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APPFOLIO INC（APPF）与GULFPORT ENERGY CORP（GPOR）财务数据对比。点击上方公司名可切换其他公司
GULFPORT ENERGY CORP的季度营收约是APPFOLIO INC的1.5倍（$398.2M vs $262.2M），GULFPORT ENERGY CORP净利率更高（33.3% vs 16.2%，领先17.1%），GULFPORT ENERGY CORP同比增速更快（66.0% vs 20.4%），过去两年GULFPORT ENERGY CORP的营收复合增速更高（18.6% vs 15.3%）
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。
Gulfport Energy Corp是一家总部位于美国的独立油气勘探生产企业，核心运营区域覆盖俄亥俄州尤蒂卡页岩区、俄克拉荷马州SCOOP产区，主要生产天然气、原油及天然气液，供应北美工业、公用事业及商业终端市场。
APPF vs GPOR — 直观对比
营收规模更大
GPOR
是对方的1.5倍
$262.2M
营收增速更快
GPOR
高出45.6%
20.4%
净利率更高
GPOR
高出17.1%
16.2%
两年增速更快
GPOR
近两年复合增速
15.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $398.2M |
| 净利润 | $42.4M | $132.4M |
| 毛利率 | — | 76.6% |
| 营业利润率 | 19.4% | 44.9% |
| 净利率 | 16.2% | 33.3% |
| 营收同比 | 20.4% | 66.0% |
| 净利润同比 | 35.2% | 148.5% |
| 每股收益（稀释后） | $1.18 | $7.98 |
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APPFGPOR
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $398.2M | ||
| Q3 25 | $249.4M | $379.7M | ||
| Q2 25 | $235.6M | $447.6M | ||
| Q1 25 | $217.7M | $197.0M | ||
| Q4 24 | $203.7M | $239.9M | ||
| Q3 24 | $205.7M | $253.9M | ||
| Q2 24 | $197.4M | $181.1M |
净利润APPFGPOR
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $132.4M | ||
| Q3 25 | $33.6M | $111.4M | ||
| Q2 25 | $36.0M | $184.5M | ||
| Q1 25 | $31.4M | $-464.0K | ||
| Q4 24 | $102.7M | $-273.2M | ||
| Q3 24 | $33.0M | $-14.0M | ||
| Q2 24 | $29.7M | $-26.2M |
毛利率APPFGPOR
| Q1 26 | — | — | ||
| Q4 25 | — | 76.6% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 80.7% | ||
| Q1 25 | — | 57.9% | ||
| Q4 24 | — | 63.2% | ||
| Q3 24 | — | 64.6% | ||
| Q2 24 | — | 52.2% |
营业利润率APPFGPOR
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 44.9% | ||
| Q3 25 | 14.1% | 41.9% | ||
| Q2 25 | 17.2% | 56.0% | ||
| Q1 25 | 15.5% | 6.1% | ||
| Q4 24 | 11.3% | -131.3% | ||
| Q3 24 | 20.7% | 5.7% | ||
| Q2 24 | 18.3% | -10.0% |
净利率APPFGPOR
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 33.3% | ||
| Q3 25 | 13.5% | 29.3% | ||
| Q2 25 | 15.3% | 41.2% | ||
| Q1 25 | 14.4% | -0.2% | ||
| Q4 24 | 50.4% | -113.9% | ||
| Q3 24 | 16.0% | -5.5% | ||
| Q2 24 | 15.0% | -14.5% |
每股收益（稀释后）APPFGPOR
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $7.98 | ||
| Q3 25 | $0.93 | $4.45 | ||
| Q2 25 | $0.99 | $9.12 | ||
| Q1 25 | $0.86 | $-0.07 | ||
| Q4 24 | $2.79 | $-14.72 | ||
| Q3 24 | $0.90 | $-0.83 | ||
| Q2 24 | $0.81 | $-1.51 |
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 | $1.8M |
| 总债务越低越好 | — | $788.2M |
| 股东权益账面价值 | $470.2M | $1.8B |
| 总资产 | $580.6M | $3.0B |
| 负债/权益比越低杠杆越低 | — | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资APPFGPOR
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $1.8M | ||
| Q3 25 | $76.1M | $3.4M | ||
| Q2 25 | $73.5M | $3.8M | ||
| Q1 25 | $56.9M | $5.3M | ||
| Q4 24 | $42.5M | $1.5M | ||
| Q3 24 | $62.4M | $3.2M | ||
| Q2 24 | $59.6M | $1.2M |
总债务APPFGPOR
| Q1 26 | — | — | ||
| Q4 25 | — | $788.2M | ||
| Q3 25 | — | $691.7M | ||
| Q2 25 | — | $695.2M | ||
| Q1 25 | — | $700.4M | ||
| Q4 24 | — | $702.9M | ||
| Q3 24 | — | $694.4M | ||
| Q2 24 | — | $679.5M |
股东权益APPFGPOR
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $1.8B | ||
| Q3 25 | $498.9M | $1.8B | ||
| Q2 25 | $455.6M | $1.8B | ||
| Q1 25 | $462.1M | $1.7B | ||
| Q4 24 | $519.3M | $1.7B | ||
| Q3 24 | $412.8M | $2.1B | ||
| Q2 24 | $371.4M | $2.1B |
总资产APPFGPOR
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $3.0B | ||
| Q3 25 | $640.5M | $2.9B | ||
| Q2 25 | $567.4M | $3.0B | ||
| Q1 25 | $564.7M | $2.9B | ||
| Q4 24 | $626.7M | $2.9B | ||
| Q3 24 | $523.3M | $3.2B | ||
| Q2 24 | $479.3M | $3.2B |
负债/权益比APPFGPOR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.38× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.41× | ||
| Q3 24 | — | 0.34× | ||
| Q2 24 | — | 0.32× |
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 | $185.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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× | 1.40× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流APPFGPOR
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $185.4M | ||
| Q3 25 | $86.0M | $209.1M | ||
| Q2 25 | $52.6M | $231.4M | ||
| Q1 25 | $38.5M | $177.3M | ||
| Q4 24 | $36.6M | $148.8M | ||
| Q3 24 | $57.8M | $189.7M | ||
| Q2 24 | $50.9M | $123.5M |
自由现金流APPFGPOR
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | — | ||
| Q2 25 | $52.4M | — | ||
| Q1 25 | $38.2M | — | ||
| Q4 24 | $36.4M | — | ||
| Q3 24 | $57.4M | — | ||
| Q2 24 | $50.8M | — |
自由现金流率APPFGPOR
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 17.6% | — | ||
| Q4 24 | 17.9% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 25.8% | — |
资本支出强度APPFGPOR
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.1% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.0% | — |
现金转化率APPFGPOR
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.40× | ||
| Q3 25 | 2.56× | 1.88× | ||
| Q2 25 | 1.46× | 1.25× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| 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% |
GPOR
| Natural Gas Production | $296.9M | 75% |
| Other | $42.7M | 11% |
| Naturalgasliquidsales | $35.2M | 9% |
| Oil And Condensate | $23.4M | 6% |
