earnings
confidence high
sentiment positive
materiality 0.75
AppFolio Q4 revenue up 22% YoY to $248M; units grow 8% to 9.4M
APPFOLIO INC
2025-FY EPS reported
$3.88
revenue$950,822,000
- GAAP operating income $44M (17.6% of rev) vs $23M (11.3%) in Q4 2024.
- Non-GAAP operating margin 24.9% of revenue, up from 20.2% a year ago.
- FY2025 revenue $951M (+20% YoY); net cash from ops $242M (+29% YoY).
- FY2026 revenue guidance $1.10B-$1.12B; non-GAAP op margin 25.5%-27.5%.
- Total units under management 9.4M at year-end, up 8% YoY.