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APPFOLIO INC（APPF）与ROGERS CORP（ROG）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ROGERS CORP的1.3倍（$262.2M vs $200.5M），APPFOLIO INC净利率更高（16.2% vs 2.2%，领先13.9%），APPFOLIO INC同比增速更快（20.4% vs 5.2%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
APPF vs ROG — 直观对比
营收规模更大
APPF
是对方的1.3倍
$200.5M
营收增速更快
APPF
高出15.2%
5.2%
净利率更高
APPF
高出13.9%
2.2%
两年增速更快
APPF
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $200.5M |
| 净利润 | $42.4M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 19.4% | — |
| 净利率 | 16.2% | 2.2% |
| 营收同比 | 20.4% | 5.2% |
| 净利润同比 | 35.2% | 421.4% |
| 每股收益（稀释后） | $1.18 | $0.25 |
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APPFROG
| Q1 26 | $262.2M | $200.5M | ||
| Q4 25 | $248.2M | $201.5M | ||
| Q3 25 | $249.4M | $216.0M | ||
| Q2 25 | $235.6M | $202.8M | ||
| Q1 25 | $217.7M | $190.5M | ||
| Q4 24 | $203.7M | $192.2M | ||
| Q3 24 | $205.7M | $210.3M | ||
| Q2 24 | $197.4M | $214.2M |
净利润APPFROG
| Q1 26 | $42.4M | $4.5M | ||
| Q4 25 | $39.9M | $4.6M | ||
| Q3 25 | $33.6M | $8.6M | ||
| Q2 25 | $36.0M | $-73.6M | ||
| Q1 25 | $31.4M | $-1.4M | ||
| Q4 24 | $102.7M | $-500.0K | ||
| Q3 24 | $33.0M | $10.7M | ||
| Q2 24 | $29.7M | $8.1M |
毛利率APPFROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率APPFROG
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 3.5% | ||
| Q3 25 | 14.1% | 7.3% | ||
| Q2 25 | 17.2% | -33.3% | ||
| Q1 25 | 15.5% | -0.2% | ||
| Q4 24 | 11.3% | -6.6% | ||
| Q3 24 | 20.7% | 6.9% | ||
| Q2 24 | 18.3% | 5.3% |
净利率APPFROG
| Q1 26 | 16.2% | 2.2% | ||
| Q4 25 | 16.1% | 2.3% | ||
| Q3 25 | 13.5% | 4.0% | ||
| Q2 25 | 15.3% | -36.3% | ||
| Q1 25 | 14.4% | -0.7% | ||
| Q4 24 | 50.4% | -0.3% | ||
| Q3 24 | 16.0% | 5.1% | ||
| Q2 24 | 15.0% | 3.8% |
每股收益（稀释后）APPFROG
| Q1 26 | $1.18 | $0.25 | ||
| Q4 25 | $1.10 | $0.20 | ||
| Q3 25 | $0.93 | $0.48 | ||
| Q2 25 | $0.99 | $-4.00 | ||
| Q1 25 | $0.86 | $-0.08 | ||
| Q4 24 | $2.79 | $-0.04 | ||
| Q3 24 | $0.90 | $0.58 | ||
| Q2 24 | $0.81 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $1.2B |
| 总资产 | $580.6M | $1.4B |
| 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APPFROG
| Q1 26 | $147.4M | $195.8M | ||
| Q4 25 | $107.0M | $197.0M | ||
| Q3 25 | $76.1M | $167.8M | ||
| Q2 25 | $73.5M | $157.2M | ||
| Q1 25 | $56.9M | $175.6M | ||
| Q4 24 | $42.5M | $159.8M | ||
| Q3 24 | $62.4M | $146.4M | ||
| Q2 24 | $59.6M | $119.9M |
股东权益APPFROG
| Q1 26 | $470.2M | $1.2B | ||
| Q4 25 | $542.6M | $1.2B | ||
| Q3 25 | $498.9M | $1.2B | ||
| Q2 25 | $455.6M | $1.2B | ||
| Q1 25 | $462.1M | $1.3B | ||
| Q4 24 | $519.3M | $1.3B | ||
| Q3 24 | $412.8M | $1.3B | ||
| Q2 24 | $371.4M | $1.3B |
总资产APPFROG
| Q1 26 | $580.6M | $1.4B | ||
| Q4 25 | $689.0M | $1.4B | ||
| Q3 25 | $640.5M | $1.4B | ||
| Q2 25 | $567.4M | $1.5B | ||
| Q1 25 | $564.7M | $1.5B | ||
| Q4 24 | $626.7M | $1.5B | ||
| Q3 24 | $523.3M | $1.5B | ||
| Q2 24 | $479.3M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流APPFROG
| Q1 26 | $34.3M | $5.8M | ||
| Q4 25 | $65.0M | $46.9M | ||
| Q3 25 | $86.0M | $28.9M | ||
| Q2 25 | $52.6M | $13.7M | ||
| Q1 25 | $38.5M | $11.7M | ||
| Q4 24 | $36.6M | $33.7M | ||
| Q3 24 | $57.8M | $42.4M | ||
| Q2 24 | $50.9M | $22.9M |
自由现金流APPFROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $63.7M | $42.2M | ||
| Q3 25 | $84.7M | $21.2M | ||
| Q2 25 | $52.4M | $5.6M | ||
| Q1 25 | $38.2M | $2.1M | ||
| Q4 24 | $36.4M | $18.3M | ||
| Q3 24 | $57.4M | $25.2M | ||
| Q2 24 | $50.8M | $8.8M |
自由现金流率APPFROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 25.7% | 20.9% | ||
| Q3 25 | 34.0% | 9.8% | ||
| Q2 25 | 22.2% | 2.8% | ||
| Q1 25 | 17.6% | 1.1% | ||
| Q4 24 | 17.9% | 9.5% | ||
| Q3 24 | 27.9% | 12.0% | ||
| Q2 24 | 25.8% | 4.1% |
资本支出强度APPFROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.5% | 3.6% | ||
| Q2 25 | 0.1% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 0.1% | 8.0% | ||
| Q3 24 | 0.2% | 8.2% | ||
| Q2 24 | 0.0% | 6.6% |
现金转化率APPFROG
| Q1 26 | 0.81× | 1.29× | ||
| Q4 25 | 1.63× | 10.20× | ||
| Q3 25 | 2.56× | 3.36× | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | 3.96× | ||
| Q2 24 | 1.71× | 2.83× |
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% |
ROG
暂无分部数据
