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Side-by-side financial comparison of APPFOLIO INC (APPF) and TRIMAS CORP (TRS). Click either name above to swap in a different company.
APPFOLIO INC is the larger business by last-quarter revenue ($262.2M vs $256.5M, roughly 1.0× TRIMAS CORP). TRIMAS CORP runs the higher net margin — 31.9% vs 16.2%, a 15.7% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs 3.8%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs 3.3%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Trimas Corp is a diversified industrial manufacturing enterprise that designs, produces and distributes a wide portfolio of engineered products, including specialized fasteners, aerospace components, custom packaging solutions, and consumer & industrial hardware. It primarily serves aerospace, automotive, construction, consumer goods and industrial sectors, with core operations across North America and selected global markets.
APPF vs TRS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $256.5M |
| Net Profit | $42.4M | $81.7M |
| Gross Margin | — | 12.8% |
| Operating Margin | 19.4% | 5.7% |
| Net Margin | 16.2% | 31.9% |
| Revenue YoY | 20.4% | 3.8% |
| Net Profit YoY | 35.2% | 236.9% |
| EPS (diluted) | $1.18 | $2.03 |
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 | $256.5M | ||
| Q4 25 | $248.2M | $-140.0M | ||
| Q3 25 | $249.4M | $269.3M | ||
| Q2 25 | $235.6M | $274.8M | ||
| Q1 25 | $217.7M | $241.7M | ||
| Q4 24 | $203.7M | $-66.2M | ||
| Q3 24 | $205.7M | $229.4M | ||
| Q2 24 | $197.4M | $240.5M |
| Q1 26 | $42.4M | $81.7M | ||
| Q4 25 | $39.9M | $81.7M | ||
| Q3 25 | $33.6M | $9.3M | ||
| Q2 25 | $36.0M | $16.7M | ||
| Q1 25 | $31.4M | $12.4M | ||
| Q4 24 | $102.7M | $5.6M | ||
| Q3 24 | $33.0M | $2.5M | ||
| Q2 24 | $29.7M | $10.9M |
| Q1 26 | — | 12.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.8% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 15.4% | ||
| Q2 24 | — | 14.4% |
| Q1 26 | 19.4% | 5.7% | ||
| Q4 25 | 17.6% | — | ||
| Q3 25 | 14.1% | 6.2% | ||
| Q2 25 | 17.2% | 9.9% | ||
| Q1 25 | 15.5% | 9.0% | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 20.7% | 3.6% | ||
| Q2 24 | 18.3% | 7.4% |
| Q1 26 | 16.2% | 31.9% | ||
| Q4 25 | 16.1% | -58.4% | ||
| Q3 25 | 13.5% | 3.5% | ||
| Q2 25 | 15.3% | 6.1% | ||
| Q1 25 | 14.4% | 5.1% | ||
| Q4 24 | 50.4% | -8.5% | ||
| Q3 24 | 16.0% | 1.1% | ||
| Q2 24 | 15.0% | 4.5% |
| Q1 26 | $1.18 | $2.03 | ||
| Q4 25 | $1.10 | $2.01 | ||
| Q3 25 | $0.93 | $0.23 | ||
| Q2 25 | $0.99 | $0.41 | ||
| Q1 25 | $0.86 | $0.30 | ||
| Q4 24 | $2.79 | $0.14 | ||
| Q3 24 | $0.90 | $0.06 | ||
| Q2 24 | $0.81 | $0.27 |
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 | $30.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $470.2M | $705.6M |
| Total Assets | $580.6M | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | $30.0M | ||
| Q4 25 | $107.0M | $30.0M | ||
| Q3 25 | $76.1M | $33.6M | ||
| Q2 25 | $73.5M | $30.3M | ||
| Q1 25 | $56.9M | $32.7M | ||
| Q4 24 | $42.5M | $23.1M | ||
| Q3 24 | $62.4M | $26.9M | ||
| Q2 24 | $59.6M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $469.2M | ||
| Q3 25 | — | $407.1M | ||
| Q2 25 | — | $424.5M | ||
| Q1 25 | — | $434.2M | ||
| Q4 24 | — | $398.1M | ||
| Q3 24 | — | $409.9M | ||
| Q2 24 | — | $427.4M |
| Q1 26 | $470.2M | $705.6M | ||
| Q4 25 | $542.6M | $705.6M | ||
| Q3 25 | $498.9M | $725.0M | ||
| Q2 25 | $455.6M | $715.3M | ||
| Q1 25 | $462.1M | $686.6M | ||
| Q4 24 | $519.3M | $667.3M | ||
| Q3 24 | $412.8M | $682.8M | ||
| Q2 24 | $371.4M | $675.9M |
| Q1 26 | $580.6M | $1.5B | ||
| Q4 25 | $689.0M | $1.5B | ||
| Q3 25 | $640.5M | $1.4B | ||
| Q2 25 | $567.4M | $1.4B | ||
| Q1 25 | $564.7M | $1.4B | ||
| Q4 24 | $626.7M | $1.3B | ||
| Q3 24 | $523.3M | $1.4B | ||
| Q2 24 | $479.3M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.63× |
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 | $117.5M |
| Free Cash FlowOCF − Capex | — | $36.8M |
| FCF MarginFCF / Revenue | — | 14.4% |
| Capex IntensityCapex / Revenue | — | 18.9% |
| Cash ConversionOCF / Net Profit | 0.81× | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | — | $109.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | $117.5M | ||
| Q4 25 | $65.0M | $41.5M | ||
| Q3 25 | $86.0M | $36.5M | ||
| Q2 25 | $52.6M | $30.3M | ||
| Q1 25 | $38.5M | $9.2M | ||
| Q4 24 | $36.6M | $27.1M | ||
| Q3 24 | $57.8M | $22.0M | ||
| Q2 24 | $50.9M | $18.4M |
| Q1 26 | — | $36.8M | ||
| Q4 25 | $63.7M | $36.8M | ||
| Q3 25 | $84.7M | $22.8M | ||
| Q2 25 | $52.4M | $13.2M | ||
| Q1 25 | $38.2M | $-3.8M | ||
| Q4 24 | $36.4M | $12.1M | ||
| Q3 24 | $57.4M | $10.2M | ||
| Q2 24 | $50.8M | $7.5M |
| Q1 26 | — | 14.4% | ||
| Q4 25 | 25.7% | -26.3% | ||
| Q3 25 | 34.0% | 8.5% | ||
| Q2 25 | 22.2% | 4.8% | ||
| Q1 25 | 17.6% | -1.6% | ||
| Q4 24 | 17.9% | -18.3% | ||
| Q3 24 | 27.9% | 4.4% | ||
| Q2 24 | 25.8% | 3.1% |
| Q1 26 | — | 18.9% | ||
| Q4 25 | 0.5% | -3.4% | ||
| Q3 25 | 0.5% | 5.1% | ||
| Q2 25 | 0.1% | 6.2% | ||
| Q1 25 | 0.1% | 5.4% | ||
| Q4 24 | 0.1% | -22.6% | ||
| Q3 24 | 0.2% | 5.2% | ||
| Q2 24 | 0.0% | 4.5% |
| Q1 26 | 0.81× | 1.44× | ||
| Q4 25 | 1.63× | 0.51× | ||
| Q3 25 | 2.56× | 3.92× | ||
| Q2 25 | 1.46× | 1.81× | ||
| Q1 25 | 1.23× | 0.74× | ||
| Q4 24 | 0.36× | 4.80× | ||
| Q3 24 | 1.75× | 8.71× | ||
| Q2 24 | 1.71× | 1.68× |
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% |
TRS
Segment breakdown not available.
