SPS Commerce Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
12.2%projected annual EPS growth
Analyst Coverage
11analysts covering
FY Revenue (est.)
$790.6Mnext fiscal year
FY EPS (est.)
$4.90next fiscal year
Monitoring Framework
Key Performance Indicators
Recurring Revenue Customers Quarterly54.2K
Average Recurring Revenue Per Customer (ARPU) Quarterly13.6K
Watch Items
- Amazon-related Revenue Recovery HeadwindsTrigger: Further sequential decline in 3P customer count or revenue recovery segment performanceAction: Evaluate the impact of the new $20/month subscription fee on small 3P sellers and monitor the stabilization of Amazon-related revenues.
- Integration of Recent AcquisitionsTrigger: Slower than expected cross-selling or margin compression from Carbon6, SupplyPike, and Traverse SystemsAction: Review quarterly operating margins and the pace of cross-selling value-added services across the combined network.
Research as of 19 Jun 2026