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SPS Commerce (SPSC) guidance and outlook

SPS Commerce (SPSC) raised some and lowered other parts of its guidance on Oct 29, 2026: Revenue $199M–$201M for Q4 2026; EPS $0.74–$0.79 for Q4 2026; EPS $1.31–$1.36 for Q4 2026; EBITDA $72.0M–$74.0M for Q4 2026.

Guidance and outlook

SPS Commerce Revenue: guidance against what was reportedSPS Commerce Revenue: guidance against what was reportedguided rangereported (above / within / below)Q3 2025$190MFY2025$752MQ4 2025$193MFY2026Q1 2026$192MQ2 2026$198MQ3 2026$198MQ4 2026
Met or beat 8 of 9 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

Latest guidance

MetricPeriodRangeChange
RevenueQ4 2026$199M–$201Mnew
EPSQ4 2026$0.74–$0.79new
EPSQ4 2026$1.31–$1.36new
EBITDAQ4 2026$72.0M–$74.0Mnew
Stock-based compensationQ4 2026$17.0Mnew
RevenueFY2026$787M–$789Mlowered
RevenueFY2026+5%lowered
EPSFY2026$2.29–$2.35raised
EPSFY2026$5.05–$5.11raised
EBITDAFY2026$267M–$269Mraised
EBITDA marginFY202634%reaffirmed
Stock-based compensationFY2026$69.5Mnew

From the earnings release filed Oct 29, 2026 (8-K on EDGAR).

SPS Commerce's latest quarter

SPS Commerce, Q3 2026: revenue $198M (+4% year over year), operating margin 20.2%, net earnings $30.7M, operating cash flow $64.0M. The chart follows the revenue to costs, profit and cash.

Questions

Did SPS Commerce raise or lower its guidance?

SPS Commerce (SPSC) raised some and lowered other parts of its guidance on Oct 29, 2026: Revenue $199M–$201M for Q4 2026; EPS $0.74–$0.79 for Q4 2026; EPS $1.31–$1.36 for Q4 2026; EBITDA $72.0M–$74.0M for Q4 2026.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.