Manhattan Associates, Inc.
178.33-7.62 (-4.1%)
Oct 29, 4:00:01 PM EDT · NasdaqGS · MANH · USD
Key Stats
Market Cap
10.75BP/E (TTM)
50.81Basic EPS (TTM)
3.51Dividend Yield
0%Recent Filings
8-K
Q3 revenue up 3%, RPO jumps 23%
Manhattan Associates reported Q3 2025 revenue of $275.8 million, up 3% from $266.7 million last year, fueled by 21% cloud subscription growth to $104.9 million while services dipped slightly. RPO bookings surged 23%, signaling robust demand; adjusted EPS held steady at $1.36. Eddie Capel transitions to non-executive chairman January 1, 2026. Full-year guidance projects $1,073–$1,077 million revenue and adjusted EPS of $4.95–$4.97. Restructuring hit from macro uncertainty lingers.
10-Q
Q2 FY2025 results
Manhattan Associates posted solid Q2 FY2025 results, with total revenue climbing 3% y/y to $272.4M, fueled by cloud subscriptions surging 22% y/y to $100.4M while services dipped 6% y/y to $128.9M amid customer budget shifts. Operating income rose 8% y/y to $73.8M, lifting margins to 27.1% from 25.7%, and diluted EPS hit $0.93, up 9% y/y, reconciling cleanly with 61,074 diluted shares. Cash from operations reached $149.3M YTD, yielding $144.4M free cash flow after $4.9M capex, bolstering $230.6M cash reserves with no debt. A January restructuring cut 100 jobs, booking $2.9M expense to match services demand. Cloud momentum builds steadily. Yet securities litigation lingers as a distraction.
8-K
Q2 revenue up 3%, RPO tops $2B
Manhattan Associates reported Q2 2025 revenue of $272.4 million, up 3% from $265.3 million last year, fueled by 22% cloud subscription growth to $100.4 million amid a tough macro environment. RPO bookings surged 26%, crossing $2 billion, while GAAP EPS rose to $0.93 from $0.85; adjusted EPS hit $1.31. RPO milestones signal robust demand. Yet, January's 100-job cuts highlight services strain from economic uncertainty.
8-K
Annual meeting results approved
Manhattan Associates held its 2025 Annual Meeting on May 13, with 92% shareholder turnout. Thomas E. Noonan and Kimberly A. Kuryea won election as Class III directors for terms ending 2028, backed by majority votes. Shareholders approved executive compensation via non-binding resolution and ratified Ernst & Young as auditors for the fiscal year. Governance stays steady.
10-Q
Q1 FY2025 results
Manhattan Associates posted solid Q1 results, with total revenue climbing 3% year-over-year to $262.8 million, fueled by a 21% surge in cloud subscriptions to $94.3 million while services dipped 8% to $121.1 million amid customer budget shifts. Operating income rose 10% to $63.2 million, lifting margins to 24.0% from 22.6%, though a $2.9 million restructuring charge for trimming 100 positions tempered gains. Diluted EPS held steady at $0.85, aligning with 61,527 weighted shares and no material anti-dilution. Cash from operations hit $75.3 million, funding $136.4 million in share repurchases, leaving $205.9 million in cash with zero debt. Cloud momentum shines. Yet securities class actions loom as a distraction.
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