earnings
confidence high
sentiment positive
materiality 0.70
Manhattan Associates Q1 revenue $282.2M, adjusted EPS $1.24; RPO reaches $2.35B
MANHATTAN ASSOCIATES INC
2026-Q1 EPS reported
$0.82
revenue$282,215,000
- Revenue $282.2M (+7% YoY); GAAP EPS $0.82 vs $0.85; adjusted EPS $1.24 vs $1.19.
- Cloud subscription revenue $117.1M (+24% YoY); license revenue declined to $2.2M.
- RPO increased to $2.35B from $2.23B sequentially, up 24% YoY.
- Board increased share repurchase authority from $100M to $500M; $150M spent in Q1 on 1.04M shares.
- FY2026 guidance: revenue $1,147-$1,157M, GAAP EPS $3.55-$3.63, adjusted EPS $5.29-$5.37.