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APPFOLIO INC（APPF）与OUTFRONT Media Inc.（OUT）财务数据对比。点击上方公司名可切换其他公司
OUTFRONT Media Inc.的季度营收约是APPFOLIO INC的2.0倍（$513.3M vs $262.2M），OUTFRONT Media Inc.净利率更高（18.9% vs 16.2%，领先2.7%），APPFOLIO INC同比增速更快（20.4% vs 4.1%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 12.1%）
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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
APPF vs OUT — 直观对比
营收规模更大
OUT
是对方的2.0倍
$262.2M
营收增速更快
APPF
高出16.4%
4.1%
净利率更高
OUT
高出2.7%
16.2%
两年增速更快
APPF
近两年复合增速
12.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $513.3M |
| 净利润 | $42.4M | $96.8M |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | 26.0% |
| 净利率 | 16.2% | 18.9% |
| 营收同比 | 20.4% | 4.1% |
| 净利润同比 | 35.2% | 30.8% |
| 每股收益（稀释后） | $1.18 | $0.57 |
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APPFOUT
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $513.3M | ||
| Q3 25 | $249.4M | $467.5M | ||
| Q2 25 | $235.6M | $460.2M | ||
| Q1 25 | $217.7M | $390.7M | ||
| Q4 24 | $203.7M | $493.2M | ||
| Q3 24 | $205.7M | $451.9M | ||
| Q2 24 | $197.4M | $477.3M |
净利润APPFOUT
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $96.8M | ||
| Q3 25 | $33.6M | $51.3M | ||
| Q2 25 | $36.0M | $19.5M | ||
| Q1 25 | $31.4M | $-20.6M | ||
| Q4 24 | $102.7M | $74.0M | ||
| Q3 24 | $33.0M | $34.6M | ||
| Q2 24 | $29.7M | $176.8M |
营业利润率APPFOUT
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 26.0% | ||
| Q3 25 | 14.1% | 19.2% | ||
| Q2 25 | 17.2% | 12.2% | ||
| Q1 25 | 15.5% | 3.6% | ||
| Q4 24 | 11.3% | 22.5% | ||
| Q3 24 | 20.7% | 15.8% | ||
| Q2 24 | 18.3% | 48.0% |
净利率APPFOUT
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 18.9% | ||
| Q3 25 | 13.5% | 11.0% | ||
| Q2 25 | 15.3% | 4.2% | ||
| Q1 25 | 14.4% | -5.3% | ||
| Q4 24 | 50.4% | 15.0% | ||
| Q3 24 | 16.0% | 7.7% | ||
| Q2 24 | 15.0% | 37.0% |
每股收益（稀释后）APPFOUT
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.57 | ||
| Q3 25 | $0.93 | $0.29 | ||
| Q2 25 | $0.99 | $0.10 | ||
| Q1 25 | $0.86 | $-0.14 | ||
| Q4 24 | $2.79 | $0.49 | ||
| Q3 24 | $0.90 | $0.19 | ||
| Q2 24 | $0.81 | $1.01 |
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 | $99.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $710.4M |
| 总资产 | $580.6M | $5.3B |
| 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APPFOUT
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $99.9M | ||
| Q3 25 | $76.1M | $63.0M | ||
| Q2 25 | $73.5M | $28.5M | ||
| Q1 25 | $56.9M | $30.5M | ||
| Q4 24 | $42.5M | $46.9M | ||
| Q3 24 | $62.4M | $28.0M | ||
| Q2 24 | $59.6M | $49.6M |
股东权益APPFOUT
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $710.4M | ||
| Q3 25 | $498.9M | $542.6M | ||
| Q2 25 | $455.6M | $539.1M | ||
| Q1 25 | $462.1M | $566.9M | ||
| Q4 24 | $519.3M | $649.0M | ||
| Q3 24 | $412.8M | $618.2M | ||
| Q2 24 | $371.4M | $664.9M |
总资产APPFOUT
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $5.3B | ||
| Q3 25 | $640.5M | $5.2B | ||
| Q2 25 | $567.4M | $5.1B | ||
| Q1 25 | $564.7M | $5.1B | ||
| Q4 24 | $626.7M | $5.2B | ||
| Q3 24 | $523.3M | $5.2B | ||
| Q2 24 | $479.3M | $5.3B |
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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | — | $93.3M |
| 自由现金流率自由现金流/营收 | — | 18.2% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.22× |
| 过去12个月自由现金流最近4个季度 | — | $218.8M |
8季度趋势，按日历期对齐
经营现金流APPFOUT
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $118.1M | ||
| Q3 25 | $86.0M | $88.8M | ||
| Q2 25 | $52.6M | $67.1M | ||
| Q1 25 | $38.5M | $33.6M | ||
| Q4 24 | $36.6M | $124.5M | ||
| Q3 24 | $57.8M | $73.1M | ||
| Q2 24 | $50.9M | $71.0M |
自由现金流APPFOUT
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $93.3M | ||
| Q3 25 | $84.7M | $67.7M | ||
| Q2 25 | $52.4M | $41.4M | ||
| Q1 25 | $38.2M | $16.4M | ||
| Q4 24 | $36.4M | $106.3M | ||
| Q3 24 | $57.4M | $55.5M | ||
| Q2 24 | $50.8M | $47.1M |
自由现金流率APPFOUT
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 18.2% | ||
| Q3 25 | 34.0% | 14.5% | ||
| Q2 25 | 22.2% | 9.0% | ||
| Q1 25 | 17.6% | 4.2% | ||
| Q4 24 | 17.9% | 21.6% | ||
| Q3 24 | 27.9% | 12.3% | ||
| Q2 24 | 25.8% | 9.9% |
资本支出强度APPFOUT
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.8% | ||
| Q3 25 | 0.5% | 4.5% | ||
| Q2 25 | 0.1% | 5.6% | ||
| Q1 25 | 0.1% | 4.4% | ||
| Q4 24 | 0.1% | 3.7% | ||
| Q3 24 | 0.2% | 3.9% | ||
| Q2 24 | 0.0% | 5.0% |
现金转化率APPFOUT
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.22× | ||
| Q3 25 | 2.56× | 1.73× | ||
| Q2 25 | 1.46× | 3.44× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | 1.68× | ||
| Q3 24 | 1.75× | 2.11× | ||
| Q2 24 | 1.71× | 0.40× |
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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
