MANHATTAN ASSOCIATES INC (MANH) Form 8-K — Oct 27, 2026
Manhattan Associates reported record Q3 2026 results with revenue of $306.2 million, up 11% YoY, crossing $300 million in quarterly revenue for the first time. Cloud subscription revenue grew 28% to $134.4 million and surpassed services revenue, while adjusted diluted EPS rose 14% to $1.55 from $1.36. RPO climbed 25% YoY to $2.59 billion on record bookings, and management guided FY2026 revenue to $1,176-$1,178 million with a 35.2%-35.4% adjusted operating margin. The company repurchased $50.0 million of stock in Q3, leaving roughly $175 million under its $500 million authorization.
Key figures
- Eps
- 1.04
- Revenue
- 306200000
- Guidance
- FY2026 total revenue $1,176-$1,178 million (9% growth); GAAP operating margin 24.1%-24.3%; adjusted operating margin 35.2%-35.4%
- Net Income
- 61344000
- Revenue Yoy
- 11%
- Total Assets
- 750813000
- Cash Position
- 199449000
- Rpo
- $2.59 billion (+25% YoY)
- Q3 buybacks
- 244,748 shares for $50.0 million
- Ytd buybacks
- 2,162,089 shares for $325.0 million
- Nine month revenue
- $886.2 million
- Cloud revenue q3 2026
- $134.4 million (+28% YoY)
- Adjusted diluted eps q3
- $1.55 vs $1.36 prior year
- Remaining buyback authority
- $175.0 million
- Adjusted operating income q3
- $115.2 million vs $103.4 million
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