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SPS Commerce SPSC Fulfillment — Revenue

Other product segments

Analytics
$14.13M+3.1%
Other
$6.08M+1.4%

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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 / equity0×0.0×
Current ratio2.1×+0.5×

Where this comes from

Reported directly by SPS Commerce in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

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)Three Months Ended March 31, 2026Three Months Ended March 31, 2025
Recurring revenues:
Fulfillment$164,309$152,631
Analytics14,13213,702
Other6,0795,996
Recurring revenues184,520172,329
One-time revenues7,6019,220
Total revenue$192,121$181,549

Item 1. Financial Statements (unaudited)

FAQ

What is SPS Commerce's fulfillment — revenue?
SPS Commerce (SPSC) reported fulfillment — revenue of $164.31M in Q1 2026.
How has SPS Commerce's fulfillment — revenue changed year-over-year?
SPS Commerce's fulfillment — revenue increased by 7.7% year-over-year, from $152.63M to $164.31M.
What is the long-term trend for SPS Commerce's fulfillment — revenue?
Over 4 years (2021 to 2025), SPS Commerce's fulfillment — revenue has grown at a 20.1% compound annual growth rate (CAGR), from $306.85M to $637.65M.
What does fulfillment — revenue mean?
This metric represents the total revenue generated from cloud-based supply chain management and electronic data interchange services provided to retailers, suppliers, and logistics firms. It reflects the financial performance of the core platform offerings that facilitate order processing, inventory visibility, and supply chain integration. Growth in this segment indicates successful adoption and expansion of the company's digital connectivity solutions within the retail ecosystem.

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