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APPFOLIO INC（APPF）与REPLIGEN CORP（RGEN）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REPLIGEN CORP的1.3倍（$262.2M vs $197.9M），APPFOLIO INC净利率更高（16.2% vs 6.7%，领先9.5%），APPFOLIO INC同比增速更快（20.4% vs 13.6%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 14.4%）
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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
APPF vs RGEN — 直观对比
营收规模更大
APPF
是对方的1.3倍
$197.9M
营收增速更快
APPF
高出6.8%
13.6%
净利率更高
APPF
高出9.5%
6.7%
两年增速更快
APPF
近两年复合增速
14.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $197.9M |
| 净利润 | $42.4M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 19.4% | 9.0% |
| 净利率 | 16.2% | 6.7% |
| 营收同比 | 20.4% | 13.6% |
| 净利润同比 | 35.2% | 143.9% |
| 每股收益（稀释后） | $1.18 | $0.24 |
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APPFRGEN
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $197.9M | ||
| Q3 25 | $249.4M | $188.8M | ||
| Q2 25 | $235.6M | $182.4M | ||
| Q1 25 | $217.7M | $169.2M | ||
| Q4 24 | $203.7M | $174.1M | ||
| Q3 24 | $205.7M | $154.9M | ||
| Q2 24 | $197.4M | $154.1M |
净利润APPFRGEN
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $13.3M | ||
| Q3 25 | $33.6M | $14.9M | ||
| Q2 25 | $36.0M | $14.9M | ||
| Q1 25 | $31.4M | $5.8M | ||
| Q4 24 | $102.7M | $-30.3M | ||
| Q3 24 | $33.0M | $-654.0K | ||
| Q2 24 | $29.7M | $3.3M |
毛利率APPFRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% |
营业利润率APPFRGEN
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 9.0% | ||
| Q3 25 | 14.1% | 8.9% | ||
| Q2 25 | 17.2% | 7.6% | ||
| Q1 25 | 15.5% | 3.9% | ||
| Q4 24 | 11.3% | -17.7% | ||
| Q3 24 | 20.7% | -5.1% | ||
| Q2 24 | 18.3% | 1.0% |
净利率APPFRGEN
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 6.7% | ||
| Q3 25 | 13.5% | 7.9% | ||
| Q2 25 | 15.3% | 8.2% | ||
| Q1 25 | 14.4% | 3.4% | ||
| Q4 24 | 50.4% | -17.4% | ||
| Q3 24 | 16.0% | -0.4% | ||
| Q2 24 | 15.0% | 2.2% |
每股收益（稀释后）APPFRGEN
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.24 | ||
| Q3 25 | $0.93 | $0.26 | ||
| Q2 25 | $0.99 | $0.26 | ||
| Q1 25 | $0.86 | $0.10 | ||
| Q4 24 | $2.79 | $-0.55 | ||
| Q3 24 | $0.90 | $-0.01 | ||
| Q2 24 | $0.81 | $0.06 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $470.2M | $2.1B |
| 总资产 | $580.6M | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资APPFRGEN
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $767.6M | ||
| Q3 25 | $76.1M | $748.7M | ||
| Q2 25 | $73.5M | $708.9M | ||
| Q1 25 | $56.9M | $697.2M | ||
| Q4 24 | $42.5M | $757.4M | ||
| Q3 24 | $62.4M | $784.0M | ||
| Q2 24 | $59.6M | $809.1M |
总债务APPFRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APPFRGEN
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $2.1B | ||
| Q3 25 | $498.9M | $2.1B | ||
| Q2 25 | $455.6M | $2.1B | ||
| Q1 25 | $462.1M | $2.0B | ||
| Q4 24 | $519.3M | $2.0B | ||
| Q3 24 | $412.8M | $2.0B | ||
| Q2 24 | $371.4M | $2.0B |
总资产APPFRGEN
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $2.9B | ||
| Q3 25 | $640.5M | $2.9B | ||
| Q2 25 | $567.4M | $2.9B | ||
| Q1 25 | $564.7M | $2.9B | ||
| Q4 24 | $626.7M | $2.8B | ||
| Q3 24 | $523.3M | $2.8B | ||
| Q2 24 | $479.3M | $2.9B |
负债/权益比APPFRGEN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| 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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流APPFRGEN
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $25.7M | ||
| Q3 25 | $86.0M | $48.1M | ||
| Q2 25 | $52.6M | $28.6M | ||
| Q1 25 | $38.5M | $15.0M | ||
| Q4 24 | $36.6M | $39.2M | ||
| Q3 24 | $57.8M | $49.3M | ||
| Q2 24 | $50.9M | $42.2M |
自由现金流APPFRGEN
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $17.6M | ||
| Q3 25 | $84.7M | $43.4M | ||
| Q2 25 | $52.4M | $21.5M | ||
| Q1 25 | $38.2M | $11.4M | ||
| Q4 24 | $36.4M | $33.6M | ||
| Q3 24 | $57.4M | $42.3M | ||
| Q2 24 | $50.8M | $37.4M |
自由现金流率APPFRGEN
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 8.9% | ||
| Q3 25 | 34.0% | 23.0% | ||
| Q2 25 | 22.2% | 11.8% | ||
| Q1 25 | 17.6% | 6.8% | ||
| Q4 24 | 17.9% | 19.3% | ||
| Q3 24 | 27.9% | 27.3% | ||
| Q2 24 | 25.8% | 24.3% |
资本支出强度APPFRGEN
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.1% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 0.1% | 3.9% | ||
| Q1 25 | 0.1% | 2.1% | ||
| Q4 24 | 0.1% | 3.2% | ||
| Q3 24 | 0.2% | 4.5% | ||
| Q2 24 | 0.0% | 3.1% |
现金转化率APPFRGEN
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 1.93× | ||
| Q3 25 | 2.56× | 3.23× | ||
| Q2 25 | 1.46× | 1.92× | ||
| Q1 25 | 1.23× | 2.57× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | 12.70× |
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% |
RGEN
暂无分部数据
