SPS Commerce Q3 revenue rises 4% to $197.6 million; diluted EPS $0.85
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.
Key points
- 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.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.
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.