SPS Commerce Inc (SPSC)

Currency in USD
85.78
+0.19(+0.22%)
Closed·
85.00-0.78(-0.91%)
·

SPSC Earnings

Latest Release
Oct 29, 2026
EPS / Forecast
1.39 / 1.23
Revenue / Forecast
197.64M / 197.51M
EPS Revisions
Last 90 days
Release Date
Period End
EPS
/Forecast
Revenue
/Forecast
EPS Surprise %
Revenue Surprise %
Reaction
2026/12--/1.31--/203.40M----Free Sign Up
2026/091.39/1.23197.64M/197.51M+13.01%+0.07%Free Sign Up
2026/061.27/1.08197.80M/195.44M+17.59%+1.21%Free Sign Up
2026/031.10/1.08192.10M/197.63M+1.85%-2.8%Free Sign Up
2025/121.14/1.01192.70M/193.60M+12.87%-0.46%Free Sign Up
2025/091.13/1.00189.90M/192.68M+13%-1.44%Free Sign Up
2025/061.00/0.910187.40M/185.82M+9.89%+0.85%Free Sign Up
2025/031.00/0.850181.55M/179.57M+17.65%+1.1%Free Sign Up
2024/120.890/0.870170.90M/168.76M+2.3%+1.27%Free Sign Up
2024/090.920/0.830163.69M/159.94M+10.84%+2.34%Free Sign Up

All numbers in USD

SPS Commerce Inc Earnings Call Summary for Q3/2026

  • SPS Commerce Q3 adjusted EPS of $1.39 beat estimates by 13%, but shares fell 5% after hours on softer guidance and Amazon policy headwinds.
  • Revenue rose 4% YoY to $197.6M; adjusted EBITDA jumped 17% to $70.9M with margin at 36%, exceeding the 35% long-term target.
  • Amazon policy changes and faster shift from take-rate to subscription pricing cut growth ~500 bps; management noted guidance would've risen otherwise.
  • Q4 guidance: revenue $199.3M-$201.3M, EPS $1.31-$1.36; FY2026: revenue $786.9M-$788.9M, EPS $5.05-$5.11, underlying growth high single digits.
  • MAX Agents expected to monetize in 2027; AI-enabled Decision Intelligence launching H1 2027; company prioritizing adoption over near-term pricing.
Last Updated: 2026-10-29, 05:34 p/m
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FAQ

What Is SPS Commerce's Earnings Per Share (TTM)?

The SPS Commerce EPS (TTM) is 2.09.

When Is The Next SPS Commerce Earnings Date?

SPS Commerce will release its next earnings report on Feb 11, 2027.

What Is SPS Commerce’s Revenue Forecasts For Upcoming Quarters?

SPS Commerce’s revenue forecast is 203.40M.
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