Latest Earnings Results: Q3 '26
Estimated EPS
$1.23
Reported EPS
$1.39
Surprise
+12.97%
Estimated Rev
$197.51M
Reported Rev
$197.65M
Surprise
+0.07%
• Reported GAAP EPS of $1.39 up 23.01% YoY • Reported revenue of $197.65M up 4.08% YoY • SPS Commerce expects the useful-life revision to increase amortization of intangible assets and internally developed software by approximately $4M in the fourth quarter of 2026 and $6.9M in 2027.
Bullish Takeaway
SPS Commerce grew revenue and recurring revenue through increased 1P product usage, reported higher quarterly operating income and Adjusted EBITDA Margin, and focuses on first-party suppliers aligned with core solutions.
Bearish Takeaway
SPS Commerce had fewer recurring customers after the 3P divestiture, lower nine-month net income and operating income, and higher amortization as Carbon6 technology is expected to cease being used.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.33 | -- | -- | N/A |
Q3 '26 | $1.23 | $1.39 | 12.97% | BEAT |
Q2 '26 | $1.09 | $1.27 | 16.07% | BEAT |
Q1 '26 | $0.98 | $1.10 | 12.52% | BEAT |
Q4 '25 | $1.01 | $1.14 | 13.06% | BEAT |