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SPS Commerce SPSC Q2 2026 earnings

Reported July 30, 2026 · After market close

Revenue$197.8MBeat by $2.4M
EPS$1.27Beat by $0.18
Revenue estimate$195.5M
EPS estimate$1.09
“No other company can match the unique combination of AI capabilities, 25 years of proprietary data, deep domain expertise, and expansive network access to drive this kind of tangible value, collaboration, and operational efficiencies that SPS offers today.”
Chad Collins

Next report

Date not yet announced

Financials

Q2 2026

Income statement

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Revenue$197.8M+5.6%
Gross profit$138.8M+8.8%
Operating income$8.4M-68.2%
Net income$6.9M-65.2%
EPS (diluted)$0.19-63.5%

Balance sheet

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Cash & equivalents$173.2M+60.9%
Total debt$6.3M-41.6%
Total equity$938.5M-1.2%
Total assets$1.1B+0.4%

Cash flow

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Operating cash flow$66.0M+104%
CapEx$8.6M+29.0%
Free cash flow$57.4M+124%

Valuation & ratios

Valuation

as of 06/30/26
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Market cap$2.1B-59.5%
Enterprise value$1.93B-62.0%
P/E26.9×-35.6×
P/S2.7×-4.7×

Profitability

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Gross margin69.8%+1.7pp
Operating margin12.8%-1.8pp
Net margin10.1%-1.7pp
FCF margin25.7%+5.5pp

Returns & leverage

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Return on equity8.3%-1.8pp
Debt / equity0×0.0×
Current ratio2.3×+0.4×

Segments

By product

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Fulfillment$170.0M+6.9%
Analytics$14.1M+1.4%
Other$6.3M+1.9%

FAQ

When did SPS Commerce report Q2 2026 earnings?
SPS Commerce (SPSC) reported Q2 2026 earnings on July 30, 2026 after market close.
What were SPS Commerce's Q2 2026 revenue and EPS?
SPS Commerce reported revenue of $197.8M and eps of $1.27 for Q2 2026.
Did SPS Commerce beat estimates in Q2 2026?
Revenue beat the consensus estimate of $195.5M by $2.4M. EPS beat the consensus estimate of $1.09 by $0.18.
How did SPS Commerce's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 5.6% from $187.4M a year earlier and eps grew 27.0% from $1.00.
Where can I find SPS Commerce's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001092699-26-000063) and the 10-Q periodic report (0001092699-26-000066) directly on SEC EDGAR. The filing index links above go to sec.gov.