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APPFOLIO INC（APPF）与MONRO, INC.（MNRO）财务数据对比。点击上方公司名可切换其他公司
MONRO, INC.的季度营收约是APPFOLIO INC的1.1倍（$293.4M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 3.8%，领先12.4%），APPFOLIO INC同比增速更快（20.4% vs -4.0%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
APPF vs MNRO — 直观对比
营收规模更大
MNRO
是对方的1.1倍
$262.2M
营收增速更快
APPF
高出24.5%
-4.0%
净利率更高
APPF
高出12.4%
3.8%
两年增速更快
APPF
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $293.4M |
| 净利润 | $42.4M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 19.4% | 6.3% |
| 净利率 | 16.2% | 3.8% |
| 营收同比 | 20.4% | -4.0% |
| 净利润同比 | 35.2% | 143.1% |
| 每股收益（稀释后） | $1.18 | $0.35 |
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APPFMNRO
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $293.4M | ||
| Q3 25 | $249.4M | $288.9M | ||
| Q2 25 | $235.6M | $301.0M | ||
| Q1 25 | $217.7M | $295.0M | ||
| Q4 24 | $203.7M | $305.8M | ||
| Q3 24 | $205.7M | $301.4M | ||
| Q2 24 | $197.4M | $293.2M |
净利润APPFMNRO
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $11.1M | ||
| Q3 25 | $33.6M | $5.7M | ||
| Q2 25 | $36.0M | $-8.1M | ||
| Q1 25 | $31.4M | $-21.3M | ||
| Q4 24 | $102.7M | $4.6M | ||
| Q3 24 | $33.0M | $5.6M | ||
| Q2 24 | $29.7M | $5.9M |
毛利率APPFMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% |
营业利润率APPFMNRO
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 6.3% | ||
| Q3 25 | 14.1% | 4.4% | ||
| Q2 25 | 17.2% | -2.0% | ||
| Q1 25 | 15.5% | -8.1% | ||
| Q4 24 | 11.3% | 3.3% | ||
| Q3 24 | 20.7% | 4.4% | ||
| Q2 24 | 18.3% | 4.5% |
净利率APPFMNRO
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 3.8% | ||
| Q3 25 | 13.5% | 2.0% | ||
| Q2 25 | 15.3% | -2.7% | ||
| Q1 25 | 14.4% | -7.2% | ||
| Q4 24 | 50.4% | 1.5% | ||
| Q3 24 | 16.0% | 1.9% | ||
| Q2 24 | 15.0% | 2.0% |
每股收益（稀释后）APPFMNRO
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.35 | ||
| Q3 25 | $0.93 | $0.18 | ||
| Q2 25 | $0.99 | $-0.28 | ||
| Q1 25 | $0.86 | $-0.74 | ||
| Q4 24 | $2.79 | $0.15 | ||
| Q3 24 | $0.90 | $0.18 | ||
| Q2 24 | $0.81 | $0.19 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $470.2M | $604.9M |
| 总资产 | $580.6M | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资APPFMNRO
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $4.9M | ||
| Q3 25 | $76.1M | $10.5M | ||
| Q2 25 | $73.5M | $7.8M | ||
| Q1 25 | $56.9M | $20.8M | ||
| Q4 24 | $42.5M | $10.2M | ||
| Q3 24 | $62.4M | $20.9M | ||
| Q2 24 | $59.6M | $18.7M |
总债务APPFMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M |
股东权益APPFMNRO
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $604.9M | ||
| Q3 25 | $498.9M | $601.7M | ||
| Q2 25 | $455.6M | $604.9M | ||
| Q1 25 | $462.1M | $620.8M | ||
| Q4 24 | $519.3M | $648.9M | ||
| Q3 24 | $412.8M | $651.9M | ||
| Q2 24 | $371.4M | $654.4M |
总资产APPFMNRO
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $1.6B | ||
| Q3 25 | $640.5M | $1.6B | ||
| Q2 25 | $567.4M | $1.6B | ||
| Q1 25 | $564.7M | $1.6B | ||
| Q4 24 | $626.7M | $1.7B | ||
| Q3 24 | $523.3M | $1.7B | ||
| Q2 24 | $479.3M | $1.7B |
负债/权益比APPFMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $49.6M |
8季度趋势，按日历期对齐
经营现金流APPFMNRO
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $17.8M | ||
| Q3 25 | $86.0M | $32.3M | ||
| Q2 25 | $52.6M | $-1.9M | ||
| Q1 25 | $38.5M | $28.9M | ||
| Q4 24 | $36.6M | $14.8M | ||
| Q3 24 | $57.8M | $62.6M | ||
| Q2 24 | $50.9M | $25.6M |
自由现金流APPFMNRO
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $9.1M | ||
| Q3 25 | $84.7M | $26.6M | ||
| Q2 25 | $52.4M | $-9.3M | ||
| Q1 25 | $38.2M | $23.2M | ||
| Q4 24 | $36.4M | $7.9M | ||
| Q3 24 | $57.4M | $57.6M | ||
| Q2 24 | $50.8M | $16.8M |
自由现金流率APPFMNRO
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 3.1% | ||
| Q3 25 | 34.0% | 9.2% | ||
| Q2 25 | 22.2% | -3.1% | ||
| Q1 25 | 17.6% | 7.9% | ||
| Q4 24 | 17.9% | 2.6% | ||
| Q3 24 | 27.9% | 19.1% | ||
| Q2 24 | 25.8% | 5.7% |
资本支出强度APPFMNRO
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.0% | ||
| Q3 25 | 0.5% | 2.0% | ||
| Q2 25 | 0.1% | 2.5% | ||
| Q1 25 | 0.1% | 1.9% | ||
| Q4 24 | 0.1% | 2.2% | ||
| Q3 24 | 0.2% | 1.6% | ||
| Q2 24 | 0.0% | 3.0% |
现金转化率APPFMNRO
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.60× | ||
| Q3 25 | 2.56× | 5.71× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | 3.23× | ||
| Q3 24 | 1.75× | 11.08× | ||
| Q2 24 | 1.71× | 4.37× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
