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SPS COMMERCE, INC. — Earnings

Most recent reported period: FY2026 (Q1) (filed for period ending 2026-03-31) · sourced from SEC EDGAR

← Calendar (this week)
Next earnings (estimated): Tue, June 30, 2026 — ~60 days away. Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
Recent · last 8 quartersFuture · next 8 quarters
YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2026-03-31$192M↑+5.8%$20M↓-11.1%12.8%
2025-12-31$193M↑+12.7%$26M↑+47.2%18.0%
2025-09-30$190M↑+16.0%$26M↑+9.0%16.4%
2025-06-30$187M↑+22.0%$20M↑+9.4%14.1%
2025-03-31$182M↑+21.4%$22M↑+23.3%14.3%
2024-12-31$171M↑+17.9%$18M↓-7.6%14.5%
2024-09-30$164M↑+20.7%$23M↑+39.3%15.6%
2024-06-30$154M↑+17.8%$18M↑+22.8%15.1%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Last earnings · FY2026 (Q1)

Revenue
$192M
↑+5.8% +$11M YoY
Net Income
$20M
↓-11.1% -$2M YoY

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

EPS history · last 10 fiscal years

diluted, GAAP, annual

Note: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.

Margin trends · 64 quarters

margin trajectory tells the operating-leverage story
Gross Margin↑+0.5pts
69.2%
Operating Margin↓-1.5pts
12.8%
Net Margin↓-2.0pts
10.3%

Go deeper

SPSC Sankey — flow of dollars

See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.

Open Sankey

SPSC Key Metrics — EPS, ROE, ROIC

10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.

Open Key Metrics