earnings
confidence high
sentiment positive
materiality 0.75
Manhattan Q2 adjusted EPS $1.31 vs $1.18; cloud revenue $100.4M (+22%); RPO bookings +26%
MANHATTAN ASSOCIATES INC
2025-Q2 EPS reported
$1.78
revenue$535,208,000
- Q2 total revenue $272.4M (+2.7% YoY); cloud subscription revenue grew 22% to $100.4M.
- GAAP diluted EPS $0.93; adjusted diluted EPS $1.31 vs $1.18 in Q2 2024.
- RPO bookings increased 26% YoY; remaining performance obligations surpassed $2 billion.
- Board replenished share repurchase authority to $100M in July 2025.
- Full-year 2025 guidance: revenue ~$1,073M (+3%), adjusted EPS $4.76-4.84 (+1-3%).