Manhattan Associates Reports Third Quarter Results
Manhattan Associates posted record Q3 2026 results with total revenue of $306.2 million, up about 11% from $275.8 million a year earlier, and quarterly revenue crossing $300 million for the first time. Cloud subscription revenue grew 28% YoY to $134.4 million, surpassing services revenue for the first time, while RPO rose 25% to $2.59 billion. GAAP diluted EPS was $1.04 and adjusted diluted EPS was $1.55, up from $1.36 in Q3 2025. FY26 guidance calls for revenue of $1,176M-$1,178M (9% growth) and adjusted EPS of $5.54-$5.56.
Key figures
- Eps
- 1.04
- Revenue
- 306200000
- Guidance
- FY2026 total revenue $1,176M-$1,178M (9% growth); GAAP EPS $3.62-$3.64; adjusted EPS $5.54-$5.56 (9-10% growth); adjusted operating margin 35.2%-35.4%
- Revenue Yoy
- 11%
- Rpo
- 2590000000
- Cash
- 199400000
- Rpo yoy
- 25%
- Dso days
- 81
- Q3 buyback
- $50.0 million for 244,748 shares
- Cloud revenue
- 134400000
- Cloud revenue yoy
- 28%
- Nine month revenue
- 886200000
- Operating cash flow
- 68600000
- Gaap operating income
- 81000000
- Adjusted operating income
- 115200000
- Remaining buyback authority
- $175.0 million
AI analysis
Red flags3 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.