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Sps Commerce Inc

SPSC · Information Technology

Last earnings Oct 29, 2026

Key results

Revenuequarter

16%

revenue grew 16% and recurring

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

revenue grew 18% from the third quarter of 2024 Appoints new Chief Commercial Officer as longtime Chief Revenue Officer intends to retire Announces new

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Financial Highlights Third Quarter 2025 Financial Highlights Revenue was $189.9 million in the third quarter of 2025, compared to $163.7 million in the third quarter of 2024, reflecting 16% growth.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Recurring revenuequarter

18%

Recurring revenue grew 18% from the third quarter of 2024.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net incomequarter

$25.6 million

Net income was $25.6 million or $0.67 per diluted share, compared to net income of $23.5 million or $0.62 per diluted share in the third quarter of 2024.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Diluted EPS · Q3 2025
$0.67
EX-99 · Oct 30, 2025
Net income · Q3 2025
$25.6M
EX-99 · Oct 30, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue16%22%—
Recurring revenue18%24%—
Net income$25.6 million$19.7 million—

EX-99 · Oct 30, 2025

Guidance · company-stated

Revenue$192.7 million
Net income per diluted share

“is expected to be in the range of $0.53 to $0.57”

Adjusted EBITDA

“is expected to be in the range of $58.8 million to $60.8 million”

Revenue

“is expected to be in the range of $751.6 million to $753.6 million”

Net income per diluted share

“is expected to be in the range of $2.31 to $2.34”

Adjusted EBITDA

“is expected to be in the range of $229.7 million to $231.7 million”

Guidance stated in the release for Fourth Quarter 2025; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Revenue16%

com 415-217-4962 SPS Commerce Reports Third Quarter 2025 Financial Results Company delivers 99th consecutive quarter of topline growth Third quarter 2025 revenue grew 16% and recurring revenue grew 18% from the third quarter of 2024 Appoints new Chief Commercial Officer as longtime Chief Revenue Officer intends to retire Announces new Share Repurchase Program MINNEAPOLIS, October 30, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Sps Commerce Inc Q3 2025 — revenue grew 16% and recurring

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenue: “Revenue is expected to be in the range of $192.7 million to $194.7 million”

Net income per diluted share: “Net income per diluted share is expected to be in the range of $0.53 to $0.57”

Adjusted EBITDA: “Adjusted EBITDA is expected to be in the range of $58.8 million to $60.8 million”

Revenue: “Revenue is expected to be in the range of $751.6 million to $753.6 million”

Net income per diluted share: “Net income per diluted share is expected to be in the range of $2.31 to $2.34”

Adjusted EBITDA: “Adjusted EBITDA is expected to be in the range of $229.7 million to $231.7 million”

Revenue (“Fourth Quarter 2025”)
“Guidance Fourth Quarter 2025 Guidance Revenue is expected to be in the range of $192.7 million to $194.7 million, representing 13% to 14% year-over-year growth.”

Net income per diluted share (“Fourth Quarter 2025”)
“Net income per diluted share is expected to be in the range of $0.53 to $0.57, with fully diluted weighted average shares outstanding of 38.3 million shares.”

Adjusted EBITDA (“Fourth Quarter 2025”)
“Adjusted EBITDA is expected to be in the range of $58.8 million to $60.8 million.”

Revenue (“Fiscal Year 2025”)
“Fiscal Year 2025 Guidance Revenue is expected to be in the range of $751.6 million to $753.6 million, representing 18% growth over 2024.”

Net income per diluted share (“Fiscal Year 2025”)
“Net income per diluted share is expected to be in the range of $2.31 to $2.34, with fully diluted weighted average shares outstanding of 38.1 million shares.”

Adjusted EBITDA (“Fiscal Year 2025”)
“Adjusted EBITDA is expected to be in the range of $229.7 million to $231.7 million, representing 23% to 24% growth over 2024.”

Guidance stated in the release for Fourth Quarter 2025; figures as stated.

Capital allocation

com 415-217-4962 SPS Commerce Reports Third Quarter 2025 Financial Results Company delivers 99th consecutive quarter of topline growth Third quarter 2025 revenue grew 16% and recurring revenue grew 18% from the third quarter of 2024 Appoints new Chief Commercial Officer as longtime Chief Revenue Officer intends to retire Announces new Share Repurchase Program MINNEAPOLIS, October 30, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Share repurchases in the third quarter of 2025 totaled $30.0 million.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Share Repurchase Program The Company also announced today that the Board of Directors of SPS Commerce authorized a new program to repurchase up to $100.0 million of common stock.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The share repurchase program becomes effective on December 1, 2025, and expires on December 1, 2027.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The Company s August 2024 share repurchase program terminates on the earlier of July 26, 2026, or the full utilization of the authorized amount under the program.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The program does not obligate the Company to repurchase any specific number of shares and may be suspended or discontinued at any time without prior notice.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Strategy & priorities

Retailers and trading partners in our network continue to prioritize collaboration and automation across their business processes, said Chad Collins, CEO of SPS Commerce.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Eduardo exemplifies the kind of leadership that defines SPS, anchored in our values and focused on people.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

His track record of scaling organizations across geographies and market segments, deploying technology to transform customer engagement strategies, and unlocking new efficiencies and personalization, make him an ideal fit for SPS next phase of growth.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

We support data-driven partnerships with innovative cloud technology, customer-obsessed service, and accessible experts so our customers can focus on what they do best.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The transaction enables us to focus on first-party ("1P") suppliers whose retail trading relationships are better aligned with our core solutions.

SEC original ↗Sps Commerce Inc — 10-Q Quarterly report10-QOct 29, 2026

Risks & headwinds

Despite ongoing global trade and economic uncertainty, and the spend scrutiny we re seeing across some of our customer groups this year, we believe the ever-evolving retail ecosystem will continue to drive the need for supply chain efficiencies.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The forward-looking measures and the underlying assumptions involve significant known and unknown risks and uncertainties, and actual results may vary materially.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The Company does not present a reconciliation of the forward-looking non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA margin, and non-GAAP income per share, to the most directly comparable GAAP financial measures because it is impractical to forecast certain items without unreasonable efforts due to the uncertainty and inherent difficulty of predicting, within a reasonable range, the occurrence and financial impact of and the periods in which such items may be recognized.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

These statements involve known and unknown risks, uncertainties and other factors which may cause the results of SPS Commerce to be materially different than those expressed or implied in such statements.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Legal Proceedings 33 Item 1A.

SEC original ↗Sps Commerce Inc — 10-Q Quarterly report10-QOct 29, 2026

Forward looking statements regarding us, our business prospects and our results of operations are subject to certain risks and uncertainties posed by many factors and events that could cause our actual business, prospects and results of operations to differ materially from those that may be anticipated by such forward-looking statements.

SEC original ↗Sps Commerce Inc — 10-Q Quarterly report10-QOct 29, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Recurring revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Sps Commerce Inc — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

32 documents

Earnings releases

12 documents

Presentations

0 documents

No presentations for Sps Commerce Inc are held in this edition of the library.

Transcripts

0 documents

No transcripts for Sps Commerce Inc are held in this edition of the library.

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