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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 2026, AppFolio (APPF - Free Report) reported revenue of $295.69 million, up 18.6% over the same period last year. EPS came in at $1.82, compared to $1.31 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $294.31 million, representing a surprise of +0.47%. The company delivered an EPS surprise of +2.25%, with the consensus EPS estimate being $1.78.

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: $2.22 million versus the two-analyst average estimate of $1.93 million. The reported number represents a year-over-year change of -36.8%.
  • Revenue- Value Added Services: $231.95 million versus the two-analyst average estimate of $230.99 million. The reported number represents a year-over-year change of +20.8%.
  • Revenue- Subscription Services: $61.53 million versus the two-analyst average estimate of $62.4 million. The reported number represents a year-over-year change of +14.5%.

View all Key Company Metrics for AppFolio here>>>

Shares of AppFolio have returned +3.4% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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