SPSCSPS Commerce, Inc.
Price
-21%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, undemanding price, growth fading, the market undecided.
SPS Commerce is a global supply chain network that connects retailers, brands, distributors, manufacturers, and logistics providers through shared infrastructure built to handle the complexity of modern commerce operations. Our network enables companies to connect once and immediately transact with thousands of trading partners without negotiating standards, building integrations, or maintaining compliance logic. Our network powers our portfolio of solutions that orchestrate the critical processes, protocols, and data exchanges needed to get the right product, in the right place, at the right time, every time.
In the company’s own words · 10-K filed Feb 19, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
SPS Commerce, Inc. (SPSC) reported revenue of $198M in Q2 2026 (quarter ended Jun 30, 2026), up 5.6% from the same quarter a year earlier. That came with a gross margin of 70% and net income of $6.9M (3.5% of revenue). For the full year FY2025, revenue was $752M (+18% year on year) and net income $93M. Its largest product in Q2 2026 was Fulfillment at $170M, 89% of the disclosed total, well ahead of Analytics at 7.4%. The next results filing is expected around Oct 29, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- May 21, 2026Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.Director or officer change · Form 8-K
- Apr 14, 2026Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.Director or officer change · Form 8-K
- Feb 12, 2026On February 12, 2026, SPS Commerce, Inc. (the “Company”) entered into a cooperation letter agreement (the “Cooperation Agreement”) with Anson Funds Management LP (“Anson”)Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $190.4MThe company’s own SEC segment disclosure.
- Fulfillment$170.0M89%
- Analytics$14.1M7%
- Other$6.3M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Software, Application
Ranks #7 of 96 by RyuScore