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Manhattan Associates Earnings Calls
| Release date | Oct 21, 2025 |
| EPS estimate | $1.18 |
| EPS actual | $1.36 |
| EPS Surprise | 15.25% |
| Revenue estimate | 264.677M |
| Revenue actual | 275.795M |
| Revenue Surprise | 4.20% |
| 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% |
| Release date | Apr 22, 2025 |
| EPS estimate | $1.03 |
| EPS actual | $1.19 |
| EPS Surprise | 15.53% |
| Revenue estimate | 256.509M |
| Revenue actual | 262.787M |
| Revenue Surprise | 2.45% |
| Release date | Jan 28, 2025 |
| EPS estimate | $1.06 |
| EPS actual | $1.17 |
| EPS Surprise | 10.38% |
| Revenue estimate | 253.061M |
| Revenue actual | 255.801M |
| Revenue Surprise | 1.08% |
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 | Jan 28, 2025 |
| Price on release | $295.10 |
| EPS estimate | $1.06 |
| EPS actual | $1.17 |
| EPS surprise | 10.38% |
| Date | Price |
|---|---|
| Jan 22, 2025 | $281.95 |
| Jan 23, 2025 | $284.96 |
| Jan 24, 2025 | $289.38 |
| Jan 27, 2025 | $288.23 |
| Jan 28, 2025 | $295.10 |
| Jan 29, 2025 | $222.84 |
| Jan 30, 2025 | $214.14 |
| Jan 31, 2025 | $208.59 |
| Feb 03, 2025 | $200.28 |
| 4 days before | 4.66% |
| 4 days after | -32.13% |
| On release day | -24.49% |
| Change in period | -28.97% |
| Release date | Apr 22, 2025 |
| Price on release | $162.25 |
| EPS estimate | $1.03 |
| EPS actual | $1.19 |
| EPS surprise | 15.53% |
| Date | Price |
|---|---|
| Apr 15, 2025 | $164.35 |
| Apr 16, 2025 | $161.09 |
| Apr 17, 2025 | $163.57 |
| Apr 21, 2025 | $160.51 |
| Apr 22, 2025 | $162.25 |
| Apr 23, 2025 | $171.95 |
| Apr 24, 2025 | $174.21 |
| Apr 25, 2025 | $174.58 |
| Apr 28, 2025 | $174.38 |
| 4 days before | -1.28% |
| 4 days after | 7.48% |
| On release day | 5.98% |
| Change in period | 6.10% |
| 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 | $1.18 |
| EPS actual | $1.36 |
| EPS surprise | 15.25% |
| 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% |
Manhattan Associates Earnings Call Transcript Summary of Q3 2025
Manhattan Associates reported a better-than-expected Q3 2025 with cloud revenue up 21% (Q3 cloud $105M), total revenue of $276M (up 7% excluding license & maintenance), RPO of $2.1B (up 23% YoY), and improved adjusted operating margin (37.5%) and adjusted EPS ($1.36). Services revenue showed signs of stabilization with backlog and pipeline strengthening; the company expects services to return to growth in 2026. Bookings were lumpy due to large-deal seasonality and conversions comprised a meaningful portion of recent wins. Management reiterated confidence in hitting toward the high end of full-year 2025 RPO guidance (targeting $2.11B–$2.15B ex-FX), raised full-year revenue, margin and EPS midpoints, and reaffirmed an expectation of ~20% cloud revenue growth in 2026. Strategic initiatives include a dedicated renewal team, a conversion program targeting on‑prem customers (cohort-based fixed-fee conversions), expanded sales hires, partner ecosystem scaling, and a new COO hire (Greg Betz) to operationalize conversions/renewals. Product momentum: rollout of Agentic AI early access (GA planned early 2026) across warehouse, transportation, store and contact center; launch of Enterprise Promise & Fulfill (EPF); early wins and cross-sell traction for Supply Chain Planning. Strong cash generation ($93M operating cash flow in Q3, $264M cash, zero debt) and $50M of buybacks in the quarter ($200M YTD) with $100M repurchase authority refreshed.
