earnings
confidence high
sentiment positive
materiality 0.75
SPS Commerce Q3 revenue up 16% to $189.9M, appoints new CCO, authorizes $100M buyback
SPS COMMERCE INC
2025-Q3 EPS reported
$1.77
revenue$558,853,000
- Revenue $189.9M (+16% YoY); recurring revenue +18%; net income $25.6M vs $23.5M.
- Non-GAAP EPS $1.13 vs $0.92; Adjusted EBITDA $60.5M (+25%).
- Q4 guidance: revenue $192.7-$194.7M, non-GAAP EPS $0.98-$1.02.
- Eduardo Rosini appointed EVP & Chief Commercial Officer effective Dec 1, replacing retiring Dan Juckniess (Dec 31).
- Board authorized $100M share repurchase program effective Dec 1, 2025 through Dec 1, 2027.