Education
About Us
Working with TipRanks
Follow Us
SPS Commerce (SPSC)
:SPSC
Earnings Data
Report Date
Oct 23, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
1Last Year’s EPS
0.92Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong quarter for SPS Commerce with significant revenue growth and successful integration of recent acquisitions. However, challenges remain with supplier-side spend scrutiny and macroeconomic uncertainties affecting purchasing decisions. Despite these challenges, the company maintains a positive outlook and continues to see growth in customer numbers and adjusted EBITDA.Company Guidance -
Q3 2025
Strong Revenue Growth
Second quarter revenue grew 22% to $187.4 million, and recurring revenue grew 24% year-over-year.
Record Consecutive Quarters
This quarter marked the 98th consecutive quarter of revenue growth for SPS Commerce.
Customer Expansion
The total number of recurring revenue customers in Q2 was approximately 54,500, with an ARPU of approximately $13,200.
Positive Adjusted EBITDA Growth
Adjusted EBITDA increased 27% to $56.1 million compared to $44.2 million in Q2 of the previous year.
Successful Integration of Acquisitions
The post-merger integration of SupplyPike and Carbon6 is progressing well, contributing to the value delivered to SPS fulfillment customers.
Increasing Market Influence
SPS Commerce's unified platform approach has been a competitive differentiator, especially in managing compliance and improving supply chain partnerships.
SPSC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SPSC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 30, 2025 | $139.56 | $108.86 | -22.00% |
Apr 24, 2025 | $139.03 | $137.81 | -0.88% |
Feb 10, 2025 | $177.17 | $152.72 | -13.80% |
Oct 24, 2024 | $190.98 | $170.49 | -10.73% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SPS Commerce (SPSC) report earnings?
SPS Commerce (SPSC) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).
What is SPS Commerce (SPSC) earnings time?
SPS Commerce (SPSC) earnings time is at Oct 23, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SPSC EPS forecast?
SPSC EPS forecast for the fiscal quarter 2025 (Q3) is 1.