SPSC Earnings Date: Feb 11, 2027 (Estimated) — SPS Commerce, Inc.
NASDAQ · Technology · Software - Application
Updated
When is SPSC's next earnings date?
SPS Commerce, Inc. (SPSC) is expected to report Q4 2026 earnings on Thursday, February 11, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.26 on revenue of $203.3M.
How did SPSC do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), SPS Commerce, Inc. posted EPS of $1.39 versus the $1.23 estimate, a beat of 13.0%. Revenue was $197.6M against a $197.5M estimate.
How much does SPSC stock move after earnings?
SPSC beat EPS estimates in 8 of its last 8 reported quarters. Over the last 6 reports the stock moved an average of 9.4% (up or down) in the day after earnings.
About SPS Commerce, Inc.
SPS Commerce, Inc. delivers comprehensive, cloud-based solutions for supply chain management across the globe. The company's central offering is its "SPS Commerce" platform, an advanced system that enhances operations for retailers, suppliers, grocers, distributors, and logistics firms. This platform allows these businesses to streamline the management and fulfillment of omnichannel orders, boost sell-through efficiency, and automate the creation of new trading partnerships. Key components include the Fulfillment solution, which automates order processing and can either replace or augment a client's existing staff and electronic communication systems. It simplifies adherence to retailer-specific rules, facilitates seamless digital data exchange with numerous trading partners using various protocols, and provides greater transparency into an order's journey. Additionally, the Analytics solution features data analysis applications that empower clients with deeper insights throughout their supply chains. SPS Commerce also offers complementary products like an assortment tool for accurate order management and rapid fulfillment, and a community product designed to expedite vendor onboarding and ensure trading partner compliance with evolving supply chain demands. The company, initially incorporated in 1987 as St. Paul Software, Inc., adopted its current name, SPS Commerce, Inc., in May 2001. It is headquartered in Minneapolis, Minnesota.
🤖 AI Earnings Analysis
SPS Commerce delivered a solid, earnings-led beat: Q3 EPS of $1.39 topped estimates by $0.16, while revenue grew 4% to $198M. Guidance calls for $788M–$793M revenue and $4.84–$4.93 EPS.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 1.23 | 1.39 | +13.01% | $197.6M | ✅ Beat | — | — | — |
| 2026-07-30 | Q2 2026 | 1.02 | 1.27 | +24.51% | $197.8M | ✅ Beat | +11.48% | +9.33% | +29.00% |
| 2026-04-30 | Q1 2026 | 0.91 | 1.10 | +20.88% | $192.1M | ✅ Beat | +4.99% | +1.85% | +6.27% |
| 2026-02-12 | Q4 2025 | 0.90 | 1.14 | +26.67% | $192.7M | ✅ Beat | -4.37% | -10.50% | -8.19% |
| 2025-10-30 | Q3 2025 | 0.88 | 1.13 | +28.41% | $189.9M | ✅ Beat | -20.84% | -22.53% | -22.30% |
| 2025-04-24 | Q1 2025 | 0.85 | 1.00 | +17.65% | $181.5M | ✅ Beat | -0.88% | +2.20% | +2.78% |
| 2025-02-10 | Q4 2024 | 0.87 | 0.89 | +2.30% | $170.9M | ✅ Beat | -13.80% | -17.47% | -28.61% |
| 2024-10-24 | Q3 2024 | 0.83 | 0.92 | +10.84% | $163.7M | ✅ Beat | — | — | — |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY18 · $117.5M total
| Segment | Share | Revenue | YoY |
|---|---|---|---|
| Recurring Revenues | 48.0% | $56.4M | — |
| Fulfillment | 39.6% | $46.5M | — |
| Analytics | 7.3% | $8.6M | — |
| One Time Revenues | 4.0% | $4.7M | — |
| Other | 1.1% | $1.3M | — |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.