Earnings summaries and quarterly performance for MANHATTAN ASSOCIATES.
Executive leadership at MANHATTAN ASSOCIATES.
Eric A. Clark
President and Chief Executive Officer
Bruce S. Richards
Senior Vice President, Chief Legal Officer and Secretary
Dennis B. Story
Executive Vice President, Chief Financial Officer and Treasurer
Eddie Capel
Executive Chairman
J. Stewart Gantt
Executive Vice President, Professional Services
Robert G. Howell
Executive Vice President, Americas
Board of directors at MANHATTAN ASSOCIATES.
Research analysts who have asked questions during MANHATTAN ASSOCIATES earnings calls.
Brian Peterson
Raymond James Financial
6 questions for MANH
Dylan Becker
William Blair
6 questions for MANH
Mark Schappel
Loop Capital Markets
6 questions for MANH
Terrell Tillman
Truist Securities
6 questions for MANH
George Kurosawa
Citigroup Inc.
5 questions for MANH
Christopher Quintero
Morgan Stanley
3 questions for MANH
Joe Vruwink
Baird
3 questions for MANH
Joseph Vruwink
Baird
3 questions for MANH
Lachlan Brown
Redburn Atlantic
3 questions for MANH
Guy Hardwick
Freedom Capital Markets
2 questions for MANH
Parker Lane
Stifel Financial Corp.
2 questions for MANH
George Michael Kurosawa
Citigroup
1 question for MANH
Quinton Gabrielli
Piper Sandler
1 question for MANH
Will Jellison
D.A. Davidson & Co.
1 question for MANH
Recent press releases and 8-K filings for MANH.
- Pacsun successfully implemented Manhattan Active® Point of Sale (POS) across 300 plus stores in just eight weeks, following a five-month pilot phase.
- The cloud-native solution unifies commerce, enabling mobile checkout and seamless omnichannel fulfillment across various platforms like Instagram, Amazon, and TikTok.
- This implementation led to record breaking revenue for Pacsun during the peak holiday season and reduced logistics expenses by 25% by fulfilling 40% of online orders via stores.
- The system also improved operational efficiency, resolving unified orders 50% faster during peak demand.
- Manhattan Associates (MANH) has achieved FedRAMP authorization with FEMA for its Warehouse Management System (WMS), which expands its secure cloud offerings for U.S. government agencies and federal contractors.
- This milestone positions Manhattan as the only supply chain commerce provider with FedRAMP authorization, a government-wide program that standardizes security for cloud products and services used by federal agencies.
- The authorization highlights Manhattan's commitment to providing federal agencies with high levels of data security, compliance, and reliability, with these security enhancements also benefiting commercial customers.
- Manhattan Associates reported Q3 2025 revenue of $275.8 million, a 3.4% year-over-year increase, with cloud-based supply chain software revenue growing 21%.
- Adjusted earnings per share reached $1.36, beating estimates, although GAAP earnings per share decreased slightly to $0.96 from $1.03 in the previous year.
- The company raised its share buyback authorization to $100 million after repurchasing over 233,000 shares during the quarter.
- Current Chairman and CEO, Eddie Capel, is set to transition to a non-executive chairman position effective January 1, 2026.
- Manhattan Associates reported Q3 2025 total revenue of $276 million, a 3% increase year-over-year, driven by 21% cloud revenue growth to $105 million. Adjusted earnings per share (EPS) was $1.36, up 1%.
- The company's Remaining Performance Obligation (RPO) increased 23% year-over-year to $2.1 billion in Q3 2025, with management expecting to achieve towards the high end of its 2025 RPO outlook of $2.11 billion to $2.15 billion.
- Manhattan Associates raised its full-year 2025 guidance, with the total revenue midpoint increasing to $1.075 billion, adjusted operating margin midpoint to 35.6%, and adjusted EPS midpoint to $4.96.
- Strategic initiatives include the appointment of Greg Betts as Chief Operating Officer, the launch of a dedicated renewal team and a conversion program for on-premise customers, and investments in Agentic AI with general availability planned for early 2026.
- The board approved the replenishment of a $100 million share repurchase authority, following $200 million in buybacks year-to-date.
- Q3 2025 financial results exceeded expectations, with total revenue of $276 million (up 3% year-over-year) and cloud revenue growing 21% to $105 million. Adjusted EPS was $1.36, up 1%.
- Remaining Performance Obligations (RPO) increased 23% year-over-year to $2.1 billion , and the company expects to achieve towards the high end of its full year 2025 RPO outlook of $2.11 billion to $2.15 billion.
- The company raised its full year 2025 guidance for total revenue, adjusted operating margin, and adjusted EPS, with the adjusted EPS midpoint increasing by $0.16 to $4.96.
- For 2026, Manhattan Associates anticipates 20% cloud revenue growth and expects services revenue to return to growth.
- Strategic initiatives include the appointment of a new Chief Operating Officer to scale conversions and renewals, continued investment in agentic.ai with general availability in early 2026, and the board's approval of a $100 million replenishment of share repurchase authority.
- Manhattan Associates reported Q3 2025 revenue of $275.8 million, with GAAP diluted earnings per share of $0.96 and adjusted diluted earnings per share of $1.36.
- The company achieved 21% cloud revenue growth and a 23% increase in RPO bookings over the prior year in Q3 2025. For the nine months ended September 30, 2025, total revenue reached $811.0 million.
- Manhattan Associates repurchased 233,425 shares for $49.9 million during Q3 2025, and its Board of Directors replenished the share repurchase authority by an aggregate of $100.0 million in October 2025.
- The company provided full-year 2025 guidance, projecting total revenue between $1,073 million and $1,077 million, GAAP EPS between $3.43 and $3.45, and adjusted EPS between $4.95 and $4.97.
- Manhattan Associates reported total revenue of $275.8 million for the third quarter ended September 30, 2025, an increase from $266.7 million in Q3 2024.
- GAAP diluted earnings per share (EPS) was $0.96 for Q3 2025, compared to $1.03 in Q3 2024. Non-GAAP adjusted diluted EPS increased to $1.36 in Q3 2025 from $1.35 in Q3 2024.
- Cloud subscription revenue grew by 21% to $104.9 million in Q3 2025, up from $86.5 million in Q3 2024, driven by solid demand.
- During the third quarter ended September 30, 2025, the company repurchased 233,425 shares of common stock for a total investment of $49.9 million. In October 2025, the Board of Directors replenished the remaining share repurchase authority to an aggregate of $100.0 million.
- For the full year 2025, Manhattan Associates provides guidance for total revenue between $1,073 million and $1,077 million, GAAP EPS between $3.43 and $3.45, and Adjusted EPS between $4.95 and $4.97.
- Manhattan Associates (MANH) announced that CEVA Logistics, a global leader in third-party logistics, will implement its Manhattan Active Warehouse Management and Manhattan Active Order Management solutions.
- CEVA Logistics chose these cloud-native tools as part of a global strategy to create an innovative technology stack, aiming to meet the evolving and diverse needs of its international clientele.
- This strategic implementation by CEVA Logistics is intended to accelerate the deployment of innovations in data, artificial intelligence, wearables, and cobots, benefiting customers and promoting operational efficiency.
- CEVA Logistics reported $18.3 billion in revenue in 2024 and operates in 170 countries with approximately 110,000 employees.
- Manhattan Associates (MANH) announced that CEVA Logistics, a global leader in third-party logistics services, will implement Manhattan Active® Warehouse Management and Manhattan Active® Order Management.
- The cloud-native solutions will support CEVA Logistics' global strategy to build a future-proof technology platform to meet the evolving demands of its international customers.
- CEVA Logistics reported $18.3 billion in revenue in 2024.
- Manhattan Associates (MANH) announced that CEVA Logistics, a global leader in third-party logistics with $18.3 billion US in revenue in 2024, has selected its Manhattan Active® Warehouse Management and Manhattan Active® Order Management solutions.
- CEVA Logistics will integrate these cloud-native solutions as part of its global strategy to build a next-generation technology foundation, aiming for enhanced flexibility, scalability, and resilience to meet evolving customer demands.
- This partnership is expected to enable CEVA Logistics to accelerate the integration of advanced technologies like data, AI, and connected devices to maximize customer benefits and operational efficiency across its global operations.
Quarterly earnings call transcripts for MANHATTAN ASSOCIATES.
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