Earning Analysis
Welcome to our in-depth analysis of Appfolio Inc(APPF) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Appfolio Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-30 | After Hours | 1.45 | 1.31 | -9.66 | 245.39M | 249.35M | +1.61 | +7.94 | +9.24 |
| FY2025Q2 | 2025-07-31 | After Hours | 1.27 | 1.38 | +8.66 | 231.30M | 235.58M | +1.85 | +19.36 | +16.83 |
| FY2025Q1 | 2025-04-24 | After Hours | 1.23 | 1.21 | -1.63 | 220.42M | 217.70M | -1.23 | -18.17 | -11.99 |
| FY2024Q4 | 2025-01-30 | After Hours | 0.94 | 0.92 | -2.13 | 200.00M | 203.66M | +1.83 | -7.76 | -10.66 |
| FY2024Q3 | 2024-10-24 | After Hours | 1.03 | 1.29 | +25.24 | 199.11M | 205.73M | +3.33 | +10.55 | +8.23 |
| FY2024Q2 | 2024-07-25 | - | 0.65 | 0.82 | +26.15 | 190.56M | 197.38M | +3.57 | +0.96 | -13.69 |
| FY2024Q1 | 2024-04-25 | - | 0.59 | 0.68 | +15.25 | 178.69M | 187.43M | +4.89 | +0.35 | +6.58 |
| FY2023Q4 | 2024-01-25 | - | 0.32 | 0.61 | +90.63 | 163.31M | 171.83M | +5.22 | -1.20 | +24.23 |
| FY2023Q3 | 2023-10-26 | - | 0.08 | 0.26 | +225.00 | 157.15M | 165.44M | +5.28 | +0.30 | +4.48 |
| FY2023Q2 | 2023-07-27 | - | -0.27 | -0.53 | -96.30 | 143.76M | 147.08M | +2.31 | -1.23 | -2.11 |
APPF Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Appfolio Inc reported performance for FY2025Q3, announced on 2025-10-30. The company achieved an EPS of 1.31, compared to analyst estimates of 1.45 by -9.66% . Revenue for the quarter reached 249.35M compared to expectations of 245.39M by 1.61% .
The stock price reacted with a 7.94% one-day change and a 9.24% five-day change following the earnings release. These movements reflect market reaction in Appfolio Inc growth trajectory and strategic initiatives.
APPF Earnings Forecast
Looking ahead, Appfolio Inc(APPF) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 246.36M and an EPS of 1.24.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.65%, while EPS estimates have been Revise Downward by -4.34%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.74% . These revisions correlate with a -17.22% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Appfolio Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between APPF's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.65%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-4.34%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.74%
In Past 3 Month
Stock Price
Go Down
-17.22%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:948.90M
--
EPS Estimate-Annual FY 2025:5.14
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Stock Price235.76
APPF Revenue and EPS Performance: A Historical Perspective
Appfolio Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-30,After Hours):
EPS: 1.31 (Actual) vs.1.45 (Estimate) (-9.66%)
Revenue: 249.35M (Actual) vs. 245.39M (Estimate) (1.61%)
Price Reaction: 7.94%(1-Day), 9.24%(5-Day)
FY2025Q2 (2025-07-31,After Hours):
EPS: 1.38 (Actual) vs.1.27 (Estimate) (8.66%)
Revenue: 235.58M (Actual) vs. 231.30M (Estimate) (1.85%)
Price Reaction: 19.36%(1-Day), 16.83%(5-Day)
FY2025Q1 (2025-04-24,After Hours):
EPS: 1.21 (Actual) vs.1.23 (Estimate) (-1.63%)
Revenue: 217.70M (Actual) vs. 220.42M (Estimate) (-1.23%)
Price Reaction: -18.17%(1-Day), -11.99%(5-Day)
Earnings Reaction
The chart below shows how APPF performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APPF sees a +1.35% change in stock price 10 days leading up to the earnings, and a +4.18% change 10 days following the report. On the earnings day itself, the stock moves by +0.48%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 7.94% on the day following the earnings release and then changed by 4.58% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Appfolio Inc (APPF) Q3 2025 Earnings Call Summary
Neutral
2025-10-30
The earnings call presented mixed signals: positive revenue growth and increased guidance for 2025 suggest optimism, but rising costs and margin pressures are concerns. The partnership with Procore is a potential catalyst, yet market pressures and operational challenges pose risks. The Q&A lacked clarity, leaving some analyst concerns unaddressed. Overall, these factors balance out to a neutral sentiment, suggesting minimal stock movement.
Appfolio Inc (APPF) Q1 2025 Earnings Call Summary
Neutral
2025-04-24
The earnings call presents mixed signals. Financial performance shows growth, but guidance is cautious. The acquisition and AI innovation are positives, yet regulatory challenges and supply chain issues pose risks. The share repurchase program is a positive sign, but the non-GAAP operating margin decline and management's reluctance to provide clear guidance suggest uncertainty. Given these factors, along with the absence of market cap data, a neutral sentiment is justified.
Appfolio Inc (APPF) Q1 2025 Earnings Call Summary
Positive
2025-04-24
The earnings call highlights strong revenue growth, positive customer metrics, and strategic initiatives like AI and partnerships. Despite some challenges in operating margins and cash flow, the new $300M share repurchase program and optimistic guidance suggest confidence in future performance. The Q&A reinforces positive sentiment with strategic partnerships and AI adoption, although some concerns about fee reductions remain. Overall, the company's strong financials and strategic direction support a positive outlook, likely resulting in a stock price increase of 2% to 8%.
Appfolio Inc (APPF) Q4 2024 Earnings Call Summary
Positive
2025-01-30
The earnings call reveals strong financial performance with a 28% year-over-year revenue growth and improved operating margins. The acquisition of LiveEasy and new product launches indicate strategic growth. Despite competitive pressures and economic factors, the raised full-year revenue guidance and optimistic 2025 projections suggest confidence in future performance. However, the lack of a share repurchase program and higher costs slightly temper the outlook. Overall, the positive elements outweigh the negatives, leading to a predicted stock price increase in the 2% to 8% range.
AppFolio, Inc. (APPF) Q3 2024 Earnings Call Summary
Positive
2024-10-24
The earnings call summary indicates strong financial performance, with revenue and margins showing significant improvements. The raised guidance for full-year revenue and margins further supports a positive outlook. Despite some risks, such as competitive pressures and leadership transition, the acquisition of LiveEasy and the introduction of new products are likely to drive growth. The Q&A section highlights optimism about growth prospects, although some details were vague. Overall, the positive financial metrics and strategic initiatives suggest a positive stock price movement over the next two weeks.
AppFolio, Inc. (APPF) Q2 2024 Earnings Call Summary
Positive
2024-07-25
The earnings call reveals strong financial performance with significant revenue growth, improved operating margins, and increased free cash flow. The company raised its full-year guidance, indicating confidence in future performance. Product development and market expansion are evident with new product launches and partnerships. Despite some risks, the absence of negative sentiment in the Q&A and the strategic initiatives suggest a positive outlook. The lack of market cap data prevents a more nuanced prediction, but the overall sentiment leans towards a positive stock price movement in the short term.
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FAQ
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