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APPFOLIO INC（APPF）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是APPFOLIO INC的1.2倍（$324.4M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs 5.7%，领先10.5%），APPFOLIO INC同比增速更快（20.4% vs 10.4%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
APPF vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.2倍
$262.2M
营收增速更快
APPF
高出10.0%
10.4%
净利率更高
APPF
高出10.5%
5.7%
两年增速更快
APPF
近两年复合增速
9.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $324.4M |
| 净利润 | $42.4M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 19.4% | 6.3% |
| 净利率 | 16.2% | 5.7% |
| 营收同比 | 20.4% | 10.4% |
| 净利润同比 | 35.2% | 50.4% |
| 每股收益（稀释后） | $1.18 | $0.27 |
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APPFRVLV
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $324.4M | ||
| Q3 25 | $249.4M | $295.6M | ||
| Q2 25 | $235.6M | $309.0M | ||
| Q1 25 | $217.7M | $296.7M | ||
| Q4 24 | $203.7M | $293.7M | ||
| Q3 24 | $205.7M | $283.1M | ||
| Q2 24 | $197.4M | $282.5M |
净利润APPFRVLV
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $18.6M | ||
| Q3 25 | $33.6M | $21.2M | ||
| Q2 25 | $36.0M | $10.2M | ||
| Q1 25 | $31.4M | $11.8M | ||
| Q4 24 | $102.7M | $12.3M | ||
| Q3 24 | $33.0M | $11.0M | ||
| Q2 24 | $29.7M | $15.4M |
毛利率APPFRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
营业利润率APPFRVLV
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | 6.3% | ||
| Q3 25 | 14.1% | 7.1% | ||
| Q2 25 | 17.2% | 5.8% | ||
| Q1 25 | 15.5% | 5.0% | ||
| Q4 24 | 11.3% | 3.9% | ||
| Q3 24 | 20.7% | 5.0% | ||
| Q2 24 | 18.3% | 5.8% |
净利率APPFRVLV
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | 5.7% | ||
| Q3 25 | 13.5% | 7.2% | ||
| Q2 25 | 15.3% | 3.3% | ||
| Q1 25 | 14.4% | 4.0% | ||
| Q4 24 | 50.4% | 4.2% | ||
| Q3 24 | 16.0% | 3.9% | ||
| Q2 24 | 15.0% | 5.4% |
每股收益（稀释后）APPFRVLV
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $0.27 | ||
| Q3 25 | $0.93 | $0.29 | ||
| Q2 25 | $0.99 | $0.14 | ||
| Q1 25 | $0.86 | $0.16 | ||
| Q4 24 | $2.79 | $0.18 | ||
| Q3 24 | $0.90 | $0.15 | ||
| 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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $512.5M |
| 总资产 | $580.6M | $765.0M |
| 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APPFRVLV
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $292.3M | ||
| Q3 25 | $76.1M | $315.4M | ||
| Q2 25 | $73.5M | $310.7M | ||
| Q1 25 | $56.9M | $300.8M | ||
| Q4 24 | $42.5M | $256.6M | ||
| Q3 24 | $62.4M | $252.8M | ||
| Q2 24 | $59.6M | $244.7M |
股东权益APPFRVLV
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $512.5M | ||
| Q3 25 | $498.9M | $490.2M | ||
| Q2 25 | $455.6M | $468.6M | ||
| Q1 25 | $462.1M | $453.4M | ||
| Q4 24 | $519.3M | $437.8M | ||
| Q3 24 | $412.8M | $420.8M | ||
| Q2 24 | $371.4M | $405.8M |
总资产APPFRVLV
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $765.0M | ||
| Q3 25 | $640.5M | $751.3M | ||
| Q2 25 | $567.4M | $722.9M | ||
| Q1 25 | $564.7M | $713.9M | ||
| Q4 24 | $626.7M | $665.5M | ||
| Q3 24 | $523.3M | $670.9M | ||
| Q2 24 | $479.3M | $657.8M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 0.81× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流APPFRVLV
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $-10.2M | ||
| Q3 25 | $86.0M | $11.8M | ||
| Q2 25 | $52.6M | $12.6M | ||
| Q1 25 | $38.5M | $45.1M | ||
| Q4 24 | $36.6M | $3.9M | ||
| Q3 24 | $57.8M | $9.1M | ||
| Q2 24 | $50.9M | $-24.7M |
自由现金流APPFRVLV
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $-13.3M | ||
| Q3 25 | $84.7M | $7.5M | ||
| Q2 25 | $52.4M | $10.4M | ||
| Q1 25 | $38.2M | $43.4M | ||
| Q4 24 | $36.4M | $2.1M | ||
| Q3 24 | $57.4M | $8.0M | ||
| Q2 24 | $50.8M | $-25.7M |
自由现金流率APPFRVLV
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | -4.1% | ||
| Q3 25 | 34.0% | 2.5% | ||
| Q2 25 | 22.2% | 3.4% | ||
| Q1 25 | 17.6% | 14.6% | ||
| Q4 24 | 17.9% | 0.7% | ||
| Q3 24 | 27.9% | 2.8% | ||
| Q2 24 | 25.8% | -9.1% |
资本支出强度APPFRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.0% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.1% | 0.6% | ||
| Q4 24 | 0.1% | 0.6% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 0.0% | 0.4% |
现金转化率APPFRVLV
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | -0.55× | ||
| Q3 25 | 2.56× | 0.56× | ||
| Q2 25 | 1.46× | 1.24× | ||
| Q1 25 | 1.23× | 3.82× | ||
| Q4 24 | 0.36× | 0.32× | ||
| Q3 24 | 1.75× | 0.83× | ||
| Q2 24 | 1.71× | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
