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SPSC compared with PLXS: revenue, margins and what each company keeps, and the suppliers and customers both name
SPSC
SPS Commerce Inc
Change
Mkt cap
Revenue
Revenue
PLXS
Plexus Corp
Change
Mkt cap
Revenue
Revenue
vs
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SPSC
SPS Commerce Inc
vs
PLXS
Plexus Corp
Price
Mkt cap
Revenue
Revenue
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Revenue flow
Supply chain
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Co-movers
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SPSC
0
None
Shared
0
No disclosed counterparties: SPSC.
Only PLXS
4
EVLV
Evolv Technologies
customer
XAIR
Beyond Air
customer
—
HSBC Bank (China) Company Limited, Xiamen branch
unlisted
customer
—
MUFG Bank, New York Branch (formerly known as The Bank of Tokyo-Mitsubishi UFJ, Ltd.)
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
SPSC
SPS Commerce Inc
Change
86.22
▲
+3.90%
Mkt cap
$3.0B
Revenue
$198M
Q2 FY26
Revenue
$752M
FY25
PLXS
Plexus Corp
Change
213.35
▲
+2.59%
Regular session
Nov 2 '26
Mkt cap
$5.7B
Revenue
$1.3B
Q3 FY26
Revenue
$4.0B
FY25
vs
Compare
Regular session
Nov 2 '26
SPSC
SPS Commerce Inc
vs
PLXS
Plexus Corp
86.22
▲
+3.90%
Price
213.35
▲
+2.59%
$3.0B
Mkt cap
$5.7B
Q2 FY26
$198M
Revenue
$1.3B
Q3 FY26
FY25
$752M
Revenue
$4.0B
FY25
Change
Change
SPSC
86.22
▲
+3.90%
vs
PLXS
213.35
▲
+2.59%
Regular session
Nov 2 '26