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Side-by-side financial comparison of APPFOLIO INC (APPF) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
POTLATCHDELTIC CORP is the larger business by last-quarter revenue ($314.2M vs $262.2M, roughly 1.2× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 8.2%, a 7.9% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 20.4%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 11.1%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
APPF vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $314.2M |
| Net Profit | $42.4M | $25.9M |
| Gross Margin | — | 18.2% |
| Operating Margin | 19.4% | 11.2% |
| Net Margin | 16.2% | 8.2% |
| Revenue YoY | 20.4% | 23.1% |
| Net Profit YoY | 35.2% | 682.5% |
| EPS (diluted) | $1.18 | $0.33 |
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 | — | ||
| Q3 25 | $249.4M | $314.2M | ||
| Q2 25 | $235.6M | $275.0M | ||
| Q1 25 | $217.7M | $268.3M | ||
| Q4 24 | $203.7M | $258.1M | ||
| Q3 24 | $205.7M | $255.1M | ||
| Q2 24 | $197.4M | $320.7M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $25.9M | ||
| Q2 25 | $36.0M | $7.4M | ||
| Q1 25 | $31.4M | $25.8M | ||
| Q4 24 | $102.7M | $5.2M | ||
| Q3 24 | $33.0M | $3.3M | ||
| Q2 24 | $29.7M | $13.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 18.2% | ||
| Q2 25 | — | 13.0% | ||
| Q1 25 | — | 17.8% | ||
| Q4 24 | — | 13.4% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 11.9% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | — | ||
| Q3 25 | 14.1% | 11.2% | ||
| Q2 25 | 17.2% | 5.0% | ||
| Q1 25 | 15.5% | 10.3% | ||
| Q4 24 | 11.3% | 5.2% | ||
| Q3 24 | 20.7% | 2.8% | ||
| Q2 24 | 18.3% | 5.4% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | 8.2% | ||
| Q2 25 | 15.3% | 2.7% | ||
| Q1 25 | 14.4% | 9.6% | ||
| Q4 24 | 50.4% | 2.0% | ||
| Q3 24 | 16.0% | 1.3% | ||
| Q2 24 | 15.0% | 4.3% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | $0.33 | ||
| Q2 25 | $0.99 | $0.09 | ||
| Q1 25 | $0.86 | $0.33 | ||
| Q4 24 | $2.79 | $0.07 | ||
| Q3 24 | $0.90 | $0.04 | ||
| Q2 24 | $0.81 | $0.17 |
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 | $88.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $1.9B |
| Total Assets | $580.6M | $3.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | $88.8M | ||
| Q2 25 | $73.5M | $95.3M | ||
| Q1 25 | $56.9M | $147.5M | ||
| Q4 24 | $42.5M | $151.6M | ||
| Q3 24 | $62.4M | $161.1M | ||
| Q2 24 | $59.6M | $199.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | — | ||
| Q3 25 | $498.9M | $1.9B | ||
| Q2 25 | $455.6M | $1.9B | ||
| Q1 25 | $462.1M | $2.0B | ||
| Q4 24 | $519.3M | $2.0B | ||
| Q3 24 | $412.8M | $2.1B | ||
| Q2 24 | $371.4M | $2.1B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | — | ||
| Q3 25 | $640.5M | $3.2B | ||
| Q2 25 | $567.4M | $3.2B | ||
| Q1 25 | $564.7M | $3.3B | ||
| Q4 24 | $626.7M | $3.3B | ||
| Q3 24 | $523.3M | $3.3B | ||
| Q2 24 | $479.3M | $3.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.51× | ||
| 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 | $65.7M |
| Free Cash FlowOCF − Capex | — | $50.1M |
| FCF MarginFCF / Revenue | — | 15.9% |
| Capex IntensityCapex / Revenue | — | 4.9% |
| Cash ConversionOCF / Net Profit | 0.81× | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | — | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | — | ||
| Q3 25 | $86.0M | $65.7M | ||
| Q2 25 | $52.6M | $41.0M | ||
| Q1 25 | $38.5M | $49.1M | ||
| Q4 24 | $36.6M | $45.4M | ||
| Q3 24 | $57.8M | $26.5M | ||
| Q2 24 | $50.9M | $100.6M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | $50.1M | ||
| Q2 25 | $52.4M | $30.6M | ||
| Q1 25 | $38.2M | $26.3M | ||
| Q4 24 | $36.4M | $25.4M | ||
| Q3 24 | $57.4M | $-8.2M | ||
| Q2 24 | $50.8M | $72.4M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | 15.9% | ||
| Q2 25 | 22.2% | 11.1% | ||
| Q1 25 | 17.6% | 9.8% | ||
| Q4 24 | 17.9% | 9.9% | ||
| Q3 24 | 27.9% | -3.2% | ||
| Q2 24 | 25.8% | 22.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | 4.9% | ||
| Q2 25 | 0.1% | 3.8% | ||
| Q1 25 | 0.1% | 8.5% | ||
| Q4 24 | 0.1% | 7.7% | ||
| Q3 24 | 0.2% | 13.6% | ||
| Q2 24 | 0.0% | 8.8% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 2.54× | ||
| Q2 25 | 1.46× | 5.58× | ||
| Q1 25 | 1.23× | 1.90× | ||
| Q4 24 | 0.36× | 8.74× | ||
| Q3 24 | 1.75× | 7.99× | ||
| Q2 24 | 1.71× | 7.35× |
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% |
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |
