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Manhattan Associates Earnings Calls
| Release date | Apr 21, 2026 |
| EPS estimate | $1.10 |
| EPS actual | $1.24 |
| EPS Surprise | 12.73% |
| Revenue estimate | 273.696M |
| Revenue actual | 282.215M |
| Revenue Surprise | 3.11% |
| Release date | Jan 27, 2026 |
| EPS estimate | $1.11 |
| EPS actual | $1.21 |
| EPS Surprise | 9.01% |
| Revenue estimate | 264.726M |
| Revenue actual | 270.389M |
| Revenue Surprise | 2.14% |
| Release date | Oct 21, 2025 |
| EPS estimate | $1.19 |
| EPS actual | $1.36 |
| EPS Surprise | 14.29% |
| Revenue estimate | 271.781M |
| Revenue actual | 275.795M |
| Revenue Surprise | 1.48% |
| Release date | Jul 22, 2025 |
| EPS estimate | $1.13 |
| EPS actual | $1.31 |
| EPS Surprise | 15.93% |
| Revenue estimate | 263.721M |
| Revenue actual | 272.421M |
| Revenue Surprise | 3.30% |
Last 4 Quarters for Manhattan Associates
Below you can see how MANH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 22, 2025 |
| Price on release | $202.79 |
| EPS estimate | $1.13 |
| EPS actual | $1.31 |
| EPS surprise | 15.93% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $199.99 |
| Jul 17, 2025 | $203.90 |
| Jul 18, 2025 | $202.05 |
| Jul 21, 2025 | $199.73 |
| Jul 22, 2025 | $202.79 |
| Jul 23, 2025 | $217.71 |
| Jul 24, 2025 | $220.28 |
| Jul 25, 2025 | $217.75 |
| Jul 28, 2025 | $221.47 |
| 4 days before | 1.40% |
| 4 days after | 9.21% |
| On release day | 7.36% |
| Change in period | 10.74% |
| Release date | Oct 21, 2025 |
| Price on release | $204.66 |
| EPS estimate | $1.19 |
| EPS actual | $1.36 |
| EPS surprise | 14.29% |
| Date | Price |
|---|---|
| Oct 15, 2025 | $199.81 |
| Oct 16, 2025 | $193.04 |
| Oct 17, 2025 | $196.83 |
| Oct 20, 2025 | $200.02 |
| Oct 21, 2025 | $204.66 |
| Oct 22, 2025 | $194.52 |
| Oct 23, 2025 | $194.68 |
| Oct 24, 2025 | $194.85 |
| Oct 27, 2025 | $188.25 |
| 4 days before | 2.43% |
| 4 days after | -8.02% |
| On release day | -4.95% |
| Change in period | -5.79% |
| Release date | Jan 27, 2026 |
| Price on release | $169.73 |
| EPS estimate | $1.11 |
| EPS actual | $1.21 |
| EPS surprise | 9.01% |
| Date | Price |
|---|---|
| Jan 21, 2026 | $166.04 |
| Jan 22, 2026 | $170.20 |
| Jan 23, 2026 | $174.02 |
| Jan 26, 2026 | $177.27 |
| Jan 27, 2026 | $169.73 |
| Jan 28, 2026 | $161.14 |
| Jan 29, 2026 | $155.77 |
| Jan 30, 2026 | $151.01 |
| Feb 02, 2026 | $150.69 |
| 4 days before | 2.22% |
| 4 days after | -11.22% |
| On release day | -5.06% |
| Change in period | -9.24% |
| Release date | Apr 21, 2026 |
| Price on release | $134.89 |
| EPS estimate | $1.10 |
| EPS actual | $1.24 |
| EPS surprise | 12.73% |
| Date | Price |
|---|---|
| Apr 15, 2026 | $128.88 |
| Apr 16, 2026 | $129.90 |
| Apr 17, 2026 | $132.71 |
| Apr 20, 2026 | $133.83 |
| Apr 21, 2026 | $134.89 |
| Apr 22, 2026 | $142.88 |
| Apr 23, 2026 | $138.32 |
| Apr 24, 2026 | $142.35 |
| Apr 27, 2026 | $137.84 |
| 4 days before | 4.66% |
| 4 days after | 2.19% |
| On release day | 5.92% |
| Change in period | 6.95% |
Manhattan Associates Earnings Call Transcript Summary of Q1 2026
Manhattan Associates reported a strong start to 2026 with better-than-expected Q1 results and raised full‑year guidance. Key financial highlights: total revenue $282M (+7% YoY; +13% ex license & maintenance), cloud revenue $117M (+24% YoY), services $126M (+4% YoY), RPO $2.35B (+24% YoY, +5% sequential), adjusted operating profit $91M (32.4% margin), adjusted EPS $1.24 for Q1, operating cash flow $84M, $226M cash and no debt. Management noted healthy new‑logo momentum (over 55% of new cloud bookings), strong win rates (>70%), broadening deal mix beyond warehouse (Active Omni, Transportation, Planning), and notable uptake of the new Active Agent (Agentic AI) pilot program with multiple pilots and early paying customers. They invested in go‑to‑market and forward‑deployed engineering (FDE) capacity to accelerate selling velocity and scale AI deployments (~120 new services hires so far). Management raised full‑year guidance: RPO target $2.62B–$2.68B (18%–20% growth); total revenue $1.147B–$1.157B (midpoint ~$1.152B, ~11% ex license & maintenance); cloud revenue midpoint $495M (21% growth); adjusted EPS $5.29–$5.37; adjusted operating margin midpoint increased to 35%. Capital allocation: $150M share repurchases executed in Q1 with $350M remaining authorization. Risks/caveats called out: macro and FX volatility (Q1 FX had ~1–2 point tailwind effects and some sequential RPO headwind), some one‑time cloud overage fees in Q1, conservative treatment of AI monetization in 2026 with larger anticipated impact in 2027.
