SPS Commerce (SPSC) Tops Q2 Earnings and Revenue Estimates

Core Insights - SPS Commerce reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.9 per share, and showing an increase from $0.8 per share a year ago, resulting in an earnings surprise of +11.11% [1] - The company achieved revenues of $187.4 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.15% and up from $153.6 million year-over-year [2] - SPS Commerce has consistently surpassed consensus EPS estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +19.05%, with actual earnings of $1 compared to an expected $0.84 per share [1] - The company has topped consensus revenue estimates four times in the last four quarters [2] Stock Performance - SPS Commerce shares have declined approximately 23.9% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] - The current Zacks Rank for SPS Commerce is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.98 on revenues of $193.67 million, and for the current fiscal year, it is $3.93 on revenues of $760.64 million [7] - The outlook for the industry, particularly the Business - Services sector, is currently in the top 37% of Zacks industries, suggesting potential for outperformance [8]