SPSC compared with PLXS: revenue, margins and what each company keeps, and the suppliers and customers both name

SPSCSPS Commerce Inc

Mkt capRevenueRevenue

PLXSPlexus Corp

Mkt capRevenueRevenue

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SPSCSPS Commerce Inc

PLXSPlexus Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

SPSC

1 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 30 '26thin chain±11.6%▼−3.25%×0.28

Q2 FY26±9.7%▲+11.48%×1.19

Q1 FY26±10.4%▲+4.99%×0.48

Feb 13 '26±13.3%▼−4.37%×0.33

PLXS

2 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 29 '26±9.0%▼−9.62%×1.07

Q3 FY26±8.7%▲+0.62%×0.07

= impliedSPSC realized, solidPLXS realized, hatchedOne scale, both sides: full bar = 14%× = |realized| ÷ impliedSource: market data

Q2 FY26

±8.5%

▼−0.01%

×0.00

Q1 FY26±7.7%▲+9.26%×1.21

SPSCSPS Commerce Inc

81.89▼−0.83%· post 82.88

Mkt cap$2.9BRevenue$198MQ2 FY26Revenue$752MFY25

PLXSPlexus Corp

193.11▲+2.87%· post 194.96

ClosedNov 6 '26

Mkt cap$5.2BRevenue$1.3BQ3 FY26Revenue$4.0BFY25

Compare

ClosedNov 6 '26

SPSCSPS Commerce Inc

PLXSPlexus Corp

81.89▼−0.83%post 82.88

Price

193.11▲+2.87%post 194.96

$2.9B

Mkt cap

$5.2B

Q2 FY26$198M

Revenue

$1.3BQ3 FY26

FY25$752M

Revenue

$4.0BFY25

SPSC81.89▼−0.83%vsPLXS193.11▲+2.87%ClosedNov 6 '26