SPS Commerce Q3 net income rises 20% to $30.68 million
SPSC•SPS Commerce’s third-quarter 2026 net income rose 20% year over year to $30.68 million, while revenue reached $197.6 million. The company forecast fourth-quarter revenue of $199.3 million to $201.3 million and diluted earnings per share of $0.74 to $0.79.
1. Quarterly results and outlook
SPS Commerce reported third-quarter 2026 net income of $30.68 million, up 20% year over year, and revenue of $197.6 million. Revenue growth was partially offset by the 3P Revenue Recovery divestiture and 1P take-rate variability. CFO Joe Del Preto attributed continued margin expansion to disciplined cost management and efficiency gains from agentic customer onboarding. Fourth-quarter guidance calls for revenue of $199.3 million to $201.3 million and diluted earnings per share of $0.74 to $0.79.
