View Future GrowthSPS Commerce 過去の業績過去 基準チェック /26SPS Commerceは、平均年間16%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間10.4% 16.8%収益成長率で 成長しています。 SPS Commerceの自己資本利益率は9.4%であり、純利益率は11.9%です。主要情報16.03%収益成長率14.68%EPS成長率Software 業界の成長14.88%収益成長率16.81%株主資本利益率9.44%ネット・マージン11.92%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025お知らせ • Jul 17SPS Commerce, Inc. to Report Q2, 2025 Results on Jul 30, 2025SPS Commerce, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • Apr 11SPS Commerce, Inc. to Report Q1, 2025 Results on Apr 24, 2025SPS Commerce, Inc. announced that they will report Q1, 2025 results After-Market on Apr 24, 2025お知らせ • Jan 28SPS Commerce, Inc. to Report Q4, 2024 Results on Feb 10, 2025SPS Commerce, Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025すべての更新を表示Recent updatesお知らせ • May 03SPS Commerce, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the second quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $194.5 million to $196.5 million, representing 4% to 5% year-over-year growth, Net income per diluted share is expected to be in the range of $0.53 to $0.56, with fully diluted weighted average shares outstanding of 37.3 million shares. For the year, revenue is expected to be in the range of $796.0 million to $802.0 million, representing 6% to 7% growth over 2025, Net income per diluted share is expected to be in the range of $2.66 to $2.69, with fully diluted weighted average shares outstanding of 37.3 million shares.お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 15SPS Commerce, Inc., Annual General Meeting, May 28, 2026SPS Commerce, Inc., Annual General Meeting, May 28, 2026.お知らせ • Feb 13+ 3 more updatesSPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $191.6 million to $193.6 million, representing 6% to 7% year-over-year growth. Net income per diluted share is expected to be in the range of $0.46 to $0.49, with fully diluted weighted average shares outstanding of 38.2 million shares. For the year, revenue is expected to be in the range of $798.5 million to $806.9 million, representing 6% to 7% growth over 2025. Net income per diluted share is expected to be in the range of $2.50 to $2.58, with fully diluted weighted average shares outstanding of 38.4 million shares.お知らせ • Feb 11SPS Commerce Introduces Max, New Capabilities Embedded in SPS' Agentic Supply Chain NetworkSPS Commerce announced MAX, delivering new and unparalleled agentic capabilities. MAX draws on 300,000 trading connections, decades of expertise, proprietary network intelligence, and billions of transactions to help customers unlock greater value from AI. This announcement builds on SPS Commerce's recent introduction of AI-driven Fulfillment capabilities, representing a meaningful step forward in how customers experience and benefit from artificial intelligence across the supply chain. Unlike other AI tools in the market that surface dashboards, answer isolated questions or focus on proactive activities like mapping, MAX is embedded into existing supply chain workflows assessing and guiding customer connections to support the success of their business and trading relationships. MAX will initially be launched with three features: Chat, Monitor, and Connect. MAX Chat: Day-to-Day, Reinvented Chat is embedded directly into day-to-day operations. Customers will now have more direct access to the proprietary insights for working with trading partners. MAX will use these insights to spot patterns that signal potential issues, guide workflows at each step, and help teams resolve problems before they become chargebacks or rejected shipments. MAX Monitor: Always On. always Working: MAX continuously monitors transactions, workflow requirements, and exceptions across the 300,000 connections and billions of transactions across the network. It helps to automate routine tasks, surfaces critical insights proactively, and keeps operations moving by supporting teams even when they are offline saving time while improving performance. MAX Connect: Designed to Work Wherever You Do Ready for the agentic future, MAX Connect supports Model Context Protocol (MCP) and is built to collaborate with other agents across the ecosystem MAXimizing the impact of AI for retailers, suppliers, and logistics partners. MAX can collaborate with AI peers, ERPs, CRMs, and data platforms to bring network intelligence into existing workflows.お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026お知らせ • Jan 09SPS Commerce, Inc. Announces New Product Innovations Enabling Retailers and Brands to Meet the Needs of Evolving Supply ChainsSPS Commerce, Inc. announced new products and capabilities to address four key trends reshaping how goods move from creation to consumption. These trends are based on insights from its team of supply chain experts and intelligence from its network, which enables over 750 million transactions annually. This capability connects SAP S/4HANA Private and Public Cloud editions directly to the SPS network, simplifying integrations and supporting real-time visibility across every connected channel. System Automation for Shopify - Shopify sellers expanding into retail often struggle to manage multiple ordering systems. This capability centralizes all orders, inventory, and shipping updates in one place and provides retailers with a consistent, accurate view of order status as sellers expand into more complex omnichannel operations. Companies across retail and manufacturing are shifting away from single-source supply networks toward more regional and diversified models. This transition introduces new partners, new geographies, and new layers of complexity. As production footprints shift, both retailers and suppliers must stay aligned with partners they have never worked with before and maintain visibility into performance across more tiers of the supply chain. SPS Commerce Relationship Center - enables companies to bring on new partners and expand into new regions. It streamlines onboarding, reduces time to revenue, and keeps both sides aligned during transitions, so disruptions are minimized. SPS Relationship Center gives retailers and suppliers a shared space to exchange item data, compliance requirements, and operational information. Every step of the supply chain is under scrutiny, meaning Manufacturers are also rewiring their own supply networks as they add new raw material providers, component suppliers, and production partners. The SPS Commerce Manufacturing Suite helps manufacturers improve the performance of their upstream supplier networks. By improving visibility into quality, timeliness, and production reliability, the solution supports more resilient manufacturing operations as companies diversify their supply bases. Retailers and suppliers are operating in a market where demand patterns shift frequently and often without warning.お知らせ • Oct 31+ 2 more updatesSPS Commerce, Inc. (NasdaqGS:SPSC) announces an Equity Buyback for $100 million worth of its shares.SPS Commerce, Inc. (NasdaqGS:SPSC) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The program will be funded from existing cash and cash equivalents and future cash flows. The program will expire on December 1, 2027.お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025お知らせ • Aug 21SPS Commerce, Inc. Approves Appointment of Mark Partin as Director, Member of the Audit Committee, Effective August 18, 2025On August 18, 2025, the Board of Directors of SPS Commerce, Inc. approved an increase in the size of the Board from seven to eight members and appointed Mark Partin as a director, effective August 18, 2025. Mr. Partin will serve as a director until the 2026 annual meeting of stockholders and until his successor is elected and qualified, or until his earlier death, resignation, or removal. The Board determined that Mr. Partin qualifies as an independent director pursuant to the listing standards of the Nasdaq Stock Market and the rules of the U.S. Securities and Exchange Commission (the SEC). The Board has also appointed Mr. Partin to serve on the Audit Committee.お知らせ • Jul 31SPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025SPS Commerce, Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company's revenue is expected to be in the range of $191.7 million to $193.2 million, representing 17% to 18% year-over-year growth. Net income per diluted share is expected to be in the range of $0.50 to $0.54, with fully diluted weighted average shares outstanding of 38.5 million shares. For the year, the company expects Revenue is expected to be in the range of $759.0 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $2.17 to $2.22, with fully diluted weighted average shares outstanding of 38.3 million shares.お知らせ • Jul 17SPS Commerce, Inc. to Report Q2, 2025 Results on Jul 30, 2025SPS Commerce, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • May 02SPS Commerce, Inc. Enhances Offering to Include Suite of Services for Manufacturing Supply ChainSPS Commerce, Inc. announced Manufacturing Supply Chain Performance Suite, a Full-service EDI offering designed to help companies who manufacture products modernize and optimize their procurement and supply chain processes. Based on years of experience supporting these organizations, SPS developed this comprehensive solution to help brands, co-manufacturers, and co-packers achieve a better performing supply chain. With Manufacturing Supply Chain Performance Suite, customers can streamline their operations, reduce disruptions, and more efficiently produce and sell goods, allowing them to focus on quality, innovation and growth. In today's global manufacturing environment, production depends on the seamless coordination of raw materials and components sourced from suppliers around the world. As supply chains become more complex and interconnected, manufacturers, brands who manufacture products, co-manufacturers and co-packers face mounting pressure to minimize production line delays, maintain data accuracy, and stay agile in the face of disruptions like shifting threats, supplier changes, and transportation bottlenecks. Yet many manufacturers still manage procurement and communication through disconnected, manual processes that create inefficiencies, delays, and limited visibility into supplier performance and shipment status. Manufacturing Supply Chain Performance Suite from SPS Commerce solves these challenges by digitizing and standardizing how manufacturers collaborate with their suppliers. Customers receive full-service support and enjoy the unique benefit of the people, process and technology that has become synonymous with SPS Commerce. The comprehensive solution meets customers where they are at on their journey including: Evaluation of the current state of their supply chain, resulting in a change management program recommendation for both internal teams and external supplier partners. Supplier engagement tailored to their individual business needs whether they already have an EDI solution or need a new one. Ongoing guidance to ensure internal teams and external partners are continuing to adopt the changes. The ability to monitor and measure the business performance of the entire supply chain, and each individual supplier, to track performance against the baseline and drive continuous improvement. Benefits of the solution include: Process automation that reduces errors and speeds up daily operations, freeing up valuable time to focus on more strategic tasks. Real-time data exchange, providing manufacturers with the visibility and accuracy needed to proactively manage production and avoid costly delays. Simplified and streamlined supply chain collaboration that helps manufacturers stay on schedule, reducing risk and enabling efficient growth in an increasingly dynamic and distributed market. More efficient finance processes that improve cash flow and frees more working capital to invest in growth. Manufacturing Supply Chain Performance Suite by SPS Commerce is built on more than two decades of experience and over one million successful connections. The solution leverages SPS Commerce's unparalleled expertise to standardize requirements across diverse retailers, systems, fulfillment models and order channels. Built on the foundations of Full-Service EDI, its dedicated team provides not just technology, but also strategic guidance and change management, ensuring manufacturers stay in sync with evolving market demands.お知らせ • Apr 25SPS Commerce, Inc. Provides Earning Guidance for the Second Quarter and Fiscal Year 2025SPS Commerce, Inc. provided earning guidance for the Second Quarter and Fiscal Year 2025. For the quarter, the company expects revenue to be in the range of $184.5 million to $186.2 million, representing 20% to 21% year-over-year growth. Net income per diluted share is expected to be in the range of $0.41 to $0.44, with fully diluted weighted average shares outstanding of 38.8 million shares. For the full year, the company expects Revenue to be in the range of $758.5 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $2.06 to $2.13, with fully diluted weighted average shares outstanding of 38.7 million shares.お知らせ • Apr 11SPS Commerce, Inc. to Report Q1, 2025 Results on Apr 24, 2025SPS Commerce, Inc. announced that they will report Q1, 2025 results After-Market on Apr 24, 2025お知らせ • Mar 31SPS Commerce, Inc., Annual General Meeting, May 13, 2025SPS Commerce, Inc., Annual General Meeting, May 13, 2025.お知らせ • Mar 01SPS Commerce, Inc. Announces Board and Committee ChangesOn February 25, 2025, the Board of Directors (the “Board”) of SPS Commerce, Inc. (the “Company”) approved an increase in the size of the Board from seven to eight members and appointed Razat Gaurav as a director, effective March 6, 2025, to fill the vacancy created by the increase in the size of the Board. Mr. Gaurav will serve as a director until the 2025 annual meeting of stockholders and until his successor is elected and qualified, or until his earlier death, resignation, or removal. On February 25, 2025, James Ramsey, an independent member of the Board, advised the Company that he will not stand for re-election to the Board at the Company’s 2025 annual meeting of stockholders and intends to retire from the Board at that time. Mr. Ramsey has been a member of the Board since 2014 and currently serves on the Governance & Nominating Committee and the Finance & Strategy Committee. Mr. Ramsey’s decision to retire was not the result of any disagreement with the Company or management, and he will continue in his role as director until the 2025 annual meeting of stockholders.お知らせ • Feb 11SPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenue is expected to be in the range of $178.5 million to $180.0 million, representing 19% to 20% year-over-year growth. Net income per diluted share is expected to be in the range of $0.39 to $0.41. For the year 2025, Revenue is expected to be in the range of $758.0 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $1.93 to $1.99.お知らせ • Feb 07SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Carbon6 Technologies, Inc.SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million on December 30, 2024. The consideration consists of combination of cash and share. At the closing, SPS Commerce, Inc will issue certain stockholders of Carbon6 (the “Investors”) shares of common stock of the Company totaling approximately 40% of the Purchase Price. The closing of the Acquisition remains subject to the satisfaction of certain customary closing conditions and covenants in the Purchase Agreement, including the receipt of any necessary regulatory approvals. Jonathan R. Zimmerman and Ryan R. Miske of Faegre Drinker Biddle & Reath LLP acted as legal advisor for SPS Commerce, Inc. Craig W. Dent of Patterson Belknap Webb & Tyler LLP acted as legal advisor forstockholders of Carbon6 Technologies, Inc. SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Carbon6 Technologies, Inc on February 7, 2025.お知らせ • Jan 28SPS Commerce, Inc. to Report Q4, 2024 Results on Feb 10, 2025SPS Commerce, Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025お知らせ • Jan 03SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million.SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million on December 30, 2024. The consideration consists of combination of cash and share. At the closing, SPS Commerce, Inc will issue certain stockholders of Carbon6 (the “Investors”) shares of common stock of the Company totaling approximately 40% of the Purchase Price. The closing of the Acquisition remains subject to the satisfaction of certain customary closing conditions and covenants in the Purchase Agreement, including the receipt of any necessary regulatory approvals. Jonathan R. Zimmerman and Ryan R. Miske of Faegre Drinker Biddle & Reath LLP acted as legal advisor for SPS Commerce, Inc. Craig W. Dent of Patterson Belknap Webb & Tyler LLP acted as legal advisor forstockholders of Carbon6 Technologies, Inc.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$0.63 (vs US$0.46 in 3Q 2023)Third quarter 2024 results: EPS: US$0.63 (up from US$0.46 in 3Q 2023). Revenue: US$163.7m (up 21% from 3Q 2023). Net income: US$23.5m (up 39% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 25SPS Commerce, Inc. Provides Earnings Guidance for Fourth Quarter and Full Fiscal Year 2024SPS Commerce, Inc. provided earnings guidance for fourth quarter and full fiscal year 2024. For the quarter, the company's Revenue is expected to be in the range of $168.5 million to $169.5 million, representing 16% to 17% year-over-year growth. Net income per diluted share is expected to be in the range of $0.46 to $0.47, with fully diluted weighted average shares outstanding of 38.1 million shares. For the year, the company's Revenue is expected to be in the range of $635.4 million to $636.4 million, representing 18% to 19% growth over 2023. Net income per diluted share is expected to be in the range of $2.03 to $2.04, with fully diluted weighted average shares outstanding of 37.9 million shares.Buy Or Sell Opportunity • Oct 22Now 21% overvaluedOver the last 90 days, the stock has fallen 6.3% to €177. The fair value is estimated to be €147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.お知らせ • Oct 11SPS Commerce, Inc. to Report Q3, 2024 Results on Oct 24, 2024SPS Commerce, Inc. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024New Risk • Aug 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Aug 01SPS Commerce, Inc. (NasdaqGS:SPSC) acquired SupplyPike, Inc. for approximately $210 million.SPS Commerce, Inc. (NasdaqGS:SPSC) acquired SupplyPike, Inc. for approximately $210 million on July 31, 2024. SPS Commerce, Inc. acquired SupplyPike through a combination of cash and share consideration totaling approximately $206 million. A cash consideration of $119 million is paid, net of cash acquired and $87 million in SPS Commerce stock through issuance of an aggregate of 404,587 shares of SPS Commerce stock to SupplyPike. SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of SupplyPike, Inc. on July 31, 2024.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.49 (vs US$0.40 in 2Q 2023)Second quarter 2024 results: EPS: US$0.49 (up from US$0.40 in 2Q 2023). Revenue: US$153.6m (up 18% from 2Q 2023). Net income: US$18.0m (up 23% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.お知らせ • Jul 26+ 1 more updateSPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2024SPS Commerce, Inc. provided earnings guidance for the third quarter and full year of 2024. For the quarter, the company expects revenue is expected to be in the range of $157.6 million to $158.6 million. Net income per diluted share is expected to be in the range of $0.52 to $0.53, with fully diluted weighted average shares outstanding of 37.9 million shares. For the year, the company's revenue is expected to be in the range of $624.2 million to $626.0 million, representing 16% to 17% growth over 2023. Net income per diluted share is expected to be in the range of $2.03 to $2.05, with fully diluted weighted average shares outstanding of 37.8 million shares.お知らせ • Jul 12SPS Commerce, Inc. to Report Q2, 2024 Results on Jul 25, 2024SPS Commerce, Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024お知らせ • May 10SPS Commerce, Inc. (NasdaqGS:SPSC) acquired Traverse Systems LLC for $29.3 million.SPS Commerce, Inc. (NasdaqGS:SPSC) acquired Traverse Systems LLC for $29.3 million on May 9, 2024. Under the terms of the purchase agreement, SPS Commerce acquired Traverse Systems for approximately $25 million in cash and $4.3 million in SPS Commerce stock.SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Traverse Systems LLC on May 9, 2024.お知らせ • Apr 27SPS Commerce, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2024SPS Commerce, Inc. provided earnings guidance for the second quarter and fiscal year 2024. For the quarter, the company revenue is expected to be in the range of $150.9 million to $151.7 million. Net income per diluted share is expected to be in the range of $0.45 to $0.46, with fully diluted weighted average shares outstanding of 37.9 million shares.For the year, the company revenue is expected to be in the range of $619.9 million to $621.9 million, representing 15% to 16% growth over 2023.Net income per diluted share is expected to be in the range of $1.99 to $2.02, with fully diluted weighted average shares outstanding of 37.9 million shares.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.49 (vs US$0.42 in 1Q 2023)First quarter 2024 results: EPS: US$0.49 (up from US$0.42 in 1Q 2023). Revenue: US$149.6m (up 19% from 1Q 2023). Net income: US$18.0m (up 18% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.お知らせ • Apr 12SPS Commerce, Inc. to Report Q1, 2024 Results on Apr 25, 2024SPS Commerce, Inc. announced that they will report Q1, 2024 results After-Market on Apr 25, 2024お知らせ • Mar 01SPS Commerce, Inc. Announces Archie Black, the Executive Chair of the Board of Directors Will Not Stand for Re-ElectionOn February 29, 2024, SPS Commerce, Inc. (the “Company”) announced that Archie Black, the Executive Chair of the Board of Directors of the Company, will not stand for re-election as a director of the Company at the Company’s 2024 annual meeting of stockholders to be held on May 16, 2024. As a result, on such date, Mr. Black’s term as a director will end, and he will retire from the position of Executive Chair of the Board and as an employee of the Company. As previously disclosed, upon the appointment of Chad Collins as Chief Executive Officer of the Company effective October 2, 2023, Mr. Black remained a director of the Company and transitioned from Chief Executive Officer to Executive Chair of the Board. Upon Mr. Black’s retirement as Executive Chair of the Board on May 16, 2024, he will receive the benefits under the retirement provisions of his Amended and Restated Executive Severance and Change in Control Agreement, dated as of February 13, 2020, as amended by the Amendment to Amended and Restated Executive Severance and Change in Control Agreement, dated as of March 1, 2023, as described in the Form 8-K filed on March 2, 2023.Recent Insider Transactions • Feb 26Executive Chair recently sold €4.0m worth of stockOn the 22nd of February, Archie Black sold around 24k shares on-market at roughly €169 per share. This transaction amounted to 88% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Archie's only on-market trade for the last 12 months.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$1.80 (vs US$1.53 in FY 2022)Full year 2023 results: EPS: US$1.80 (up from US$1.53 in FY 2022). Revenue: US$536.9m (up 19% from FY 2022). Net income: US$65.8m (up 19% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Software industry in Germany.お知らせ • Feb 09SPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2024. For the first quarter, the company’s revenue is expected to be in the range of $145.9 million to $146.7 million; net income per diluted share is expected to be in the range of $0.26 to $0.27, with fully diluted weighted average shares outstanding of 37.7 million shares.For the full year, the company’s revenue is expected to be in the range of $616.5 million to $619.0 million, representing 15% growth over 2022; net income per diluted share is expected to be in the range of $1.75 to $1.78, with fully diluted weighted average shares outstanding of 38.0 million shares.お知らせ • Jan 26SPS Commerce, Inc. to Report Q4, 2023 Results on Feb 08, 2024SPS Commerce, Inc. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. CEO & Director Chad Collins was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 28SPS Commerce, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2023SPS Commerce, Inc. provided earnings guidance for the fourth quarter and full year of 2023. For the quarter, the company expects revenue is expected to be in the range of $142.2 million to $143.2 million. Net income per diluted share is expected to be in the range of $0.40 to $0.42, with fully diluted weighted average shares outstanding of 37.7 million shares.For the year, the company's revenue is expected to be in the range of $534.2 million to $535.2 million, representing 18% to 19% growth over 2022. Net income per diluted share is expected to be in the range of $1.65 to $1.67, with fully diluted weighted average shares outstanding of 37.5 million shares.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.46 (vs US$0.44 in 3Q 2022)Third quarter 2023 results: EPS: US$0.46 (up from US$0.44 in 3Q 2022). Revenue: US$135.7m (up 19% from 3Q 2022). Net income: US$16.8m (up 6.2% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany.お知らせ • Sep 28SPS Commerce, Inc. (NasdaqGS:SPSC) acquired The Order Exchange PTY LTD.SPS Commerce, Inc. (NasdaqGS:SPSC) acquired The Order Exchange PTY LTD on September 26, 2023.SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of The Order Exchange PTY LTD on September 26, 2023.お知らせ • Sep 14SPS Commerce, Inc. to Report Q3, 2023 Results on Oct 26, 2023SPS Commerce, Inc. announced that they will report Q3, 2023 results on Oct 26, 2023お知らせ • Jul 28SPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2023SPS Commerce, Inc. provided earnings guidance for the third quarter and full year of 2023. For the quarter, the company expects revenue is expected to be in the range of $133.6 million to $134.4 million. Net income per diluted share is expected to be in the range of $0.37 to $0.38, with fully diluted weighted average shares outstanding of 37.6 million shares.For the year, the company's revenue is expected to be in the range of $528.5 million to $530.0 million, representing 17% to 18% growth over 2022. Net income per diluted share is expected to be in the range of $1.60 to $1.63, with fully diluted weighted average shares outstanding of 37.4 million shares.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.40 (vs US$0.30 in 2Q 2022)Second quarter 2023 results: EPS: US$0.40 (up from US$0.30 in 2Q 2022). Revenue: US$130.4m (up 20% from 2Q 2022). Net income: US$14.7m (up 37% from 2Q 2022). Profit margin: 11% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany.お知らせ • Jul 14SPS Commerce, Inc. to Report Q2, 2023 Results on Jul 27, 2023SPS Commerce, Inc. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023お知らせ • Jul 08+ 1 more updateSPS Commerce, Inc. Announces Executive ChangesSPS Commerce, Inc. announced Mr. Chad Collins appointed as a director of the Company, effective as of the Effective October 2, 2023. Also as previously announced, Mr. Black will become the Executive Chair of the Board, and Philip Soran, the current Chair of the Board, will become the lead independent director of the Board, both effective as of the Effective Date. Mr. Collins, age 47, will join the Company from Körber Supply Chain, where he has served as Chief Executive Officer, Software, since August 2017. Previously, he served in various roles, including President and Chief Executive Officer, at HighJump Software, a global provider of supply chain management software and trading partner network technology, and its parent company, Accellos, Inc., beginning in February 2002. Early in his career, Mr. Collins was a supply chain consultant for Cap Gemini Ernst & Young and a manager at Ernst & Young. In conjunction with the CEO transition plan, the company also announced that Jim Frome intends to retire from his role as President and Chief Operating Officer. In keeping with the company’s commitment to consistent execution and leadership continuity, Mr. Frome plans to remain with the Company through December 31, 2024.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.42 (vs US$0.35 in 1Q 2022)First quarter 2023 results: EPS: US$0.42 (up from US$0.35 in 1Q 2022). Revenue: US$125.9m (up 20% from 1Q 2022). Net income: US$15.3m (up 21% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in Germany.お知らせ • Feb 11SPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2023SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2023. For the first quarter, the company’s revenue is expected to be in the range of $123.3 million to $124.3 million; net income per diluted share is expected to be in the range of $0.26 to $0.27.For the full year, the company’s revenue is expected to be in the range of $523.0 million to $526.0 million, representing 16% to 17% growth over 2022; net income per diluted share is expected to be in the range of $1.49 to $1.55.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$1.53 (vs US$1.24 in FY 2021)Full year 2022 results: EPS: US$1.53 (up from US$1.24 in FY 2021). Revenue: US$450.9m (up 17% from FY 2021). Net income: US$55.1m (up 24% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Software industry in Germany.お知らせ • Jan 27SPS Commerce, Inc. to Report Q4, 2022 Results on Feb 09, 2023SPS Commerce, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Anne Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.44 (vs US$0.32 in 3Q 2021)Third quarter 2022 results: EPS: US$0.44 (up from US$0.32 in 3Q 2021). Revenue: US$114.5m (up 17% from 3Q 2021). Net income: US$15.9m (up 39% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.30 (vs US$0.28 in 2Q 2021)Second quarter 2022 results: EPS: US$0.30 (up from US$0.28 in 2Q 2021). Revenue: US$109.2m (up 16% from 2Q 2021). Net income: US$10.8m (up 5.6% from 2Q 2021). Profit margin: 9.8% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 16%, compared to a 7.9% growth forecast for the industry in Germany.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.35 (vs US$0.28 in 1Q 2021)First quarter 2022 results: EPS: US$0.35 (up from US$0.28 in 1Q 2021). Revenue: US$105.2m (up 17% from 1Q 2021). Net income: US$12.6m (up 24% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Anne Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 19% per annum over the last 3 years.Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.24 (down from US$1.29 in FY 2020). Revenue: US$385.3m (up 23% from FY 2020). Net income: US$44.6m (down 2.2% from FY 2020). Profit margin: 12% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.32 (vs US$0.32 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: US$97.9m (up 23% from 3Q 2020). Net income: US$11.4m (flat on 3Q 2020). Profit margin: 12% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses.Board Change • Sep 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Anne Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.収支内訳SPS Commerce の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:S86 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26762913046931 Dec 25752932966930 Sep 25730852876930 Jun 25704832776731 Mar 25670812626431 Dec 24638772526330 Sep 24612792406030 Jun 24584722285831 Mar 24561692205731 Dec 23537662085430 Sep 23514631995230 Jun 23493621894931 Mar 23472581794831 Dec 22451551694630 Sep 22432521634430 Jun 22415481574431 Mar 22400471534131 Dec 21385451493930 Sep 21366451443630 Jun 21347451383431 Mar 21329461323231 Dec 20313461263130 Sep 20302411223130 Jun 20293391183131 Mar 20286361143031 Dec 19279341152830 Sep 19272321142730 Jun 19264311152431 Mar 19256271152331 Dec 18248241142230 Sep 18241101162230 Jun 1823441152331 Mar 1822711132331 Dec 1722001092330 Sep 1721391022330 Jun 172069992231 Mar 172008962231 Dec 161935962230 Sep 161856912130 Jun 161765872031 Mar 161675841931 Dec 151595801830 Sep 151523781730 Jun 1514437516質の高い収益: S86は 高品質の収益 を持っています。利益率の向上: S86の現在の純利益率 (11.9%)は、昨年(12.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: S86の収益は過去 5 年間で年間16%増加しました。成長の加速: S86の過去 1 年間の収益成長率 ( 11.8% ) は、5 年間の平均 ( 年間16%を下回っています。収益対業界: S86の過去 1 年間の収益成長率 ( 11.8% ) Software業界26.7%を上回りませんでした。株主資本利益率高いROE: S86の 自己資本利益率 ( 9.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 04:12終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SPS Commerce, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Joseph VruwinkBairdJeffrey HoustonBarrington Research Associates, Inc.Mark SchappelBenchmark Company17 その他のアナリストを表示
お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • Jul 17SPS Commerce, Inc. to Report Q2, 2025 Results on Jul 30, 2025SPS Commerce, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • Apr 11SPS Commerce, Inc. to Report Q1, 2025 Results on Apr 24, 2025SPS Commerce, Inc. announced that they will report Q1, 2025 results After-Market on Apr 24, 2025
お知らせ • Jan 28SPS Commerce, Inc. to Report Q4, 2024 Results on Feb 10, 2025SPS Commerce, Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025
お知らせ • May 03SPS Commerce, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the second quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $194.5 million to $196.5 million, representing 4% to 5% year-over-year growth, Net income per diluted share is expected to be in the range of $0.53 to $0.56, with fully diluted weighted average shares outstanding of 37.3 million shares. For the year, revenue is expected to be in the range of $796.0 million to $802.0 million, representing 6% to 7% growth over 2025, Net income per diluted share is expected to be in the range of $2.66 to $2.69, with fully diluted weighted average shares outstanding of 37.3 million shares.
お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 15SPS Commerce, Inc., Annual General Meeting, May 28, 2026SPS Commerce, Inc., Annual General Meeting, May 28, 2026.
お知らせ • Feb 13+ 3 more updatesSPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $191.6 million to $193.6 million, representing 6% to 7% year-over-year growth. Net income per diluted share is expected to be in the range of $0.46 to $0.49, with fully diluted weighted average shares outstanding of 38.2 million shares. For the year, revenue is expected to be in the range of $798.5 million to $806.9 million, representing 6% to 7% growth over 2025. Net income per diluted share is expected to be in the range of $2.50 to $2.58, with fully diluted weighted average shares outstanding of 38.4 million shares.
お知らせ • Feb 11SPS Commerce Introduces Max, New Capabilities Embedded in SPS' Agentic Supply Chain NetworkSPS Commerce announced MAX, delivering new and unparalleled agentic capabilities. MAX draws on 300,000 trading connections, decades of expertise, proprietary network intelligence, and billions of transactions to help customers unlock greater value from AI. This announcement builds on SPS Commerce's recent introduction of AI-driven Fulfillment capabilities, representing a meaningful step forward in how customers experience and benefit from artificial intelligence across the supply chain. Unlike other AI tools in the market that surface dashboards, answer isolated questions or focus on proactive activities like mapping, MAX is embedded into existing supply chain workflows assessing and guiding customer connections to support the success of their business and trading relationships. MAX will initially be launched with three features: Chat, Monitor, and Connect. MAX Chat: Day-to-Day, Reinvented Chat is embedded directly into day-to-day operations. Customers will now have more direct access to the proprietary insights for working with trading partners. MAX will use these insights to spot patterns that signal potential issues, guide workflows at each step, and help teams resolve problems before they become chargebacks or rejected shipments. MAX Monitor: Always On. always Working: MAX continuously monitors transactions, workflow requirements, and exceptions across the 300,000 connections and billions of transactions across the network. It helps to automate routine tasks, surfaces critical insights proactively, and keeps operations moving by supporting teams even when they are offline saving time while improving performance. MAX Connect: Designed to Work Wherever You Do Ready for the agentic future, MAX Connect supports Model Context Protocol (MCP) and is built to collaborate with other agents across the ecosystem MAXimizing the impact of AI for retailers, suppliers, and logistics partners. MAX can collaborate with AI peers, ERPs, CRMs, and data platforms to bring network intelligence into existing workflows.
お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
お知らせ • Jan 09SPS Commerce, Inc. Announces New Product Innovations Enabling Retailers and Brands to Meet the Needs of Evolving Supply ChainsSPS Commerce, Inc. announced new products and capabilities to address four key trends reshaping how goods move from creation to consumption. These trends are based on insights from its team of supply chain experts and intelligence from its network, which enables over 750 million transactions annually. This capability connects SAP S/4HANA Private and Public Cloud editions directly to the SPS network, simplifying integrations and supporting real-time visibility across every connected channel. System Automation for Shopify - Shopify sellers expanding into retail often struggle to manage multiple ordering systems. This capability centralizes all orders, inventory, and shipping updates in one place and provides retailers with a consistent, accurate view of order status as sellers expand into more complex omnichannel operations. Companies across retail and manufacturing are shifting away from single-source supply networks toward more regional and diversified models. This transition introduces new partners, new geographies, and new layers of complexity. As production footprints shift, both retailers and suppliers must stay aligned with partners they have never worked with before and maintain visibility into performance across more tiers of the supply chain. SPS Commerce Relationship Center - enables companies to bring on new partners and expand into new regions. It streamlines onboarding, reduces time to revenue, and keeps both sides aligned during transitions, so disruptions are minimized. SPS Relationship Center gives retailers and suppliers a shared space to exchange item data, compliance requirements, and operational information. Every step of the supply chain is under scrutiny, meaning Manufacturers are also rewiring their own supply networks as they add new raw material providers, component suppliers, and production partners. The SPS Commerce Manufacturing Suite helps manufacturers improve the performance of their upstream supplier networks. By improving visibility into quality, timeliness, and production reliability, the solution supports more resilient manufacturing operations as companies diversify their supply bases. Retailers and suppliers are operating in a market where demand patterns shift frequently and often without warning.
お知らせ • Oct 31+ 2 more updatesSPS Commerce, Inc. (NasdaqGS:SPSC) announces an Equity Buyback for $100 million worth of its shares.SPS Commerce, Inc. (NasdaqGS:SPSC) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The program will be funded from existing cash and cash equivalents and future cash flows. The program will expire on December 1, 2027.
お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • Aug 21SPS Commerce, Inc. Approves Appointment of Mark Partin as Director, Member of the Audit Committee, Effective August 18, 2025On August 18, 2025, the Board of Directors of SPS Commerce, Inc. approved an increase in the size of the Board from seven to eight members and appointed Mark Partin as a director, effective August 18, 2025. Mr. Partin will serve as a director until the 2026 annual meeting of stockholders and until his successor is elected and qualified, or until his earlier death, resignation, or removal. The Board determined that Mr. Partin qualifies as an independent director pursuant to the listing standards of the Nasdaq Stock Market and the rules of the U.S. Securities and Exchange Commission (the SEC). The Board has also appointed Mr. Partin to serve on the Audit Committee.
お知らせ • Jul 31SPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025SPS Commerce, Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company's revenue is expected to be in the range of $191.7 million to $193.2 million, representing 17% to 18% year-over-year growth. Net income per diluted share is expected to be in the range of $0.50 to $0.54, with fully diluted weighted average shares outstanding of 38.5 million shares. For the year, the company expects Revenue is expected to be in the range of $759.0 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $2.17 to $2.22, with fully diluted weighted average shares outstanding of 38.3 million shares.
お知らせ • Jul 17SPS Commerce, Inc. to Report Q2, 2025 Results on Jul 30, 2025SPS Commerce, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • May 02SPS Commerce, Inc. Enhances Offering to Include Suite of Services for Manufacturing Supply ChainSPS Commerce, Inc. announced Manufacturing Supply Chain Performance Suite, a Full-service EDI offering designed to help companies who manufacture products modernize and optimize their procurement and supply chain processes. Based on years of experience supporting these organizations, SPS developed this comprehensive solution to help brands, co-manufacturers, and co-packers achieve a better performing supply chain. With Manufacturing Supply Chain Performance Suite, customers can streamline their operations, reduce disruptions, and more efficiently produce and sell goods, allowing them to focus on quality, innovation and growth. In today's global manufacturing environment, production depends on the seamless coordination of raw materials and components sourced from suppliers around the world. As supply chains become more complex and interconnected, manufacturers, brands who manufacture products, co-manufacturers and co-packers face mounting pressure to minimize production line delays, maintain data accuracy, and stay agile in the face of disruptions like shifting threats, supplier changes, and transportation bottlenecks. Yet many manufacturers still manage procurement and communication through disconnected, manual processes that create inefficiencies, delays, and limited visibility into supplier performance and shipment status. Manufacturing Supply Chain Performance Suite from SPS Commerce solves these challenges by digitizing and standardizing how manufacturers collaborate with their suppliers. Customers receive full-service support and enjoy the unique benefit of the people, process and technology that has become synonymous with SPS Commerce. The comprehensive solution meets customers where they are at on their journey including: Evaluation of the current state of their supply chain, resulting in a change management program recommendation for both internal teams and external supplier partners. Supplier engagement tailored to their individual business needs whether they already have an EDI solution or need a new one. Ongoing guidance to ensure internal teams and external partners are continuing to adopt the changes. The ability to monitor and measure the business performance of the entire supply chain, and each individual supplier, to track performance against the baseline and drive continuous improvement. Benefits of the solution include: Process automation that reduces errors and speeds up daily operations, freeing up valuable time to focus on more strategic tasks. Real-time data exchange, providing manufacturers with the visibility and accuracy needed to proactively manage production and avoid costly delays. Simplified and streamlined supply chain collaboration that helps manufacturers stay on schedule, reducing risk and enabling efficient growth in an increasingly dynamic and distributed market. More efficient finance processes that improve cash flow and frees more working capital to invest in growth. Manufacturing Supply Chain Performance Suite by SPS Commerce is built on more than two decades of experience and over one million successful connections. The solution leverages SPS Commerce's unparalleled expertise to standardize requirements across diverse retailers, systems, fulfillment models and order channels. Built on the foundations of Full-Service EDI, its dedicated team provides not just technology, but also strategic guidance and change management, ensuring manufacturers stay in sync with evolving market demands.
お知らせ • Apr 25SPS Commerce, Inc. Provides Earning Guidance for the Second Quarter and Fiscal Year 2025SPS Commerce, Inc. provided earning guidance for the Second Quarter and Fiscal Year 2025. For the quarter, the company expects revenue to be in the range of $184.5 million to $186.2 million, representing 20% to 21% year-over-year growth. Net income per diluted share is expected to be in the range of $0.41 to $0.44, with fully diluted weighted average shares outstanding of 38.8 million shares. For the full year, the company expects Revenue to be in the range of $758.5 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $2.06 to $2.13, with fully diluted weighted average shares outstanding of 38.7 million shares.
お知らせ • Apr 11SPS Commerce, Inc. to Report Q1, 2025 Results on Apr 24, 2025SPS Commerce, Inc. announced that they will report Q1, 2025 results After-Market on Apr 24, 2025
お知らせ • Mar 31SPS Commerce, Inc., Annual General Meeting, May 13, 2025SPS Commerce, Inc., Annual General Meeting, May 13, 2025.
お知らせ • Mar 01SPS Commerce, Inc. Announces Board and Committee ChangesOn February 25, 2025, the Board of Directors (the “Board”) of SPS Commerce, Inc. (the “Company”) approved an increase in the size of the Board from seven to eight members and appointed Razat Gaurav as a director, effective March 6, 2025, to fill the vacancy created by the increase in the size of the Board. Mr. Gaurav will serve as a director until the 2025 annual meeting of stockholders and until his successor is elected and qualified, or until his earlier death, resignation, or removal. On February 25, 2025, James Ramsey, an independent member of the Board, advised the Company that he will not stand for re-election to the Board at the Company’s 2025 annual meeting of stockholders and intends to retire from the Board at that time. Mr. Ramsey has been a member of the Board since 2014 and currently serves on the Governance & Nominating Committee and the Finance & Strategy Committee. Mr. Ramsey’s decision to retire was not the result of any disagreement with the Company or management, and he will continue in his role as director until the 2025 annual meeting of stockholders.
お知らせ • Feb 11SPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenue is expected to be in the range of $178.5 million to $180.0 million, representing 19% to 20% year-over-year growth. Net income per diluted share is expected to be in the range of $0.39 to $0.41. For the year 2025, Revenue is expected to be in the range of $758.0 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $1.93 to $1.99.
お知らせ • Feb 07SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Carbon6 Technologies, Inc.SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million on December 30, 2024. The consideration consists of combination of cash and share. At the closing, SPS Commerce, Inc will issue certain stockholders of Carbon6 (the “Investors”) shares of common stock of the Company totaling approximately 40% of the Purchase Price. The closing of the Acquisition remains subject to the satisfaction of certain customary closing conditions and covenants in the Purchase Agreement, including the receipt of any necessary regulatory approvals. Jonathan R. Zimmerman and Ryan R. Miske of Faegre Drinker Biddle & Reath LLP acted as legal advisor for SPS Commerce, Inc. Craig W. Dent of Patterson Belknap Webb & Tyler LLP acted as legal advisor forstockholders of Carbon6 Technologies, Inc. SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Carbon6 Technologies, Inc on February 7, 2025.
お知らせ • Jan 28SPS Commerce, Inc. to Report Q4, 2024 Results on Feb 10, 2025SPS Commerce, Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025
お知らせ • Jan 03SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million.SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million on December 30, 2024. The consideration consists of combination of cash and share. At the closing, SPS Commerce, Inc will issue certain stockholders of Carbon6 (the “Investors”) shares of common stock of the Company totaling approximately 40% of the Purchase Price. The closing of the Acquisition remains subject to the satisfaction of certain customary closing conditions and covenants in the Purchase Agreement, including the receipt of any necessary regulatory approvals. Jonathan R. Zimmerman and Ryan R. Miske of Faegre Drinker Biddle & Reath LLP acted as legal advisor for SPS Commerce, Inc. Craig W. Dent of Patterson Belknap Webb & Tyler LLP acted as legal advisor forstockholders of Carbon6 Technologies, Inc.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$0.63 (vs US$0.46 in 3Q 2023)Third quarter 2024 results: EPS: US$0.63 (up from US$0.46 in 3Q 2023). Revenue: US$163.7m (up 21% from 3Q 2023). Net income: US$23.5m (up 39% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 25SPS Commerce, Inc. Provides Earnings Guidance for Fourth Quarter and Full Fiscal Year 2024SPS Commerce, Inc. provided earnings guidance for fourth quarter and full fiscal year 2024. For the quarter, the company's Revenue is expected to be in the range of $168.5 million to $169.5 million, representing 16% to 17% year-over-year growth. Net income per diluted share is expected to be in the range of $0.46 to $0.47, with fully diluted weighted average shares outstanding of 38.1 million shares. For the year, the company's Revenue is expected to be in the range of $635.4 million to $636.4 million, representing 18% to 19% growth over 2023. Net income per diluted share is expected to be in the range of $2.03 to $2.04, with fully diluted weighted average shares outstanding of 37.9 million shares.
Buy Or Sell Opportunity • Oct 22Now 21% overvaluedOver the last 90 days, the stock has fallen 6.3% to €177. The fair value is estimated to be €147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
お知らせ • Oct 11SPS Commerce, Inc. to Report Q3, 2024 Results on Oct 24, 2024SPS Commerce, Inc. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024
New Risk • Aug 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Aug 01SPS Commerce, Inc. (NasdaqGS:SPSC) acquired SupplyPike, Inc. for approximately $210 million.SPS Commerce, Inc. (NasdaqGS:SPSC) acquired SupplyPike, Inc. for approximately $210 million on July 31, 2024. SPS Commerce, Inc. acquired SupplyPike through a combination of cash and share consideration totaling approximately $206 million. A cash consideration of $119 million is paid, net of cash acquired and $87 million in SPS Commerce stock through issuance of an aggregate of 404,587 shares of SPS Commerce stock to SupplyPike. SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of SupplyPike, Inc. on July 31, 2024.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.49 (vs US$0.40 in 2Q 2023)Second quarter 2024 results: EPS: US$0.49 (up from US$0.40 in 2Q 2023). Revenue: US$153.6m (up 18% from 2Q 2023). Net income: US$18.0m (up 23% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany.
お知らせ • Jul 26+ 1 more updateSPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2024SPS Commerce, Inc. provided earnings guidance for the third quarter and full year of 2024. For the quarter, the company expects revenue is expected to be in the range of $157.6 million to $158.6 million. Net income per diluted share is expected to be in the range of $0.52 to $0.53, with fully diluted weighted average shares outstanding of 37.9 million shares. For the year, the company's revenue is expected to be in the range of $624.2 million to $626.0 million, representing 16% to 17% growth over 2023. Net income per diluted share is expected to be in the range of $2.03 to $2.05, with fully diluted weighted average shares outstanding of 37.8 million shares.
お知らせ • Jul 12SPS Commerce, Inc. to Report Q2, 2024 Results on Jul 25, 2024SPS Commerce, Inc. announced that they will report Q2, 2024 results After-Market on Jul 25, 2024
お知らせ • May 10SPS Commerce, Inc. (NasdaqGS:SPSC) acquired Traverse Systems LLC for $29.3 million.SPS Commerce, Inc. (NasdaqGS:SPSC) acquired Traverse Systems LLC for $29.3 million on May 9, 2024. Under the terms of the purchase agreement, SPS Commerce acquired Traverse Systems for approximately $25 million in cash and $4.3 million in SPS Commerce stock.SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Traverse Systems LLC on May 9, 2024.
お知らせ • Apr 27SPS Commerce, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2024SPS Commerce, Inc. provided earnings guidance for the second quarter and fiscal year 2024. For the quarter, the company revenue is expected to be in the range of $150.9 million to $151.7 million. Net income per diluted share is expected to be in the range of $0.45 to $0.46, with fully diluted weighted average shares outstanding of 37.9 million shares.For the year, the company revenue is expected to be in the range of $619.9 million to $621.9 million, representing 15% to 16% growth over 2023.Net income per diluted share is expected to be in the range of $1.99 to $2.02, with fully diluted weighted average shares outstanding of 37.9 million shares.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: US$0.49 (vs US$0.42 in 1Q 2023)First quarter 2024 results: EPS: US$0.49 (up from US$0.42 in 1Q 2023). Revenue: US$149.6m (up 19% from 1Q 2023). Net income: US$18.0m (up 18% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.
お知らせ • Apr 12SPS Commerce, Inc. to Report Q1, 2024 Results on Apr 25, 2024SPS Commerce, Inc. announced that they will report Q1, 2024 results After-Market on Apr 25, 2024
お知らせ • Mar 01SPS Commerce, Inc. Announces Archie Black, the Executive Chair of the Board of Directors Will Not Stand for Re-ElectionOn February 29, 2024, SPS Commerce, Inc. (the “Company”) announced that Archie Black, the Executive Chair of the Board of Directors of the Company, will not stand for re-election as a director of the Company at the Company’s 2024 annual meeting of stockholders to be held on May 16, 2024. As a result, on such date, Mr. Black’s term as a director will end, and he will retire from the position of Executive Chair of the Board and as an employee of the Company. As previously disclosed, upon the appointment of Chad Collins as Chief Executive Officer of the Company effective October 2, 2023, Mr. Black remained a director of the Company and transitioned from Chief Executive Officer to Executive Chair of the Board. Upon Mr. Black’s retirement as Executive Chair of the Board on May 16, 2024, he will receive the benefits under the retirement provisions of his Amended and Restated Executive Severance and Change in Control Agreement, dated as of February 13, 2020, as amended by the Amendment to Amended and Restated Executive Severance and Change in Control Agreement, dated as of March 1, 2023, as described in the Form 8-K filed on March 2, 2023.
Recent Insider Transactions • Feb 26Executive Chair recently sold €4.0m worth of stockOn the 22nd of February, Archie Black sold around 24k shares on-market at roughly €169 per share. This transaction amounted to 88% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Archie's only on-market trade for the last 12 months.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: US$1.80 (vs US$1.53 in FY 2022)Full year 2023 results: EPS: US$1.80 (up from US$1.53 in FY 2022). Revenue: US$536.9m (up 19% from FY 2022). Net income: US$65.8m (up 19% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Software industry in Germany.
お知らせ • Feb 09SPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2024. For the first quarter, the company’s revenue is expected to be in the range of $145.9 million to $146.7 million; net income per diluted share is expected to be in the range of $0.26 to $0.27, with fully diluted weighted average shares outstanding of 37.7 million shares.For the full year, the company’s revenue is expected to be in the range of $616.5 million to $619.0 million, representing 15% growth over 2022; net income per diluted share is expected to be in the range of $1.75 to $1.78, with fully diluted weighted average shares outstanding of 38.0 million shares.
お知らせ • Jan 26SPS Commerce, Inc. to Report Q4, 2023 Results on Feb 08, 2024SPS Commerce, Inc. announced that they will report Q4, 2023 results After-Market on Feb 08, 2024
Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. CEO & Director Chad Collins was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 28SPS Commerce, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2023SPS Commerce, Inc. provided earnings guidance for the fourth quarter and full year of 2023. For the quarter, the company expects revenue is expected to be in the range of $142.2 million to $143.2 million. Net income per diluted share is expected to be in the range of $0.40 to $0.42, with fully diluted weighted average shares outstanding of 37.7 million shares.For the year, the company's revenue is expected to be in the range of $534.2 million to $535.2 million, representing 18% to 19% growth over 2022. Net income per diluted share is expected to be in the range of $1.65 to $1.67, with fully diluted weighted average shares outstanding of 37.5 million shares.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.46 (vs US$0.44 in 3Q 2022)Third quarter 2023 results: EPS: US$0.46 (up from US$0.44 in 3Q 2022). Revenue: US$135.7m (up 19% from 3Q 2022). Net income: US$16.8m (up 6.2% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany.
お知らせ • Sep 28SPS Commerce, Inc. (NasdaqGS:SPSC) acquired The Order Exchange PTY LTD.SPS Commerce, Inc. (NasdaqGS:SPSC) acquired The Order Exchange PTY LTD on September 26, 2023.SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of The Order Exchange PTY LTD on September 26, 2023.
お知らせ • Sep 14SPS Commerce, Inc. to Report Q3, 2023 Results on Oct 26, 2023SPS Commerce, Inc. announced that they will report Q3, 2023 results on Oct 26, 2023
お知らせ • Jul 28SPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2023SPS Commerce, Inc. provided earnings guidance for the third quarter and full year of 2023. For the quarter, the company expects revenue is expected to be in the range of $133.6 million to $134.4 million. Net income per diluted share is expected to be in the range of $0.37 to $0.38, with fully diluted weighted average shares outstanding of 37.6 million shares.For the year, the company's revenue is expected to be in the range of $528.5 million to $530.0 million, representing 17% to 18% growth over 2022. Net income per diluted share is expected to be in the range of $1.60 to $1.63, with fully diluted weighted average shares outstanding of 37.4 million shares.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.40 (vs US$0.30 in 2Q 2022)Second quarter 2023 results: EPS: US$0.40 (up from US$0.30 in 2Q 2022). Revenue: US$130.4m (up 20% from 2Q 2022). Net income: US$14.7m (up 37% from 2Q 2022). Profit margin: 11% (up from 9.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany.
お知らせ • Jul 14SPS Commerce, Inc. to Report Q2, 2023 Results on Jul 27, 2023SPS Commerce, Inc. announced that they will report Q2, 2023 results After-Market on Jul 27, 2023
お知らせ • Jul 08+ 1 more updateSPS Commerce, Inc. Announces Executive ChangesSPS Commerce, Inc. announced Mr. Chad Collins appointed as a director of the Company, effective as of the Effective October 2, 2023. Also as previously announced, Mr. Black will become the Executive Chair of the Board, and Philip Soran, the current Chair of the Board, will become the lead independent director of the Board, both effective as of the Effective Date. Mr. Collins, age 47, will join the Company from Körber Supply Chain, where he has served as Chief Executive Officer, Software, since August 2017. Previously, he served in various roles, including President and Chief Executive Officer, at HighJump Software, a global provider of supply chain management software and trading partner network technology, and its parent company, Accellos, Inc., beginning in February 2002. Early in his career, Mr. Collins was a supply chain consultant for Cap Gemini Ernst & Young and a manager at Ernst & Young. In conjunction with the CEO transition plan, the company also announced that Jim Frome intends to retire from his role as President and Chief Operating Officer. In keeping with the company’s commitment to consistent execution and leadership continuity, Mr. Frome plans to remain with the Company through December 31, 2024.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$0.42 (vs US$0.35 in 1Q 2022)First quarter 2023 results: EPS: US$0.42 (up from US$0.35 in 1Q 2022). Revenue: US$125.9m (up 20% from 1Q 2022). Net income: US$15.3m (up 21% from 1Q 2022). Profit margin: 12% (in line with 1Q 2022). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Software industry in Germany.
お知らせ • Feb 11SPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2023SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2023. For the first quarter, the company’s revenue is expected to be in the range of $123.3 million to $124.3 million; net income per diluted share is expected to be in the range of $0.26 to $0.27.For the full year, the company’s revenue is expected to be in the range of $523.0 million to $526.0 million, representing 16% to 17% growth over 2022; net income per diluted share is expected to be in the range of $1.49 to $1.55.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$1.53 (vs US$1.24 in FY 2021)Full year 2022 results: EPS: US$1.53 (up from US$1.24 in FY 2021). Revenue: US$450.9m (up 17% from FY 2021). Net income: US$55.1m (up 24% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Software industry in Germany.
お知らせ • Jan 27SPS Commerce, Inc. to Report Q4, 2022 Results on Feb 09, 2023SPS Commerce, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Anne Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.44 (vs US$0.32 in 3Q 2021)Third quarter 2022 results: EPS: US$0.44 (up from US$0.32 in 3Q 2021). Revenue: US$114.5m (up 17% from 3Q 2021). Net income: US$15.9m (up 39% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.30 (vs US$0.28 in 2Q 2021)Second quarter 2022 results: EPS: US$0.30 (up from US$0.28 in 2Q 2021). Revenue: US$109.2m (up 16% from 2Q 2021). Net income: US$10.8m (up 5.6% from 2Q 2021). Profit margin: 9.8% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 16%, compared to a 7.9% growth forecast for the industry in Germany.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.35 (vs US$0.28 in 1Q 2021)First quarter 2022 results: EPS: US$0.35 (up from US$0.28 in 1Q 2021). Revenue: US$105.2m (up 17% from 1Q 2021). Net income: US$12.6m (up 24% from 1Q 2021). Profit margin: 12% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Anne Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 19% per annum over the last 3 years.
Reported Earnings • Feb 10Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.24 (down from US$1.29 in FY 2020). Revenue: US$385.3m (up 23% from FY 2020). Net income: US$44.6m (down 2.2% from FY 2020). Profit margin: 12% (down from 15% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.32 (vs US$0.32 in 3Q 2020)The company reported a mediocre third quarter result with weaker profit margins, although earnings were flat and revenues improved. Third quarter 2021 results: Revenue: US$97.9m (up 23% from 3Q 2020). Net income: US$11.4m (flat on 3Q 2020). Profit margin: 12% (down from 14% in 3Q 2020). The decrease in margin was driven by higher expenses.
Board Change • Sep 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Anne Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.