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SPS Commerce Earnings Calls
| Release date | Jul 29, 2026 |
| EPS estimate | $1.08 |
| EPS actual | - |
| Revenue estimate | 195.448M |
| Revenue actual | - |
| Expected change | +/- 3.51% |
| Release date | Apr 30, 2026 |
| EPS estimate | $1.02 |
| EPS actual | $1.10 |
| EPS Surprise | 7.84% |
| Revenue estimate | 192.468M |
| Revenue actual | 192.121M |
| Revenue Surprise | -0.180% |
| Release date | Feb 12, 2026 |
| EPS estimate | $1.00 |
| EPS actual | $1.14 |
| EPS Surprise | 14.00% |
| Revenue estimate | 193.597M |
| Revenue actual | 192.652M |
| Revenue Surprise | -0.488% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.99 |
| EPS actual | $1.13 |
| EPS Surprise | 14.14% |
| Revenue estimate | 193.602M |
| Revenue actual | 189.904M |
| Revenue Surprise | -1.91% |
Last 4 Quarters for SPS Commerce
Below you can see how SPSC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 30, 2025 |
| Price on release | $103.89 |
| EPS estimate | $0.99 |
| EPS actual | $1.13 |
| EPS surprise | 14.14% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $112.24 |
| Oct 27, 2025 | $111.00 |
| Oct 28, 2025 | $109.99 |
| Oct 29, 2025 | $105.18 |
| Oct 30, 2025 | $103.89 |
| Oct 31, 2025 | $82.24 |
| Nov 03, 2025 | $82.53 |
| Nov 04, 2025 | $81.10 |
| Nov 05, 2025 | $81.21 |
| 4 days before | -7.44% |
| 4 days after | -21.83% |
| On release day | -20.84% |
| Change in period | -27.65% |
| Release date | Feb 12, 2026 |
| Price on release | $64.75 |
| EPS estimate | $1.00 |
| EPS actual | $1.14 |
| EPS surprise | 14.00% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $79.47 |
| Feb 09, 2026 | $75.48 |
| Feb 10, 2026 | $74.83 |
| Feb 11, 2026 | $68.54 |
| Feb 12, 2026 | $64.75 |
| Feb 13, 2026 | $61.92 |
| Feb 17, 2026 | $60.06 |
| Feb 18, 2026 | $58.40 |
| Feb 19, 2026 | $58.35 |
| 4 days before | -18.52% |
| 4 days after | -9.88% |
| On release day | -4.37% |
| Change in period | -26.58% |
| Release date | Apr 30, 2026 |
| Price on release | $56.12 |
| EPS estimate | $1.02 |
| EPS actual | $1.10 |
| EPS surprise | 7.84% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $54.65 |
| Apr 27, 2026 | $54.88 |
| Apr 28, 2026 | $55.29 |
| Apr 29, 2026 | $55.18 |
| Apr 30, 2026 | $56.12 |
| May 01, 2026 | $58.92 |
| May 04, 2026 | $58.54 |
| May 05, 2026 | $58.40 |
| May 06, 2026 | $55.87 |
| 4 days before | 2.69% |
| 4 days after | -0.445% |
| On release day | 4.99% |
| Change in period | 2.23% |
| Release date | Jul 29, 2026 |
| Price on release | - |
| EPS estimate | $1.08 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 07, 2026 | $60.93 |
| Jul 08, 2026 | $59.09 |
| Jul 09, 2026 | $60.74 |
| Jul 10, 2026 | $60.85 |
| Jul 13, 2026 | $63.33 |
SPS Commerce Earnings Call Transcript Summary of Q1 2026
SPS Commerce reported a solid Q1 2026: revenue $192.1M (up 6% YoY) and recurring revenue up 7%. Key operational stats: ~54,200 recurring customers, ARPU ~$13,550, ~400 net 3P customer decline this quarter, cash ~$154M, and $47.1M of share repurchases in Q1. Management emphasized momentum in cross-selling (1P <> Fulfillment <> Revenue Recovery) and that the business excluding Amazon-related revenue recovery is growing at high-single-digit rates. Major strategic thrusts are AI/agent capabilities (MAX) — ~400 beta customers — which management says is accelerating product development, lowering onboarding time, surfacing root-cause operational issues, and driving measurable ROI (example: MAX may protect up to 8% of a customer’s revenue by preventing stockouts). They plan to monetize agentic functionality over time (MAX Connect / agent-to-agent APIs).
