View Financial HealthSPS Commerce 배당 및 자사주 매입배당 기준 점검 0/6SPS Commerce 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률5.5%자사주 매입 수익률총 주주 수익률5.5%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트공시 • 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.모든 업데이트 보기Recent updatesBoard Change • May 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike McConnell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • 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.공시 • 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, 2026공시 • Apr 15SPS Commerce, Inc., Annual General Meeting, May 28, 2026SPS Commerce, Inc., Annual General Meeting, May 28, 2026.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • Mar 31SPS Commerce, Inc., Annual General Meeting, May 13, 2025SPS Commerce, Inc., Annual General Meeting, May 13, 2025.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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.공시 • 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 S86 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: S86 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장SPS Commerce 배당 수익률 vs 시장S86의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (S86)n/a시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Software)1.7%분석가 예측 (S86) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 S86 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 S86 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 S86 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: S86 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 01:18종가2026/05/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SPS Commerce, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Joseph VruwinkBairdJeffrey HoustonBarrington Research Associates, Inc.Mark SchappelBenchmark Company16명의 분석가 더 보기
공시 • 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.
Board Change • May 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike McConnell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • 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.
공시 • 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
공시 • Apr 15SPS Commerce, Inc., Annual General Meeting, May 28, 2026SPS Commerce, Inc., Annual General Meeting, May 28, 2026.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • Mar 31SPS Commerce, Inc., Annual General Meeting, May 13, 2025SPS Commerce, Inc., Annual General Meeting, May 13, 2025.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.