SPS Commerce is trading 7.1% up at $70.50 after delivering a stronger-than-expected Q2 2026 earnings report and raising its full-year profitability outlook.

  • Revenue grew 6% year-over-year to $197.8 million and non-GAAP EPS jumped 27% to $1.27, beating consensus estimates following the divestiture of its 3P Revenue Recovery business.
  • Management raised full-year EPS guidance while tightening the revenue outlook, signaling a strategic focus on margin expansion and AI-driven efficiency.