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SPS Commerce Inc (SPSC) stock

SPSCNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 17/3028% below fair value
$82.25−0.60 (-0.72%)

Close on Nov 12, 2026Market cap $2.92BP/E 36.6Yield –

Earnings

SPS Commerce's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Feb 11, 2027
Q4 FY2026 · estimated, during market hours
Revenue, Q3 FY2026
$197.60M
+4.1% on a year earlier
Non-GAAP income per diluted share, Q3 FY2026
$1.39
$1.13 a year earlier
Latest guidance
Issued
Oct 29, 2026 · 8 items

Quarterly results

Revenue and earnings per share from each of SPS Commerce's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q4 FY2026ended Dec 31, 2026Feb 11, 2027Expected–––––
Q3 FY2026ended Sep 30, 2026Oct 29, 2026after the close$197.60M+4.1%$0.85$1.39Release
Q2 FY2026ended Jun 30, 2026Jul 30, 2026during market hours$197.80M+5.5%$0.19$1.27Release
Q1 FY2026ended Mar 31, 2026Apr 30, 2026during market hours$192.10M+5.8%$0.53$1.10Release
Q4 FY2025ended Dec 31, 2025Feb 12, 2026during market hours$192.70M+12.8%$0.68$1.14Release
Q3 FY2025ended Sep 30, 2025Oct 30, 2025during market hours$189.90M+16.0%$0.67$1.13Release
Q2 FY2025ended Jun 30, 2025Jul 30, 2025during market hours$187.40M+22.0%$0.52$1.00Release
Q1 FY2025ended Mar 31, 2025Apr 24, 2025during market hours$181.50M+21.3%$0.58$1.00Release
Q4 FY2024ended Dec 31, 2024Feb 10, 2025during market hours$170.90M+17.9%$0.46$0.89Release
Q3 FY2024ended Sep 30, 2024Oct 24, 2024during market hours$163.70M+20.6%$0.62$0.92Release
Q2 FY2024ended Jun 30, 2024Jul 25, 2024during market hours$153.60M+17.8%$0.48$0.80Release
Q1 FY2024ended Mar 31, 2024Apr 25, 2024during market hours$149.60M+18.8%$0.48$0.86Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

SPS Commerce's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
RevenueGAAPQ4 FY2026$199.30M – $201.30M–NewOct 29, 2026
Adjusted EBITDAnon-GAAPQ4 FY2026$72.00M – $74.00M–NewOct 29, 2026
Net income per diluted shareGAAPQ4 FY2026$0.74 – $0.79–NewOct 29, 2026
Non-GAAP income per diluted sharenon-GAAPQ4 FY2026$1.31 – $1.36–NewOct 29, 2026
growth over 2025FY2026+6% – +7%–NewApr 30, 2026
RevenueGAAPFY2026$786.90M – $788.90M–NewOct 29, 2026
RevenueFY2026$788.40M – $793.40M$796.00M – $802.00MLoweredJul 30, 2026
Adjusted EBITDAnon-GAAPFY2026$267.40M – $269.40M–NewOct 29, 2026
Adjusted EBITDAnon-GAAPFY2026$264.60M – $269.10M$262.80M – $267.30MRaisedJul 30, 2026
growth over 2025non-GAAPFY2026+14% – +16%–NewApr 30, 2026
Net income per diluted shareGAAPFY2026$2.29 – $2.35–NewOct 29, 2026
Net income per diluted shareGAAPFY2026$2.24 – $2.33$2.66 – $2.69LoweredJul 30, 2026
Non-GAAP income per diluted sharenon-GAAPFY2026$5.05 – $5.11–NewOct 29, 2026
Non-GAAP income per diluted sharenon-GAAPFY2026$4.84 – $4.93$4.73 – $4.76RaisedJul 30, 2026
amortization expenseFY2026$37.40M–RaisedApr 30, 2026
depreciation expenseFY2026$23.00M–LoweredApr 30, 2026
Non-cash, share-based compensation expenseFY2026$69.80M–NewApr 30, 2026

Guidance vs results

The last range SPS Commerce gave before each report, against the figure it then reported. Full years add up the four quarters.

PeriodMetricGuidanceActualResult
Q3 FY2026EPS (GAAP)$0.72 – $0.76$0.85Above range
Q3 FY2026Non-GAAP income per diluted share$1.20 – $1.23$1.39Above range
Q3 FY2026Revenue$196.30M – $198.30M$197.60MWithin range
Q2 FY2026EPS (GAAP)$0.53 – $0.56$0.19Below range
Q2 FY2026Non-GAAP income per diluted share$1.06 – $1.09$1.27Above range
Q2 FY2026Revenue$194.50M – $196.50M$197.80MAbove range
Q2 FY2026Revenue growth+4% – +5%+5.55%Above range
Q1 FY2026EPS (GAAP)$0.46 – $0.49$0.53Above range
Q1 FY2026Non-GAAP income per diluted share$0.95 – $0.99$1.10Above range
Q1 FY2026Revenue$191.60M – $193.60M$192.10MWithin range
FY2025EPS (GAAP)$2.31 – $2.34$2.45Σ4QAbove range
FY2025Non-GAAP income per diluted share$4.10 – $4.15$4.27Σ4QAbove range

Guidance history

Every forecast SPS Commerce put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Oct 29, 2026Adjusted EBITDAQ4 FY2026$72.00M – $74.00MNew
Oct 29, 2026Adjusted EBITDAFY2026$267.40M – $269.40MNew
Oct 29, 2026Non-GAAP income per diluted shareQ4 FY2026$1.31 – $1.36New
Oct 29, 2026Non-GAAP income per diluted shareFY2026$5.05 – $5.11New
Oct 29, 2026Net income per diluted shareQ4 FY2026$0.74 – $0.79New
Oct 29, 2026Net income per diluted shareFY2026$2.29 – $2.35New
Oct 29, 2026RevenueQ4 FY2026$199.30M – $201.30MNew
Oct 29, 2026RevenueFY2026$786.90M – $788.90MNew
Jul 30, 2026Adjusted EBITDAFY2026$264.60M – $269.10MRaised
Jul 30, 2026Adjusted EBITDAQ3 FY2026$67.40M – $69.40MNew
Jul 30, 2026Non-GAAP income per diluted shareFY2026$4.84 – $4.93Raised
Jul 30, 2026Non-GAAP income per diluted shareQ3 FY2026$1.20 – $1.23New
Jul 30, 2026Net income per diluted shareFY2026$2.24 – $2.33Lowered
Jul 30, 2026Net income per diluted shareQ3 FY2026$0.72 – $0.76New
Jul 30, 2026RevenueFY2026$788.40M – $793.40MLowered
Jul 30, 2026RevenueQ3 FY2026$196.30M – $198.30MNew
Apr 30, 2026growth over 2025FY2026+14% – +16%New
Apr 30, 2026Adjusted EBITDAFY2026$262.80M – $267.30MRaised
Apr 30, 2026Adjusted EBITDAQ2 FY2026$60.90M – $62.40MNew
Apr 30, 2026Non-GAAP income per diluted shareFY2026$4.73 – $4.76Raised

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases SPS Commerce filed with the SEC as exhibits to Form 8-K or 6-K

  1. Results
  2. Results
  3. Results
  4. Update
  5. Results
  6. Results
  7. Results
  8. Results
  9. Results
  10. Update
  11. Update
  12. Update
  13. Results
  14. Update
  15. Results

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