MANHATTAN ASSOCIATES INC (MANH) Form 10-Q — Jul 31, 2026
Manhattan Associates reported second quarter 2026 revenue of $297.8 million, a 9% increase from the prior year, driven by strong cloud subscription growth. Cloud revenue rose 26% year-over-year to $126.7 million, comprising 42% of total revenue, while remaining performance obligations grew 23% to $2.5 billion. Despite the top-line growth, net income decreased 11% to $50.4 million and diluted earnings per share fell to $0.85 compared to $0.93 in the prior year quarter. Operating income declined 10% to $66.2 million, with operating margins contracting to 22.2% from 27.1% a year ago.
Key figures
- Eps
- $0.85
- Revenue
- $297.8 million
- Net Income
- $50.4 million
- Total Debt
- $0
- Cash Position
- $186.1 million
- Revenue Growth
- 9%
- Rpo
- $2.5 billion
- Share repurchase q2
- $125.0 million
- Cloud revenue growth
- 26%
- Restructuring charge
- $8.3 million
- Cloud subscription revenue
- $126.7 million
Price after filing
Close on the filing date to close N calendar days later (from $191.36). Historical, not a forecast.
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