFolio have returned -7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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