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APPFOLIO INC（APPF）与PROGRESS SOFTWARE CORP（PRGS）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PROGRESS SOFTWARE CORP的1.0倍（$262.2M vs $252.7M），APPFOLIO INC净利率更高（16.2% vs 10.2%，领先6.0%），APPFOLIO INC同比增速更快（20.4% vs 17.5%），过去两年PROGRESS SOFTWARE CORP的营收复合增速更高（17.0% vs 15.3%）
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。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
APPF vs PRGS — 直观对比
营收规模更大
APPF
是对方的1.0倍
$252.7M
营收增速更快
APPF
高出2.9%
17.5%
净利率更高
APPF
高出6.0%
10.2%
两年增速更快
PRGS
近两年复合增速
15.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $252.7M |
| 净利润 | $42.4M | $25.7M |
| 毛利率 | — | 81.6% |
| 营业利润率 | 19.4% | 15.2% |
| 净利率 | 16.2% | 10.2% |
| 营收同比 | 20.4% | 17.5% |
| 净利润同比 | 35.2% | 2144.6% |
| 每股收益（稀释后） | $1.18 | $0.59 |
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APPFPRGS
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $252.7M | ||
| Q3 25 | $249.4M | $249.8M | ||
| Q2 25 | $235.6M | $237.4M | ||
| Q1 25 | $217.7M | $238.0M | ||
| Q4 24 | $203.7M | $215.0M | ||
| Q3 24 | $205.7M | $178.7M | ||
| Q2 24 | $197.4M | $175.1M |
净利润APPFPRGS
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $25.7M | ||
| Q3 25 | $33.6M | $19.4M | ||
| Q2 25 | $36.0M | $17.0M | ||
| Q1 25 | $31.4M | $10.9M | ||
| Q4 24 | $102.7M | $1.1M | ||
| Q3 24 | $33.0M | $28.5M | ||
| Q2 24 | $29.7M | $16.2M |
毛利率APPFPRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 81.6% | ||
| Q3 25 | — | 81.0% | ||
| Q2 25 | — | 80.1% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 83.0% | ||
| Q3 24 | — | 83.7% | ||
| Q2 24 | — | 81.7% |
营业利润率APPFPRGS
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 15.2% | ||
| Q3 25 | 14.1% | 17.6% | ||
| Q2 25 | 17.2% | 16.3% | ||
| Q1 25 | 15.5% | 13.6% | ||
| Q4 24 | 11.3% | 10.0% | ||
| Q3 24 | 20.7% | 22.6% | ||
| Q2 24 | 18.3% | 15.5% |
净利率APPFPRGS
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 10.2% | ||
| Q3 25 | 13.5% | 7.8% | ||
| Q2 25 | 15.3% | 7.2% | ||
| Q1 25 | 14.4% | 4.6% | ||
| Q4 24 | 50.4% | 0.5% | ||
| Q3 24 | 16.0% | 15.9% | ||
| Q2 24 | 15.0% | 9.2% |
每股收益（稀释后）APPFPRGS
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.59 | ||
| Q3 25 | $0.93 | $0.44 | ||
| Q2 25 | $0.99 | $0.39 | ||
| Q1 25 | $0.86 | $0.24 | ||
| Q4 24 | $2.79 | $0.01 | ||
| Q3 24 | $0.90 | $0.65 | ||
| Q2 24 | $0.81 | $0.37 |
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 | $94.8M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $470.2M | $478.3M |
| 总资产 | $580.6M | $2.5B |
| 负债/权益比越低杠杆越低 | — | 2.93× |
8季度趋势，按日历期对齐
现金及短期投资APPFPRGS
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $94.8M | ||
| Q3 25 | $76.1M | $99.0M | ||
| Q2 25 | $73.5M | $102.0M | ||
| Q1 25 | $56.9M | $124.2M | ||
| Q4 24 | $42.5M | $118.1M | ||
| Q3 24 | $62.4M | $232.7M | ||
| Q2 24 | $59.6M | $190.4M |
总债务APPFPRGS
| Q1 26 | — | — | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APPFPRGS
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $478.3M | ||
| Q3 25 | $498.9M | $477.7M | ||
| Q2 25 | $455.6M | $452.7M | ||
| Q1 25 | $462.1M | $431.8M | ||
| Q4 24 | $519.3M | $438.8M | ||
| Q3 24 | $412.8M | $425.6M | ||
| Q2 24 | $371.4M | $401.7M |
总资产APPFPRGS
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.5B | ||
| Q3 25 | $640.5M | $2.4B | ||
| Q2 25 | $567.4M | $2.4B | ||
| Q1 25 | $564.7M | $2.5B | ||
| Q4 24 | $626.7M | $2.5B | ||
| Q3 24 | $523.3M | $1.6B | ||
| Q2 24 | $479.3M | $1.6B |
负债/权益比APPFPRGS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | — | 3.22× | ||
| Q1 25 | — | 3.50× | ||
| Q4 24 | — | 3.48× | ||
| 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 | $62.8M |
| 自由现金流经营现金流 - 资本支出 | — | $59.9M |
| 自由现金流率自由现金流/营收 | — | 23.7% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 0.81× | 2.44× |
| 过去12个月自由现金流最近4个季度 | — | $229.5M |
8季度趋势，按日历期对齐
经营现金流APPFPRGS
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $62.8M | ||
| Q3 25 | $86.0M | $73.4M | ||
| Q2 25 | $52.6M | $30.0M | ||
| Q1 25 | $38.5M | $68.9M | ||
| Q4 24 | $36.6M | $19.7M | ||
| Q3 24 | $57.8M | $57.7M | ||
| Q2 24 | $50.9M | $63.7M |
自由现金流APPFPRGS
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $59.9M | ||
| Q3 25 | $84.7M | $72.4M | ||
| Q2 25 | $52.4M | $29.5M | ||
| Q1 25 | $38.2M | $67.7M | ||
| Q4 24 | $36.4M | $16.8M | ||
| Q3 24 | $57.4M | $56.6M | ||
| Q2 24 | $50.8M | $62.7M |
自由现金流率APPFPRGS
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 23.7% | ||
| Q3 25 | 34.0% | 29.0% | ||
| Q2 25 | 22.2% | 12.4% | ||
| Q1 25 | 17.6% | 28.4% | ||
| Q4 24 | 17.9% | 7.8% | ||
| Q3 24 | 27.9% | 31.7% | ||
| Q2 24 | 25.8% | 35.8% |
资本支出强度APPFPRGS
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 0.5% | 0.4% | ||
| Q2 25 | 0.1% | 0.2% | ||
| Q1 25 | 0.1% | 0.5% | ||
| Q4 24 | 0.1% | 1.3% | ||
| Q3 24 | 0.2% | 0.6% | ||
| Q2 24 | 0.0% | 0.5% |
现金转化率APPFPRGS
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 2.44× | ||
| Q3 25 | 2.56× | 3.78× | ||
| Q2 25 | 1.46× | 1.76× | ||
| Q1 25 | 1.23× | 6.30× | ||
| Q4 24 | 0.36× | 17.13× | ||
| Q3 24 | 1.75× | 2.03× | ||
| Q2 24 | 1.71× | 3.93× |
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% |
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
