AppFolio (APPF) Q2 Earnings and Revenues Beat Estimates

Core Viewpoint - AppFolio reported quarterly earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and showing an increase from $1.12 per share a year ago, indicating a positive earnings surprise of +7.81% [1][2] Financial Performance - The company achieved revenues of $235.58 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.91%, and up from $197.38 million in the same quarter last year [2] - Over the last four quarters, AppFolio has exceeded consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance and Outlook - AppFolio shares have increased approximately 5.1% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.40, with projected revenues of $243.52 million, and for the current fiscal year, the estimate is $5.15 on revenues of $932.5 million [7] Industry Context - The Internet - Software industry, to which AppFolio belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8]