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MANH|EPS $1.39 vs $1.32 est (+5.3%)|Rev $297.8M vs $287.8M est (+3.5%)|Net Income $50.4M
Manhattan Associates, Inc. posted second-quarter results that surpassed Wall Street expectations, with the supply chain software provider reporting non-GAAP adjusted diluted earnings per share of $1.39, beating the consensus estimate of $1.32 by 5.3% based on estimates from 11 analysts. Revenue of $297.8M exceeded the $287.8M forecast by 3.5%, representing a 9.3% increase from the $272.4M recorded in Q2 2025.
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The company’s cloud transition continued to gain momentum, with cloud subscription revenue growth reaching 26.2% for the quarter. The shift toward subscription-based offerings reflects the broader industry trend as enterprise software companies move customers from legacy on-premise deployments to cloud-native solutions. Manhattan Associates earned $81.9M in adjusted net income for the period.
Geographically, the Americas led performance with $227.0M in revenue, up 10% year-over-year, demonstrating sustained demand for the company’s warehouse and supply chain management platforms in its core market. The company had $2.47B in Remaining Performance Obligations at quarter end, providing visibility into contracted future revenue.
Analyst sentiment remains constructive on the stock, with Wall Street consensus standing at 9 buy, 4 hold, and 0 sell ratings. A detailed analysis of Manhattan Associates, Inc.’s quarter follows shortly on AlphaStreet.
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