종목/SPSC
SPS Commerce, Inc.
Second Quarter 2026: Revenue $194.5 million to $196.5 million; Net income per diluted share $0.53 to $0.56 (weighted average shares 37.3M); Non-GAAP income per diluted share $1.06 to $1.09; Adjusted EBITDA $60.9M to $62.4M; Non-cash SBC $19.0M; Depreciation $5.2M; Amortization $9.4M.
Fiscal Year 2026: Revenue $796.0 million to $802.0 million; Net income per diluted share $2.66 to $2.69 (weighted average shares 37.3M); Non-GAAP income per diluted share $4.73 to $4.76; Adjusted EBITDA $262.8M to $267.3M; Non-cash SBC $69.8M; Depreciation $23.0M; Amortization $37.4M.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations. The company also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that sends and receives order data, ensuring accurate execution of required processes from order to invoicing and revenue recovery through fully automated operations; and Analytics product that simplifies managing sell-through data from customers business partners that handle data acquisition, cleansing, normalization, and delivery. In addition, it offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies through single connection across all sales channels; and relationship management product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management, onboarding programs, and supplier score carding. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 30일 (목) | 2026 Q1 | $1.00 | $1.10 | +10.3% | $192M | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
결과는 매출·조정 EBITDA 등에서 소폭의 'beat' 톤(매출 6% 성장, Adjusted EBITDA +7%)과 동시에 GAAP 순이익·희석 EPS는 YoY 하락으로 혼재된 신호를 보냄. 비즈니스 펀더멘털(반복수익 성장, Non-GAAP EPS 개선, 자사주 매입)과 AI 신제품 발표는 긍정적이나, 순이익 감소·주당 회전 주식수 변화·리더십 전환 리스크는 투자자들이 주의할 요소로 남음.