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AppFolio (APPF) Reports Q4 Earnings: What Key Metrics Have to Say

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AppFolio (APPF - Free Report) reported $248.19 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 21.9%. EPS of $1.39 for the same period compares to $0.92 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $246.09 million, representing a surprise of +0.86%. The company delivered an EPS surprise of +13.93%, with the consensus EPS estimate being $1.22.

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: $7.87 million compared to the $2.9 million average estimate based on three analysts. The reported number represents a change of +191.5% year over year.
  • Revenue- Value Added Services: $184.61 million compared to the $186.84 million average estimate based on three analysts. The reported number represents a change of +20.4% year over year.
  • Revenue- Core solutions: $55.72 million versus the three-analyst average estimate of $56.01 million. The reported number represents a year-over-year change of +17%.

View all Key Company Metrics for AppFolio here>>>

Shares of AppFolio have returned -6.3% over the past month versus the Zacks S&P 500 composite's +0.8% 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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