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SPS Commerce SPSC Acquisitions

Acquisitions at other companies

International Business Machines logo
International Business MachinesIBM
$10.47B+47.4%
Ryder System logo
Ryder SystemR
$1M
Amplitude, Inc. logo
Amplitude, Inc.AMPL
$2.69M
EPAM Systems logo
EPAM SystemsEPAM
$307K+109%
Planet Labs logo
Planet LabsPL
$5.4M
Scansource logo
ScansourceSCSC
$18.36M

Other financials

Income statement

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Revenue$192.1M+5.8%
Gross profit$132.9M+6.6%
Operating income$24.6M-5.4%
Net income$19.7M-11.1%
EPS (diluted)$0.53-8.6%

Balance sheet

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Cash & equivalents$154.3M+62.5%
Total debt$6.6M-46.0%
Total equity$962.2M+4.5%
Total assets$1.2B+4.7%

Cash flow

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Operating cash flow$55.6M+39.1%
CapEx$7.1M+16.1%
Free cash flow$48.5M+43.3%

Valuation

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Market cap$2.59B-38.1%
Enterprise value$2.44B-40.2%
P/E28.5×-21.9×
P/S3.4×-2.5×

Profitability

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Gross margin69.3%+1.6pp
Operating margin15.3%+0.5pp
Net margin11.9%-0.2pp
FCF margin21.9%+0.9pp

Returns & leverage

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Return on equity9.7%-0.5pp
Debt / equity0.0×
Current ratio2.1×+0.5×

Where this comes from

Reported directly by SPS Commerce in its filing.

Tagged under the XBRL concept us-gaap:PaymentsToAcquireBusinessesNetOfCashAcquired.

The source filing: SPS Commerce’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 4:20 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001092699-26-000043
(in thousands) (unaudited)Three Months Ended March 31, 2026Three Months Ended March 31, 2025
Net cash provided by operating activities55,62939,983
Cash flows from investing activities
Purchases of property and equipment(7,140)(6,150)
Acquisition of business, net(141,636)
Net cash used in investing activities(7,140)(147,786)
Cash flows from financing activities
Repurchases of common stock(47,124)(40,000)
Net proceeds from exercise of options to purchase common stock743635

Item 1. Financial Statements (unaudited)

FAQ

What is SPS Commerce's acquisitions?
SPS Commerce (SPSC) reported acquisitions of $0 in Q1 2026.
How has SPS Commerce's acquisitions changed year-over-year?
SPS Commerce's acquisitions decreased by 100.0% year-over-year, from $141.64M to $0.
What does acquisitions mean?
Cash paid for business acquisitions net of cash acquired in the target company — the primary M&A cash flow line.

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