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APPFOLIO INC（APPF）与STURM RUGER & CO INC（RGR）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STURM RUGER & CO INC的1.7倍（$262.2M vs $151.1M），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 5.1%）
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。
鲁格公司（Ruger）是总部位于美国康涅狄格州绍斯波特的枪械制造企业，除总部外，还在新罕布什尔州纽波特、北卡罗来纳州梅约丹以及亚利桑那州普雷斯科特设有生产工厂。公司由亚历山大·麦考密克·斯特姆与威廉·B·鲁格于1949年共同创立，自1969年起公开上市交易。
APPF vs RGR — 直观对比
营收规模更大
APPF
是对方的1.7倍
$151.1M
营收增速更快
APPF
高出16.8%
3.6%
两年增速更快
APPF
近两年复合增速
5.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $151.1M |
| 净利润 | $42.4M | — |
| 毛利率 | — | 17.8% |
| 营业利润率 | 19.4% | 2.3% |
| 净利率 | 16.2% | — |
| 营收同比 | 20.4% | 3.6% |
| 净利润同比 | 35.2% | — |
| 每股收益（稀释后） | $1.18 | $0.22 |
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APPFRGR
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $151.1M | ||
| Q3 25 | $249.4M | $126.8M | ||
| Q2 25 | $235.6M | $132.5M | ||
| Q1 25 | $217.7M | $135.7M | ||
| Q4 24 | $203.7M | $145.8M | ||
| Q3 24 | $205.7M | $122.3M | ||
| Q2 24 | $197.4M | $130.8M |
净利润APPFRGR
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | — | ||
| Q3 25 | $33.6M | $1.6M | ||
| Q2 25 | $36.0M | $-17.2M | ||
| Q1 25 | $31.4M | $7.8M | ||
| Q4 24 | $102.7M | — | ||
| Q3 24 | $33.0M | $4.7M | ||
| Q2 24 | $29.7M | $8.3M |
毛利率APPFRGR
| Q1 26 | — | — | ||
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 22.3% |
营业利润率APPFRGR
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 2.3% | ||
| Q3 25 | 14.1% | -2.7% | ||
| Q2 25 | 17.2% | -15.6% | ||
| Q1 25 | 15.5% | 6.2% | ||
| Q4 24 | 11.3% | 7.8% | ||
| Q3 24 | 20.7% | 3.1% | ||
| Q2 24 | 18.3% | 6.9% |
净利率APPFRGR
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | — | ||
| Q3 25 | 13.5% | 1.2% | ||
| Q2 25 | 15.3% | -13.0% | ||
| Q1 25 | 14.4% | 5.7% | ||
| Q4 24 | 50.4% | — | ||
| Q3 24 | 16.0% | 3.9% | ||
| Q2 24 | 15.0% | 6.3% |
每股收益（稀释后）APPFRGR
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.22 | ||
| Q3 25 | $0.93 | $0.10 | ||
| Q2 25 | $0.99 | $-1.05 | ||
| Q1 25 | $0.86 | $0.46 | ||
| Q4 24 | $2.79 | $0.62 | ||
| Q3 24 | $0.90 | $0.28 | ||
| Q2 24 | $0.81 | $0.47 |
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 | $92.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $283.8M |
| 总资产 | $580.6M | $342.0M |
| 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APPFRGR
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $92.5M | ||
| Q3 25 | $76.1M | $80.8M | ||
| Q2 25 | $73.5M | $101.4M | ||
| Q1 25 | $56.9M | $108.3M | ||
| Q4 24 | $42.5M | $105.5M | ||
| Q3 24 | $62.4M | $96.0M | ||
| Q2 24 | $59.6M | $105.6M |
股东权益APPFRGR
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $283.8M | ||
| Q3 25 | $498.9M | $279.6M | ||
| Q2 25 | $455.6M | $289.3M | ||
| Q1 25 | $462.1M | $321.5M | ||
| Q4 24 | $519.3M | $319.6M | ||
| Q3 24 | $412.8M | $314.9M | ||
| Q2 24 | $371.4M | $321.5M |
总资产APPFRGR
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $342.0M | ||
| Q3 25 | $640.5M | $342.3M | ||
| Q2 25 | $567.4M | $349.5M | ||
| Q1 25 | $564.7M | $379.0M | ||
| Q4 24 | $626.7M | $384.0M | ||
| Q3 24 | $523.3M | $373.5M | ||
| Q2 24 | $479.3M | $376.7M |
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 | $15.5M |
| 自由现金流经营现金流 - 资本支出 | — | $12.3M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 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 | — | $38.5M |
8季度趋势，按日历期对齐
经营现金流APPFRGR
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $15.5M | ||
| Q3 25 | $86.0M | $12.9M | ||
| Q2 25 | $52.6M | $14.7M | ||
| Q1 25 | $38.5M | $11.1M | ||
| Q4 24 | $36.6M | $20.0M | ||
| Q3 24 | $57.8M | $9.4M | ||
| Q2 24 | $50.9M | $18.7M |
自由现金流APPFRGR
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $12.3M | ||
| Q3 25 | $84.7M | $7.0M | ||
| Q2 25 | $52.4M | $9.1M | ||
| Q1 25 | $38.2M | $10.0M | ||
| Q4 24 | $36.4M | $16.4M | ||
| Q3 24 | $57.4M | $2.6M | ||
| Q2 24 | $50.8M | $10.1M |
自由现金流率APPFRGR
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 8.2% | ||
| Q3 25 | 34.0% | 5.5% | ||
| Q2 25 | 22.2% | 6.9% | ||
| Q1 25 | 17.6% | 7.4% | ||
| Q4 24 | 17.9% | 11.2% | ||
| Q3 24 | 27.9% | 2.1% | ||
| Q2 24 | 25.8% | 7.7% |
资本支出强度APPFRGR
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.1% | ||
| Q3 25 | 0.5% | 4.6% | ||
| Q2 25 | 0.1% | 4.2% | ||
| Q1 25 | 0.1% | 0.8% | ||
| Q4 24 | 0.1% | 2.5% | ||
| Q3 24 | 0.2% | 5.5% | ||
| Q2 24 | 0.0% | 6.6% |
现金转化率APPFRGR
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | 8.15× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | 1.43× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 1.98× | ||
| Q2 24 | 1.71× | 2.27× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
