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APPFOLIO INC（APPF）与Childrens Place, Inc.（PLCE）财务数据对比。点击上方公司名可切换其他公司
Childrens Place, Inc.的季度营收约是APPFOLIO INC的1.3倍（$339.5M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs -1.3%，领先17.5%），APPFOLIO INC同比增速更快（20.4% vs -13.0%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
APPF vs PLCE — 直观对比
营收规模更大
PLCE
是对方的1.3倍
$262.2M
营收增速更快
APPF
高出33.4%
-13.0%
净利率更高
APPF
高出17.5%
-1.3%
两年增速更快
APPF
近两年复合增速
-13.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $339.5M |
| 净利润 | $42.4M | $-4.3M |
| 毛利率 | — | 33.1% |
| 营业利润率 | 19.4% | 1.1% |
| 净利率 | 16.2% | -1.3% |
| 营收同比 | 20.4% | -13.0% |
| 净利润同比 | 35.2% | -121.5% |
| 每股收益（稀释后） | $1.18 | $-0.19 |
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APPFPLCE
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $339.5M | ||
| Q3 25 | $249.4M | $298.0M | ||
| Q2 25 | $235.6M | $242.1M | ||
| Q1 25 | $217.7M | $408.6M | ||
| Q4 24 | $203.7M | $390.2M | ||
| Q3 24 | $205.7M | $319.7M | ||
| Q2 24 | $197.4M | $267.9M |
净利润APPFPLCE
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-4.3M | ||
| Q3 25 | $33.6M | $-5.4M | ||
| Q2 25 | $36.0M | $-34.0M | ||
| Q1 25 | $31.4M | $-8.0M | ||
| Q4 24 | $102.7M | $20.1M | ||
| Q3 24 | $33.0M | $-32.1M | ||
| Q2 24 | $29.7M | $-37.8M |
毛利率APPFPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | 33.1% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 29.2% | ||
| Q1 25 | — | 28.5% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 35.0% | ||
| Q2 24 | — | 34.6% |
营业利润率APPFPLCE
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 1.1% | ||
| Q3 25 | 14.1% | 1.4% | ||
| Q2 25 | 17.2% | -10.0% | ||
| Q1 25 | 15.5% | 1.7% | ||
| Q4 24 | 11.3% | 7.5% | ||
| Q3 24 | 20.7% | -6.8% | ||
| Q2 24 | 18.3% | -10.4% |
净利率APPFPLCE
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -1.3% | ||
| Q3 25 | 13.5% | -1.8% | ||
| Q2 25 | 15.3% | -14.1% | ||
| Q1 25 | 14.4% | -2.0% | ||
| Q4 24 | 50.4% | 5.1% | ||
| Q3 24 | 16.0% | -10.0% | ||
| Q2 24 | 15.0% | -14.1% |
每股收益（稀释后）APPFPLCE
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.19 | ||
| Q3 25 | $0.93 | $-0.24 | ||
| Q2 25 | $0.99 | $-1.57 | ||
| Q1 25 | $0.86 | $-0.60 | ||
| Q4 24 | $2.79 | $1.57 | ||
| Q3 24 | $0.90 | $-2.51 | ||
| Q2 24 | $0.81 | $-2.98 |
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 | $7.3M |
| 总债务越低越好 | — | $107.4M |
| 股东权益账面价值 | $470.2M | $-8.6M |
| 总资产 | $580.6M | $762.5M |
| 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APPFPLCE
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $7.3M | ||
| Q3 25 | $76.1M | $7.8M | ||
| Q2 25 | $73.5M | $5.7M | ||
| Q1 25 | $56.9M | $5.3M | ||
| Q4 24 | $42.5M | $5.7M | ||
| Q3 24 | $62.4M | $9.6M | ||
| Q2 24 | $59.6M | $13.0M |
总债务APPFPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | — | $165.4M | ||
| Q2 24 | — | $166.6M |
股东权益APPFPLCE
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $-8.6M | ||
| Q3 25 | $498.9M | $-4.9M | ||
| Q2 25 | $455.6M | $1.4M | ||
| Q1 25 | $462.1M | $-59.4M | ||
| Q4 24 | $519.3M | $-49.6M | ||
| Q3 24 | $412.8M | $-68.9M | ||
| Q2 24 | $371.4M | $-34.9M |
总资产APPFPLCE
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $762.5M | ||
| Q3 25 | $640.5M | $805.1M | ||
| Q2 25 | $567.4M | $779.6M | ||
| Q1 25 | $564.7M | $747.6M | ||
| Q4 24 | $626.7M | $888.8M | ||
| Q3 24 | $523.3M | $921.4M | ||
| Q2 24 | $479.3M | $848.3M |
负债/权益比APPFPLCE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| 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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-3.4M |
| 自由现金流率自由现金流/营收 | — | -1.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | — | $39.5M |
8季度趋势，按日历期对齐
经营现金流APPFPLCE
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $6.2M | ||
| Q3 25 | $86.0M | $-30.5M | ||
| Q2 25 | $52.6M | $-43.0M | ||
| Q1 25 | $38.5M | $121.3M | ||
| Q4 24 | $36.6M | $-44.2M | ||
| Q3 24 | $57.8M | $-83.9M | ||
| Q2 24 | $50.9M | $-110.8M |
自由现金流APPFPLCE
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-3.4M | ||
| Q3 25 | $84.7M | $-31.9M | ||
| Q2 25 | $52.4M | $-46.4M | ||
| Q1 25 | $38.2M | $121.2M | ||
| Q4 24 | $36.4M | $-47.7M | ||
| Q3 24 | $57.4M | $-91.7M | ||
| Q2 24 | $50.8M | $-115.5M |
自由现金流率APPFPLCE
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -1.0% | ||
| Q3 25 | 34.0% | -10.7% | ||
| Q2 25 | 22.2% | -19.2% | ||
| Q1 25 | 17.6% | 29.7% | ||
| Q4 24 | 17.9% | -12.2% | ||
| Q3 24 | 27.9% | -28.7% | ||
| Q2 24 | 25.8% | -43.1% |
资本支出强度APPFPLCE
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.8% | ||
| Q3 25 | 0.5% | 0.5% | ||
| Q2 25 | 0.1% | 1.4% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.1% | 0.9% | ||
| Q3 24 | 0.2% | 2.4% | ||
| Q2 24 | 0.0% | 1.8% |
现金转化率APPFPLCE
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | -2.20× | ||
| 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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
