vs
APPFOLIO INC（APPF）与Liberty Broadband Corp（LBRDA）财务数据对比。点击上方公司名可切换其他公司
APPFOLIO INC的季度营收约是Liberty Broadband Corp的1.0倍（$262.2M vs $261.0M），Liberty Broadband Corp净利率更高（146.7% vs 16.2%，领先130.6%），APPFOLIO INC同比增速更快（20.4% vs 6.1%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 4.3%）
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。
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
APPF vs LBRDA — 直观对比
营收规模更大
APPF
是对方的1.0倍
$261.0M
营收增速更快
APPF
高出14.3%
6.1%
净利率更高
LBRDA
高出130.6%
16.2%
两年增速更快
APPF
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $261.0M |
| 净利润 | $42.4M | $383.0M |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | 15.7% |
| 净利率 | 16.2% | 146.7% |
| 营收同比 | 20.4% | 6.1% |
| 净利润同比 | 35.2% | 96.4% |
| 每股收益（稀释后） | $1.18 | $2.68 |
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APPFLBRDA
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | — | ||
| Q3 25 | $249.4M | — | ||
| Q2 25 | $235.6M | $261.0M | ||
| Q1 25 | $217.7M | $266.0M | ||
| Q4 24 | $203.7M | $263.0M | ||
| Q3 24 | $205.7M | $262.0M | ||
| Q2 24 | $197.4M | $246.0M |
净利润APPFLBRDA
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | — | ||
| Q2 25 | $36.0M | $383.0M | ||
| Q1 25 | $31.4M | $268.0M | ||
| Q4 24 | $102.7M | $291.0M | ||
| Q3 24 | $33.0M | $142.0M | ||
| Q2 24 | $29.7M | $195.0M |
营业利润率APPFLBRDA
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | — | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 17.2% | 15.7% | ||
| Q1 25 | 15.5% | 16.2% | ||
| Q4 24 | 11.3% | 4.9% | ||
| Q3 24 | 20.7% | 11.5% | ||
| Q2 24 | 18.3% | 8.5% |
净利率APPFLBRDA
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 15.3% | 146.7% | ||
| Q1 25 | 14.4% | 100.8% | ||
| Q4 24 | 50.4% | 110.6% | ||
| Q3 24 | 16.0% | 54.2% | ||
| Q2 24 | 15.0% | 79.3% |
每股收益（稀释后）APPFLBRDA
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | — | ||
| Q3 25 | $0.93 | — | ||
| Q2 25 | $0.99 | $2.68 | ||
| Q1 25 | $0.86 | $1.87 | ||
| Q4 24 | $2.79 | $2.04 | ||
| Q3 24 | $0.90 | $0.99 | ||
| Q2 24 | $0.81 | $1.36 |
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 | $180.0M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $470.2M | $10.4B |
| 总资产 | $580.6M | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资APPFLBRDA
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | — | ||
| Q2 25 | $73.5M | $180.0M | ||
| Q1 25 | $56.9M | $226.0M | ||
| Q4 24 | $42.5M | $163.0M | ||
| Q3 24 | $62.4M | $168.0M | ||
| Q2 24 | $59.6M | $73.0M |
总债务APPFLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.6B |
股东权益APPFLBRDA
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | — | ||
| Q3 25 | $498.9M | — | ||
| Q2 25 | $455.6M | $10.4B | ||
| Q1 25 | $462.1M | $10.1B | ||
| Q4 24 | $519.3M | $9.8B | ||
| Q3 24 | $412.8M | $9.5B | ||
| Q2 24 | $371.4M | $9.3B |
总资产APPFLBRDA
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | — | ||
| Q3 25 | $640.5M | — | ||
| Q2 25 | $567.4M | $16.6B | ||
| Q1 25 | $564.7M | $17.0B | ||
| Q4 24 | $626.7M | $16.7B | ||
| Q3 24 | $523.3M | $16.3B | ||
| Q2 24 | $479.3M | $16.0B |
负债/权益比APPFLBRDA
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 0.38× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.39× |
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 | $91.0M |
| 自由现金流经营现金流 - 资本支出 | — | $37.0M |
| 自由现金流率自由现金流/营收 | — | 14.2% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | 0.81× | 0.24× |
| 过去12个月自由现金流最近4个季度 | — | $-49.0M |
8季度趋势，按日历期对齐
经营现金流APPFLBRDA
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $52.6M | $91.0M | ||
| Q1 25 | $38.5M | $78.0M | ||
| Q4 24 | $36.6M | $1.0M | ||
| Q3 24 | $57.8M | $24.0M | ||
| Q2 24 | $50.9M | $27.0M |
自由现金流APPFLBRDA
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | — | ||
| Q3 25 | $84.7M | — | ||
| Q2 25 | $52.4M | $37.0M | ||
| Q1 25 | $38.2M | $13.0M | ||
| Q4 24 | $36.4M | $-63.0M | ||
| Q3 24 | $57.4M | $-36.0M | ||
| Q2 24 | $50.8M | $-35.0M |
自由现金流率APPFLBRDA
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 22.2% | 14.2% | ||
| Q1 25 | 17.6% | 4.9% | ||
| Q4 24 | 17.9% | -24.0% | ||
| Q3 24 | 27.9% | -13.7% | ||
| Q2 24 | 25.8% | -14.2% |
资本支出强度APPFLBRDA
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.1% | 20.7% | ||
| Q1 25 | 0.1% | 24.4% | ||
| Q4 24 | 0.1% | 24.3% | ||
| Q3 24 | 0.2% | 22.9% | ||
| Q2 24 | 0.0% | 25.2% |
现金转化率APPFLBRDA
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | 0.24× | ||
| Q1 25 | 1.23× | 0.29× | ||
| Q4 24 | 0.36× | 0.00× | ||
| Q3 24 | 1.75× | 0.17× | ||
| Q2 24 | 1.71× | 0.14× |
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% |
LBRDA
暂无分部数据
