SPS Commerce, Inc.(SPSC)Earnings, Financials & Key RatiosSPS Commerce, Inc. (SPSC) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company demonstrates strong cash conversion with a 25.2% FCF margin, the deceleration in revenue growth to 5.8% and high goodwill concentration suggest limited near-term upside.
SPS Commerce, Inc. (SPSC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
SPS Commerce, Inc. (SPSC) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $1.10vs $1.02+7.8% | $192Mvs $192M-0.2% |
| Q1 2026 | Feb 12, 2026 | $1.14vs $1.00+14.0% | $193Mvs $194M-0.5% |
| Q4 2025 | Oct 30, 2025 | $1.13vs $0.99+14.1% | $190Mvs $194M-1.9% |
| Q3 2025 | Jul 30, 2025 | $1.00vs $0.90+11.1% | $187Mvs $186M+0.8% |
Recent stock market news and headlines for SPS Commerce, Inc. (SPSC)
MINNEAPOLIS, June 30, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced it has completed the sale of its 3P Revenue Recovery business. The company previously acquired the business through the Carbon6 Technologies, Inc. (Carbon6) acquisition which closed on February 7, 2025.
SPS Commerce (SPSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Supply chain software maker SPS Commerce is exploring a sale amid pressure from activist investors, according to three people familiar with the matter.
Key metrics vs top competitors for SPS Commerce, Inc. (SPSC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $60.93 | $2.28B | 24.77 | 17.83% | 12.42% | 10.21% | — | |
| $89.32 | $11.91B | 14.34 | 8.26% | 17.32% | 366.9% | — | |
| $24.56 | $7.3B | -175.43 | 61.88% | -5.82% | -2.38% | — | |
| $18.51 | $1.98B | -40.24 | 32.89% | -10.55% | -13.96% | — | |
| $179.42 | $6.46B | 46.24 | 19.72% | 15.27% | 30.9% | — | |
| $118.84 | $6.36B | 29.56 | 13.74% | 14.94% | 22.36% | — |
SPS Commerce, Inc. (SPSC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SPS Commerce, Inc. (SPSC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 30, 2026·SEC
Apr 14, 2026·SEC
Feb 12, 2026·SEC
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SPS Commerce, Inc. (SPSC) stock FAQ — growth, dividends, profitability & financials explained
SPS Commerce, Inc. (SPSC) reported $762.1M in revenue for fiscal year 2025. This represents a 2924% increase from $25.2M in 2007.
SPS Commerce, Inc. (SPSC) grew revenue by 17.8% over the past year. This is strong growth.
Yes, SPS Commerce, Inc. (SPSC) is profitable, generating $90.9M in net income for fiscal year 2025 (12.4% net margin).
SPS Commerce, Inc. (SPSC) has a return on equity (ROE) of 10.2%. This is reasonable for most industries.
SPS Commerce, Inc. (SPSC) generated $166.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
