SPSC SPS COMMERCE INC

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: cloud-based global supply chain network connecting retailers, brands, distributors, manufacturers, logistics providers
• • New acquisition: Carbon6 Technologies Inc., adding Amazon seller software and revenue recovery services for 1P and 3P suppliers
• • Strategic emphasis on expanding international presence (Asia Pacific, Europe) and accelerating omnichannel retail automation
• • Workforce growth to 2,948 employees worldwide, with 90% of 2025 hires in tech, customer success, go-to-market roles
• • 100 consecutive quarters of revenue growth, reaching $751.5 million in 2025, driven by 96% recurring revenues

Risk Factors

• • Regulatory risk from U.S. Foreign Corrupt Practices Act violations in international operations, including Ukraine and Philippines exposure
• • Geopolitical risk from Russian interference and civil unrest affecting significant workforce in Ukraine and Philippines
• • Operational risk from reliance on third-party cloud infrastructure; loss or failure to upgrade could disrupt customer access
• • Competitive risk from AI/ML adoption lag behind rivals, risking loss of market share and regulatory liability
• • Financial risk from lack of long-term recurring revenue contracts; customer cancellations require only 30-90 days’ notice

Management Discussion & Analysis

• • Revenue $751.5M, up 18% YoY from $637.8M, driven by 20% growth in recurring revenue customers to 54,600 and ARPU increase to $14,350
• • Net income $93.3M with operating margin 15.7% vs 13.9%, Adjusted EBITDA margin 31% vs 29%
• • Best performing: Recurring revenues $718M, up 20%, 96% of total; Worst: Other income net down 48% to $5.5M due to decreased investment income
• • Cash provided by operations $178.8M; capital allocation included $100.8M net cash used in financing, including $76.7M in share repurchases
• • Management expects continued growth in recurring revenue customers and ARPU; risks include acquisition integration and market expansion costs

What are the latest SPSC SEC filings in 2026?

SPS COMMERCE INC (SPSC) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SPSC file its most recent 10-K annual report?

SPS COMMERCE INC (SPSC) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SPSC 10-Q quarterly reports?

SPS COMMERCE INC (SPSC)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every SPSC 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SPSC filed recently?

SPS COMMERCE INC (SPSC)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SPSC insider trading activity (Form 4)?

SignalX aggregates every SPSC Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SPSC file with the SEC?

SPS COMMERCE INC (SPSC) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SPSC filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for SPS COMMERCE INC (SPSC).

What is SPSC's SEC CIK number?

SPS COMMERCE INC (SPSC)'s SEC CIK (Central Index Key) number is 1092699. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1092699 to look up all SPSC filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SPSC return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from SPS COMMERCE INC (SPSC) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.