SPS Commerce Q3 Non-GAAP Net Income, Revenue Increase; 2026 Guidance Lifted, Cuts Revenue Forecast

05:01 AM EDT, 10/30/2026 (MT Newswires) -- SPS Commerce (SPSC) reported Q3 non-GAAP net income Thursday of $1.39 per diluted share, up from $1.13 a year earlier. Analysts polled by FactSet expected $1.23. Revenue for the quarter ended Sept. 30 was $197.6 million, up from $189.9 million a year earlier. Analysts expected $197.5 million. For Q4, the company expects non-GAAP net income per diluted share of $1.31 to $1.36 and revenue of $199.3 million to $201.3 million. Analysts expect $1.32 and $202.6 million, respectively. For 2026, the company raised its non-GAAP net income per diluted share guidance to a range of $5.05 to $5.11, up from its previous $4.84 to $4.93, and lowered its revenue outlook to a range of $786.9 million to $788.9 million, down from $788.4 million to $793.4 million. Analysts expect $4.96 and $789.9 million, respectively. Shares of the company were down 4.1% in recent premarket activity.