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SPS Commerce (SPSC) investor relations material
SPS Commerce Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Achieved 99 consecutive quarters of revenue growth, with Q3 2025 revenue up 16% year-over-year to $189.9 million and recurring revenue up 18%.
Net income for Q3 2025 was $25.6 million ($0.67 per diluted share), up from $23.5 million ($0.62 per diluted share) in Q3 2024.
Added approximately 8,700 recurring revenue customers year-over-year, primarily from the acquisitions of Carbon6 and SupplyPike.
Announced appointment of a new Chief Commercial Officer and a new $100 million share repurchase program effective December 2025.
Positioned for growth in the $11.1B global retail supply chain market, leveraging a strong network model and global footprint.
Financial highlights
Q3 2025 Adjusted EBITDA rose 25% year-over-year to $60.5 million (32% margin); non-GAAP EPS was $1.13.
2024 revenue reached $638 million, up from $537 million in 2023, with a 16% CAGR since 2016.
Gross margin for Q3 2025 was 69%; net income margin was 13%.
Cash and cash equivalents at September 30, 2025, were $133.7 million.
Repurchased $30 million in shares in Q3 2025; board authorized a new $100 million repurchase program.
Outlook and guidance
Q4 2025 revenue expected between $192.7 million and $194.7 million, representing 13–14% year-over-year growth.
Q4 adjusted EBITDA guidance: $58.8 million–$60.8 million; non-GAAP EPS: $0.98–$1.02.
Full-year 2025 revenue expected at $751.6 million–$753.6 million (18% growth); adjusted EBITDA $229.7 million–$231.7 million (23–24% growth).
Initial 2026 outlook: revenue growth of 7%–8% without acquisitions, with 2 percentage points of adjusted EBITDA margin expansion.
Cash, cash equivalents, and operating cash flows expected to be sufficient for at least the next twelve months.
How will new CCO Rosini scale customer engagement?
What factors will drive new share repurchase pace?
Key growth drivers offsetting spend scrutiny?
Amazon policy impact on revenue recovery?
How will the new CCO evolve GTM and ARPU?
Drivers of 2026 revenue growth outlook?
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Next SPS Commerce earnings date
Q4 202513 Feb, 2026
Next SPS Commerce earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
SPS Commerce Inc provides cloud-based supply chain management solutions, including electronic data interchange (EDI), analytics, and order fulfillment services. The company enables retailers, suppliers, and logistics firms to automate and optimize trading partner interactions. It is headquartered in Minneapolis, Minnesota, and its shares are listed on the NASDAQ.
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