Inferra AI / Company / MANH
Manhattan Associates Inc.
MANH · Information Technology
Last earnings Jul 28, 2026
Key results
Revenuequarter
$272.4 million
(NASDAQ: MANH) today reported revenue of $272.4 million for the second quarter ended June 30, 2025.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
GAAP EPSquarter
$0.93
GAAP diluted earnings per share for Q2 2025 was $0.93 compared to $0.85 in Q2 2024.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
Non-GAAP adjusted EPSquarter
$1.31
Non-GAAP adjusted diluted earnings per share for Q2 2025 was $1.31 compared to $1.18 in Q2 2024.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
Solid demand drove Q2 cloud revenue growth of 22% and RPO surpassing the $2 billion milestone,” said Manhattan Associates president and CEO Eric Clark.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
SECOND QUARTER 2025 FINANCIAL SUMMARY: • Consolidated total revenue was $272.4 million for Q2 2025, compared to $265.3 million for Q2 2024.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
o Cloud subscription revenue was $100.4 million for Q2 2025, compared to $82.4 million for Q2 2024.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
License revenuequarter
$1.5 million
o License revenue was $1.5 million for Q2 2025, compared to $3.1 million for Q2 2024.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
Services revenuequarter
$128.9 million
o Services revenue was $128.9 million for Q2 2025, compared to $136.8 million for Q2 2024.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
AI analysis
Q2 2025 · reported Jul 22, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Jul 22, 2025 EPS values as stated in the release.
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $272.4 million | — | — |
| GAAP EPS | $0.93 | — | $0.85 |
| Non-GAAP adjusted EPS | $1.31 | — | $1.18 |
| License revenue | $1.5 million | — | $3.1 million |
| Services revenue | $128.9 million | — | $136.8 million |
Guidance · company-stated
“$1,071 $1,075”
“24.1% 24.6%”
“$3.23 $3.31”
“(1) $4.76 $4.84”
Guidance stated in the release's Business Outlook table for the full year 2025; no direction stated — figures as stated in the table.
Capital allocation
 During the three months ended June 30, 2025, the Company repurchased 262,341 shares of Manhattan Associates common stock under the share repurchase program authorized by our Board of Directors for a total investment of $49.6 million.
In July 2025, our Board of Directors replenished the Company’s remaining share repurchase authority to an aggregate of $100.0 million of our common stock.
Event summary
GAAP diluted earnings per share for Q2 2025 was $0.93 compared to $0.85 in Q2 2024
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Total revenue: “Total revenue $1,071 $1,075”
operating margin: “operating margin 24.1% 24.6%”
GAAP EPS: “GAAP EPS $3.23 $3.31”
Adjusted EPS: “Adjusted EPS (1) $4.76 $4.84”
Total revenue (“the full year 2025”)
“Total revenue $1,071 $1,075”
operating margin (“the full year 2025”)
“operating margin 24.1% 24.6%”
GAAP EPS (“the full year 2025”)
“GAAP EPS $3.23 $3.31”
Adjusted EPS (“the full year 2025”)
“Adjusted EPS (1) $4.76 $4.84”
Guidance stated in the release's Business Outlook table for the full year 2025; no direction stated — figures as stated in the table.
Capital allocation
 During the three months ended June 30, 2025, the Company repurchased 262,341 shares of Manhattan Associates common stock under the share repurchase program authorized by our Board of Directors for a total investment of $49.6 million.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
In July 2025, our Board of Directors replenished the Company’s remaining share repurchase authority to an aggregate of $100.0 million of our common stock.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
• During the six months ended June 30, 2025, the Company repurchased 801,669 shares of Manhattan Associates common stock under the share repurchase program authorized by our Board of Directors, for a total investment of $149.6 million.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
While demand for our solutions is solid, the current business climate within the United States and geographic regions in which we operate may affect customers and prospects decisions regarding timing of strategic capital expenditures.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
Strategy & priorities
We provide maintenance services to customers who have previously purchased a perpetual license, including a comprehensive 24 hours per day, 365 days per year program that provides customers with software upgrades, when and if available, which include additional or improved functionality and technological advances incorporating emerging supply chain and industry initiatives.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
Fair Value Measurement We measure our investments based on a fair value hierarchy disclosure framework that prioritizes and ranks the level of market price observability used in measuring assets and liabilities at fair value.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
This hierarchy prioritizes the inputs into three broad levels as follows: Level 1 Quoted prices in active markets for identical instruments.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
Restructuring Expense On June 1, 2026, the Company reduced its global headcount by approximately 6 %, leveraging increased operational efficiencies and allowing the Company to focus investments on key strategic priorities.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
Our business model is singularly focused on the development and implementation of complex commerce enablement software solutions that are designed to optimize supply chains, and retail store operations including point-of-sale (POS) effectiveness and efficiency for our customers.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
Risks & headwinds
(4) In January 2025, the Company eliminated about 100 positions to align our services capacity with customer demand, which has been impacted by macro-economic uncertainty.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
Prospective investors are cautioned that any of those forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and that actual results may differ materially from those contemplated by those forward-looking statements.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
(d) In January 2025, the Company eliminated about 100 positions to align our services capacity with customer demand, which has been impacted by macro-economic uncertainty.
SEC original ↗Manhattan Associates Inc. — Earnings release (8-K exhibit)EX-99Jul 22, 2025
In evaluating the probable-to-complete recognition threshold, an entity is required to consider whether there is significant uncertainty associated with the development activities of the software.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
Contingencies From time to time, we are involved in litigation relating to claims arising out of the ordinary course of business, and occasionally legal proceedings not in the ordinary course.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
11 Although litigation and other legal proceeding outcomes are difficult to predict, we do not believe we are a party to any legal proceeding the result of which is likely to have a material adverse impact on our business, financial position, results of operations, or cash flows.
SEC original ↗Manhattan Associates Inc. — 10-Q Quarterly report10-QJul 31, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q2 2026
- 10-QMANH
- 8-KMANH
Jul 28, 2026
- Q1 2026
- 8-KMANH
- 8-KMANH
May 20, 2026
- 8-KMANH
May 18, 2026
- 10-QMANH
- 8-KMANH
Apr 21, 2026
- 8-K/AMANH
- Q4 2025
- 8-KMANH
Feb 26, 2026
- EX-99MANH
Feb 26, 2026
- 10-KMANH
- 8-KMANH
Jan 27, 2026
- Q3 2025
- 10-QMANH
- 8-KMANH
Oct 21, 2025
- Q2 2025
- 10-QMANH
- 8-KMANH
Jul 22, 2025
- Q1 2025
- 8-KMANH
May 14, 2025
- 10-QMANH
- 8-KMANH
Apr 22, 2025
- Q4 2024
- 8-KMANH
- 8-K/AMANH
Feb 14, 2025
- 8-KMANH
Feb 10, 2025
- 10-KMANH
- 8-KMANH
Jan 28, 2025
- Q3 2024
- 10-QMANH
- 8-KMANH
Oct 22, 2024
- Q2 2024
- 10-QMANH
- 8-KMANH
Jul 23, 2024
- 8-KMANH
Jul 19, 2024
- Q1 2024
- 8-KMANH
May 29, 2024
- 10-QMANH
Earnings releases
9 documentsPresentations
0 documentsNo presentations for Manhattan Associates Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Manhattan Associates Inc. are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Manhattan Associates Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“TLANTA – July 28, 2026 – Leading Supply Chain and Omnichannel Commerce Solutions provider Manhattan Associates Inc. (NASDAQ: MANH) today reported…”
“, we accelerated our Q1 revenue growth and delivered better than expected bookings,” said Manhattan Associates president and CEO Eric Clark.… …March 31, 2026, the Company repurchased 1,043,312 shares of Manhattan Associates common stock under the sha”
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