Oct 29, 4:09 PM ET
SPS Commerce reported third quarter 2026 results on October 29, 2026. Revenue rose 4% to $197.6 million and net income rose to $30.7 million, or $0.85 per diluted share, from $25.6 million, or $0.67, a year earlier. The company also issued fourth quarter and full year 2026 guidance, which includes a reduction of about $10.5 million in second half revenue from the June 30, 2026 divestiture of its 3P Revenue Recovery business.
- Q3 2026 revenue was $197.6 million, up from $189.9 million in Q3 2025, a 4% increase.
- Q3 2026 net income was $30.7 million, or $0.85 per diluted share, versus $0.67 in Q3 2025; adjusted EBITDA rose 17% to $70.9 million.
- Q4 2026 revenue guidance is $199.3 million to $201.3 million; full year 2026 revenue guidance is $786.9 million to $788.9 million.
- The company repurchased $48.8 million of its shares in Q3 2026, and nine-month net income fell to $57.3 million from $67.5 million after a $23.5 million loss on sale of business.
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Jul 30, 4:08 PM ET
SPS Commerce reported second quarter 2026 results, with revenue up 6% to $197.8 million and Adjusted EBITDA up 19% to $66.6 million. GAAP net income fell to $6.9 million, or $0.19 per diluted share, from $19.7 million, or $0.52, a year earlier, mainly due to a $23.5 million loss on the sale of a business. The company also issued updated 2026 guidance that reflects the June 30, 2026 divestiture of its 3P Revenue Recovery business.
- Q2 2026 revenue was $197.8 million, up from $187.4 million in Q2 2025; net income was $6.9 million, or $0.19 per diluted share, versus $0.52 a year earlier.
- Non-GAAP income was $46.4 million, or $1.27 per diluted share, compared with $1.00 in Q2 2025.
- Guidance reflects a reduction of approximately $10.5 million in second half 2026 revenue from the 3P Revenue Recovery divestiture.
- Full year 2026 revenue guidance is $788.4 million to $793.4 million, or 5% to 6% growth over 2025.
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May 21, 4:05 PM ET
SPS Commerce disclosed that former Chief Financial Officer Kimberly Nelson's retirement will take effect June 1, 2026. The board committee waived a six-month notice requirement, so her outstanding equity awards will be treated under the retirement provisions of her award agreements, and she will receive no cash payments or severance.
- Kimberly Nelson's effective retirement date is June 1, 2026, set on May 20, 2026.
- Joseph Del Preto became Executive Vice President and Chief Financial Officer on March 16, 2026, and Nelson left the CFO role that day.
- The Compensation & Talent Committee waived the six-month notice requirement on May 20, 2026.
- Nelson will not receive any cash payments or other severance.
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Apr 30, 4:17 PM ET
SPS Commerce reported first quarter 2026 revenue of $192.1 million, up 6% from $181.5 million a year earlier, while GAAP net income fell to $19.7 million, or $0.53 per diluted share, from $22.2 million, or $0.58. The company also issued second quarter and full year 2026 guidance, with full year revenue expected at $796.0 million to $802.0 million, and reported $47.1 million in share repurchases in the quarter.
- Q1 2026 revenue was $192.1 million, up 6% from $181.5 million; recurring revenue grew 7%.
- GAAP diluted EPS was $0.53 versus $0.58 a year earlier; non-GAAP diluted EPS was $1.10 versus $1.00.
- Adjusted EBITDA rose 7% to $57.9 million.
- Q2 2026 revenue is guided to $194.5 million to $196.5 million; full year 2026 revenue is guided to $796.0 million to $802.0 million.
Read the filing on SEC.gov ↗
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