Manhattan Associates Inc Stock Price, News & Analysis

Manhattan Associates (NASDAQ: MANH) reported Q1 2025 results with total revenue of $262.8 million, up from $254.6 million in Q1 2024. Cloud subscription revenue grew to $94.3 million from $78.0 million year-over-year, while license revenue increased to $9.3 million from $2.8 million.

The company's GAAP diluted EPS slightly decreased to $0.85 from $0.86, while non-GAAP adjusted EPS improved to $1.19 from $1.03. Operating income rose to $63.2 million from $57.6 million. During Q1, MANH repurchased 539,328 shares for $100.0 million, and the Board approved replenishing the share repurchase authority to $100.0 million in April 2025.

For full-year 2025, Manhattan Associates projects revenue between $1,060-$1,070 million, representing 2-3% growth. The company expects GAAP EPS of $3.06-$3.16 and adjusted EPS of $4.54-$4.64.

Manhattan Associates (NASDAQ: MANH) has been awarded the 2025 Google Cloud Business Applications Partner of the Year Award for Supply Chain and Logistics, recognizing their innovative contributions within the Google Cloud ecosystem.

The company's AI-powered innovations include Manhattan Active® Assist, a GenAI assistant that provides natural language summaries of application configurations and instant responses about product functionality, and Manhattan Active® Maven, an Agentic AI solution built on Google Gemini models that delivers personalized customer service.

The partnership between Manhattan and Google Cloud has led to significant developments, including the second edition of the Unified Commerce Benchmark, analyzing unified commerce in specialty retail across digital and physical channels. This collaboration demonstrates their commitment to delivering scalable, resilient solutions for modern supply chain challenges.

Manhattan Associates (NASDAQ: MANH) has been named a Leader in the 2025 Gartner Magic Quadrant for Transportation Management Systems for the seventh consecutive year. The company's cloud-native Manhattan Active TM solution features microservices-based architecture and a unified platform that provides real-time shipment visibility and predictive analytics.

Key highlights include the recent integration of GenAI capabilities and the unification of Manhattan Active Yard Management with TMS. The solution can be combined with Manhattan Active Warehouse Management and Labor Management, offering a comprehensive supply chain execution system that continuously adapts to business needs.

The platform eliminates operational silos, automates manual processes, and provides a single view of the distribution network, enabling organizations to better orchestrate transportation and distribution processes in complex environments.

Manhattan Associates (NASDAQ: MANH) has scheduled the release of its first quarter 2025 financial results for Tuesday, April 22, 2025, after market close. The company will host a conference call with senior management at 4:30 p.m. Eastern time on the same day.

Investors can access a live webcast through the Investor Relations section at ir.manh.com. A replay will be available via phone at +1-877-660-6853 (U.S./Canada) or +1-201-612-7415 (international) using Access I.D. 13752765, and through the website. Phone replay access will be available for two weeks, while the web broadcast will remain accessible until the Q2 2025 earnings release.

Manhattan Associates (NASDAQ: MANH) has been named a Leader in the Gartner Magic Quadrant for Transportation Management Systems for the seventh consecutive year. The company's cloud-native Manhattan Active TM platform features microservices-based architecture that provides real-time shipment visibility and predictive analytics.

Key platform enhancements include new GenAI capabilities and integration with Manhattan Active Yard Management. The solution can be combined with Warehouse Management and Labor Management systems, offering a unified supply chain execution system that continuously adapts to business needs.

The platform eliminates operational silos and automates manual processes, providing companies with a comprehensive view of their distribution network and optimization opportunities that traditional siloed solutions cannot achieve.

Manhattan Associates (NASDAQ: MANH) has released the 2025 Unified Commerce Benchmark for Specialty Retail, analyzing 220 North American retailers across 300+ capabilities. The study, co-sponsored by Google Cloud and conducted by Incisiv, reveals that top-performing retailers achieve up to 3X revenue growth and 1.7X customer lifetime value.

Only 5% of assessed retailers achieved Leader status, including Apple, Best Buy, Boss, Dicks Sporting Goods, IKEA, Lululemon, Neiman Marcus, Nike, Ralph Lauren, and Sephora. These leaders demonstrated 31% lower fulfillment costs and 24% higher customer satisfaction.

The benchmark identifies four key areas for 2025 leadership:

• Shopping Experience: Multi-channel shoppers spend 15% more per order
• Checkout Experience: Leaders show 20% lower cart abandonment rates
• Fulfillment Experience: 50% of leaders allow post-purchase order modifications
• Service Experience: Leaders experience half as many support escalations

Manhattan Associates (NASDAQ: MANH) announced a significant leadership transition as President and CEO Eddie Capel will retire effective February 12, 2025, moving to the role of Executive Vice-Chairman of the Board. Eric Clark, current CEO of NTT Data North America, will succeed Capel as CEO and join Manhattan's Board.

Capel, who joined Manhattan in 2000 and became CEO in 2013, led the company to become a leading global technology provider in supply chain and omnichannel commerce. Clark brings extensive experience from leadership positions at NTT Data Services, ServiceNow, Dell, Hewlett Packard Enterprise, and other major technology companies.

The transition follows a comprehensive 24-month CEO succession planning process. Manhattan Associates will hold a live webinar discussing the transition on February 12, 2025, hosted by Truist Securities.

Manhattan Associates (NASDAQ: MANH) reported strong Q4 2024 results with revenue of $255.8 million, up from $238.3 million in Q4 2023. Cloud subscription revenue grew significantly to $90.3 million from $71.4 million year-over-year. The company achieved a milestone by surpassing $1 billion in total revenue for 2024.

Q4 2024 GAAP diluted EPS was $0.77, while adjusted EPS reached $1.17. Full-year 2024 GAAP diluted EPS was $3.51, with adjusted EPS at $4.72. The company demonstrated strong cash flow from operations at $104.7 million for Q4 and $295.0 million for the full year.

For 2025, Manhattan Associates projects revenue between $1,060-$1,070 million, representing 2-3% growth. The company plans a restructuring in January 2025, eliminating about 100 positions due to macro-economic uncertainty.

Manhattan Associates (NASDAQ: MANH) has been named a Leader in the 2025 Forrester Wave™ for Order Management Systems (OMS), achieving the highest possible score in 20 out of 27 criteria among eight evaluated solutions. Manhattan Active® Omni stands out as the only solution offering native RFID capabilities in store, a Fulfillment Insights dashboard for real-time peer performance comparison, and the Postgame Spotlight feature for identifying inventory allocation issues.

Major retailers including PacSun, Groupe Dynamite, Brooks Brothers, Skechers, Michaels and At Home are utilizing Manhattan's order management system to transform their stores into sophisticated fulfillment centers, enhancing revenue through improved inventory visibility, reducing delivery costs, and building customer loyalty through controlled fulfillment experiences.