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SPS Commerce (SPSC) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.46%. A quarter ago, it was expected that this provider of supply chain software services to businesses would post earnings of $0.99 per share when it actually produced earnings of $1.13, delivering a surprise of +14. ...

SPS Commerce (NasdaqGS:SPSC) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsChad Collins - CEOIrmina Blaszczyk - Director of Investor RelationsKim Nelson - CFOConference Call ParticipantsChris Quintero - Equity Research AnalystDylan Becker - Equity Research AnalystGeorge Kurosawa - Equity Research AnalystJeff Van Rhee - Equity Research AnalystLachlan Brown - AnalystMatt VanVliet - Equity Research AnalystMatthew Kikkert - Associate AnalystNehal Chokshi - Equity Research AnalystScott ...

SPS Commerce (NasdaqGS:SPSC) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsChad Collins - CEOIrmina Blaszczyk - Director of Investor RelationsKim Nelson - CFOConference Call ParticipantsChris Quintero - Equity Research AnalystDylan Becker - Equity Research AnalystGeorge Kurosawa - Equity Research AnalystJeff Van Rhee - Equity Research AnalystLachlan Brown - AnalystMatt VanVliet - Equity Research AnalystMatthew Kikkert - Associate AnalystNehal Chokshi - Equity Research AnalystScott ...

SPS Commerce (NasdaqGS:SPSC) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Speaker10Good day, and welcome to the SPS Commerce Q4 2025 Earnings Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdraw your question, please press sta ...

Moving the world of Commerce forward February 2026 Forward-Looking Statements and Non-GAAP Financial Measures This presentation contains forward-looking statements, including information about management's view of SPS Commerce's future expectations, plans and prospects, including our views regarding future execution within our business, the opportunity we see in the retail supply chain world, our positioning for the future, our future performance, and any statements about customers or the global economy and ...

Exhibit 99.1 Contact: Investor Relations The Blueshirt Group Irmina Blaszczyk SPSC@blueshirtgroup.com SPS Commerce Reports Fourth Quarter and Fiscal Year 2025 Financial Results Company delivers 100th consecutive quarter of topline growth Fourth quarter 2025 revenue grew 13% and recurring revenue grew 14% from the fourth quarter of 2024 Announces planned retirement of Chief Financial Officer and appointment of new Chief Financial Officer Announces increase to Share Repurchase Program MINNEAPOLIS, February 12 ...

Enters into Cooperation Agreement with Anson FundsMINNEAPOLIS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, announced today that its Board of Directors appointed Michael McConnell and Fumbi Chima as independent directors, effective immediately. Mr. McConnell previously served as a member of the SPS Board from 2018-19, and is an experienced director currently serving at several publicly traded companies, including Beonic, OneSpan, PowerFle ...

Core Insights - SPS Commerce achieved its 100th consecutive quarter of revenue growth, with fourth quarter 2025 revenue increasing by 13% to $192.7 million compared to $170.9 million in the fourth quarter of 2024 [5][7] - The company announced the planned retirement of its Chief Financial Officer, Kim Nelson, and the appointment of Joseph Del Preto as the new Chief Financial Officer effective March 16, 2026 [6][9] - An increase in the share repurchase program was approved, raising the total authorized repurchase amount to $300 million [10] Financial Highlights - Fourth quarter 2025 recurring revenue grew by 14% compared to the fourth quarter of 2024 [7] - Net income for the fourth quarter of 2025 was $25.8 million, or $0.68 per diluted share, up from $17.6 million, or $0.46 per diluted share in the fourth quarter of 2024, reflecting a 47% increase in net income [7] - Adjusted EBITDA for the fourth quarter of 2025 increased by 22% to $60.5 million compared to the fourth quarter of 2024 [7] - For the fiscal year 2025, total revenue was $751.5 million, an 18% increase from $637.8 million in 2024 [7] - Recurring revenue for the fiscal year 2025 grew by 20% compared to the previous year [7] - Net income for the fiscal year 2025 was $93.3 million, or $2.46 per diluted share, a 21% increase from $77.1 million, or $2.04 per diluted share in 2024 [7] Executive Changes - Kim Nelson will remain with SPS Commerce through a customary transition period following her retirement announcement [8] - Joseph Del Preto brings over 20 years of experience in finance and operational strategy, having previously served as CFO and Treasurer of Sprout Social, Inc. [6][9] Share Repurchase Program - The Board of Directors approved an additional $200 million in repurchase authority under the existing share repurchase program, which was initially set for $100 million [10]