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Appfolio (APPF) guidance history: what it guided and what it reported

Appfolio gave guidance in 11 earnings releases on file since Jan 25, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.4% against the guided midpoint. Its releases raised guidance once and lowered it once.

Revenue

Appfolio Revenue: last guidance vs reportedAppfolio Revenue: last guidance vs reportedguided rangereported (above / within / below)FY2024$794MFY2025$951MFY2026

Met or beat 2 of 2 periods (1 above, 1 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY2026$1.1B–$1.1B (Jan 29, 2026) → raised $1.1B–$1.1B (Apr 23, 2026) → raised $1.1B–$1.1B (Jul 23, 2026) → raised $1.1B–$1.1B (Oct 22, 2026)—to be reported—
FY2025$920M–$940M (Jan 30, 2025) → reaffirmed $920M–$940M (Apr 24, 2025) → raised $935M–$945M (Jul 31, 2025) → raised $945M–$950M (Oct 30, 2025)$951Mwithin the range+0.3%
FY2024$755M–$765M (Jan 25, 2024) → raised $766M–$774M (Apr 25, 2024) → raised $772M–$778M (Jul 25, 2024)$794Mabove the range+2.5%

The latest quarter

Appfolio, Q3 2026: revenue $296M (+19% year over year), operating margin 19.4%, net earnings $46.0M, operating cash flow $96.8M. The chart follows the revenue to costs, profit and cash.

Questions

Does Appfolio beat its guidance?

Appfolio gave guidance in 11 earnings releases on file since Jan 25, 2024. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +1.4% against the guided midpoint.

How often does Appfolio raise guidance?

Its earnings releases raised guidance once and lowered it once since Jan 25, 2024.

Latest guidance and outlook →

Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.