Earnings summaries and quarterly performance for MANHATTAN ASSOCIATES.
Executive leadership at MANHATTAN ASSOCIATES.
Eric A. Clark
Detailed
President and Chief Executive Officer
CEO
BS
Bruce S. Richards
Detailed
Senior Vice President, Chief Legal Officer and Secretary
DB
Dennis B. Story
Detailed
Executive Vice President, Chief Financial Officer and Treasurer
EC
Eddie Capel
Detailed
Executive Chairman
JS
J. Stewart Gantt
Detailed
Executive Vice President, Professional Services
RG
Robert G. Howell
Detailed
Executive Vice President, Americas
Board of directors at MANHATTAN ASSOCIATES.
Research analysts who have asked questions during MANHATTAN ASSOCIATES earnings calls.
BP
Brian Peterson
Raymond James Financial
8 questions for MANH
Also covers: BIGC, BLKB, BOX +18 more
Dylan Becker
William Blair
8 questions for MANH
Also covers: AIOT, AZPN, BLND +16 more
Mark Schappel
Loop Capital Markets
8 questions for MANH
Also covers: ALTR, AZPN, DSGX +11 more
TT
Terrell Tillman
Truist Securities
8 questions for MANH
Also covers: , FIVN, INST +17 more
George Kurosawa
Citigroup Inc.
7 questions for MANH
Also covers: BOX, PAYC, PCTY +3 more
Christopher Quintero
Morgan Stanley
5 questions for MANH
Also covers: BILL, BL, BOX +7 more
Joe Vruwink
Baird
5 questions for MANH
Also covers: ADSK, BSY, CDNS +11 more
GH
Guy Hardwick
Freedom Capital Markets
4 questions for MANH
Also covers: APH, PI, SCSC +6 more
Parker Lane
Stifel Financial Corp.
4 questions for MANH
Also covers: BLKB, BRZE, CXM +15 more
Joseph Vruwink
Baird
3 questions for MANH
Also covers: ADSK, ANSS, BSY +13 more
LB
Lachlan Brown
Redburn Atlantic
3 questions for MANH
Also covers: DSGX, SPSC
CW
Clark Wright
D.A. Davidson & Co.
2 questions for MANH
Also covers: AMPL, CXM, MSBI +5 more
George Michael Kurosawa
Citigroup
1 question for MANH
Also covers: BL, OTEX, SMAR +2 more
QG
Quinton Gabrielli
Piper Sandler
1 question for MANH
Also covers: DGII, FIVN, PSTG +1 more
WJ
Will Jellison
D.A. Davidson & Co.
1 question for MANH
Also covers: ADSE, BL, PDFS +3 more
Recent press releases and 8-K filings for MANH.
Manhattan Associates Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
MANH
Earnings
Guidance Update
Product Launch
- Manhattan Associates (MANH) reported strong Q4 2025 results, with revenue increasing 6% to $270 million and adjusted earnings per diluted share rising to $1.21. For the full year 2025, total revenue was $1.08 billion, up 4%, and adjusted EPS was $5.06, up 7%.
- The company's cloud business showed significant growth, with Q4 cloud revenue up 20% to $109 million and full-year cloud revenue increasing 21% to $408 million. RPO grew 25% year-over-year to $2.2 billion, and ramped ARR exceeded $600 million, up 23% compared to the end of 2024.
- Manhattan Associates provided 2026 guidance, projecting total revenue of $1.133-$1.153 billion (midpoint $1.143 billion, representing 10% growth excluding license and maintenance attrition) and adjusted EPS of $5.04-$5.20. Cloud revenue is expected to increase 21% to $492 million in 2026.
- In 2025, the company launched new offerings, including AI agents and Agent Foundry, and Enterprise Promise & Fulfill, while also making key hires such as Katie Foote as Chief Marketing Officer and Greg Betts as Chief Operating Officer.
- Operating cash flow increased 40% to $147 million in Q4 2025, and 32% to $389 million for the full year 2025. The board approved the replenishment of a $100 million share repurchase authority, following $275 million in buybacks in 2025.
1 day ago
Manhattan Associates Reports Record 2025 Results, Issues 2026 Guidance, and Unveils AI Agents
MANH
Earnings
Guidance Update
Product Launch
- Manhattan Associates achieved record financial results for full-year 2025, with total revenue of $1.08 billion (up 4%), cloud revenue of $408 million (up 21%), and adjusted earnings per share of $5.06 (up 7%). The company also reported record cloud bookings in Q4 2025 and ended the year with $2.2 billion in Remaining Performance Obligations (RPO), marking a 25% year-over-year increase.
- For 2026, the company provided guidance targeting total revenue of $1.133 billion-$1.153 billion (midpoint $1.143 billion), representing 10% growth excluding license and maintenance attrition, and adjusted EPS in the range of $5.04-$5.20. RPO is projected to grow 18%-20%, reaching $2.62 billion-$2.68 billion.
- Manhattan Associates commercially launched its initial set of AI agents and Agent Foundry in Q4 2025, designed to enhance productivity and customer satisfaction. Management noted that any contributions from these new AI products are considered incremental to the current 2026 RPO and SaaS revenue guidance.
- The company introduced a new financial metric, four-year annualized value of recurring revenue (Ramped ARR), which exceeded $600 million at the end of 2025, an increase of 23% compared to 2024. Additionally, Manhattan Associates invested $275 million in share repurchases during 2025.
1 day ago
Manhattan Associates Announces Record Q4 and Full-Year 2025 Results and 2026 Outlook
MANH
Earnings
Guidance Update
Product Launch
- Manhattan Associates achieved record financial performance in 2025, with full-year total revenue reaching $1.08 billion, up 4%, and adjusted EPS increasing 7% to $5.06. Q4 2025 saw total revenue grow 6% to $270 million, cloud revenue increase 20%, and adjusted EPS rise to $1.21.
- Remaining Performance Obligations (RPO) increased 25% to $2.2 billion by the end of 2025. The company's ramped Annual Recurring Revenue (ARR) exceeded $600 million, up 23% compared to 2024.
- For 2026, Manhattan Associates provided guidance targeting total revenue of $1.133-$1.153 billion (midpoint $1.143 billion) and adjusted EPS of $5.04-$5.20. RPO is projected to be $2.62-$2.68 billion, representing 18%-20% growth.
- The company commercially launched its initial set of AI agents and Agent Foundry, an offering for customers to build or customize new agents within the Active platform.
- The board approved the replenishment of its $100 million share repurchase authority, following $275 million in buybacks in 2025.
1 day ago
Manhattan Associates Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
MANH
Earnings
Guidance Update
Share Buyback
- Manhattan Associates reported Q4 2025 revenue of $270.4 million and full-year 2025 revenue of $1,081.4 million, with RPO Bookings increasing 25% over the prior year.
- For Q4 2025, GAAP diluted EPS was $0.86 and adjusted diluted EPS was $1.21; for the full year 2025, these figures were $3.60 and $5.06, respectively.
- The company issued 2026 guidance, forecasting total revenue between $1,133 million and $1,153 million (5% to 7% growth) and adjusted diluted EPS between $5.04 and $5.20 (0% to 3% growth).
- Cash flow from operations for full-year 2025 reached $389.5 million, and the company repurchased $274.5 million of common stock in 2025, with an additional $100.0 million repurchase authority replenished in January 2026.
1 day ago
Manhattan Associates Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
MANH
Earnings
Guidance Update
Share Buyback
- Manhattan Associates reported Q4 2025 total revenue of $270.4 million and full-year 2025 total revenue of $1,081.4 million, reflecting growth over the prior year periods.
- GAAP diluted EPS for Q4 2025 was $0.86 and adjusted diluted EPS was $1.21. For the full year 2025, GAAP diluted EPS was $3.60 and adjusted diluted EPS was $5.06.
- The company's Remaining Performance Obligations (RPO) reached $2,232.2 million at December 31, 2025, with RPO bookings increasing 25% over the prior year. Cloud subscription revenue for Q4 2025 grew to $108.6 million.
- For full-year 2026, Manhattan Associates projects total revenue between $1,133 million and $1,153 million, GAAP EPS between $3.37 and $3.53, and adjusted EPS between $5.04 and $5.20.
- The company repurchased $75.0 million of common stock in Q4 2025, and its Board of Directors replenished the share repurchase authority by $100.0 million in January 2026. Cash flow from operations for FY 2025 was $389.5 million.
1 day ago
Manhattan Associates Reports Strong Q4 2025 Results and Provides 2026 Outlook
MANH
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Manhattan Associates (MANH) exceeded Q4 2025 expectations, reporting revenue of approximately $270.4 million and non-GAAP EPS of $1.21, which resulted in a stock increase in after-hours trading.
- The company achieved record cloud bookings in Q4 2025, with cloud subscription revenue growing approximately 20% to $108.6 million, contributing to full-year cloud revenue of approximately $408.1 million.
- For the full year 2025, total revenue reached approximately $1.08 billion and non-GAAP diluted EPS was $5.06.
- Management issued a 2026 outlook projecting RPO growth of 18–20% and total revenue between $1.133 billion and $1.137 billion, supported by ramped ARR exceeding $600 million.
3 days ago
Manhattan Associates' Pacsun Implements Manhattan Active Point of Sale
MANH
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- 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.
Nov 13, 2025, 1:30 PM
Manhattan Associates Achieves FedRAMP Authorization with FEMA
MANH
Product Launch
New Projects/Investments
- 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.
Oct 28, 2025, 12:30 PM
Manhattan Associates Reports Q3 2025 Results with Cloud Growth and Leadership Change
MANH
Earnings
Share Buyback
Management Change
- 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.
Oct 21, 2025, 9:54 PM
Manhattan Associates Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Announces Strategic Initiatives
MANH
Earnings
Guidance Update
Share Buyback
- 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.
Oct 21, 2025, 8:30 PM
Quarterly earnings call transcripts for MANHATTAN ASSOCIATES.
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