earnings
confidence high
sentiment neutral
materiality 0.65
SPS Commerce Q1 revenue $192.1M (+6%); non-GAAP EPS $1.10; guides Q2 $194.5-$196.5M
SPS COMMERCE INC
2026-Q1 EPS reported
$0.53
revenue$192,121,000
- Revenue $192.1M, +6% YoY; recurring revenue +7%. Net income $19.7M ($0.53 diluted) vs $22.2M ($0.58) a year ago.
- Non-GAAP diluted EPS $1.10 vs $1.00; adjusted EBITDA $57.9M, +7% YoY.
- Share repurchases in Q1 totaled $47.1M.
- FY2026 revenue guidance $796M-$802M (6-7% growth); non-GAAP EPS $4.73-$4.76.
- Launched MAX, a new AI capability embedded into supply chain workflows, powered by proprietary network data.