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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From SPS Commerce, Inc.'s 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$751.50M
+17.8%
$2.46
+20.6%
12.4%
FY2024
$637.76M
+18.8%
$2.04
+15.9%
12.1%
FY2023
$536.91M
+19.1%
$1.76
+18.1%
12.3%
FY2022
$450.88M
+17.0%
$1.49
+23.1%
12.2%
FY2021
$385.28M
+23.2%
$1.21
-4.0%
11.6%
Frequently asked questions
When is SPS Commerce's next earnings date?
SPS Commerce has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did SPS Commerce earn last quarter?
For the quarter ended Sep 2026, SPS Commerce reported diluted EPS of $0.85 (+26.9% year over year) on revenue of $197.65M (+4.1%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.