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Side-by-side financial comparison of APPFOLIO INC (APPF) and GLOBAL INDUSTRIAL Co (GIC). Click either name above to swap in a different company.
GLOBAL INDUSTRIAL Co is the larger business by last-quarter revenue ($345.6M vs $262.2M, roughly 1.3× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 4.2%, a 12.0% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 14.3%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 3.4%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Global Industrial Company is a Port Washington, New York–based company providing industrial and MRO products through a system of branded e-Commerce websites and relationship marketers in North America. The primary brand is Global Industrial.
APPF vs GIC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $345.6M |
| Net Profit | $42.4M | $14.6M |
| Gross Margin | — | 34.5% |
| Operating Margin | 19.4% | 5.7% |
| Net Margin | 16.2% | 4.2% |
| Revenue YoY | 20.4% | 14.3% |
| Net Profit YoY | 35.2% | 36.4% |
| EPS (diluted) | $1.18 | $0.37 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $345.6M | ||
| Q3 25 | $249.4M | $353.6M | ||
| Q2 25 | $235.6M | $358.9M | ||
| Q1 25 | $217.7M | $321.0M | ||
| Q4 24 | $203.7M | $302.3M | ||
| Q3 24 | $205.7M | $342.4M | ||
| Q2 24 | $197.4M | $347.8M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $14.6M | ||
| Q3 25 | $33.6M | $18.8M | ||
| Q2 25 | $36.0M | $25.1M | ||
| Q1 25 | $31.4M | $13.6M | ||
| Q4 24 | $102.7M | $10.7M | ||
| Q3 24 | $33.0M | $16.8M | ||
| Q2 24 | $29.7M | $20.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | 34.5% | ||
| Q3 25 | — | 35.6% | ||
| Q2 25 | — | 37.1% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 34.0% | ||
| Q2 24 | — | 35.2% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 5.7% | ||
| Q3 25 | 14.1% | 7.4% | ||
| Q2 25 | 17.2% | 9.3% | ||
| Q1 25 | 15.5% | 5.7% | ||
| Q4 24 | 11.3% | 4.8% | ||
| Q3 24 | 20.7% | 6.5% | ||
| Q2 24 | 18.3% | 7.6% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 4.2% | ||
| Q3 25 | 13.5% | 5.3% | ||
| Q2 25 | 15.3% | 7.0% | ||
| Q1 25 | 14.4% | 4.2% | ||
| Q4 24 | 50.4% | 3.5% | ||
| Q3 24 | 16.0% | 4.9% | ||
| Q2 24 | 15.0% | 5.8% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.37 | ||
| Q3 25 | $0.93 | $0.48 | ||
| Q2 25 | $0.99 | $0.65 | ||
| Q1 25 | $0.86 | $0.35 | ||
| Q4 24 | $2.79 | $0.28 | ||
| Q3 24 | $0.90 | $0.44 | ||
| Q2 24 | $0.81 | $0.52 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $147.4M | $67.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $313.2M |
| Total Assets | $580.6M | $580.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $67.5M | ||
| Q3 25 | $76.1M | $67.2M | ||
| Q2 25 | $73.5M | $55.1M | ||
| Q1 25 | $56.9M | $39.0M | ||
| Q4 24 | $42.5M | $44.6M | ||
| Q3 24 | $62.4M | $38.9M | ||
| Q2 24 | $59.6M | $38.8M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $313.2M | ||
| Q3 25 | $498.9M | $316.0M | ||
| Q2 25 | $455.6M | $305.2M | ||
| Q1 25 | $462.1M | $287.9M | ||
| Q4 24 | $519.3M | $281.1M | ||
| Q3 24 | $412.8M | $279.2M | ||
| Q2 24 | $371.4M | $270.4M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $580.8M | ||
| Q3 25 | $640.5M | $602.5M | ||
| Q2 25 | $567.4M | $586.5M | ||
| Q1 25 | $564.7M | $536.7M | ||
| Q4 24 | $626.7M | $520.7M | ||
| Q3 24 | $523.3M | $531.6M | ||
| Q2 24 | $479.3M | $542.5M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $34.3M | $20.0M |
| Free Cash FlowOCF − Capex | — | $19.2M |
| FCF MarginFCF / Revenue | — | 5.6% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | 0.81× | 1.37× |
| TTM Free Cash FlowTrailing 4 quarters | — | $74.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $20.0M | ||
| Q3 25 | $86.0M | $22.7M | ||
| Q2 25 | $52.6M | $31.7M | ||
| Q1 25 | $38.5M | $3.4M | ||
| Q4 24 | $36.6M | $15.9M | ||
| Q3 24 | $57.8M | $9.6M | ||
| Q2 24 | $50.9M | $18.8M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $19.2M | ||
| Q3 25 | $84.7M | $22.0M | ||
| Q2 25 | $52.4M | $30.3M | ||
| Q1 25 | $38.2M | $3.2M | ||
| Q4 24 | $36.4M | $15.2M | ||
| Q3 24 | $57.4M | $8.7M | ||
| Q2 24 | $50.8M | $17.9M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 5.6% | ||
| Q3 25 | 34.0% | 6.2% | ||
| Q2 25 | 22.2% | 8.4% | ||
| Q1 25 | 17.6% | 1.0% | ||
| Q4 24 | 17.9% | 5.0% | ||
| Q3 24 | 27.9% | 2.5% | ||
| Q2 24 | 25.8% | 5.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.2% | ||
| Q3 25 | 0.5% | 0.2% | ||
| Q2 25 | 0.1% | 0.4% | ||
| Q1 25 | 0.1% | 0.1% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.0% | 0.3% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.37× | ||
| Q3 25 | 2.56× | 1.21× | ||
| Q2 25 | 1.46× | 1.26× | ||
| Q1 25 | 1.23× | 0.25× | ||
| Q4 24 | 0.36× | 1.49× | ||
| Q3 24 | 1.75× | 0.57× | ||
| Q2 24 | 1.71× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APPF
| Value Added Services | $164.7M | 63% |
| Subscription Services | $58.2M | 22% |
| Other | $39.3M | 15% |
GIC
Segment breakdown not available.
