Key Highlights

● Third-quarter 2026 results are due after trading hours on 22 October.

● Second-quarter Revenue was $281.1 million, up 19%, with units under management at 9.6 million.

● Operating Cash Flow was $87.6 million, or 31.2% of revenue.

● Full-year revenue guidance was raised to $1.117 billion to $1.127 billion.

Results date confirmed

AppFolio (NASDAQ:APPF), the cloud software provider for the property management industry, has fixed the date of its next Earnings report. In a release dated 8 October 2026, the company said it will publish third-quarter 2026 financial results after trading hours on Thursday 22 October, with a conference call at 5:00 p.m. Eastern Time and a live webcast. The release also notes that AppFolio uses its Investor relations website to disclose material non-public information.

The last reported quarter

The most recent reported results are for the second quarter, released on 23 July 2026 and filed with the US Securities and Exchange Commission. Revenue was $281.1 million, up 19% from $235.6 million a year earlier. Units under management reached 9.6 million, up 8% year on year.

Profitability improved. GAAP income from operations was $53.0 million, or 18.8% of revenue, compared with $40.5 million, or 17.2%. Non-GAAP Operating Income was $76.2 million, or 27.1% of revenue, against 26.2% a year earlier. GAAP Net Income was $41.5 million, or $1.17 per diluted share, compared with $0.99. Non-GAAP Diluted Earnings per Share were $1.71, up from $1.38.

Operating cash flow was $87.6 million, or 31.2% of revenue, compared with $52.6 million, or 22.3%, in the prior-year quarter. Chief executive Shane Trigg said the company had crossed $1 billion in revenue on a trailing-twelve-month basis for the first time.

Management's guidance

With the second-quarter report, AppFolio raised its full-year 2026 outlook. It now expects revenue of $1.117 billion to $1.127 billion, non-GAAP Operating Margin of 26.5% to 28.0% of revenue, and roughly 36 million diluted weighted average shares. The third-quarter release will show how far the Business is tracking against those figures.

One measure to follow is whether growth in units under management continues to trail revenue growth.

Metrics ahead of AppFolio's 22 October report

The clearest dated event is the 22 October report. That release tests whether revenue growth holds near the 19% recorded in the second quarter while units under management keep rising at 8%, and any change to the full-year guidance would appear in the same document.

The company's conference call, which follows at 5:00 p.m. Eastern Time, offers management commentary on these points, including Demand and pricing.