SPS Commerce, Inc. delivers comprehensive, cloud-based solutions for supply chain management across the globe. The company's central offering is its "SPS Commerce" ...
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Est. EPS $1.23 · Revenue $197.51M · 8 analysts
Est. EPS $1.31 · Revenue $203.41M · 7 analysts
Est. EPS $4.90 · Revenue $790.55M · 8 analysts
Est. EPS $1.24 · Revenue $203.57M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $751.5M | +17.8% | +3.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $93.3M | +21.1% | -65.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +69.2% | +3.3% | +1.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +15.7% | +13.0% | +26.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +12.4% | +2.8% | -66.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $152.3M | +10.9% | +18.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +20.3% | -5.9% | +15.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.7% | -49.4% | -2.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.17x | -16.6% | +6.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.2B | +13.4% | -3.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.46 vs 4.13 | -40.4% | 0.19 vs 1.23 | -84.6% |
| Revenue Surprise | $751.5M vs $752.5M | -0.1% | $197.8M vs $197.5M | +0.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| May 28, 2026 | Gaurav Razat | director | Common Stock | A | 3,736 | — |
| May 28, 2026 | McConnell Michael J | director | Common Stock | A | 3,736 | — |
| May 28, 2026 | Partin Mark | director | Common Stock | A | 3,736 | — |
| May 28, 2026 | Reaume Marty M | director | Common Stock | A | 3,736 | — |
| May 28, 2026 | Reller Tami | director | Common Stock | A | 3,736 | — |
Operator: Good day, and welcome to the SPS Commerce second-quarter 2026 earnings conference call. All participants will be in a listen-only mode. After today's presentation, there will be an opportunity to ask questions. Please note that this event is being recorded. I would now like to turn the conference over to Irmina Blaszczyk, Investor Relations for SPS Commerce. Please go ahead. Irmina Blaszczyk: Good afternoon, everyone. And thank you for joining us on SPS Commerce second-quarter 2026 conference call. We will make certain statements today, including with respect to our expected financial results, go-to-market strategy and efforts designed to increase our traction and penetration with retailers and other customers. These statements are forward-looking and involve a number of risks and uncertainties that could cause actual results to differ materially. Please note that these forward-looking statements reflect our opinions only as of the date of the call, and we undertake no obligation to publicly update and revise any forward-looking statements whether as a result of new information, future events or otherwise. Please refer to our SEC filings, specifically our Form 10-K, as well as our financial results press release for a more detailed description of the risks factors that may affect our results. These documents are available at our website, spscommerce.com, and at the SEC's website, sec.gov. In addition, we are providing a historical data sheet for easy reference on the Investor Relations section of our website, spscommerce.com. During our call today, we will discuss adjusted EBITDA financial measures and non-GAAP income per share. In our press release and our filings with the SEC, each of which is posted on our website, you will find additional disclosures regarding these non-GAAP financial measures, including reconciliations of these measures with comparable GAAP measures. And with that, I will turn the call over to Chad. Chad Collins: Thanks, Irmina, and good afternoon, everyone. Thank you for joining us today. At SPS Commerce, our foundation has always been our cloud-based supply chain network. Today, our network stands as a massive, interconnected retail ecosystem of tens of thousands of suppliers and 3,500 buying organizations. Including all the major retailers and distributors in North America. We work with more than 2,000 logistics providers and over 400 technology partners. Which enables us to integrate our network with all of our customer supply chain and business systems. We are protocol agnostic and enable fulfillment models and channels with grade-A security certifications. That foundation makes everything that follows possible and represents our AI use case on our network. The SPS Commerce network took over 25 years to get to where it is today. Through its network and scale, we are building partnerships, supporting evolving supply chains, helping our customers grow. Having recently divested the 3P revenue recovery business, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Eduardo Rosini | Executive VP & Chief Commercial Officer | USD 1,026,022 | Male | 1968 | Active |
Joseph Del Preto | Executive Vice President & Chief Financial Officer | USD 862,950 | Male | 1975 | Active |
Chadwick Collins | Chief Executive Officer & Director | USD 620,540 | Male | 1977 | Active |
Jamie Thingelstad | Executive Vice President & Chief Technology Officer | USD 410,778 | Male | 1972 | Active |
Michael Svatek | Senior VP & Chief Product Officer | — | Male | — | Active |
Maria Pergolino | Senior Vice President & Chief Marketing Officer | — | Female | — | Active |
Erica Koenig | Senior Vice President & Chief Human Resources Officer | — | Female | — | Active |
American Capital Management Inc. bought a new stake in shares of SPS Commerce, Inc. (NASDAQ: SPSC) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 73,958 shares of the software maker's stock, valued at approximately $4,228,000. American Capital Management Inc. owned 0.21% of SPS
This followed discussions with its CEO and CFO. In the pundit's view, the supply chain software developer stands before several growth-producing opportunities.
[url="]SPS Commerce[/url] (NASDAQ: SPSC), the leading intelligent supply chain network, today announced the inaugural class of its [url="]Top Supply Chain Leade
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced the inaugural class of its Top Supply Chain Leaders, recognizing an initial 50 operational leaders and their teams from organizations across the U.S. and Canada, including Walgreens, US Foods, Petco, Fastenal, Ace Hardware, Gordon Food Service, and Canadian Tire. The recognition celebrates leadership in driving innovation, resilience, and operational excellence across retail,.
Assenagon Asset Management S.A. reduced its position in SPS Commerce, Inc. (NASDAQ: SPSC) by 88.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,830 shares of the software maker's stock after selling 186,577 shares during the quarter. Assenagon
