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APPFOLIO INC（APPF）与ASTEC INDUSTRIES INC（ASTE）财务数据对比。点击上方公司名可切换其他公司
ASTEC INDUSTRIES INC的季度营收约是APPFOLIO INC的1.5倍（$396.3M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 0.3%，领先15.9%），APPFOLIO INC同比增速更快（20.4% vs 20.3%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 7.1%）
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。
ASTEC是一家国际电子企业，原总部设于香港，主营电源供应装置与电力转换硬件产品，是全球计算机系统电源的主要供应商之一，曾一度是全球规模最大的电源生产商。
APPF vs ASTE — 直观对比
营收规模更大
ASTE
是对方的1.5倍
$262.2M
营收增速更快
APPF
高出0.1%
20.3%
净利率更高
APPF
高出15.9%
0.3%
两年增速更快
APPF
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $396.3M |
| 净利润 | $42.4M | $1.3M |
| 毛利率 | — | 25.0% |
| 营业利润率 | 19.4% | 2.3% |
| 净利率 | 16.2% | 0.3% |
| 营收同比 | 20.4% | 20.3% |
| 净利润同比 | 35.2% | — |
| 每股收益（稀释后） | $1.18 | $0.06 |
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APPFASTE
| Q1 26 | $262.2M | $396.3M | ||
| Q4 25 | $248.2M | $400.6M | ||
| Q3 25 | $249.4M | $350.1M | ||
| Q2 25 | $235.6M | $330.3M | ||
| Q1 25 | $217.7M | $329.4M | ||
| Q4 24 | $203.7M | $359.0M | ||
| Q3 24 | $205.7M | $291.4M | ||
| Q2 24 | $197.4M | $345.5M |
净利润APPFASTE
| Q1 26 | $42.4M | $1.3M | ||
| Q4 25 | $39.9M | $12.0M | ||
| Q3 25 | $33.6M | $-4.2M | ||
| Q2 25 | $36.0M | $16.7M | ||
| Q1 25 | $31.4M | $14.3M | ||
| Q4 24 | $102.7M | $21.1M | ||
| Q3 24 | $33.0M | $-6.2M | ||
| Q2 24 | $29.7M | $-14.0M |
毛利率APPFASTE
| Q1 26 | — | 25.0% | ||
| Q4 25 | — | 27.3% | ||
| Q3 25 | — | 24.1% | ||
| Q2 25 | — | 26.7% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 23.5% |
营业利润率APPFASTE
| Q1 26 | 19.4% | 2.3% | ||
| Q4 25 | 17.6% | 5.7% | ||
| Q3 25 | 14.1% | 0.3% | ||
| Q2 25 | 17.2% | 6.5% | ||
| Q1 25 | 15.5% | 6.2% | ||
| Q4 24 | 11.3% | 9.7% | ||
| Q3 24 | 20.7% | -2.5% | ||
| Q2 24 | 18.3% | -3.1% |
净利率APPFASTE
| Q1 26 | 16.2% | 0.3% | ||
| Q4 25 | 16.1% | 3.0% | ||
| Q3 25 | 13.5% | -1.2% | ||
| Q2 25 | 15.3% | 5.1% | ||
| Q1 25 | 14.4% | 4.3% | ||
| Q4 24 | 50.4% | 5.9% | ||
| Q3 24 | 16.0% | -2.1% | ||
| Q2 24 | 15.0% | -4.1% |
每股收益（稀释后）APPFASTE
| Q1 26 | $1.18 | $0.06 | ||
| Q4 25 | $1.10 | $0.52 | ||
| Q3 25 | $0.93 | $-0.18 | ||
| Q2 25 | $0.99 | $0.72 | ||
| Q1 25 | $0.86 | $0.62 | ||
| Q4 24 | $2.79 | $0.92 | ||
| Q3 24 | $0.90 | $-0.27 | ||
| Q2 24 | $0.81 | $-0.61 |
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 | — |
| 总债务越低越好 | — | $365.5M |
| 股东权益账面价值 | $470.2M | $678.1M |
| 总资产 | $580.6M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资APPFASTE
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $74.1M | ||
| Q3 25 | $76.1M | $71.8M | ||
| Q2 25 | $73.5M | $91.6M | ||
| Q1 25 | $56.9M | $95.4M | ||
| Q4 24 | $42.5M | $93.8M | ||
| Q3 24 | $62.4M | $58.9M | ||
| Q2 24 | $59.6M | $68.4M |
总债务APPFASTE
| Q1 26 | — | $365.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APPFASTE
| Q1 26 | $470.2M | $678.1M | ||
| Q4 25 | $542.6M | $681.7M | ||
| Q3 25 | $498.9M | $668.9M | ||
| Q2 25 | $455.6M | $674.9M | ||
| Q1 25 | $462.1M | $653.2M | ||
| Q4 24 | $519.3M | $637.8M | ||
| Q3 24 | $412.8M | $631.4M | ||
| Q2 24 | $371.4M | $633.3M |
总资产APPFASTE
| Q1 26 | $580.6M | $1.4B | ||
| Q4 25 | $689.0M | $1.4B | ||
| Q3 25 | $640.5M | $1.3B | ||
| Q2 25 | $567.4M | $1.1B | ||
| Q1 25 | $564.7M | $1.1B | ||
| Q4 24 | $626.7M | $1.0B | ||
| Q3 24 | $523.3M | $1.1B | ||
| Q2 24 | $479.3M | $1.1B |
负债/权益比APPFASTE
| Q1 26 | — | 0.54× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $20.7M |
| 自由现金流经营现金流 - 资本支出 | — | $32.6M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.81× | 15.92× |
| 过去12个月自由现金流最近4个季度 | — | $36.7M |
8季度趋势，按日历期对齐
经营现金流APPFASTE
| Q1 26 | $34.3M | $20.7M | ||
| Q4 25 | $65.0M | $36.1M | ||
| Q3 25 | $86.0M | $-8.1M | ||
| Q2 25 | $52.6M | $12.9M | ||
| Q1 25 | $38.5M | $20.5M | ||
| Q4 24 | $36.6M | $36.6M | ||
| Q3 24 | $57.8M | $22.5M | ||
| Q2 24 | $50.9M | $10.9M |
自由现金流APPFASTE
| Q1 26 | — | $32.6M | ||
| Q4 25 | $63.7M | $7.4M | ||
| Q3 25 | $84.7M | $-12.3M | ||
| Q2 25 | $52.4M | $9.0M | ||
| Q1 25 | $38.2M | $16.6M | ||
| Q4 24 | $36.4M | $32.1M | ||
| Q3 24 | $57.4M | $19.9M | ||
| Q2 24 | $50.8M | $3.3M |
自由现金流率APPFASTE
| Q1 26 | — | 8.2% | ||
| Q4 25 | 25.7% | 1.8% | ||
| Q3 25 | 34.0% | -3.5% | ||
| Q2 25 | 22.2% | 2.7% | ||
| Q1 25 | 17.6% | 5.0% | ||
| Q4 24 | 17.9% | 8.9% | ||
| Q3 24 | 27.9% | 6.8% | ||
| Q2 24 | 25.8% | 1.0% |
资本支出强度APPFASTE
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 7.2% | ||
| Q3 25 | 0.5% | 1.2% | ||
| Q2 25 | 0.1% | 1.2% | ||
| Q1 25 | 0.1% | 1.2% | ||
| Q4 24 | 0.1% | 1.3% | ||
| Q3 24 | 0.2% | 0.9% | ||
| Q2 24 | 0.0% | 2.2% |
现金转化率APPFASTE
| Q1 26 | 0.81× | 15.92× | ||
| Q4 25 | 1.63× | 3.01× | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | 0.77× | ||
| Q1 25 | 1.23× | 1.43× | ||
| Q4 24 | 0.36× | 1.73× | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | — |
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% |
ASTE
| Infrastructure Solutions | $237.0M | 60% |
| Materials Solutions | $159.3M | 40% |
