AppFolio Q1 revenue $262M (+20% YoY); GAAP operating income up 50%; raises FY2026 guidance

APPFOLIO INC

2026-Q1 EPS reported $1.18 revenue$262,214,000

Revenue grew 20% YoY to $262M; GAAP operating income rose 50% to $51M (19.4% margin).
Non-GAAP operating income increased 35% to $72M (27.3% margin).
FY2026 revenue guidance raised to $1.110–$1.125B; non-GAAP operating margin 26–28%.
Repurchased 703,000 shares for $125M during Q1.
Total units under management reached 9.5M, up 8% YoY.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

APPFOLIO INC reported first quarter ended March 31, 2026 results: revenue $262 million. Guidance raised.

Period: first quarter ended March 31, 2026
Revenue: $262 million
Guidance: raised
Result: reported results

Exact text from the filing

Our ability to expand both customer value and financial performance continues to grow." Financial Highlights for First Quarter of 2026 • Revenue grew 20% year-over-year to $262 million. • Total units under management grew 8% year-over-year to 9.5 million. • GAAP operating income grew 50% to $51 million, or 19.4% of revenue, compared to $34 million, or 15.5% of

View on SEC.gov

1341 earnings releases filed in the last 30 days. Browse all earnings releases →

APPFOLIO INC filing history →

Source: SEC EDGAR

accession 0001433195-26-000021

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.