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APPFOLIO INC（APPF）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.8倍（$262.2M vs $142.2M），APPFOLIO INC净利率更高（16.2% vs 2.3%，领先13.9%），APPFOLIO INC同比增速更快（20.4% vs -0.6%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 1.9%）
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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
APPF vs RNGR — 直观对比
营收规模更大
APPF
是对方的1.8倍
$142.2M
营收增速更快
APPF
高出21.1%
-0.6%
净利率更高
APPF
高出13.9%
2.3%
两年增速更快
APPF
近两年复合增速
1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $142.2M |
| 净利润 | $42.4M | $3.2M |
| 毛利率 | — | — |
| 营业利润率 | 19.4% | 2.3% |
| 净利率 | 16.2% | 2.3% |
| 营收同比 | 20.4% | -0.6% |
| 净利润同比 | 35.2% | -44.8% |
| 每股收益（稀释后） | $1.18 | $0.14 |
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APPFRNGR
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $142.2M | ||
| Q3 25 | $249.4M | $128.9M | ||
| Q2 25 | $235.6M | $140.6M | ||
| Q1 25 | $217.7M | $135.2M | ||
| Q4 24 | $203.7M | $143.1M | ||
| Q3 24 | $205.7M | $153.0M | ||
| Q2 24 | $197.4M | $138.1M |
净利润APPFRNGR
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $3.2M | ||
| Q3 25 | $33.6M | $1.2M | ||
| Q2 25 | $36.0M | $7.3M | ||
| Q1 25 | $31.4M | $600.0K | ||
| Q4 24 | $102.7M | $5.8M | ||
| Q3 24 | $33.0M | $8.7M | ||
| Q2 24 | $29.7M | $4.7M |
营业利润率APPFRNGR
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 2.3% | ||
| Q3 25 | 14.1% | 2.0% | ||
| Q2 25 | 17.2% | 6.1% | ||
| Q1 25 | 15.5% | 0.7% | ||
| Q4 24 | 11.3% | 6.2% | ||
| Q3 24 | 20.7% | 8.4% | ||
| Q2 24 | 18.3% | 5.3% |
净利率APPFRNGR
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 2.3% | ||
| Q3 25 | 13.5% | 0.9% | ||
| Q2 25 | 15.3% | 5.2% | ||
| Q1 25 | 14.4% | 0.4% | ||
| Q4 24 | 50.4% | 4.1% | ||
| Q3 24 | 16.0% | 5.7% | ||
| Q2 24 | 15.0% | 3.4% |
每股收益（稀释后）APPFRNGR
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.14 | ||
| Q3 25 | $0.93 | $0.05 | ||
| Q2 25 | $0.99 | $0.32 | ||
| Q1 25 | $0.86 | $0.03 | ||
| Q4 24 | $2.79 | $0.24 | ||
| Q3 24 | $0.90 | $0.39 | ||
| Q2 24 | $0.81 | $0.21 |
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 | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $300.1M |
| 总资产 | $580.6M | $419.3M |
| 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APPFRNGR
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $10.3M | ||
| Q3 25 | $76.1M | $45.2M | ||
| Q2 25 | $73.5M | $48.9M | ||
| Q1 25 | $56.9M | $40.3M | ||
| Q4 24 | $42.5M | $40.9M | ||
| Q3 24 | $62.4M | $14.8M | ||
| Q2 24 | $59.6M | $8.7M |
总债务APPFRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益APPFRNGR
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $300.1M | ||
| Q3 25 | $498.9M | $270.0M | ||
| Q2 25 | $455.6M | $276.9M | ||
| Q1 25 | $462.1M | $272.6M | ||
| Q4 24 | $519.3M | $273.8M | ||
| Q3 24 | $412.8M | $267.6M | ||
| Q2 24 | $371.4M | $260.5M |
总资产APPFRNGR
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $419.3M | ||
| Q3 25 | $640.5M | $372.8M | ||
| Q2 25 | $567.4M | $381.7M | ||
| Q1 25 | $564.7M | $376.5M | ||
| Q4 24 | $626.7M | $381.6M | ||
| Q3 24 | $523.3M | $373.9M | ||
| Q2 24 | $479.3M | $359.6M |
负债/权益比APPFRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | — | $17.1M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | 0.81× | 7.53× |
| 过去12个月自由现金流最近4个季度 | — | $42.9M |
8季度趋势，按日历期对齐
经营现金流APPFRNGR
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $24.1M | ||
| Q3 25 | $86.0M | $13.6M | ||
| Q2 25 | $52.6M | $20.7M | ||
| Q1 25 | $38.5M | $10.6M | ||
| Q4 24 | $36.6M | $32.7M | ||
| Q3 24 | $57.8M | $17.7M | ||
| Q2 24 | $50.9M | $22.1M |
自由现金流APPFRNGR
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $17.1M | ||
| Q3 25 | $84.7M | $8.0M | ||
| Q2 25 | $52.4M | $14.4M | ||
| Q1 25 | $38.2M | $3.4M | ||
| Q4 24 | $36.4M | $27.3M | ||
| Q3 24 | $57.4M | $10.8M | ||
| Q2 24 | $50.8M | $6.8M |
自由现金流率APPFRNGR
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 12.0% | ||
| Q3 25 | 34.0% | 6.2% | ||
| Q2 25 | 22.2% | 10.2% | ||
| Q1 25 | 17.6% | 2.5% | ||
| Q4 24 | 17.9% | 19.1% | ||
| Q3 24 | 27.9% | 7.1% | ||
| Q2 24 | 25.8% | 4.9% |
资本支出强度APPFRNGR
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.9% | ||
| Q3 25 | 0.5% | 4.3% | ||
| Q2 25 | 0.1% | 4.5% | ||
| Q1 25 | 0.1% | 5.3% | ||
| Q4 24 | 0.1% | 3.8% | ||
| Q3 24 | 0.2% | 4.5% | ||
| Q2 24 | 0.0% | 11.1% |
现金转化率APPFRNGR
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | 7.53× | ||
| Q3 25 | 2.56× | 11.33× | ||
| Q2 25 | 1.46× | 2.84× | ||
| Q1 25 | 1.23× | 17.67× | ||
| Q4 24 | 0.36× | 5.64× | ||
| Q3 24 | 1.75× | 2.03× | ||
| Q2 24 | 1.71× | 4.70× |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
