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APPFOLIO INC（APPF）与PREFORMED LINE PRODUCTS CO（PLPC）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PREFORMED LINE PRODUCTS CO的1.5倍（$262.2M vs $173.1M），APPFOLIO INC净利率更高（16.2% vs 4.9%，领先11.3%），APPFOLIO INC同比增速更快（20.4% vs 3.6%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 10.8%）
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。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
APPF vs PLPC — 直观对比
营收规模更大
APPF
是对方的1.5倍
$173.1M
营收增速更快
APPF
高出16.9%
3.6%
净利率更高
APPF
高出11.3%
4.9%
两年增速更快
APPF
近两年复合增速
10.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $173.1M |
| 净利润 | $42.4M | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | 19.4% | 6.8% |
| 净利率 | 16.2% | 4.9% |
| 营收同比 | 20.4% | 3.6% |
| 净利润同比 | 35.2% | -19.3% |
| 每股收益（稀释后） | $1.18 | $1.72 |
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APPFPLPC
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $173.1M | ||
| Q3 25 | $249.4M | $178.1M | ||
| Q2 25 | $235.6M | $169.6M | ||
| Q1 25 | $217.7M | $148.5M | ||
| Q4 24 | $203.7M | $167.1M | ||
| Q3 24 | $205.7M | $147.0M | ||
| Q2 24 | $197.4M | $138.7M |
净利润APPFPLPC
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $8.4M | ||
| Q3 25 | $33.6M | $2.6M | ||
| Q2 25 | $36.0M | $12.7M | ||
| Q1 25 | $31.4M | $11.5M | ||
| Q4 24 | $102.7M | $10.5M | ||
| Q3 24 | $33.0M | $7.7M | ||
| Q2 24 | $29.7M | $9.4M |
毛利率APPFPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 31.9% |
营业利润率APPFPLPC
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 6.8% | ||
| Q3 25 | 14.1% | 7.4% | ||
| Q2 25 | 17.2% | 10.1% | ||
| Q1 25 | 15.5% | 8.8% | ||
| Q4 24 | 11.3% | 10.5% | ||
| Q3 24 | 20.7% | 7.1% | ||
| Q2 24 | 18.3% | 8.1% |
净利率APPFPLPC
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 4.9% | ||
| Q3 25 | 13.5% | 1.5% | ||
| Q2 25 | 15.3% | 7.5% | ||
| Q1 25 | 14.4% | 7.8% | ||
| Q4 24 | 50.4% | 6.3% | ||
| Q3 24 | 16.0% | 5.2% | ||
| Q2 24 | 15.0% | 6.8% |
每股收益（稀释后）APPFPLPC
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $1.72 | ||
| Q3 25 | $0.93 | $0.53 | ||
| Q2 25 | $0.99 | $2.56 | ||
| Q1 25 | $0.86 | $2.33 | ||
| Q4 24 | $2.79 | $2.13 | ||
| Q3 24 | $0.90 | $1.54 | ||
| Q2 24 | $0.81 | $1.89 |
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 | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $470.2M | $475.5M |
| 总资产 | $580.6M | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资APPFPLPC
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $76.1M | — | ||
| Q2 25 | $73.5M | — | ||
| Q1 25 | $56.9M | — | ||
| Q4 24 | $42.5M | — | ||
| Q3 24 | $62.4M | — | ||
| Q2 24 | $59.6M | — |
总债务APPFPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益APPFPLPC
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $475.5M | ||
| Q3 25 | $498.9M | $466.3M | ||
| Q2 25 | $455.6M | $460.7M | ||
| Q1 25 | $462.1M | $435.8M | ||
| Q4 24 | $519.3M | $422.3M | ||
| Q3 24 | $412.8M | $429.0M | ||
| Q2 24 | $371.4M | $416.2M |
总资产APPFPLPC
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $653.6M | ||
| Q3 25 | $640.5M | $644.6M | ||
| Q2 25 | $567.4M | $631.5M | ||
| Q1 25 | $564.7M | $592.5M | ||
| Q4 24 | $626.7M | $573.9M | ||
| Q3 24 | $523.3M | $592.0M | ||
| Q2 24 | $479.3M | $572.6M |
负债/权益比APPFPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.8M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 现金转化率经营现金流/净利润 | 0.81× | 2.60× |
| 过去12个月自由现金流最近4个季度 | — | $33.3M |
8季度趋势，按日历期对齐
经营现金流APPFPLPC
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $21.9M | ||
| Q3 25 | $86.0M | $18.9M | ||
| Q2 25 | $52.6M | $26.9M | ||
| Q1 25 | $38.5M | $5.7M | ||
| Q4 24 | $36.6M | $24.1M | ||
| Q3 24 | $57.8M | $9.4M | ||
| Q2 24 | $50.9M | $28.3M |
自由现金流APPFPLPC
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $11.8M | ||
| Q3 25 | $84.7M | $8.3M | ||
| Q2 25 | $52.4M | $18.6M | ||
| Q1 25 | $38.2M | $-5.3M | ||
| Q4 24 | $36.4M | $20.6M | ||
| Q3 24 | $57.4M | $5.8M | ||
| Q2 24 | $50.8M | $24.6M |
自由现金流率APPFPLPC
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 6.8% | ||
| Q3 25 | 34.0% | 4.7% | ||
| Q2 25 | 22.2% | 10.9% | ||
| Q1 25 | 17.6% | -3.6% | ||
| Q4 24 | 17.9% | 12.3% | ||
| Q3 24 | 27.9% | 3.9% | ||
| Q2 24 | 25.8% | 17.7% |
资本支出强度APPFPLPC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 5.9% | ||
| Q3 25 | 0.5% | 6.0% | ||
| Q2 25 | 0.1% | 4.9% | ||
| Q1 25 | 0.1% | 7.4% | ||
| Q4 24 | 0.1% | 2.1% | ||
| Q3 24 | 0.2% | 2.4% | ||
| Q2 24 | 0.0% | 2.7% |
现金转化率APPFPLPC
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.60× | ||
| Q3 25 | 2.56× | 7.21× | ||
| Q2 25 | 1.46× | 2.12× | ||
| Q1 25 | 1.23× | 0.49× | ||
| Q4 24 | 0.36× | 2.30× | ||
| Q3 24 | 1.75× | 1.22× | ||
| Q2 24 | 1.71× | 3.02× |
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% |
PLPC
暂无分部数据
