Core Insights - SPS Commerce (SPSC) reported quarterly earnings of $1.13 per share, exceeding the Zacks Consensus Estimate of $0.99 per share, and up from $0.92 per share a year ago [1] - The earnings surprise was +14.14%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter was $189.9 million, slightly missing the Zacks Consensus Estimate by 1.33%, but up from $163.69 million year-over-year [3] Earnings Performance - The company has consistently outperformed consensus EPS estimates, achieving this in four consecutive quarters [2] - The revenue performance has also been strong, with three out of the last four quarters exceeding consensus revenue estimates [3] Stock Performance and Outlook - SPS Commerce shares have declined approximately 42.8% year-to-date, contrasting with a 17.2% gain in the S&P 500 [4] - The current Zacks Rank for SPS Commerce is 4 (Sell), indicating expectations of underperformance in the near future [7] Future Earnings Expectations - The consensus EPS estimate for the upcoming quarter is $1.04, with projected revenues of $199.85 million, and for the current fiscal year, the EPS estimate is $4.04 on revenues of $761.27 million [8] Industry Context - The Business - Services industry, to which SPS Commerce belongs, is currently ranked in the bottom 25% of over 250 Zacks industries, which may negatively impact stock performance [9]

Company Overview - SPS Commerce (SPSC) shares increased by 5.2% to close at $129.43, following a period of 17.1% loss over the past four weeks, indicating a significant recovery backed by strong trading volume [1][2] Competitive Position - The company's recent stock price rise is attributed to a competitive product portfolio, enhanced collaboration with vendors, retailers, and grocers, as well as strategic acquisitions including Vision33's SAP Business One integration technology, Traverse Systems, and SupplyPike [2] Financial Performance Expectations - SPS Commerce is projected to report quarterly earnings of $0.85 per share, reflecting a year-over-year decline of 1.2%. Revenue is expected to reach $179.53 million, marking a 20% increase compared to the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for SPS Commerce has remained stable over the last 30 days, suggesting that the stock's price movement may not sustain without changes in earnings estimate revisions [4][5] Industry Context - SPS Commerce is part of the Zacks Business - Services industry, where another company, Crawford & Company B (CRD.B), experienced a 2.1% increase in stock price, closing at $10.56, despite a negative return of 11.3% over the past month [5][6]