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AI brief of an SEC Form 8-K · SPS Commerce (SPSC)

SPS Commerce Q2 revenue rises 6% to $197.8 million; net income falls to $6.9 million

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanySPS Commerce (SPSC)
Form8-K, current report
Filed with the SECJul 30, 2026, 4:08 PM ET
Accession number0001092699-26-000063

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:49 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.