earnings
confidence high
sentiment neutral
materiality 0.70
Manhattan Associates Q3 cloud revenue up 21% to $104.9M; GAAP EPS $0.96, adjusted EPS $1.36; new $100M buyback
MANHATTAN ASSOCIATES INC
2025-Q3 EPS reported
$2.75
revenue$811,003,000
- Q3 total revenue $275.8M (+3% YoY); cloud subscription revenue $104.9M (+21% YoY).
- GAAP diluted EPS $0.96 vs $1.03 in Q3 2024; adjusted diluted EPS $1.36 vs $1.35.
- RPO bookings increased 23% YoY; services revenue $133.0M (-3% YoY).
- FY2025 guidance: revenue $1.073-1.077B, GAAP EPS $3.43-3.45, adjusted EPS $4.95-4.97.
- Board replenished share repurchase authority to $100M; Eddie Capel to become non-executive Chairman Jan 1, 2026.