vs
Side-by-side financial comparison of APPFOLIO INC (APPF) and EXPRO GROUP HOLDINGS N.V. (XPRO). Click either name above to swap in a different company.
EXPRO GROUP HOLDINGS N.V. is the larger business by last-quarter revenue ($382.1M vs $262.2M, roughly 1.5× APPFOLIO INC). APPFOLIO INC runs the higher net margin — 16.2% vs 1.5%, a 14.7% gap on every dollar of revenue. On growth, APPFOLIO INC posted the faster year-over-year revenue change (20.4% vs -12.5%). Over the past eight quarters, APPFOLIO INC's revenue compounded faster (15.3% CAGR vs -0.2%).
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Expro is an energy services provider headquartered in Houston, Texas, United States.
APPF vs XPRO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $262.2M | $382.1M |
| Net Profit | $42.4M | $5.8M |
| Gross Margin | — | — |
| Operating Margin | 19.4% | 3.1% |
| Net Margin | 16.2% | 1.5% |
| Revenue YoY | 20.4% | -12.5% |
| Net Profit YoY | 35.2% | -74.9% |
| EPS (diluted) | $1.18 | $0.05 |
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 | $382.1M | ||
| Q3 25 | $249.4M | $411.4M | ||
| Q2 25 | $235.6M | $422.7M | ||
| Q1 25 | $217.7M | $390.9M | ||
| Q4 24 | $203.7M | $436.8M | ||
| Q3 24 | $205.7M | $422.8M | ||
| Q2 24 | $197.4M | $469.6M |
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $5.8M | ||
| Q3 25 | $33.6M | $14.0M | ||
| Q2 25 | $36.0M | $18.0M | ||
| Q1 25 | $31.4M | $13.9M | ||
| Q4 24 | $102.7M | $23.0M | ||
| Q3 24 | $33.0M | $16.3M | ||
| Q2 24 | $29.7M | $15.3M |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 3.1% | ||
| Q3 25 | 14.1% | 6.4% | ||
| Q2 25 | 17.2% | 7.7% | ||
| Q1 25 | 15.5% | 2.6% | ||
| Q4 24 | 11.3% | 7.3% | ||
| Q3 24 | 20.7% | 6.2% | ||
| Q2 24 | 18.3% | 5.9% |
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 1.5% | ||
| Q3 25 | 13.5% | 3.4% | ||
| Q2 25 | 15.3% | 4.3% | ||
| Q1 25 | 14.4% | 3.6% | ||
| Q4 24 | 50.4% | 5.3% | ||
| Q3 24 | 16.0% | 3.8% | ||
| Q2 24 | 15.0% | 3.3% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.05 | ||
| Q3 25 | $0.93 | $0.12 | ||
| Q2 25 | $0.99 | $0.16 | ||
| Q1 25 | $0.86 | $0.12 | ||
| Q4 24 | $2.79 | $0.20 | ||
| Q3 24 | $0.90 | $0.14 | ||
| Q2 24 | $0.81 | $0.13 |
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 | $196.1M |
| Total DebtLower is stronger | — | $79.1M |
| Stockholders' EquityBook value | $470.2M | $1.5B |
| Total Assets | $580.6M | $2.3B |
| Debt / EquityLower = less leverage | — | 0.05× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $196.1M | ||
| Q3 25 | $76.1M | $197.9M | ||
| Q2 25 | $73.5M | $206.8M | ||
| Q1 25 | $56.9M | $179.3M | ||
| Q4 24 | $42.5M | $183.0M | ||
| Q3 24 | $62.4M | $165.7M | ||
| Q2 24 | $59.6M | $133.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $79.1M | ||
| Q3 25 | — | $99.1M | ||
| Q2 25 | — | $121.1M | ||
| Q1 25 | — | $121.1M | ||
| Q4 24 | — | $121.1M | ||
| Q3 24 | — | $121.1M | ||
| Q2 24 | — | $121.1M |
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.5B | ||
| Q3 25 | $498.9M | $1.5B | ||
| Q2 25 | $455.6M | $1.5B | ||
| Q1 25 | $462.1M | $1.5B | ||
| Q4 24 | $519.3M | $1.5B | ||
| Q3 24 | $412.8M | $1.5B | ||
| Q2 24 | $371.4M | $1.5B |
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.3B | ||
| Q3 25 | $640.5M | $2.3B | ||
| Q2 25 | $567.4M | $2.3B | ||
| Q1 25 | $564.7M | $2.3B | ||
| Q4 24 | $626.7M | $2.3B | ||
| Q3 24 | $523.3M | $2.3B | ||
| Q2 24 | $479.3M | $2.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.08× | ||
| Q1 25 | — | 0.08× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× | ||
| Q2 24 | — | 0.08× |
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 | $57.1M |
| Free Cash FlowOCF − Capex | — | $23.2M |
| FCF MarginFCF / Revenue | — | 6.1% |
| Capex IntensityCapex / Revenue | — | 8.9% |
| Cash ConversionOCF / Net Profit | 0.81× | 9.89× |
| TTM Free Cash FlowTrailing 4 quarters | — | $97.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $57.1M | ||
| Q3 25 | $86.0M | $63.2M | ||
| Q2 25 | $52.6M | $48.4M | ||
| Q1 25 | $38.5M | $41.5M | ||
| Q4 24 | $36.6M | $97.4M | ||
| Q3 24 | $57.8M | $55.3M | ||
| Q2 24 | $50.9M | $-13.2M |
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $23.2M | ||
| Q3 25 | $84.7M | $39.0M | ||
| Q2 25 | $52.4M | $27.2M | ||
| Q1 25 | $38.2M | $8.4M | ||
| Q4 24 | $36.4M | $53.0M | ||
| Q3 24 | $57.4M | $23.3M | ||
| Q2 24 | $50.8M | $-49.5M |
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 6.1% | ||
| Q3 25 | 34.0% | 9.5% | ||
| Q2 25 | 22.2% | 6.4% | ||
| Q1 25 | 17.6% | 2.1% | ||
| Q4 24 | 17.9% | 12.1% | ||
| Q3 24 | 27.9% | 5.5% | ||
| Q2 24 | 25.8% | -10.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 8.9% | ||
| Q3 25 | 0.5% | 5.9% | ||
| Q2 25 | 0.1% | 5.0% | ||
| Q1 25 | 0.1% | 8.5% | ||
| Q4 24 | 0.1% | 10.2% | ||
| Q3 24 | 0.2% | 7.6% | ||
| Q2 24 | 0.0% | 7.7% |
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 9.89× | ||
| Q3 25 | 2.56× | 4.52× | ||
| Q2 25 | 1.46× | 2.69× | ||
| Q1 25 | 1.23× | 2.98× | ||
| Q4 24 | 0.36× | 4.23× | ||
| Q3 24 | 1.75× | 3.40× | ||
| Q2 24 | 1.71× | -0.86× |
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% |
XPRO
| NLA | $130.3M | 34% |
| ESSA | $116.3M | 30% |
| MENA | $93.0M | 24% |
| Other | $42.5M | 11% |
