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Side-by-side financial comparison of APPFOLIO INC (APPF) and HAEMONETICS CORP (HAE). Click either name above to swap in a different company.
HAEMONETICS CORP is the larger business by last-quarter revenue ($339.0M vs $262.2M, roughly 1.3× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 13.2%, a 3.0% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -2.7%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 0.4%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Haemonetics Corporation is a global provider of blood and plasma supplies and services. The company was founded in Natick, Massachusetts by Dr. Allen (Jack) Latham in the 1970s.
APPF vs HAE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $339.0M |
| Net Profit | $42.4M | $44.7M |
| Gross Margin | — | 59.7% |
| Operating Margin | 19.4% | 19.9% |
| Net Margin | 16.2% | 13.2% |
| Revenue YoY | 20.4% | -2.7% |
| Net Profit YoY | 35.2% | 19.3% |
| EPS (diluted) | $1.18 | $0.95 |
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 | $339.0M | ||
| Q3 25 | $249.4M | $327.3M | ||
| Q2 25 | $235.6M | $321.4M | ||
| Q1 25 | $217.7M | $330.6M | ||
| Q4 24 | $203.7M | $348.5M | ||
| Q3 24 | $205.7M | $345.5M | ||
| Q2 24 | $197.4M | $336.2M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $44.7M | ||
| Q3 25 | $33.6M | $38.7M | ||
| Q2 25 | $36.0M | $34.0M | ||
| Q1 25 | $31.4M | $58.0M | ||
| Q4 24 | $102.7M | $37.5M | ||
| Q3 24 | $33.0M | $33.8M | ||
| Q2 24 | $29.7M | $38.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 59.7% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 59.8% | ||
| Q1 25 | — | 58.4% | ||
| Q4 24 | — | 55.5% | ||
| Q3 24 | — | 54.2% | ||
| Q2 24 | — | 52.0% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 19.9% | ||
| Q3 25 | 14.1% | 17.9% | ||
| Q2 25 | 17.2% | 16.8% | ||
| Q1 25 | 15.5% | 21.6% | ||
| Q4 24 | 11.3% | 16.9% | ||
| Q3 24 | 20.7% | 15.0% | ||
| Q2 24 | 18.3% | 11.8% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 13.2% | ||
| Q3 25 | 13.5% | 11.8% | ||
| Q2 25 | 15.3% | 10.6% | ||
| Q1 25 | 14.4% | 17.5% | ||
| Q4 24 | 50.4% | 10.8% | ||
| Q3 24 | 16.0% | 9.8% | ||
| Q2 24 | 15.0% | 11.4% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.95 | ||
| Q3 25 | $0.93 | $0.81 | ||
| Q2 25 | $0.99 | $0.70 | ||
| Q1 25 | $0.86 | $1.17 | ||
| Q4 24 | $2.79 | $0.74 | ||
| Q3 24 | $0.90 | $0.66 | ||
| Q2 24 | $0.81 | $0.74 |
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 | $363.4M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $470.2M | $911.5M |
| Total Assets | $580.6M | $2.5B |
| Debt / EquityLower = less leverage | — | 1.34× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $363.4M | ||
| Q3 25 | $76.1M | $296.4M | ||
| Q2 25 | $73.5M | $292.9M | ||
| Q1 25 | $56.9M | $306.8M | ||
| Q4 24 | $42.5M | $320.8M | ||
| Q3 24 | $62.4M | $299.3M | ||
| Q2 24 | $59.6M | $344.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $911.5M | ||
| Q3 25 | $498.9M | $849.2M | ||
| Q2 25 | $455.6M | $882.3M | ||
| Q1 25 | $462.1M | $820.8M | ||
| Q4 24 | $519.3M | $906.9M | ||
| Q3 24 | $412.8M | $878.9M | ||
| Q2 24 | $371.4M | $905.4M |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.5B | ||
| Q3 25 | $640.5M | $2.4B | ||
| Q2 25 | $567.4M | $2.5B | ||
| Q1 25 | $564.7M | $2.5B | ||
| Q4 24 | $626.7M | $2.5B | ||
| Q3 24 | $523.3M | $2.5B | ||
| Q2 24 | $479.3M | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | 1.49× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $93.6M |
| Free Cash FlowOCF − Capex | — | $87.2M |
| FCF MarginFCF / Revenue | — | 25.7% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 0.81× | 2.09× |
| TTM Free Cash FlowTrailing 4 quarters | — | $308.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $93.6M | ||
| Q3 25 | $86.0M | $111.3M | ||
| Q2 25 | $52.6M | $17.4M | ||
| Q1 25 | $38.5M | $116.6M | ||
| Q4 24 | $36.6M | $43.8M | ||
| Q3 24 | $57.8M | $48.8M | ||
| Q2 24 | $50.9M | $-27.4M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $87.2M | ||
| Q3 25 | $84.7M | $106.3M | ||
| Q2 25 | $52.4M | $13.6M | ||
| Q1 25 | $38.2M | $100.9M | ||
| Q4 24 | $36.4M | $35.2M | ||
| Q3 24 | $57.4M | $39.4M | ||
| Q2 24 | $50.8M | $-33.1M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 25.7% | ||
| Q3 25 | 34.0% | 32.5% | ||
| Q2 25 | 22.2% | 4.2% | ||
| Q1 25 | 17.6% | 30.5% | ||
| Q4 24 | 17.9% | 10.1% | ||
| Q3 24 | 27.9% | 11.4% | ||
| Q2 24 | 25.8% | -9.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.9% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 0.1% | 1.2% | ||
| Q1 25 | 0.1% | 4.7% | ||
| Q4 24 | 0.1% | 2.5% | ||
| Q3 24 | 0.2% | 2.7% | ||
| Q2 24 | 0.0% | 1.7% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.09× | ||
| Q3 25 | 2.56× | 2.88× | ||
| Q2 25 | 1.46× | 0.51× | ||
| Q1 25 | 1.23× | 2.01× | ||
| Q4 24 | 0.36× | 1.17× | ||
| Q3 24 | 1.75× | 1.44× | ||
| Q2 24 | 1.71× | -0.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
HAE
| Hospital | $143.5M | 42% |
| Plasma Productsand Services | $138.9M | 41% |
| Blood Center Productsand Services | $56.6M | 17% |
