Business Wire·17h ago
Manhattan Associates Announces Date for Reporting Second Quarter 2026 Financial ResultsATLANTA--(BUSINESS WIRE)--Manhattan announces Q2 2026 earnings date.
Manhattan Associates, Inc.(MANH)Earnings, Financials & Key Ratios
MANH•NASDAQ
$158.17
43.9× P/E·Price updated Jul 7, 2026
AboutManhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations. It offers Manhattan SCALE, a portfolio of logistics execution solutions that provide trading partner management, yard management, optimization, warehouse management, and transportation execution services; and Manhattan Active, a set of enterprise and store omni-channel solutions. The company also provides inventory optimization, planning, and allocation solutions; maintenance services comprising customer support services and software enhancements; professional services, such as solutions planning and implementation, and related consulting services; and training and change management services. In addition, it resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. The company offers products through direct sales personnel, as well as through partnership agreements with various organizations. It serves grocery, food and beverage, manufacturing, medical and pharmaceutical, retail, third-party logistics, and wholesale industries. The company operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.Show more
- Revenue$1.08B+3.7%
- EBITDA$289M+7.9%
- Net Income$220M+0.7%
- EPS (Diluted)3.60+2.6%
- Gross Margin55.74%+2.8%
- EBITDA Margin26.73%+4.0%
- Operating Margin26.15%+4.2%
- Net Margin20.34%-2.9%
- ROE71.66%-5.3%
MANH Price & Volume
Manhattan Associates, Inc. (MANH) stock price & volume — 10-year historical chart
Loading chart...
Cloud Transition Efficiency Offsets Revenue Deceleration
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Decelerating
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Implementation Talent Bottleneck
Key Thesis Takeaways
- Manhattan Associates demonstrates a resilient transition to a cloud-native subscription model, evidenced by a robust deferred revenue base that grew to $355.9 million by 2026Q1.
- While top-line growth has moderated from 20.3% in 2023Q4 to 7.4% in 2026Q1, the company maintains disciplined operating margins between 23% and 28%.
- Investors should monitor the potential bottleneck in professional services headcount, which may constrain the conversion of performance obligations into recognized revenue.
Verdict Logic
while the company exhibits strong cash conversion with a 21.83 P/FCF multiple, the deceleration in revenue growth to 7.4% and potential implementation talent bottlenecks warrant a cautious valuation assessment.
MANH Growth Metrics
Manhattan Associates, Inc. (MANH) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years6.87%
5 Years13.02%
3 Years12.13%
TTM4.78%
Profit CAGR
10 Years7.83%
5 Years20.32%
3 Years19.48%
TTM-0.22%
EPS CAGR
10 Years9.9%
5 Years21.49%
3 Years21.04%
TTM2%
Return on Capital
10 Years72.51%
5 Years66.76%
3 Years76.58%
Last Year76.34%
MANH Recent Earnings
Manhattan Associates, Inc. (MANH) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 12/12 qtrs (100%)
Q2 2026Latest
Apr 21, 2026Metric
Actual
Est
EPS
$1.24+12.7%
$1.10
Rev
$282M+3.1%
$274M
Q1 2026
Jan 27, 2026Metric
Actual
Est
EPS
$1.21+9.0%
$1.11
Rev
$270M+2.1%
$265M
Q4 2025
Oct 21, 2025Metric
Actual
Est
EPS
$1.36+14.3%
$1.19
Rev
$276M+1.5%
$272M
Q3 2025
Jul 22, 2025Metric
Actual
Est
EPS
$1.31+15.9%
$1.13
Rev
$272M+3.3%
$264M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 21, 2026 | $1.24vs $1.10+12.7% | $282Mvs $274M+3.1% |
| Q1 2026 | Jan 27, 2026 | $1.21vs $1.11+9.0% | $270Mvs $265M+2.1% |
| Q4 2025 | Oct 21, 2025 | $1.36vs $1.19+14.3% | $276Mvs $272M+1.5% |
| Q3 2025 | Jul 22, 2025 | $1.31vs $1.13+15.9% | $272Mvs $264M+3.3% |
Based on last 12 quarters of dataView full earnings history →
Latest MANH News
Recent stock market news and headlines for Manhattan Associates, Inc. (MANH)
GuruFocus·Jun 17, 2026
Manhattan Associates Inc (MANH) Shares Fall 5.3% -- What GF Score of 85 Tells InvestorsOn June 17, 2026, Manhattan Associates Inc (MANH) shares experienced a decline of 5.3%, bringing the current price to $132.09. This move comes amid a challengin
Peers Comparison
Key metrics vs top competitors for Manhattan Associates, Inc. (MANH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $158.17 | $9.37B | 43.94 | 3.75% | 20.34% | 71.66% | — | |
| $149.07 | $11.42B | 27.40 | 5.03% | 13.98% | 22.18% | — | |
| $18.06 | $1.98B | 361.20 | 10.01% | 2.17% | 1.27% | — | |
| $192.30 | $31.24B | 35.35 | 16.34% | 28.37% | 13.36% | — | |
| $137.06 | $11.41B | 169.21 | 22.64% | 11.25% | 10.99% | — | |
| $118.84 | $6.36B | 29.56 | 13.74% | 14.94% | 22.36% | — |
Compare MANH vs Peers
Manhattan Associates, Inc. (MANH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
MANH SEC Filings & Documents
Manhattan Associates, Inc. (MANH) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 21, 2026·SEC
Material company update
Feb 26, 2026·SEC
Material company update
Jan 27, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
6Get notified when MANH posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
MANH Frequently Asked Questions
Manhattan Associates, Inc. (MANH) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Manhattan Associates, Inc.'s revenue?
Manhattan Associates, Inc. (MANH) reported $1.10B in revenue for fiscal year 2025. This represents a 3287% increase from $32.5M in 1997.
How fast is Manhattan Associates, Inc. growing?
Manhattan Associates, Inc. (MANH) grew revenue by 3.7% over the past year. Growth has been modest.
Is MANH profitable?
Yes, Manhattan Associates, Inc. (MANH) is profitable, generating $216.7M in net income for fiscal year 2025 (20.3% net margin).
Dividend & Returns
What is MANH's return on equity?
Manhattan Associates, Inc. (MANH) has a return on equity (ROE) of 71.7%. This is excellent, indicating efficient use of shareholder capital.
What is Manhattan Associates, Inc.'s free cash flow?
Manhattan Associates, Inc. (MANH) generated $379.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.