Jun 2026 (Q2 FY26) — Jul 30, 2026
SPS Commerce Q2 FY26 — Strong Core Business Performance and AI Monetization Path
Read the full callSPS Commerce (SPSC) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
SPS Commerce earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 198 | +5.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 4.3 | −9.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 6.9 | −65.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$85.42 +0.20% · +$0.17
Performance −21.7% 1Y
1Y: $109.05 on 17 Oct 2025 → $85.42. High $113.04 (21 Oct 2025), low $49.91 (13 May 2026).
- Previous close
- $85.25
- 52-week range
- $49.91 – $113.04
- One year
- −22.86%
Overview
- Symbol
- SPSC
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
SPS Commerce earnings calls (SPSC)
Financials
What the filings say
Net profit, year on year: −65% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 164 | 171 | 182 | 187 | 190 | 193 | 192 | 198 |
| Operating profit | 26 | 25 | 26 | 26 | 31 | 35 | 25 | 8 |
| Operating margin | 15.6% | 14.5% | 14.3% | 14.1% | 16.4% | 18.0% | 12.8% | 4.3% |
| Other income | 4 | -0 | 2 | 1 | 1 | 1 | 1 | 2 |
| Profit before tax | 29 | 24 | 28 | 27 | 32 | 36 | 26 | 10 |
| Tax rate | 20.1% | 27.9% | 21.2% | 27.6% | 21.2% | 28.2% | 24.0% | 34.1% |
| Net profit | 23 | 18 | 22 | 20 | 26 | 26 | 20 | 7 |
| EPS ($ per share) | 0.63 | — | 0.58 | 0.52 | 0.67 | — | 0.53 | 0.19 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 15 | 49 | 93 | 138 | 193 | 259 | 336 | 429 |
| Total liabilities | 67 | 93 | 106 | 132 | 136 | 156 | 177 | 196 |
| Fixed assets | 21 | 24 | 26 | 32 | 35 | 36 | 38 | 43 |
| Investments | 45 | 34 | 38 | 50 | 51 | 56 | 0 | — |
| Total assets | 386 | 447 | 526 | 616 | 673 | 824 | 1,031 | 1,170 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 55 | 72 | 89 | 113 | 100 | 132 | 157 | 179 |
| Cash from investing | -40 | -14 | -120 | -47 | -113 | -93 | -110 | -169 |
| Cash from financing | -4 | -12 | 2 | -8 | -32 | 16 | -23 | -101 |
| Net cash flow | 11 | 45 | -30 | 58 | -45 | 56 | 22 | -90 |
| Capital expenditure | -14 | -14 | -16 | -20 | -20 | -20 | -20 | -27 |
| Free cash flow | 41 | 58 | 72 | 93 | 80 | 113 | 137 | 152 |
Insider filings
43 filings between Nov 4, 2025 and May 28, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$1.70M
14 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 19
- Award — granted as compensation
- 8
- Option exercise — converted options into shares
- 2
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Collins Chadwick | — | $785.1K | Feb 20, 2026 |
| Reaume Marty M | — | $417.4K | May 7, 2026 |
| Nelson Kimberly K. | — | $369.5K | Feb 20, 2026 |
| THINGELSTAD JAMIE | — | $132.9K | Feb 24, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 28, 2026 | Partin Mark Director | Award | 3,736 | $0 |
| May 28, 2026 | Reaume Marty M Director | Award | 3,736 | $0 |
| May 28, 2026 | Gaurav Razat Director | Award | 3,736 | $0 |
| May 28, 2026 | McConnell Michael J Director | Award | 3,736 | $0 |
| May 28, 2026 | SORAN PHILIP Director | Award | 3,736 | $0 |
| May 28, 2026 | Ward Anne Sempowski Director | Award | 3,736 | $0 |
| May 28, 2026 | Chima Fumbi F. Director | Award | 3,736 | $0 |
| May 28, 2026 | Reller Tami Director | Award | 3,736 | $0 |
| May 8, 2026 | THINGELSTAD JAMIE EVP, Chief Technology Officer | Award | 39,433 | $0 |
| May 7, 2026 | Del Preto Joseph EXECUTIVE VP AND CFO | Award | 108,467 | $0 |
| May 7, 2026 | Del Preto Joseph EXECUTIVE VP AND CFO | Award | 33,240 | $0 |
| May 7, 2026 | Reaume Marty M Director | Option exercise 10b5-1 plan | 1,000 | $51.8K |
| May 7, 2026 | Reaume Marty M Director | Sale 10b5-1 plan | 1,000 | $57.0K |
| Apr 7, 2026 | Reaume Marty M Director | Sale 10b5-1 plan | 1,000 | $57.9K |
| Apr 7, 2026 | Reaume Marty M Director | Option exercise 10b5-1 plan | 1,000 | $51.8K |
| Mar 13, 2026 | Reller Tami Director | Option exercise | 5,732 | $296.9K |
| Mar 9, 2026 | Reaume Marty M Director | Option exercise 10b5-1 plan | 1,000 | $51.8K |
| Mar 9, 2026 | Reaume Marty M Director | Sale 10b5-1 plan | 1,000 | $62.7K |
| Feb 24, 2026 | THINGELSTAD JAMIE EVP, Chief Technology Officer | Sale 10b5-1 plan | 518 | $28.7K |
| Feb 24, 2026 | THINGELSTAD JAMIE EVP, Chief Technology Officer | Sale 10b5-1 plan | 1,900 | $104.1K |
| Feb 20, 2026 | Collins Chadwick Chief Executive Officer | Sale 10b5-1 plan | 2,806 | $166.1K |
| Feb 20, 2026 | Collins Chadwick Chief Executive Officer | Sale 10b5-1 plan | 7,776 | $451.7K |
| Feb 20, 2026 | Nelson Kimberly K. EVP & CFO | Award 10b5-1 plan | 39,689 | $0 |
| Feb 20, 2026 | Nelson Kimberly K. EVP & CFO | Sale 10b5-1 plan | 1,400 | $83.6K |
| Feb 20, 2026 | Nelson Kimberly K. EVP & CFO | Sale 10b5-1 plan | 1,200 | $71.0K |
| Feb 20, 2026 | Rosini Eduardo EVP, Chief Commercial Officer | Award | 29,335 | $0 |
| Feb 20, 2026 | Nelson Kimberly K. EVP & CFO | Sale 10b5-1 plan | 3,700 | $214.9K |
| Feb 20, 2026 | Chima Fumbi F. Director | Award | 3,451 | $0 |
| Feb 20, 2026 | McConnell Michael J Director | Award | 3,451 | $0 |
| Feb 20, 2026 | Collins Chadwick Chief Executive Officer | Sale 10b5-1 plan | 2,802 | $167.3K |
| Feb 20, 2026 | THINGELSTAD JAMIE EVP, Chief Technology Officer | Award 10b5-1 plan | 23,295 | $0 |
| Feb 20, 2026 | Collins Chadwick Chief Executive Officer | Award 10b5-1 plan | 101,932 | $0 |
| Feb 9, 2026 | Reaume Marty M Director | Option exercise 10b5-1 plan | 1,000 | $51.8K |
| Feb 9, 2026 | Reaume Marty M Director | Sale 10b5-1 plan | 1,000 | $79.9K |
| Jan 7, 2026 | Reaume Marty M Director | Sale 10b5-1 plan | 1,332 | $123.2K |
| Jan 7, 2026 | Reaume Marty M Director | Sale 10b5-1 plan | 400 | $36.6K |
| Jan 7, 2026 | Reaume Marty M Director | Option exercise 10b5-1 plan | 1,732 | $89.7K |
| Dec 1, 2025 | Rosini Eduardo EVP, Chief Commercial Officer | Award | 80,525 | $0 |
| Nov 18, 2025 | SORAN PHILIP Director | Tax withheld | 3,717 | $297.0K |
| Nov 18, 2025 | SORAN PHILIP Director | Option exercise | 5,732 | $296.9K |
| Nov 6, 2025 | Partin Mark Director | Award | 2,485 | $0 |
| Nov 4, 2025 | THINGELSTAD JAMIE EVP, Chief Technology Officer | Tax withheld | 6,621 | $546.4K |
| Nov 4, 2025 | THINGELSTAD JAMIE EVP, Chief Technology Officer | Option exercise | 8,118 | $442.8K |
| May 13, 2025 | Ward Anne Sempowski Director | Award | 1,310 | $0 |
| May 13, 2025 | WEHRWEIN SVEN Director | Award | 1,310 | $0 |
| May 13, 2025 | SORAN PHILIP Director | Award | 1,310 | $0 |
| May 13, 2025 | Reaume Marty M Director | Award | 1,310 | $0 |
| May 13, 2025 | Reller Tami Director | Award | 1,310 | $0 |
| May 13, 2025 | Gaurav Razat Director | Award | 1,310 | $0 |
| Mar 26, 2025 | Reller Tami Director | Option exercise | 6,570 | $244.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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