vs
APPFOLIO INC（APPF）与AdvanSix Inc.（ASIX）财务数据对比。点击上方公司名可切换其他公司
AdvanSix Inc.的季度营收约是APPFOLIO INC的1.4倍（$359.9M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs -0.8%，领先17.0%），APPFOLIO INC同比增速更快（20.4% vs 9.4%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 3.4%）
AppFolio Inc.是一家2006年成立的美国企业，专注服务房地产行业，为客户提供软件即服务（SaaS）类应用产品及相关配套服务，助力房地产相关经营主体优化管理流程、提升运营效率。
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
APPF vs ASIX — 直观对比
营收规模更大
ASIX
是对方的1.4倍
$262.2M
营收增速更快
APPF
高出11.1%
9.4%
净利率更高
APPF
高出17.0%
-0.8%
两年增速更快
APPF
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $359.9M |
| 净利润 | $42.4M | $-2.8M |
| 毛利率 | — | 7.6% |
| 营业利润率 | 19.4% | -0.7% |
| 净利率 | 16.2% | -0.8% |
| 营收同比 | 20.4% | 9.4% |
| 净利润同比 | 35.2% | -892.9% |
| 每股收益（稀释后） | $1.18 | $-0.11 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APPFASIX
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $359.9M | ||
| Q3 25 | $249.4M | $374.5M | ||
| Q2 25 | $235.6M | $410.0M | ||
| Q1 25 | $217.7M | $377.8M | ||
| Q4 24 | $203.7M | $329.1M | ||
| Q3 24 | $205.7M | $398.2M | ||
| Q2 24 | $197.4M | $453.5M |
净利润APPFASIX
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-2.8M | ||
| Q3 25 | $33.6M | $-2.6M | ||
| Q2 25 | $36.0M | $31.4M | ||
| Q1 25 | $31.4M | $23.3M | ||
| Q4 24 | $102.7M | $352.0K | ||
| Q3 24 | $33.0M | $22.3M | ||
| Q2 24 | $29.7M | $38.9M |
毛利率APPFASIX
| Q1 26 | — | — | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 17.9% |
营业利润率APPFASIX
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -0.7% | ||
| Q3 25 | 14.1% | -0.9% | ||
| Q2 25 | 17.2% | 7.7% | ||
| Q1 25 | 15.5% | 7.7% | ||
| Q4 24 | 11.3% | -3.9% | ||
| Q3 24 | 20.7% | 7.5% | ||
| Q2 24 | 18.3% | 11.5% |
净利率APPFASIX
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -0.8% | ||
| Q3 25 | 13.5% | -0.7% | ||
| Q2 25 | 15.3% | 7.7% | ||
| Q1 25 | 14.4% | 6.2% | ||
| Q4 24 | 50.4% | 0.1% | ||
| Q3 24 | 16.0% | 5.6% | ||
| Q2 24 | 15.0% | 8.6% |
每股收益（稀释后）APPFASIX
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.11 | ||
| Q3 25 | $0.93 | $-0.10 | ||
| Q2 25 | $0.99 | $1.15 | ||
| Q1 25 | $0.86 | $0.86 | ||
| Q4 24 | $2.79 | $0.02 | ||
| Q3 24 | $0.90 | $0.82 | ||
| Q2 24 | $0.81 | $1.43 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $147.4M | $19.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $815.2M |
| 总资产 | $580.6M | $1.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资APPFASIX
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $19.8M | ||
| Q3 25 | $76.1M | $23.7M | ||
| Q2 25 | $73.5M | $18.4M | ||
| Q1 25 | $56.9M | $8.3M | ||
| Q4 24 | $42.5M | $19.6M | ||
| Q3 24 | $62.4M | $17.3M | ||
| Q2 24 | $59.6M | $12.1M |
股东权益APPFASIX
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $815.2M | ||
| Q3 25 | $498.9M | $818.2M | ||
| Q2 25 | $455.6M | $823.7M | ||
| Q1 25 | $462.1M | $794.4M | ||
| Q4 24 | $519.3M | $774.6M | ||
| Q3 24 | $412.8M | $766.4M | ||
| Q2 24 | $371.4M | $746.6M |
总资产APPFASIX
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.7B | ||
| Q3 25 | $640.5M | $1.7B | ||
| Q2 25 | $567.4M | $1.6B | ||
| Q1 25 | $564.7M | $1.6B | ||
| Q4 24 | $626.7M | $1.6B | ||
| Q3 24 | $523.3M | $1.5B | ||
| Q2 24 | $479.3M | $1.5B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $34.3M | $63.7M |
| 自由现金流经营现金流 - 资本支出 | — | $36.1M |
| 自由现金流率自由现金流/营收 | — | 10.0% |
| 资本支出强度资本支出/营收 | — | 7.7% |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | — | $6.4M |
8季度趋势，按日历期对齐
经营现金流APPFASIX
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $63.7M | ||
| Q3 25 | $86.0M | $26.6M | ||
| Q2 25 | $52.6M | $21.1M | ||
| Q1 25 | $38.5M | $11.4M | ||
| Q4 24 | $36.6M | $64.2M | ||
| Q3 24 | $57.8M | $57.3M | ||
| Q2 24 | $50.9M | $50.2M |
自由现金流APPFASIX
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $36.1M | ||
| Q3 25 | $84.7M | $66.0K | ||
| Q2 25 | $52.4M | $-7.2M | ||
| Q1 25 | $38.2M | $-22.6M | ||
| Q4 24 | $36.4M | $29.8M | ||
| Q3 24 | $57.4M | $26.8M | ||
| Q2 24 | $50.8M | $16.7M |
自由现金流率APPFASIX
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 10.0% | ||
| Q3 25 | 34.0% | 0.0% | ||
| Q2 25 | 22.2% | -1.7% | ||
| Q1 25 | 17.6% | -6.0% | ||
| Q4 24 | 17.9% | 9.1% | ||
| Q3 24 | 27.9% | 6.7% | ||
| Q2 24 | 25.8% | 3.7% |
资本支出强度APPFASIX
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 7.7% | ||
| Q3 25 | 0.5% | 7.1% | ||
| Q2 25 | 0.1% | 6.9% | ||
| Q1 25 | 0.1% | 9.0% | ||
| Q4 24 | 0.1% | 10.4% | ||
| Q3 24 | 0.2% | 7.7% | ||
| Q2 24 | 0.0% | 7.4% |
现金转化率APPFASIX
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | 0.67× | ||
| Q1 25 | 1.23× | 0.49× | ||
| Q4 24 | 0.36× | 182.29× | ||
| Q3 24 | 1.75× | 2.57× | ||
| Q2 24 | 1.71× | 1.29× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
