
SPS Commerce (SPSC) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
SPS Commerce (SPSC) last issued guidance on October 29, 2026 for fiscal year 2026. The company guided earnings per share in the range of $5.05 - $5.11, compared to a consensus EPS estimate of $4.63. SPS Commerce also guided revenue in the range of $786.9M - $788.9M for the period.
Compared to prior guidance, SPS Commerce raised its EPS outlook from a previous range of $4.84 - $4.93. On the revenue side, the company maintained its revenue forecast from a prior range of $788.4M - $793.4M.
SPS Commerce has issued 32 guidance updates between February 9, 2023 and October 29, 2026. During this period, the company raised its outlook 16 times and lowered it 12 times, providing investors with insight into management's evolving expectations.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $1.17 | $1.02 | $0.91 | $0.90 |
| Actual | $1.39 | $1.27 | $1.10 | $1.14 |
| Surprise | +18.8% | +24.5% | +20.9% | +26.7% |
| Revenue | ||||
| Estimate | $197.5M | $195.4M | $192.6M | $193.6M |
| Actual | $197.6M | $197.8M | $192.1M | $192.7M |
| Surprise | +0.09% | +1.24% | -0.27% | -0.47% |
| Metric | Q4 '26E | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $1.26 | $1.17 | $0.97 | $1.05 |
| Revenue | ||||
| Consensus | $203.3M | $203.8M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 29, 2026 | $1.39 | $1.17 | 18.8 % |
| Q2 | Jul 30, 2026 | $1.27 | $1.02 | 24.5 % |
| Q1 | Apr 30, 2026 | $1.10 | $0.91 | 20.9 % |
| Q4 | Feb 12, 2026 | $1.14 | $0.90 | 26.7 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 29, 2026 | $197.65M | $197.47M | 0.09 % |
| Q2 | Jul 30, 2026 | $197.80M | $195.38M | 1.24 % |
| Q1 | Apr 30, 2026 | $192.12M | $192.64M | -0.27 % |
| Q4 | Feb 12, 2026 | $192.65M | $193.57M | -0.47 % |