SPSC Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03

Fiyat $82.32

Piyasa Değeri (MRQ) $2.98B

P/E (TTM) 39.6

Hisse Başına Kâr (TTM) $2.08

Gelir (TTM) $772M

ROE (TTM) 8.3%

52 Haftlık Aralık $49–$115

SPSC Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04

aralık

çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Hisse bölünmeleri 1

Ex-tarihi	Bölünme	Tür
23 Ağustos 2019	2-for-1	İleri

SPS Commerce, Inc. - Common Stock Hakkında Wikipedia'dan şirket genel bakışı

05 · wikidata

SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.

## History

The company was founded in 1987 (1987), under the name St. Paul Software. In 2000, the company sold its software business to Netherlands-based TIE Commerce. After the sale, the company primarily offered internet-based business-to-business (B2B) exchanges for retailers and manufacturers. St. Paul Software was renamed SPS Commerce in May 2001. SPS Commerce went public in April 2010 when it debuted on the NASDAQ global market.

Acquisitions:

2011: acquired San Diego–based EDI services company Direct EDI for $10.9 million, adding 40 employees in a San Diego office and a development group in Ukraine.

2012: purchased New Jersey–based data analytics firm Edifice for $26M

2014: $14.9M acquisition of LeadTec, an EDI provider headquartered in Melbourne, Australia.

2016: $23M acquisition of ToolBox Solutions

2018: $23M acquisition of CovalentWorks

2019: $11.5M acquisition of long-term technology partner MAPADOC

2020: $100M acquisition of Data Masons

2021: $17M acquisition of Genius Central

2022: $45M acquisition of GCommerce

2022: $49M acquisition of InterTrade

2023: €64.5M acquisition of TIE Kinetix

2024: $25M acquisition of Traverse Systems

2024: $206M acquisition of SupplyPike

2025: $210M acquisition of Carbon6

In December 2025, activist investor Anson Funds Management disclosed a stake in SPS Commerce and pushed the company to explore a sale and consider management changes, arguing the stock price lagged competitors by 40% to 60%.

== References ==

Devamını oku Daha az göster

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

sektörTechnology endüstriTechnology çalışanlar2.948 ülkeUS

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06

Gelir$752M

2016-12-31 → 2025-12-31

Hisse Başına Kâr$2.46

2016-12-31 → 2025-12-31

Serbest Nakit Akışı$152M

2016-12-31 → 2025-12-31

Net kar marjı10.1%

2016-12-31 → 2025-12-31

Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik	SPSC	5Y ort.	Akran Ortalaması	Sonuç
P/E (TTM)	39.65Y ort. ≈88.1	≈88.1	31.8	Adil değer
F/S (TTM)	3.95Y ort. ≈10.4	≈10.4	3.1	Düşük değerli
F/D (MRQ)	3.25Y ort. ≈8.3	≈8.3	3.0	Düşük değerli
Fiyat / Serbest Nakit Akışı (TTM)	15.05Y ort. ≈49.7	≈49.7	·	·
Fiyat / Nakit Akışı (TTM)	13.15Y ort. ≈41.7	≈41.7	17.6	Adil değer
Fiyat / Maddi Defter Değeri (MRQ)	3.95Y ort. ≈20.1	≈20.1	·	·
PEG Ratio (PEG Oranı)	≈2.8	·	·	·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik	SPSC	5Y ort.	Akran Ortalaması	Sonuç
Brüt Kar Marjı (TTM)	69.8%5Y ort. ≈66.8%	≈66.8%	75.8%	Zayıf
Faaliyet Kâr Marjı (TTM)	12.8%5Y ort. ≈14.8%	≈14.8%	4.2%	Aynı seviyede
FAVÖK Marjı (TTM)	15.8%5Y ort. ≈18.2%	≈18.2%	4.2%	Aynı seviyede
Vergi Öncesi Kar Marjı (TTM)	13.6%5Y ort. ≈15.5%	≈15.5%	5.3%	Aynı seviyede
Net Kâr Marjı (TTM)	10.1%5Y ort. ≈12.1%	≈12.1%	3.5%	Aynı seviyede
ROA (TTM)	6.9%5Y ort. ≈8.4%	≈8.4%	5.8%	En üst düzey
ROE (TTM)	8.3%5Y ort. ≈9.8%	≈9.8%	12.8%	Ortalamanın altında
ROIC	9.2%5Y ort. ≈9.2%	≈9.2%	7.6%	En üst düzey

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik	5 Yıllık trend	SPSC	5Y ort.	Akran Ortalaması	Sonuç
Cari Oran (MRQ)		2.35Y ort. ≈2.8	≈2.8	2.1	Aynı seviyede
Quick Ratio (Cari Oran)		1.45Y ort. ≈2.2	≈2.2	1.8	Aynı seviyede

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik	SPSC	5Y ort.	Akran Ortalaması	Sonuç
Revenue YoY (Gelir Yıllık Bazda)	17.8%5Y ort. ≈19.2%	≈19.2%	·	·
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)	18.6%5Y ort. ≈18.9%	≈18.9%	·	·
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)	19.2%	·	·	·
EPS YoY (EPS YB)	20.6%5Y ort. ≈14.8%	≈14.8%	·	·
Net Income YoY (Net Gelir Yıllık Bazda)	21.1%5Y ort. ≈15.8%	≈15.8%	·	·
EPS CAGR 3Y (EPS Bileşik Yıllık Büyüme Oranı 3Y)	18.2%5Y ort. ≈16.3%	≈16.3%	·	·
EPS CAGR 5Y (EPS Bileşik Yıllık Büyüme Oranı 5Y)	14.3%	·	·	·
Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y)	19.2%5Y ort. ≈17.4%	≈17.4%	·	·
Net Income CAGR 5Y (Net Gelir Bileşik Yıllık Büyüme Oranı 5Y)	15.4%	·	·	·

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik	SPSC	5Y ort.	Akran Ortalaması	Sonuç
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))	$2.465Y ort. ≈$1.79	≈$1.79	·	·
Revenue / Share (Hisse Başına Gelir)	$19.785Y ort. ≈$14.72	≈$14.72	·	·
Cash Flow / Share (Hisse Başına Nakit Akışı)	$4.715Y ort. ≈$3.63	≈$3.63	·	·
Cash / Share (Hisse Başına Nakit)	$4.035Y ort. ≈$5.33	≈$5.33	·	·

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik	SPSC	5Y ort.	Akran Ortalaması	Sonuç
Asset Turnover (Aktif Devir Hızı)	0.75Y ort. ≈0.7	≈0.7	0.6	En üst düzey
Receivables Turnover (Alacak Devir Hızı)	12.55Y ort. ≈12.3	≈12.3	6.1	En üst düzey
Revenue / Employee (Çalışan Başına Gelir)	≈$254.9K	·	·	·

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14

Ort. Sürpriz 11.0%

Sonraki Rapor Eki 28, 2026

Dönem	Rapor	EPS Gerçek	EPS Tahmin	Sürpriz
30 Haziran 2026	Tem 28, 2026	$1.27	$1.12	13.8%
31 Mart 2026		$1.10	$1.00	10.3%
31 Aralık 2025		$1.10	$1.03	7.0%
30 Eylül 2025		$1.13	$1.02	11.1%
30 Haziran 2025		$1.00	$0.92	8.2%
31 Mart 2025		$1.00	$0.86	15.7%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15

Gelir Tablosu 17

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$752M	$638M	$537M	$451M	$385M	$313M	$279M	$248M	$220M	$193M	$159M	$128M
Cost of Revenue	$232M	$211M	$182M	$153M	$132M	$100M	$92M	$82M	$74M	$64M	$50M	$40M
Gross Profit	$520M	$427M	$355M	$298M	$254M	$213M	$187M	$166M	$146M	$129M	$108M	$88M
R&D Expense	$69M	$63M	$54M	$46M	$39M	$31M	$28M	$22M	$23M	$22M	$18M	$13M
SG&A Expense	$127M	$103M	$85M	$67M	$61M	$50M	$45M	$42M	$37M	$29M	$25M	$20M
Operating Expenses	$402M	$338M	$278M	$227M	$199M	$163M	$148M	$140M	$136M	$122M	$101M	$84M
Operating Income	$118M	$89M	$77M	$71M	$55M	$50M	$38M	$27M	$10M	$6M	$7M	$4M
Interest Income	·	·	·	·	·	·	·	·	·	·	·	$187.0K
Other Non-op	$495.0K	$-104.0K	$-1M	$-502.0K	$-366.0K	$-354.0K	$1M	$-626.0K	$-320.0K	$732.0K	$-145.0K	$-458.0K
Pretax Income	$124M	$99M	$86M	$71M	$54M	$53M	$42M	$28M	$11M	$8M	$7M	$4M
Income Tax	$30M	$22M	$20M	$16M	$9M	$7M	$8M	$4M	$10M	$3M	$2M	$1M
Net Income	$93M	$77M	$66M	$55M	$45M	$46M	$34M	$24M	$351.0K	$5M	$5M	$3M
EPS (Basic)	$2.46	$2.07	$1.80	$1.53	$1.24	$1.29	$0.96	$0.69	$0.01	$0.29	$0.28	$0.17
EPS (Diluted)	$2.46	$2.04	$1.76	$1.49	$1.21	$1.26	$0.94	$0.68	$0.01	$0.29	$0.27	$0.16
Shares (Basic)	37,881,000	37,306,000	36,646,000	36,117,000	35,928,000	35,226,000	35,024,000	34,392,000	34,366,000	16,947,000	16,565,000	16,236,000
Shares (Diluted)	37,992,000	37,856,000	37,475,000	36,953,000	36,962,000	36,285,000	36,002,000	35,212,000	34,712,000	17,241,000	17,032,000	16,814,000
EBITDA	$139M	$108M	$96M	$88M	$70M	$63M	$50M	$35M	$16M	$14M	$13M	$10M

Bilanço 26

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$151M	$241M	$219M	$163M	$208M	$150M	$179M	$134M	$123M	$116M	$122M	$131M
Short-term Investments	·	$0	$56M	$51M	$50M	$38M	$34M	$45M	$40M	$23M	$8M	·
Receivables	$68M	$52M	$47M	$39M	$35M	$34M	$32M	$27M	$25M	$21M	$18M	$15M
Other Current Assets	$49M	$24M	$17M	$16M	$16M	$12M	$11M	$9M	$6M	$7M	$5M	$4M
Current Assets	$335M	$382M	$401M	$323M	$352M	$271M	$292M	$250M	$224M	$186M	$167M	$162M
PP&E (Net)	$43M	$38M	$36M	$35M	$32M	$26M	$24M	$21M	$17M	$15M	$14M	$11M
PP&E (Gross)	$145M	$125M	$121M	$108M	$102M	$86M	$74M	$62M	$51M	$44M	$39M	$32M
Accum. Depreciation	$101M	$88M	$85M	$72M	$70M	$59M	$51M	$41M	$34M	$29M	$25M	$20M
Goodwill	$542M	$399M	$249M	$197M	$144M	$135M	$77M	$70M	$52M	$50M	$34M	$35M
Intangibles	$216M	$181M	$107M	$88M	$59M	$60M	$23M	$23M	$17M	$20M	$15M	$19M
Other Non-current Assets	$8M	$2M	$1M	$2M	$3M	$3M	$3M	$2M	$2M	$2M	$1M	$213.0K
Total Assets	$1.17B	$1.03B	$824M	$673M	$616M	$526M	$447M	$386M	$340M	$298M	$262M	$244M
Accounts Payable	$14M	$9M	$7M	$11M	$8M	$5M	$4M	$4M	$4M	$2M	$2M	$4M
Accrued Liabilities	$13M	$12M	$8M	$7M	$8M	$11M	$6M	$5M	$5M	$4M	$2M	$2M
Current Liabilities	$154M	$147M	$131M	$111M	$103M	$80M	$68M	$57M	$44M	$32M	$24M	$25M
Capital Leases	$3M	$8M	$10M	$13M	$16M	$20M	$20M	·	·	·	·	·
Deferred Tax	$33M	$16M	$9M	$7M	$7M	$3M	$1M	$1M	$2M	$2M	·	$41.0K
Other Non-current Liabilities	$287.0K	$241.0K	$229.0K	$0	·	·	$405.0K	$1M	·	·	·	·
Total Liabilities	$196M	$177M	$156M	$136M	$132M	$106M	$93M	$67M	$52M	$49M	$40M	$39M
Common Stock	$40.0K	$40.0K	$39.0K	$38.0K	$38.0K	$37.0K	$36.0K	$36.0K	$17.0K	$17.0K	$17.0K	$16.0K
Retained Earnings	$429M	$336M	$259M	$193M	$138M	$93M	$49M	$15M	$-9M	$-34M	$-39M	$-44M
Treasury Stock	$178M	$100M	$129M	$129M	$86M	$65M	$46M	$26M	$6M	·	·	·
AOCI	$-373.0K	$-10M	$222.0K	$-3M	$-1M	$-1M	$-2M	$-3M	$657.0K	$-3M	$-4M	$-1M
Stockholders' Equity	$974M	$855M	$667M	$537M	$484M	$421M	$355M	$319M	$288M	$258M	$231M	$205M
Liabilities + Equity	$1.17B	$1.03B	$824M	$673M	$616M	$526M	$447M	$386M	$340M	$298M	$262M	$244M
Shares Outstanding	37,517,239	37,661,308	36,820,048	36,158,046	36,009,257	35,487,217	34,863,271	34,691,472	17,127,006	17,081,145	16,723,994	16,348,747

Nakit Akışı 14

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$21M	$19M	$19M	$16M	$15M	$13M	$11M	$9M	$7M	$7M	$6M	$6M
Stock-based Comp	$54M	$55M	$46M	$33M	$28M	$19M	$15M	$13M	$13M	$8M	$6M	$5M
Deferred Tax	$19M	$-10M	$-10M	$-4M	$4M	$4M	$8M	$3M	$10M	$-2M	$-38.0K	$1M
Amort. of Intangibles	$37M	$24M	$16M	$12M	$10M	$6M	$5M	$4M	$5M	$5M	$3M	$3M
Other Non-cash	$-8M	$17M	$12M	$-1M	$22M	$7M	$5M	$7M	$3M	$132.0K	$-3M	$2M
Operating Cash Flow	$179M	$157M	$132M	$100M	$113M	$89M	$72M	$55M	$31M	$19M	$14M	$17M
CapEx	$27M	$20M	$20M	$20M	$20M	$16M	$14M	$14M	$7M	$8M	$9M	$8M
Investing Cash Flow	$-169M	$-110M	$-93M	$-113M	$-47M	$-120M	$-14M	$-40M	$-23M	$-34M	·	·
Stock Repurchased	$114M	$38M	$0	$43M	$20M	$19M	$21M	$20M	$6M	·	·	·
Net Stock Activity	$-114M	$-38M	$0	$-43M	$-20M	$-19M	$-21M	$-20M	$-6M	·	·	·
Financing Cash Flow	$-101M	$-23M	$16M	$-32M	$-8M	$2M	$-12M	$-4M	$-2M	$10M	·	·
Net Change in Cash	$-90M	$22M	$56M	$-45M	$58M	$-30M	$45M	$11M	$7M	$-6M	$-9M	$-499.0K
Taxes Paid	$29M	$27M	$29M	$16M	$10M	$2M	$2M	$2M	$1M	$722.0K	$114.0K	·
Free Cash Flow	$152M	$137M	$113M	$80M	$93M	$72M	$58M	$41M	$24M	$11M	$6M	$9M

Kârlılık 8

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	69.2%	67.0%	66.1%	66.0%	65.8%	68.1%	67.0%	67.1%	66.6%	66.7%	68.4%	68.7%
Operating Margin	15.7%	13.9%	14.4%	15.8%	14.3%	16.0%	13.8%	10.8%	3.8%	3.9%	4.4%	3.4%
Net Margin	12.4%	12.1%	12.3%	12.2%	11.6%	14.6%	12.1%	9.6%	-1.1%	2.9%	2.9%	2.1%
Pretax Margin	16.5%	15.6%	15.9%	15.8%	13.9%	16.9%	15.1%	11.4%	4.1%	4.6%	4.5%	3.2%
EBITDA Margin	18.6%	16.9%	17.9%	19.4%	18.1%	20.2%	17.7%	14.2%	7.1%	7.3%	8.4%	7.9%
ROA	8.5%	8.3%	8.8%	8.6%	7.8%	9.4%	8.1%	6.6%	-0.77%	2.0%	1.8%	1.2%
ROE	9.7%	9.2%	10.2%	10.5%	9.3%	11.2%	9.6%	7.6%	-0.91%	2.4%	2.2%	1.4%
ROIC	9.2%	8.1%	8.9%	10.2%	9.5%	10.3%	8.7%	7.1%	-0.81%	1.9%	2.1%	1.4%

Likidite ve Solventlik 2

Metrik	Eğilim	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio		2.2	2.6	3.1	2.9	3.4	3.4	4.3	4.4	5.1	5.8	6.9	6.6
Quick Ratio		1.4	2.0	2.5	2.3	2.8	2.8	3.6	3.6	4.4	5.0	6.1	6.0

Verimlilik 2

Metrik	Eğilim	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover		0.7	0.7	0.7	0.7	0.7	0.6	0.7	0.7	0.7	0.7	0.6	0.5
Receivables Turnover		12.5	12.9	12.4	12.2	11.3	9.6	9.5	9.5	9.7	10.1	9.6	9.5

Hisse Başına 5

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$25.96	$22.69	$18.13	$14.85	$13.45	$11.86	$10.18	$18.39	$16.16	$14.59	$13.29	$12.54
Revenue / Share	$19.78	$16.85	$14.33	$12.20	$10.42	$8.62	$7.75	$14.10	$12.84	$11.21	$9.31	$7.61
Cash Flow / Share	$4.71	$4.16	$3.53	$2.71	$3.05	$2.44	$1.99	$3.12	$1.81	$1.09	$0.85	$1.00
Cash / Share	$4.03	$6.40	$5.95	$4.50	$5.76	$4.22	$5.14	$7.72	$7.19	$6.78	$7.27	$8.00
EPS (TTM)	$2.46	$2.04	$1.76	$1.49	$1.21	$1.26	$0.94	$0.68	$0.01	$0.29	$0.27	$0.16

Büyüme Oranları 9

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	17.8%	18.8%	19.1%	17.0%	23.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	18.6%	18.3%	19.8%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	19.2%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	20.6%	15.9%	18.1%	23.1%	-4.0%	·	·	·	·	·	·	·
EPS CAGR 3Y	18.2%	19.0%	11.8%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	14.3%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	21.1%	17.1%	19.4%	23.6%	-2.2%	·	·	·	·	·	·	·
Net Income CAGR 3Y	19.2%	20.0%	13.0%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	15.4%	·	·	·	·	·	·	·	·	·	·	·

Değerleme (TTM) 10

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$752M	$638M	$537M	$451M	$385M	$313M	$279M	$248M	$220M	$193M	$159M	$128M
Net Income TTM	$93M	$77M	$66M	$55M	$45M	$46M	$34M	$24M	$351.0K	$5M	$5M	$3M
Market Cap	$3.34B	$6.93B	$7.14B	$4.64B	$5.13B	$3.85B	$1.93B	$714M	$416M	$597M	$587M	$463M
P/E	36.2	90.2	110.1	86.2	117.6	86.2	59.0	60.6	2429.5	120.5	130.0	177.0
P/S	4.4	10.9	13.3	10.3	13.3	12.3	6.9	2.9	1.9	3.1	3.7	3.6
P/B	3.4	8.1	10.7	8.6	10.6	9.2	5.4	2.2	1.5	2.4	2.6	2.3
P / Tangible Book	15.5	25.3	23.0	18.5	18.2	17.1	·	·	·	·	·	·
P / Cash Flow	18.7	44.0	53.9	46.4	45.4	43.5	26.9	13.0	13.4	31.8	40.7	27.6
P / FCF	22.0	50.4	63.4	57.9	54.9	53.5	33.2	17.3	17.5	55.5	103.5	50.3
Earnings Yield	2.8%	1.1%	0.91%	1.2%	0.85%	1.2%	1.7%	1.7%	0.04%	0.83%	0.77%	0.57%

Gelir Tablosu 16

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$198M	$192M	$193M	$190M	$187M	$182M	$171M	$164M	$154M	$150M	$145M	$136M	$130M	$126M	$122M	$114M
Cost of Revenue	$59M	$59M	$57M	$58M	$60M	$57M	$56M	$52M	$52M	$51M	$49M	$46M	$45M	$43M	$42M	$39M
Gross Profit	$139M	$133M	$136M	$132M	$128M	$125M	$115M	$112M	$102M	$98M	$96M	$90M	$86M	$83M	$80M	$76M
R&D Expense	$17M	$18M	$17M	$17M	$17M	$17M	$17M	$15M	$14M	$16M	$14M	$14M	$13M	$13M	$12M	$11M
SG&A Expense	$37M	$36M	$33M	$32M	$31M	$31M	$26M	$27M	$24M	$26M	$21M	$22M	$22M	$21M	$18M	$17M
Operating Expenses	$130M	$108M	$101M	$101M	$101M	$99M	$91M	$86M	$78M	$83M	$73M	$70M	$69M	$66M	$61M	$56M
Operating Income	$8M	$25M	$35M	$31M	$26M	$26M	$25M	$26M	$23M	$15M	$23M	$21M	$17M	$17M	$19M	$20M
Other Non-op	$385.0K	$134.0K	$546.0K	$-21.0K	$-22.0K	$-8.0K	$-57.0K	$-3.0K	$7.0K	$-51.0K	$-33.0K	$-1M	$-19.0K	$12.0K	$-96.0K	$-130.0K
Pretax Income	$10M	$26M	$36M	$32M	$27M	$28M	$24M	$29M	$27M	$19M	$26M	$22M	$19M	$18M	$21M	$19M
Income Tax	$4M	$6M	$10M	$7M	$8M	$6M	$7M	$6M	$9M	$532.0K	$7M	$5M	$4M	$3M	$5M	$3M
Net Income	$7M	$20M	$26M	$26M	$20M	$22M	$18M	$23M	$18M	$18M	$19M	$17M	$15M	$15M	$16M	$16M
EPS (Basic)	$0.19	$0.53	$0.69	$0.67	$0.52	$0.58	$0.46	$0.63	$0.49	$0.49	$0.52	$0.46	$0.40	$0.42	$0.44	$0.44
EPS (Diluted)	$0.19	$0.53	$0.69	$0.67	$0.52	$0.58	$0.46	$0.62	$0.48	$0.48	$0.51	$0.45	$0.39	$0.41	$0.43	$0.43
Shares (Basic)	36,533,000	37,379,000	·	37,895,000	37,965,000	37,990,000	·	37,447,000	37,078,000	37,049,000	·	36,728,000	36,593,000	36,427,000	·	36,093,000
Shares (Diluted)	36,577,000	37,442,000	·	37,993,000	38,099,000	38,163,000	·	37,996,000	37,683,000	37,686,000	·	37,584,000	37,426,000	37,155,000	·	36,915,000
EBITDA	$8M	·	·	$31M	$26M	$31M	·	$26M	$23M	$20M	·	$21M	$17M	$21M	·	$20M

Bilanço 26

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$173M	$154M	$151M	$134M	$108M	$95M	$241M	$199M	$240M	$235M	·	$179M	$209M	$182M	·	$186M
Short-term Investments	·	·	·	·	·	·	·	$7M	$32M	$56M	·	$61M	$61M	$51M	·	$51M
Receivables	$64M	$65M	$68M	$67M	$68M	$63M	$52M	$56M	$55M	$52M	·	$45M	$45M	$43M	·	$37M
Other Current Assets	$30M	$43M	$49M	$48M	$27M	$26M	$24M	$19M	$15M	$14M	·	$16M	$14M	$16M	·	$15M
Current Assets	$330M	$329M	$335M	$316M	$269M	$252M	$382M	$345M	$407M	$420M	·	$360M	$385M	$346M	·	$339M
PP&E (Net)	$44M	$46M	$43M	$41M	$40M	$39M	$38M	$36M	$35M	$35M	·	$36M	$35M	$35M	·	$33M
PP&E (Gross)	$155M	$153M	$145M	$137M	$135M	$131M	$125M	$132M	$126M	$124M	·	$118M	$113M	$112M	·	$111M
Accum. Depreciation	$111M	$107M	$101M	$96M	$95M	$92M	$88M	$96M	$91M	$89M	·	$82M	$78M	$77M	·	$78M
Goodwill	$539M	$541M	$542M	$543M	$544M	$534M	$399M	$424M	$269M	$249M	·	$252M	$203M	$199M	·	$166M
Intangibles	$172M	$206M	$216M	$225M	$237M	$252M	$181M	$168M	$108M	$99M	·	$104M	$78M	$85M	·	$71M
Other Non-current Assets	$13M	$14M	$8M	$5M	$2M	$2M	$2M	$1M	$1M	$1M	·	$1M	$1M	$2M	·	$2M
Total Assets	$1.13B	$1.16B	$1.17B	$1.16B	$1.12B	$1.11B	$1.03B	$1.00B	$855M	$840M	·	$787M	$736M	$697M	·	$637M
Accounts Payable	$9M	$14M	$14M	$13M	$12M	$11M	$9M	$8M	$6M	$12M	·	$6M	$6M	$5M	·	$8M
Accrued Liabilities	$15M	$16M	$13M	$12M	$13M	$17M	$12M	$9M	$9M	$11M	·	$9M	$7M	$8M	·	$5M
Current Liabilities	$146M	$155M	$154M	$160M	$148M	$153M	$147M	$146M	$129M	$134M	·	$133M	$112M	$107M	·	$105M
Capital Leases	$5M	$5M	$3M	$4M	$5M	$6M	$8M	$9M	$8M	$8M	·	$11M	$11M	$12M	·	$14M
Deferred Tax	$31M	$34M	$33M	$30M	$13M	$20M	$16M	$12M	$7M	$8M	·	$10M	$6M	$7M	·	$5M
Other Non-current Liabilities	$271.0K	$279.0K	$287.0K	$299.0K	$296.0K	$3M	$241.0K	$640.0K	$680.0K	$232.0K	·	·	·	·	·	·
Total Liabilities	$187M	$199M	$196M	$200M	$171M	$188M	$177M	$174M	$151M	$157M	·	$161M	$135M	$131M	·	$129M
Common Stock	$40.0K	$40.0K	$40.0K	$40.0K	$40.0K	$40.0K	$40.0K	$39.0K	$39.0K	$39.0K	·	$39.0K	$39.0K	$39.0K	·	$38.0K
Retained Earnings	$456M	$449M	$429M	$404M	$378M	$358M	$336M	$319M	$295M	$277M	·	$240M	$223M	$209M	·	$177M
Treasury Stock	$277M	$227M	$178M	$152M	$122M	$102M	$100M	$100M	$162M	$149M	·	$129M	$129M	$129M	·	$128M
AOCI	$-4M	$-2M	$-373.0K	$-919.0K	$695.0K	$-7M	$-10M	$-1M	$-4M	$-3M	·	$-5M	$-2M	$-3M	·	$-5M
Stockholders' Equity	$938M	$962M	$974M	$959M	$950M	$921M	$855M	$829M	$703M	$683M	$667M	$627M	$601M	$566M	$537M	$508M
Liabilities + Equity	$1.13B	$1.16B	$1.17B	$1.16B	$1.12B	$1.11B	$1.03B	$1.00B	$855M	$840M	·	$787M	$736M	$697M	·	$637M
Shares Outstanding	36,194,528	36,948,282	37,517,239	37,732,760	37,927,432	38,001,227	37,661,308	37,566,443	37,086,627	37,049,001	36,820,048	36,695,930	36,646,819	36,532,756	36,158,046	36,037,964

Nakit Akışı 13

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$6M	$6M	$6M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$4M	$4M
Stock-based Comp	$19M	$18M	$10M	$14M	$15M	$14M	$12M	$11M	$11M	$20M	$9M	$11M	$13M	$12M	$8M	$8M
Deferred Tax	$-5M	$713.0K	$6M	$18M	$-1M	$-4M	$132.0K	$-2M	$-1M	$-7M	$2M	$-3M	$-4M	$-5M	$-2M	$68.0K
Amort. of Intangibles	$9M	$9M	$10M	$9M	$10M	$9M	$8M	$6M	$5M	$4M	$5M	$4M	$3M	$4M	$4M	$3M
Other Non-cash	·	·	·	·	·	$3M	·	·	·	$-2M	·	·	·	$-5M	·	·
Operating Cash Flow	$66M	$56M	$46M	$61M	$32M	$40M	$41M	$53M	$29M	$34M	$33M	$44M	$34M	$22M	$24M	$40M
CapEx	$9M	$7M	$8M	$6M	$7M	$6M	$6M	$5M	$5M	$4M	$4M	$6M	$5M	$5M	$6M	$6M
Investing Cash Flow	$170.0K	$-7M	$-8M	$-6M	$-8M	$-148M	$-227.0K	$-98M	$-9M	$-3M	$806.0K	$-75M	$-14M	$-5M	$-52M	$-55M
Stock Repurchased	$51M	$47M	$25M	$30M	$20M	$40M	$0	$84.0K	$21M	$17M	$0	$0	$0	$0	$515.0K	$12M
Net Stock Activity	·	·	·	·	·	$-40M	·	·	·	$-17M	·	·	·	$0	·	·
Financing Cash Flow	$-47M	$-46M	$-21M	$-28M	$-13M	$-39M	$5M	$2M	$-15M	$-15M	$6M	$1M	$7M	$2M	$5M	$-10M
Net Change in Cash	$19M	$3M	$18M	$26M	$13M	$-146M	$42M	$-41M	$6M	$16M	$40M	$-31M	$27M	$19M	$-23M	$-26M
Free Cash Flow	·	·	·	·	·	$34M	·	·	·	$31M	·	·	·	$16M	·	·

Kârlılık 8

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	70.2%	·	·	69.5%	68.1%	68.7%	·	68.5%	66.1%	65.6%	·	66.5%	65.8%	65.9%	·	66.3%
Operating Margin	4.2%	·	·	16.4%	14.1%	14.3%	·	15.6%	15.1%	10.3%	·	15.2%	13.1%	13.3%	·	17.2%
Net Margin	3.5%	·	·	13.5%	10.5%	12.2%	·	14.3%	11.7%	12.0%	·	12.4%	11.3%	12.2%	·	13.9%
Pretax Margin	5.3%	·	·	17.1%	14.5%	15.5%	·	17.9%	17.7%	12.4%	·	16.4%	14.5%	14.3%	·	16.6%
EBITDA Margin	4.2%	·	·	16.4%	14.1%	17.0%	·	15.6%	15.1%	13.4%	·	15.2%	13.1%	17.0%	·	17.2%
ROA	0.61%	·	·	2.4%	2.0%	2.3%	·	2.6%	2.3%	2.3%	·	2.4%	2.2%	2.3%	·	2.6%
ROE	0.73%	·	·	2.9%	2.4%	2.8%	·	3.2%	2.8%	2.9%	·	3.0%	2.7%	2.9%	·	3.2%
ROIC	0.59%	·	·	2.6%	2.0%	2.2%	·	2.5%	2.2%	2.2%	·	2.5%	2.2%	2.5%	·	3.2%

Likidite ve Solventlik 2

Metrik	Eğilim	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio		2.3	·	·	2.0	1.8	1.6	·	2.4	3.2	3.1	·	2.7	3.4	3.2	·	3.2
Quick Ratio		1.6	·	·	1.3	1.2	1.0	·	1.8	2.5	2.6	·	2.1	2.8	2.6	·	2.6

Verimlilik 2

Metrik	Eğilim	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.2	·	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2
Receivables Turnover		3.0	·	·	3.1	3.0	3.1	·	3.3	3.1	3.1	·	3.3	3.1	3.1	·	3.2

Hisse Başına 5

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$25.93	·	·	$25.41	$25.04	$24.23	·	$22.08	$18.97	$18.43	·	$17.08	$16.40	$15.49	·	$14.09
Revenue / Share	$5.41	·	·	$5.00	$4.92	$4.76	·	$4.31	$4.08	$3.97	·	$3.61	$3.48	$3.39	·	$3.10
Cash Flow / Share	·	·	·	·	·	$1.05	·	·	·	$0.90	·	·	·	$0.58	·	·
Cash / Share	$4.78	·	·	$3.54	$2.84	$2.50	·	$5.29	$6.48	$6.33	·	$4.87	$5.71	$4.99	·	$5.17
EPS (TTM)	$2.08	$2.30	·	$2.23	$2.18	$2.14	·	$2.09	$1.92	$1.83	·	$1.68	$1.66	$1.56	·	$1.40

Değerleme (TTM) 9

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$772M	$751M	·	$730M	$704M	$670M	·	$612M	$584M	$561M	·	$514M	$493M	$472M	·	$432M
Net Income TTM	$78M	$87M	·	$85M	$83M	$81M	·	$79M	$72M	$69M	·	$63M	$62M	$58M	·	$52M
Market Cap	$2.07B	·	·	$3.93B	$5.16B	$5.04B	·	$7.29B	$6.98B	$6.85B	·	$6.26B	$7.04B	$5.56B	·	$4.48B
P/E	27.5	24.2	·	46.7	62.4	62.0	·	92.9	98.0	101.0	·	101.6	115.7	97.6	·	88.7
P/S	2.7	·	·	5.4	7.3	7.5	·	11.9	12.0	12.2	·	12.2	14.3	11.8	·	10.4
P/B	2.2	·	·	4.1	5.4	5.5	·	8.8	9.9	10.0	·	10.0	11.7	9.8	·	8.8
P / Tangible Book	9.1	9.6	·	20.6	30.5	37.4	·	30.7	21.3	20.5	·	23.1	22.0	19.7	·	16.5
P / Cash Flow	·	·	·	·	·	126.2	·	·	·	201.1	·	·	·	257.2	·	·
Earnings Yield	3.6%	4.1%	·	2.1%	1.6%	1.6%	·	1.1%	1.0%	0.99%	·	0.98%	0.86%	1.0%	·	1.1%

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Gelir	$752M	$638M	$537M	$451M	$385M
Brüt Kâr Marjı %	69.2%	67.0%	66.1%	66.0%	65.8%
Faaliyet Kâr Marjı %	15.7%	13.9%	14.4%	15.8%	14.3%
Net Gelir	$93M	$77M	$66M	$55M	$45M
Seyreltilmiş Hisse Başı Kâr	$2.46	$2.04	$1.76	$1.49	$1.21

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Cari Oran	2.2	2.6	3.1	2.9	3.4
Cari Oran	1.4	2.0	2.5	2.3	2.8

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Serbest Nakit Akışı	$152M	$137M	$113M	$80M	$93M

Kurumsal Sahipler (13F) 343 dosya · $2.6B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 343

Tutulan Değer $2.6B

Yeni pozisyonlar 57

Çıkan pozisyonlar 62

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek

Yeni pozisyonlar	Çıkan pozisyonlar	Artırıldı	Azaldı	Net hisse senedi değişimi
57 (-12 önceki Ç'ye göre)	62 (-19 önceki Ç'ye göre)	112 (-15 önceki Ç'ye göre)	111 (+18 önceki Ç'ye göre)	-73K

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum	Değer	Hisse senetleri	% izlenen 13F'nin	Tür
VANGUARD GROUP INC	$439.004.555	4.925.441	16,72%	Hisse senetleri
BlackRock, Inc.	$339.258.844	5.934.211	12,92%	Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC	$166.633.914	2.914.709	6,35%	Hisse senetleri
DISCIPLINED GROWTH INVESTORS INC /MN	$121.422.277	2.123.881	4,63%	Hisse senetleri
NEUBERGER BERMAN GROUP LLC	$101.812.680	1.780.876	3,88%	Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC	$91.379.556	1.598.383	3,48%	Hisse senetleri
STATE STREET CORP	$88.367.440	1.545.696	3,37%	Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC	$72.401.154	1.266.247	2,76%	Hisse senetleri
GOLDMAN SACHS GROUP INC	$63.312.001	1.107.434	2,41%	Hisse senetleri
MORGAN STANLEY	$57.054.061	997.970	2,17%	Hisse senetleri
Engine Capital Management, LP	$52.389.445	916.380	2,00%	Hisse senetleri
CITADEL ADVISORS LLC	$52.245.834	913.868	1,99%	Hisse senetleri
FEDERATED HERMES, INC.	$51.546.302	901.632	1,96%	Hisse senetleri
Invenomic Capital Management LP	$49.704.170	869.410	1,89%	Hisse senetleri
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$43.489.218	760.700	1,66%	Hisse senetleri
Anson Funds Management LP	$42.591.650	745.000	1,62%	Hisse senetleri
Lightrock Netherlands B.V.	$35.054.871	613.169	1,34%	Hisse senetleri
Irenic Capital Management LP	$34.170.738	597.704	1,30%	Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$31.016.097	542.524	1,18%	Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$29.127.543	509.490	1,11%	Hisse senetleri
NORTHERN TRUST CORP	$28.291.603	494.868	1,08%	Hisse senetleri
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$23.552.000	411.959	0,90%	Hisse senetleri
BANK OF AMERICA CORP /DE/	$21.643.818	378.587	0,82%	Hisse senetleri
Thematics Asset Management	$20.506.624	196.914	0,78%	Hisse senetleri
DIMENSIONAL FUND ADVISORS LP	$19.663.870	343.932	0,75%	Hisse senetleri
JANUS HENDERSON GROUP PLC	$16.943.612	304.549	0,65%	Hisse senetleri
Bank of New York Mellon Corp	$15.731.751	275.175	0,60%	Hisse senetleri
Public Sector Pension Investment Board	$15.489.868	270.944	0,59%	Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC	$15.341.398	268.347	0,58%	Hisse senetleri
BARCLAYS PLC	$15.272.107	267.135	0,58%	Hisse senetleri
BNP PARIBAS FINANCIAL MARKETS	$14.985.400	262.120	0,57%	Hisse senetleri
VANGUARD FIDUCIARY TRUST CO	$14.512.319	253.845	0,55%	Hisse senetleri
Nuveen, LLC	$13.271.786	232.146	0,51%	Hisse senetleri
Qube Research & Technologies Ltd	$12.478.210	218.265	0,48%	Hisse senetleri
GLENMEDE TRUST CO NA	$12.250.272	214.278	0,47%	Hisse senetleri
AQR CAPITAL MANAGEMENT LLC	$11.883.953	207.870	0,45%	Hisse senetleri
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$11.585.215	202.645	0,44%	Hisse senetleri
Fenimore Asset Management Inc	$11.194.229	195.806	0,43%	Hisse senetleri
D. E. Shaw & Co., Inc.	$10.450.219	182.792	0,40%	Hisse senetleri
Long Path Partners LP	$10.342.739	180.912	0,39%	Hisse senetleri
Walleye Capital LLC	$10.309.752	180.335	0,39%	Hisse senetleri
UBS Group AG	$10.044.254	175.691	0,38%	Hisse senetleri
Invesco Ltd.	$9.957.470	174.173	0,38%	Hisse senetleri
Glenmede Investment Management, LP	$9.782.807	93.939	0,37%	Hisse senetleri
CANADA PENSION PLAN INVESTMENT BOARD	$8.967.686	156.860	0,34%	Hisse senetleri
LAZARD ASSET MANAGEMENT LLC	$8.790.974	153.769	0,33%	Hisse senetleri
ROYAL BANK OF CANADA	$8.006.000	140.044	0,31%	Hisse senetleri
COMERICA BANK	$7.668.263	86.035	0,29%	Hisse senetleri
Congress Wealth Management LLC / DE /	$6.645.130	48.828	0,25%	Hisse senetleri
JPMORGAN CHASE & CO	$6.484.009	110.694	0,25%	Hisse senetleri

Tüm 343 kurumsal sahibi göster →

Şirket yöneticileri 30 içeriden öğrenenler · 9 yöneticiler · 19 yönetim kurulu üyeleri

19

İçeriden Öğrenen	Rol	Son işlem	Sahip olunan hisse senetleri	Satışlar 12ay	Net 12ay
Chadwick Collins	Chief Executive Officer	20 Şubat 2026 A	174.173	3	$-785.102
Del Preto Joseph	EXECUTIVE VP AND CFO	07 Mayıs 2026 A	141.707	0	$0
Kimberly K. Nelson	EVP & CFO	20 Şubat 2026 A	185.141	3	$-369.541
James J. Frome	President and COO	16 Ağustos 2024 S	43.466	0	$0
Jamie Thingelstad	EVP, Chief Technology Officer	08 Mayıs 2026 A	95.777	2	$-132.853
Eduardo Rosini	EVP, Chief Commercial Officer	20 Şubat 2026 A	109.860	0	$0
Dan Juckniess	EVP, Chief Sales Officer	18 Şubat 2025 A	31.802	0	$0
Michael J. Gray	EVP of Operations	29 Haziran 2012 M	6.319	0	$0
David J. Novak Jr.	EVP of Business Develpmt	29 Haziran 2012 M	6.319	0	$0
Marty M Reaume	Yönetim kurulu üyesi	07 Mayıs 2026 M	9.158	6	$-417.377
Tami Reller	Yönetim kurulu üyesi	13 Mart 2026 M	51.172	0	$0
Fumbi F. Chima	Yönetim kurulu üyesi	20 Şubat 2026 A	3.451	0	$0
Michael J Mcconnell	Yönetim kurulu üyesi	20 Şubat 2026 A	3.451	0	$0
Mark Partin	Yönetim kurulu üyesi	06 Kasım 2025 A	2.485	0	$0
Razat Gaurav	Yönetim kurulu üyesi	13 Mayıs 2025 A	1.310	0	$0
Anne Sempowski Ward	Yönetim kurulu üyesi	13 Mayıs 2025 A	4.134	0	$0
Sven Wehrwein	Yönetim kurulu üyesi	13 Mayıs 2025 A	17.522	0	$0
James Burr Ramsey	Yönetim kurulu üyesi	22 Mayıs 2024 M	14.728	0	$0
Archie C. Black	Yönetim kurulu üyesi	22 Şubat 2024 S	56.997	0	$0
Martin J Leestma	Yönetim kurulu üyesi	03 Kasım 2020 M	28.318	0	$0
Melvin L Keating	Yönetim kurulu üyesi	31 Mayıs 2018 A	913	0	$0
Michael A Smerklo	Yönetim kurulu üyesi	02 Mayıs 2018 S	0	0	$0
Michael B Gorman	Yönetim kurulu üyesi	15 Aralık 2014 G	22.363	0	$0
George H. Spencer III	Yönetim kurulu üyesi	30 Ağustos 2013 S	2.003	0	$0
Daniel R Fishback	Yönetim kurulu üyesi	24 Mayıs 2012 A	1.055	0	$0
Steve A. Cobb	Yönetim kurulu üyesi	27 Mayıs 2011 M	1.200	0	$0
Murray R. Wilson	Yönetim kurulu üyesi	27 Nisan 2010 A	1.011.947	0	$0
Philip Soran	·	18 Kasım 2025 M	22.177	0	$0
Bradley A. Cleveland	·	15 Mayıs 2013 A	948	0	$0
Split Rock Partners LLC	·	17 Mayıs 2011 A	·	0	$0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 58 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon	Ağırlık	Birimler	Tarih itibarıyla	Kaynak
SOVF · Elevation Series Trust	3,12%	37.171 NS	31 Temmuz 2026	N-PORT
PSCT · Invesco Exchange-Traded Fund Trust …	1,25%	79.609 SH	02 Ekim 2026	Günlük
SCOW · Pacer Funds Trust	0,92%	215 NS	31 Temmuz 2026	N-PORT
CAFG · Pacer Funds Trust	0,57%	2.353 NS	31 Temmuz 2026	N-PORT
HAPS · Harbor ETF Trust	0,49%	11.452 NS	31 Temmuz 2026	N-PORT
CALF · Pacer Funds Trust	0,21%	106.386 NS	31 Temmuz 2026	N-PORT
NUSC · Nushares ETF Trust	0,20%	35.715 NS	31 Temmuz 2026	N-PORT
FYC · First Trust Exchange-Traded AlphaDE…	0,17%	30.125 NS	31 Temmuz 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,14%	26.219 SH	19 Ağustos 2026	Günlük
PRFZ · Invesco Exchange-Traded Fund Trust	0,12%	38.911 SH	02 Ekim 2026	Günlük
IWO · iShares Trust	0,11%	210.890 SH	11 Eylül 2026	Günlük
VIOO · VANGUARD ADMIRAL FUNDS	0,11%	127.978 SH	19 Ağustos 2026	Günlük
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,11%	8.557 NS	31 Temmuz 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,10%	9.947 NS	31 Temmuz 2026	N-PORT
IGV · iShares Trust	0,10%	167.820 SH	11 Eylül 2026	Günlük
IWM · iShares Trust	0,09%	956.239 SH	11 Eylül 2026	Günlük
VIOV · VANGUARD ADMIRAL FUNDS	0,09%	31.161 SH	19 Ağustos 2026	Günlük
RSSL · Global X Funds	0,09%	17.846 NS	31 Temmuz 2026	N-PORT
ESML · iShares Trust	0,08%	30.468 SH	11 Eylül 2026	Günlük
PNQI · Invesco Exchange-Traded Fund Trust	0,08%	5.126 SH	02 Ekim 2026	Günlük
VTWG · VANGUARD SCOTTSDALE FUNDS	0,07%	23.828 SH	19 Ağustos 2026	Günlük
VTWO · VANGUARD SCOTTSDALE FUNDS	0,06%	214.651 SH	19 Ağustos 2026	Günlük
VTWV · VANGUARD SCOTTSDALE FUNDS	0,06%	13.129 SH	19 Ağustos 2026	Günlük
RWJ · Invesco Exchange-Traded Fund Trust …	0,05%	12.545 SH	02 Ekim 2026	Günlük
ISCG · iShares Trust	0,05%	6.639 SH	11 Eylül 2026	Günlük
VBK · VANGUARD INDEX FUNDS	0,05%	458.806 SH	19 Ağustos 2026	Günlük
OMFS · Invesco Exchange-Traded Self-Indexe…	0,04%	1.169 SH	02 Ekim 2026	Günlük
FAD · First Trust Exchange-Traded AlphaDE…	0,03%	2.727 NS	31 Temmuz 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,03%	952.221 SH	19 Ağustos 2026	Günlük
RILA · Spinnaker ETF Series	0,03%	171 NS	31 Temmuz 2026	N-PORT
DXUV · Dimensional ETF Trust	0,03%	2.005 NS	31 Temmuz 2026	N-PORT
WSML · iShares Trust	0,03%	2.287 SH	11 Eylül 2026	Günlük
SMDX · Tidal Trust III	0,02%	382 NS	31 Temmuz 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,02%	421.209 SH	19 Ağustos 2026	Günlük
VB · VANGUARD INDEX FUNDS	0,02%	797.921 SH	19 Ağustos 2026	Günlük
DFSV · Dimensional ETF Trust	0,02%	19.584 NS	31 Temmuz 2026	N-PORT
IGM · iShares Trust	0,01%	17.256 SH	11 Eylül 2026	Günlük
DFAS · Dimensional ETF Trust	0,01%	21.579 NS	31 Temmuz 2026	N-PORT
FTEC · FIDELITY COVINGTON TRUST	0,00%	11.146 NS	31 Temmuz 2026	N-PORT
ITOT · iShares Trust	0,00%	49.639 SH	11 Eylül 2026	Günlük
IYY · iShares Trust	0,00%	1.567 SH	10 Eylül 2026	Günlük
IWV · iShares Trust	0,00%	10.099 SH	09 Eylül 2026	Günlük
DFAT · Dimensional ETF Trust	0,00%	6.861 NS	31 Temmuz 2026	N-PORT
DFAC · Dimensional ETF Trust	0,00%	14.111 NS	31 Temmuz 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	5.187 NS	31 Temmuz 2026	N-PORT
TILT · FlexShares Trust	0,00%	474 NS	31 Temmuz 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	1.110.399 SH	19 Ağustos 2026	Günlük
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	30.104 SH	19 Ağustos 2026	Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	2.995 SH	19 Ağustos 2026	Günlük
ESGV · VANGUARD WORLD FUND	0,00%	8.217 SH	19 Ağustos 2026	Günlük
FTLS · First Trust Exchange-Traded Fund III	-0,04%	-12.623 NS	31 Temmuz 2026	N-PORT
IJR · iShares Trust	·	2.239.710 SH	10 Eylül 2026	Günlük
IJT · iShares Trust	·	208.559 SH	09 Eylül 2026	Günlük
IJS · iShares Trust	·	130.595 SH	08 Eylül 2026	Günlük
IWN · iShares Trust	·	143.043 SH	11 Eylül 2026	Günlük
XJR · iShares Trust	·	5.065 SH	31 Ağustos 2026	Günlük
ISCB · iShares Trust	·	1.620 SH	11 Eylül 2026	Günlük
ISCV · iShares Trust	·	3.446 SH	11 Eylül 2026	Günlük

SPSC Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21

derecelendirme · 19 analist AL

Medyan hedef $70.00 -15,0%

3 15,8% Güçlü Al

5 26,3% Al

10 52,6% Tut

1 5,3% Sat

0 0,0% Güçlü Sat

12 Aylık Fiyat Hedefi

11 analist · 2026-10-03

Ortalama hedef $75.45 -8,3%

Şimdi Mevcut fiyat $82.32

Düşük$59.00 Ortalama$75.45 Yüksek$103.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü	Piyasa Değeri	P/E	Gelir YoY	Net Kar Marjı	ROE	Brüt Kar Marjı
SPSC	$3.34B	36.2	17.8%	12.4%	9.7%	69.2%
FRSH	$3.47B	19.4	16.4%	21.9%	18.2%	85.0%
WK	·	-183.5	19.8%	-3.0%	72.7%	78.5%
CLSK	·	·	·	·	·	·
AVPT	$2.99B	92.6	26.9%	8.3%	7.5%	74.1%
BRZE	·	-17.7	24.4%	-17.8%	-21.5%	67.2%
AGYS	$2.00B	51.9	15.8%	12.2%	12.4%	62.6%
INTA	$1.93B	-48.5	14.6%	-7.1%	-11.3%	75.8%
ALRM	$2.53B	20.7	7.6%	13.0%	16.0%	·
SOUN	·	·	·	·	·	·
FIVN	$1.55B	44.6	10.3%	3.4%	5.6%	55.1%

Son Haberler Bu şirketten bahseden son manşetler

23

SPS Commerce (SPSC) Pozisyonunuzu Satmayı Düşünmeli misiniz? Yahoo Finance · 5 ay, 1 hafta önce

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

25

BOUNCE_UP Süresi Doldu Eki 31

risk 1 ödül 1,50

giriş $78.83 R:R 1,50

Şu anda açık sinyal yok — hiçbir kart dolu değil ve bu dürüstçe.

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

SPSC SPS Commerce, Inc. - Common Stock

SPSC Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

SPSC Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

SPS Commerce, Inc. - Common Stock Hakkında Wikipedia'dan şirket genel bakışı

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Kurumsal Sahipler (13F) 343 dosya · $2.6B toplam · Tarih itibarıyla 30 Eylül 2026

Şirket yöneticileri 30 içeriden öğrenenler · 9 yöneticiler · 19 yönetim kurulu üyeleri

ETF sahipliği 58 ETF'ler tarafından tutuluyor

SPSC Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

12 Aylık Fiyat Hedefi

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Son Haberler Bu şirketten bahseden son manşetler

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar