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.

item 2.02 item 5.02 item 8.01 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001092699-25-000062
form_type: 8-K
ticker: SPSC
cik: 0001092699
company_name: SPS COMMERCE INC
filed_at: 2025-10-30T23:59:59+00:00
discovered_at: 2026-05-14T18:02:38.772984+00:00
generated_at: 2026-05-17T01:13:51.693442+00:00
sec_items: ["2.02", "5.02", "8.01", "9.01"]
event_type: earnings
sentiment: positive
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001092699-25-000062
json_url: https://secwatch.observer/filing/0001092699-25-000062.json
markdown_url: https://secwatch.observer/filing/0001092699-25-000062.md
text_url: https://secwatch.observer/filing/0001092699-25-000062.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/1092699/000109269925000062/0001092699-25-000062-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/1092699/000109269925000062/spsc-20251029.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
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correction_note: null
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superseded_by: null

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