S SPSC

SPS Commerce Inc

$60.71

-3.58% ($2.26)

Volume 644,348

52W High $153.16

52W Low $52.56

Market Cap $2.60B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.08

Whisper EPS

$1.15

6.7% above consensus

Last Quarter

$1.14

Current Streak

7 Beats

Avg Surprise (4Q)

+12.23%

Next Earnings Report

Reports in 40 days

Report Date Apr 23, 2026

Whisper Spread +6.66%

Consensus Estimate

$1.08

Official analyst average

Whisper Number

$1.15

What traders expect

Bullish Sentiment: The whisper number is 6.7% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 11 quarters

Price Movement Around Earnings

Q4 2025 Feb 12, 2026

1-Day: -4.37%

5-Day: -7.24%

Q4 2025 Feb 9, 2026

1-Day: -0.86%

Q4 2025 Feb 5, 2026

1-Day: +0.67%

5-Day: -5.28%

Q3 2025 Oct 30, 2025

1-Day: -20.84%

5-Day: -21.94%

Revenue & Financial Performance

Revenue Whisper

$203.0M

TWN Proprietary Estimate

Last Quarter Revenue

$192.7M

+12.7% YoY

Gross Margin

65.5%

Net Margin: 13.4%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$192.7M	+12.7%	65.5%	18.0%	$25.8M
Q3'25	$189.9M	+16.0%	69.5%	16.4%	$25.6M
Q2'25	$187.4M	+22.0%	68.1%	14.1%	$19.7M
Q1'25	$181.5M	+21.4%	68.7%	14.3%	$22.2M
Q4'24	$170.9M	+17.9%	67.5%	14.5%	$17.6M
Q3'24	$163.7M	+20.7%	68.5%	15.6%	$23.5M
Q2'24	$153.6M	+17.8%	63.0%	15.1%	$18.0M
Q1'24	$149.6M	+18.8%	62.7%	10.3%	$18.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 12, 2026	$1.01	$1.08	$1.14	+12.87%	Beat
Q4 2025	Feb 9, 2026	$0.73	$0.70	--	--	--
Q4 2025	Feb 5, 2026	$1.01	$1.07	$1.14	+12.87%	Beat
Q3 2025	Oct 30, 2025	$1.00	$1.07	$1.13	+13.00%	Beat
Q2 2025	Jul 23, 2025	$0.91	$0.96	$1.00	+10.18%	Beat
Q1 2025	Apr 23, 2025	$0.85	$0.90	$1.00	+18.06%	Beat
Q4 2024	Feb 6, 2025	$0.87	$0.92	$0.89	+2.83%	Missed
Q3 2024	Oct 24, 2024	$0.83	$0.88	$0.92	+10.84%	Beat
Q2 2024	Jul 25, 2024	$0.77	$0.82	$0.80	+3.90%	Missed
Q1 2024	Apr 25, 2024	$0.74	$0.79	$0.86	+16.22%	Beat
Q4 2023	Feb 8, 2024	$0.70	$0.76	$0.75	+7.14%	Met
Q3 2023	Oct 26, 2023	$0.67	$0.73	$0.75	+11.94%	Beat