SPS Commerce reports developments for a cloud-based retail supply chain network that connects retailers, grocers, distributors, suppliers, manufacturers and logistics firms through the SPS Commerce platform. Its news commonly covers quarterly results, recurring subscription revenue, operating leverage, share repurchases and cross-selling activity within its Supply Chain Management Solutions business.
Company updates also address product innovation for supply chain collaboration, including AI-enabled Fulfillment capabilities, Billable Overages and MAX, a set of AI capabilities embedded in existing supply chain workflows. Governance-related announcements include board refreshment, committee assignments and cooperation agreements tied to shareholder engagement.
SPS Commerce (SPSC) launched a new wave of AI-powered supply chain products, highlighted by general availability of its embedded agentic AI platform, MAX, for tens of thousands of fulfillment customers.
The company combined MAX with its network of 300,000+ trading relationships, 750M+ annual transactions and 400+ automation partners to help brands and retailers shift from reactive to proactive operations. New capabilities include AI-driven fulfillment onboarding, expanded Decision Intelligence analytics and a new Visibility Management solution. An AI Onboarding Agent has already moved more than 300 customers to supplier readiness, while a Validation Agent resolved errors an average of 29% faster during testing.
SPS Commerce (SPSC) will present at Citi's 2026 Global TMT Conference on Wednesday, September 9, 2026, at 8:50 AM E.T.
A live webcast of the presentation will be accessible through the company’s investor relations website. SPS Commerce operates an AI-powered supply chain network that supports over 300,000 trading relationships, processes more than 750 million transactions and over $650 billion in gross merchandise value annually.
SPS Commerce (NASDAQ: SPSC) announced the inaugural class of its Top Supply Chain Leaders, honoring 50 operational leaders and their teams from U.S. and Canadian organizations such as Walgreens, US Foods, Petco, Fastenal, Ace Hardware, Gordon Food Service and Canadian Tire for innovation, resilience and operational excellence.
The list, selected by SPS Commerce, recognizes demonstrated leadership, industry impact and commitment to advancing supply chain excellence, with additional leaders to be added in 2026 and plans for an ongoing annual program.
SPS Commerce (NASDAQ: SPSC) reported second quarter 2026 revenue of $197.8 million, up 6% year over year, with recurring revenue also rising 6%. Net income was $6.9 million ($0.19 diluted EPS) versus $19.7 million ($0.52) a year earlier, primarily reflecting a $23.5 million loss on sale of business.
Non-GAAP income increased to $46.4 million, or $1.27 per diluted share, from $38.0 million or $1.00, and Adjusted EBITDA rose 19% to $66.6 million/b. Operating cash flow for the first six months reached
Following the June 30 divestiture of its 3P Revenue Recovery business, SPS Commerce reduced second-half 2026 revenue expectations by about $10.5 million, while expecting a neutral impact on second-half Adjusted EBITDA. Full-year 2026 guidance calls for revenue of $788.4–$793.4 million (5–6% growth), non-GAAP EPS of $4.84–$4.93, and Adjusted EBITDA of $264.6–$269.1 million, implying a roughly 34% Adjusted EBITDA margin at the midpoint, about 300 basis points above 2025.
SPS Commerce (NASDAQ: SPSC) will release its second quarter 2026 financial results, for the period ended June 30, 2026, after market close on Thursday, July 30, 2026. The company will host a conference call at 3:30 p.m. CT (4:30 p.m. ET), with phone and webcast access.
SPS Commerce (NASDAQ:SPSC) completed the sale of its 3P Revenue Recovery business, originally acquired with Carbon6 in February 2025. The company retains the 1P revenue recovery business serving major retailers such as Amazon, Walmart, Kroger, Target, Home Depot, and Lowes.
SPS received $9.5 million in cash at closing and expects an estimated $20 million loss on sale in Q2 2026. Management highlights increased strategic focus on 1P suppliers operating multi-retailer relationships.
SPS Commerce (NASDAQ:SPSC) announced that management will present at the William Blair 46th Annual Growth Stock Conference on June 2, 2026 at 8:40 AM CT.
A live webcast will be available on the company’s investor relations events page for investors and analysts.
SPS Commerce (NASDAQ: SPSC) reported Q1 2026 revenue of $192.1M, up 6% year-over-year, and recurring revenue +7%. Net income was $19.7M, or $0.53 diluted; non-GAAP income per diluted share was $1.10. Adjusted EBITDA rose to $57.9M. Share repurchases totaled $47.1M.
Q2 revenue guidance is $194.5M–$196.5M; fiscal 2026 revenue guidance is $796.0M–$802.0M with Adjusted EBITDA guidance of $262.8M–$267.3M.
SPS Commerce (NASDAQ: SPSC) will release first quarter 2026 financial results for the period ended March 31, 2026, after the market close on April 30, 2026. The company will discuss results on a conference call the same day at 3:30 p.m. CT (4:30 p.m. ET) with a live webcast and replay available on its investor site.
Dial-in and webcast access information are provided for investors and analysts to join the presentation and replay.
SPS Commerce (NASDAQ: SPSC) will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026 at 8:30 AM PT. A live webcast will be available on the company’s investor relations website for investors who cannot attend in person.