Recent 8-K filings for SPSC

• April 30, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  SPS Commerce Q1 revenue $192.1M (+6%); non-GAAP EPS $1.10; guides Q2 $194.5-$196.5M

  Revenue $192.1M, +6% YoY; recurring revenue +7%. Net income $19.7M ($0.53 diluted) vs $22.2M ($0.58) a year ago.

• February 12, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 5.02item 7.01item 8.01item 9.01

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

  Q4 revenue $192.7M (+13% YoY); net income $25.8M ($0.68 diluted EPS); recurring revenue +14% YoY.

• February 12, 2026, 6:59 PM ET other material materiality 0.75 positive item 1.01item 5.02item 7.01item 9.01

  SPS Commerce appoints two independent directors, boosts buyback to $300M after pact with Anson

  Michael McConnell and Fumbi Chima appointed as independent directors, effective immediately.

• October 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 5.02item 8.01item 9.01

  SPS Commerce Q3 revenue up 16% to $189.9M, appoints new CCO, authorizes $100M buyback

  Revenue $189.9M (+16% YoY); recurring revenue +18%; net income $25.6M vs $23.5M.

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SPS Commerce Q2 revenue $187.4M (+22% YoY); recurring revenue up 24%

  Q2 revenue $187.4M, up 22% YoY; recurring revenue grew 24%.

• April 24, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SPS Commerce Q1 revenue $181.5M (+21% YoY); non-GAAP EPS $1.00 beats $0.86

  Revenue $181.5M (+21% YoY); recurring revenue +23%. GAAP net income $22.2M ($0.58 diluted EPS).

• February 10, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  SPS Commerce Q4 revenue $170.9M (+18% YoY); FY2025 guidance 19-20% growth

  Q4 2024 revenue $170.9M (+18% YoY); recurring revenue +19% YoY.

• February 7, 2025, 6:59 PM ET M&A materiality 0.65 positive item 1.01item 3.02item 7.01item 9.01

  SPS Commerce closes $210M acquisition of Carbon6 Technologies; issues 378,100 shares

  Total purchase price ~$210M in cash and stock; 378,100 SPSC shares issued as partial payment.

• January 2, 2025, 6:59 PM ET M&A materiality 0.75 neutral item 3.02item 7.01item 9.01

  SPS Commerce acquires Carbon6 Technologies for ~$210M in cash and stock

  Total consideration approximately $210 million, subject to customary purchase price adjustments.

• October 24, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  SPS Commerce Q3 revenue $163.7M (+21% YoY); non-GAAP EPS $0.92 vs $0.75

  Revenue $163.7M, up 21% YoY; recurring revenue also +21%.

• August 1, 2024, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 3.02item 7.01item 9.01

  SPS Commerce acquires SupplyPike for $206M; adds $25M revenue in FY2025

  Acquisition consideration: ~$206M ($119M cash net of cash acquired + $87M in SPSC stock).

• July 26, 2024, 7:59 PM ET earnings materiality 0.75 negative item 8.01item 2.02item 9.01

  SPS Commerce corrects FY2024 non-GAAP EPS guidance down from $3.63-$3.66 to $3.36-$3.39; Q2 revenue up 18%

  Q2 revenue $153.6M (+18% YoY); net income $18.0M ($0.48 EPS); non-GAAP EPS $0.80 vs $0.69.

• July 25, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 9.01

  SPS Commerce Q2 revenue $153.6M (+18% YoY); new $100M buyback authorized

  Q2 revenue $153.6M (+18% YoY); net income $18.0M ($0.48 diluted EPS) vs $14.7M ($0.39) YoY.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.70 · Most common event earnings

10 positive 1 negative 9 neutral

source · SPSC on sec.gov