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SPS Commerce SPSC Q3 2026 earnings

Reported October 29, 2026 · After market close

Revenue$197.6MBeat by $135.8K
EPS$1.39Beat by $0.16
Revenue estimate$197.5M
EPS estimate$1.23
“The progress we have made to date with our agentic transformation initiatives – both across our product portfolio and internally – has exceeded my expectations. I want to recognize all of Team SPS for their agentic-first mindset and commitment to this transformation. With our agentic strategy advancing, we are uniquely positioned to deliver sustainable, profitable growth, backed by the combination of AI and SPS' intelligent network – a powerful and durable competitive moat that no one else can match.”
Chad Collins

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$197.6M+4.1%
Gross profit$140.5M+6.5%
Operating income$39.9M+28.0%
Net income$30.7M+20.0%
EPS (diluted)$0.85+26.9%

Balance sheet

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Cash & equivalents$153.8M+15.0%
Total debt$6.6M-31.3%
Total equity$932.9M-2.7%
Total assets$1.1B-2.3%

Cash flow

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Operating cash flow$64.0M+5.6%
CapEx$5.5M-9.1%
Free cash flow$58.5M+7.2%

Valuation & ratios

Valuation

as of 10/30/26
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Market cap$3.09B-21.6%
Enterprise value$2.94B-22.9%
P/E37.2×-9.1×
P/S4×-1.4×

Profitability

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Gross margin70.2%+1.8pp
Operating margin13.8%-1.1pp
Net margin10.7%-1.0pp
FCF margin26%+5.6pp

Returns & leverage

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Return on equity8.8%-0.7pp
Debt / equity0×0.0×
Current ratio2.3×+0.3×

Segments

By product

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Fulfillment$168.2M+4.0%
Decision Intelligence$14.4M—
Other$6.4M+5.9%

FAQ

When did SPS Commerce report Q3 2026 earnings?
SPS Commerce (SPSC) reported Q3 2026 earnings on October 29, 2026 after market close.
What were SPS Commerce's Q3 2026 revenue and EPS?
SPS Commerce reported revenue of $197.6M and eps of $1.39 for Q3 2026.
Did SPS Commerce beat estimates in Q3 2026?
Revenue beat the consensus estimate of $197.5M by $135.8K. EPS beat the consensus estimate of $1.23 by $0.16.
How did SPS Commerce's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 4.1% from $189.9M a year earlier and eps grew 23.0% from $1.13.
Where can I find SPS Commerce's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001092699-26-000074) and the 10-Q periodic report (0001092699-26-000075) directly on SEC EDGAR. The filing index links above go to sec.gov.