earnings
confidence high
sentiment positive
materiality 0.75
Manhattan Associates Q2 revenue $297.8M, cloud up 26% YoY; adjusted EPS $1.39 beats prior year
MANHATTAN ASSOCIATES INC
- Revenue $297.8M (+9% YoY); cloud subscription $126.7M (+26% YoY); services $133.0M.
- GAAP diluted EPS $0.85 (down from $0.93); adjusted diluted EPS $1.39 (up from $1.31).
- RPO $2.47B, up 23% YoY; cash from operations $90.7M vs $74.0M.
- Board increased share repurchase authority to $500M in March; $225M remaining after Q2 repurchases of $125M.
- Full-year 2026 guidance: revenue $1.16-1.166B (7-8% growth), adjusted EPS $5.44-5.50 (8-9% growth).