Jun 2026 (Q2 FY26) — Jul 28, 2026
Manhattan Associates Q2 FY26 — Record Bookings and Cloud Revenue Growth Driven by AI and New Product Editions
Read the full callManhattan Associates (MANH) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Manhattan Associates earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 298 | +9.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 22.2 | −4.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 50.4 | −11.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$225.43 +1.47% · +$3.26
Performance +14.5% 1Y
1Y: $196.83 on 17 Oct 2025 → $225.43. High $226.96 (15 Oct 2026), low $120.88 (10 Apr 2026).
- Previous close
- $222.17
- 52-week range
- $120.88 – $226.96
- One year
- +12.70%
Overview
- Symbol
- MANH
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 21, 2026
Manhattan Associates Q1 FY26 — Strong RPO Growth and AI Agent Adoption
Read the full callEvery analysed call
Manhattan Associates earnings calls (MANH)
Financials
What the filings say
Net profit, year on year: −11% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 267 | 256 | 263 | 272 | 276 | 270 | 282 | 298 |
| Expenses | 192 | 195 | 200 | 199 | 200 | 203 | 217 | 232 |
| Operating profit | 75 | 61 | 63 | 74 | 76 | 67 | 65 | 66 |
| Operating margin | 28.2% | 23.7% | 24.0% | 27.1% | 27.5% | 24.8% | 23.0% | 22.2% |
| Profit before tax | 76 | 63 | 65 | 75 | 78 | 68 | 69 | 67 |
| Tax rate | 16.5% | 23.4% | 18.5% | 23.8% | 25.2% | 24.1% | 28.8% | 25.1% |
| Net profit | 64 | 48 | 53 | 57 | 59 | 52 | 49 | 50 |
| EPS ($ per share) | 1.04 | — | 0.86 | 0.94 | 0.97 | — | 0.83 | 0.86 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 163 | 159 | 237 | 270 | 254 | 305 | 329 | 345 |
| Total liabilities | 160 | 230 | 247 | 289 | 343 | 395 | 458 | 525 |
| Fixed assets | 14 | 23 | 18 | 14 | 13 | 12 | 14 | 23 |
| Investments | 1 | — | — | — | — | — | — | — |
| Total assets | 307 | 372 | 465 | 540 | 570 | 673 | 758 | 839 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 137 | 147 | 141 | 185 | 180 | 246 | 295 | 389 |
| Cash from investing | -10 | -14 | -3 | -4 | -7 | -5 | -9 | -15 |
| Cash from financing | -149 | -121 | -44 | -120 | -204 | -196 | -286 | -315 |
| Net cash flow | -26 | 12 | 94 | 59 | -38 | 45 | -5 | 63 |
| Capital expenditure | -7 | -15 | -3 | -4 | -7 | -5 | -9 | -15 |
| Free cash flow | 130 | 132 | 138 | 181 | 173 | 241 | 286 | 374 |
MANH revenue by segment
Cloud Subscriptions grew from 32% to 40% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Cloud Subscriptions | 32% | 35% | 36% | 37% | 38% | 40% | 42% | 43% | +26.2% |
| Maintenance | 13% | 13% | 12% | 13% | 11% | 12% | 11% | 10% | -12.9% |
| Hardware | 2% | 3% | 2% | 2% | 2% | 3% | 2% | 2% | -14.4% |
| License and Maintenance | 1% | 2% | 4% | 1% | <1% | 1% | 1% | 1% | +25.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
MANH operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Remaining performance obligation (RPO) | $2.35BWe ended Q1 with RPO of $2.35 billion, up 24% compared to the prior year and 5% sequentially.Source: earnings call transcript | $2.47BWe ended Q2 with RPO of $2.47 billion, up 23% compared to the prior year and 5% sequentially.Source: earnings call transcript | +5.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- Americas 76% ↓ 1 pt
- Non Us 34%
- EMEA 19% ↑ 1 pt
- Asia Pacific 5%
As MANH cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
51 filings between Oct 21, 2025 and Aug 11, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$3.34M
6 sales by 3 insiders
Compensation
not trading decisions- 26
- Award — granted as compensation
- 15
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Gantt James Stewart | — | $2.02M | Jul 30, 2026 |
| Clark Eric Andrew | — | $1.02M | Aug 11, 2026 |
| Hollembaek Linda T. | — | $299.8K | Aug 6, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 11, 2026 | Clark Eric Andrew President & CEO | Sale | 3,000 | $593.3K |
| Aug 6, 2026 | Hollembaek Linda T. Director | Sale | 1,579 | $299.8K |
| Jul 30, 2026 | Gantt James Stewart EVP, Professional Services | Sale | 5,139 | $1.00M |
| Jun 15, 2026 | MORAN CHARLES E Director | Gift | 1,330 | $0 |
| Jun 10, 2026 | Clark Eric Andrew President & CEO | Sale | 1,000 | $146.8K |
| May 14, 2026 | MORAN CHARLES E Director | Award | 1,940 | $0 |
| May 14, 2026 | Hollembaek Linda T. Director | Award | 1,940 | $0 |
| May 14, 2026 | Kuryea Kimberly A Director | Award | 1,940 | $0 |
| May 14, 2026 | Capel Eddie Director | Award | 1,940 | $0 |
| May 14, 2026 | Eger Edmond Director | Award | 1,940 | $0 |
| May 14, 2026 | SHEER DANIELLE Director | Award | 1,940 | $0 |
| May 14, 2026 | NOONAN THOMAS E Director | Award | 1,940 | $0 |
| Apr 24, 2026 | Gantt James Stewart EVP, Professional Services | Sale | 7,300 | $1.02M |
| Apr 1, 2026 | Pinne Linda C. SVP, CFO, CAO & Treasurer | Award | 5,323 | $0 |
| Feb 28, 2026 | Pinne Linda C. SVP, Global Corp Controller | Tax withheld | 75 | $10.2K |
| Feb 28, 2026 | STORY DENNIS B EVP, CFO & Treasurer | Tax withheld | 1,334 | $180.7K |
| Feb 28, 2026 | Capel Eddie Director | Tax withheld | 2,213 | $299.7K |
| Feb 28, 2026 | Howell Robert G EVP, Americas Sales | Tax withheld | 1,467 | $198.7K |
| Feb 28, 2026 | Gantt James Stewart EVP, Professional Services | Tax withheld | 1,467 | $198.7K |
| Feb 28, 2026 | Richards Bruce SVP, CLO & Secretary | Tax withheld | 508 | $68.8K |
| Feb 28, 2026 | Clark Eric Andrew President & CEO | Tax withheld | 1,595 | $216.0K |
| Feb 14, 2026 | Clark Eric Andrew President & CEO | Tax withheld | 4,758 | $668.3K |
| Feb 4, 2026 | Pinne Linda C. SVP, Global Corp Controller | Award | 2,050 | $0 |
| Feb 4, 2026 | STORY DENNIS B EVP, CFO & Treasurer | Award | 13,668 | $0 |
| Feb 4, 2026 | Richards Bruce SVP, CLO & Secretary | Award | 3,417 | $0 |
| Feb 4, 2026 | Howell Robert G EVP, Americas Sales | Award | 13,668 | $0 |
| Feb 4, 2026 | Gantt James Stewart EVP, Professional Services | Award | 13,668 | $0 |
| Feb 4, 2026 | Clark Eric Andrew President & CEO | Award | 34,169 | $0 |
| Jan 31, 2026 | Clark Eric Andrew President & CEO | Tax withheld | 878 | $132.6K |
| Jan 31, 2026 | STORY DENNIS B EVP, CFO & Treasurer | Tax withheld | 9,541 | $1.44M |
| Jan 31, 2026 | Howell Robert G EVP, Americas Sales | Tax withheld | 8,202 | $1.24M |
| Jan 31, 2026 | Richards Bruce SVP, CLO & Secretary | Tax withheld | 2,339 | $353.2K |
| Jan 31, 2026 | Gantt James Stewart EVP, Professional Services | Tax withheld | 6,416 | $968.9K |
| Jan 31, 2026 | Pinne Linda C. SVP, Global Corp Controller | Tax withheld | 1,292 | $195.1K |
| Jan 31, 2026 | Capel Eddie Director | Tax withheld | 26,263 | $3.97M |
| Jan 22, 2026 | Richards Bruce SVP, CLO & Secretary | Award | 3,593 | $0 |
| Jan 22, 2026 | Pinne Linda C. SVP, Global Corp Controller | Award | 217 | $0 |
| Jan 22, 2026 | Pinne Linda C. SVP, Global Corp Controller | Award | 798 | $0 |
| Jan 22, 2026 | Howell Robert G EVP, Americas Sales | Award | 2,809 | $0 |
| Jan 22, 2026 | Howell Robert G EVP, Americas Sales | Award | 10,353 | $0 |
| Jan 22, 2026 | Gantt James Stewart EVP, Professional Services | Award | 2,809 | $0 |
| Jan 22, 2026 | Capel Eddie Director | Award | 19,877 | $0 |
| Jan 22, 2026 | Gantt James Stewart EVP, Professional Services | Award | 10,353 | $0 |
| Jan 22, 2026 | Clark Eric Andrew President & CEO | Award | 16,214 | $0 |
| Jan 22, 2026 | STORY DENNIS B EVP, CFO & Treasurer | Award | 2,556 | $0 |
| Jan 22, 2026 | STORY DENNIS B EVP, CFO & Treasurer | Award | 9,421 | $0 |
| Jan 22, 2026 | Richards Bruce SVP, CLO & Secretary | Award | 975 | $0 |
| Dec 9, 2025 | Eger Edmond Director | Gift | 5,681 | $0 |
| Dec 9, 2025 | Richards Bruce SVP, CLO & Secretary | Gift | 351 | $0 |
| Nov 28, 2025 | Clark Eric Andrew President & CEO | Sale | 1,600 | $282.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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