SPS Commerce Q4 revenue $192.7M (+13% YoY), CFO transition, buyback expanded

SPS COMMERCE INC

2025-FY EPS reported $2.46 revenue$751,505,000

Q4 revenue $192.7M (+13% YoY); net income $25.8M ($0.68 diluted EPS); recurring revenue +14% YoY.
FY25 revenue $751.5M (+18% YoY); net income $93.3M ($2.46 diluted EPS); non-GAAP EPS $4.27; adj. EBITDA $231.4M.
Q1 2026 revenue guidance $191.6M-$193.6M (6-7% growth); FY26 revenue guidance $798.5M-$806.9M (6-7% growth).
Joseph Del Preto appointed EVP & CFO effective March 16, 2026, succeeding Kimberly Nelson who is retiring.
Board approved additional $200M share repurchase authority, total program now $300M, expiring Dec 2027.

item 2.02 item 5.02 item 7.01 item 8.01 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001092699-26-000007
form_type: 8-K
ticker: SPSC
cik: 0001092699
company_name: SPS COMMERCE INC
filed_at: 2026-02-12T23:59:59+00:00
discovered_at: 2026-05-14T18:02:34.527756+00:00
generated_at: 2026-05-16T02:54:52.983483+00:00
sec_items: ["2.02", "5.02", "7.01", "8.01", "9.01"]
event_type: earnings
sentiment: positive
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001092699-26-000007
json_url: https://secwatch.observer/filing/0001092699-26-000007.json
markdown_url: https://secwatch.observer/filing/0001092699-26-000007.md
text_url: https://secwatch.observer/filing/0001092699-26-000007.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/1092699/000109269926000007/0001092699-26-000007-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/1092699/000109269926000007/spsc-20260210.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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