earnings
confidence high
sentiment positive
materiality 0.70
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.