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Buy SPSC
$54.86
+1.73 (+3.26%)
At Close: Jun 22, 2026
SPS Commerce Earnings Calls
Mar 31, 2026
$1.10 (7.84%)
| 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% |
Dec 31, 2025
$1.14 (14.00%)
| 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% |
Sep 30, 2025
$1.13 (14.14%)
| 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% |
Jun 30, 2025
$1.00 (11.11%)
| Release date | Jul 30, 2025 |
| EPS estimate | $0.90 |
| EPS actual | $1.00 |
| EPS Surprise | 11.11% |
| Revenue estimate | 185.826M |
| Revenue actual | 187.4M |
| Revenue Surprise | 0.85% |
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.
Jun 30, 2025
Beat
| Release date | Jul 30, 2025 |
| Price on release | $139.56 |
| EPS estimate | $0.90 |
| EPS actual | $1.00 |
| EPS surprise | 11.11% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $137.79 |
| Jul 25, 2025 | $136.49 |
| Jul 28, 2025 | $140.21 |
| Jul 29, 2025 | $140.10 |
| Jul 30, 2025 | $139.56 |
| Jul 31, 2025 | $108.87 |
| Aug 01, 2025 | $103.88 |
| Aug 04, 2025 | $107.09 |
| Aug 05, 2025 | $109.20 |
| 4 days before | 1.28% |
| 4 days after | -21.75% |
| On release day | -21.99% |
| Change in period | -20.75% |
Sep 30, 2025
Beat
| 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% |
Dec 31, 2025
Beat
| 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% |
Mar 31, 2026
Beat
| 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% |
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).
SPS Commerce Earnings History
Earnings Calendar
FAQ
When is the earnings report for SPSC?
SPS Commerce (SPSC) has scheduled its earnings report for Jul 29, 2026 after the markets close.
What is the SPSC price-to-earnings (P/E) ratio?
SPSC P/E ratio as of Jun 22, 2026 (TTM) is 21.85.
What is the SPSC EPS forecast?
The forecasted EPS (Earnings Per Share) for SPS Commerce (SPSC) for the first fiscal quarter 2026 is $1.08.
What are SPS Commerce's retained earnings?
On its balance sheet, SPS Commerce reported retained earnings of $192.12 million for the latest quarter ending Mar 31, 2026.
What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.
Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.
What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
