Here are the 10-Q quarterly reports from Manhattan Associates Inc (MANH) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow MANH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MANH filings page.
Manhattan Associates (MANH) reported third-quarter 2026 revenue of $306.2 million, up 11% from $275.8 million a year earlier. Cloud subscription revenue rose 28% to $134.4 million; diluted earnings per share were $1.04, versus $0.96. Operating income was $81.0 million, while operating margin was 26.5%, compared with 27.5%.
For the first nine months, revenue increased 9% to $886.2 million and cloud subscriptions revenue grew 26% to $378.3 million. Net income declined to $161.0 million from $168.0 million, and diluted earnings per share were $2.72 versus $2.75. Operating margin was 23.9%, compared with 26.2%, while operating cash flow was $243.3 million versus $242.4 million.
Manhattan Associates repurchased approximately $325.0 million of common stock during the nine months and ended September 30, 2026 with $199.4 million in cash and no debt. On June 1, 2026, the company reduced global headcount by approximately 6%; it recorded $8.3 million in pretax restructuring expense, reducing net income by approximately $6.2 million, or $0.11 per fully diluted share. Remaining performance obligations were approximately $2.6 billion, up 25% year over year.
Manhattan Associates reported Q2 2026 revenue of $297.8 million, up 9% from Q2 2025, driven by 26% growth in cloud subscriptions to $126.7 million and modest services growth, while maintenance and hardware declined.
Operating income fell to $66.2 million and operating margin to 22.2%, reflecting an $8.3 million restructuring charge from a 6% global headcount reduction and higher sales and marketing spending. Net income was $50.4 million, with diluted EPS of $0.85 versus $0.93 a year earlier.
For the first six months of 2026, revenue rose to $580.0 million and cloud subscriptions to $243.8 million, 42% of total revenue. Remaining performance obligations reached about $2.5 billion, up 23% year over year. The company generated $174.7 million of operating cash flow, held $186.1 million of cash at June 30, 2026, and repurchased $275.0 million of common stock, reducing shares outstanding by about 3.2% in the first half.
Manhattan Associates (MANH) reported Q3 2025 results with total revenue of $275.8 million, up 3% year over year. Cloud subscriptions reached $104.9 million, a 21% increase, while services were $133.0 million and maintenance was $30.5 million. Software license revenue was $1.4 million, reflecting the company’s continued transition to cloud.
Operating income was $75.8 million and operating margin was 27.5%. Diluted EPS was $0.96 versus $1.03 a year ago. Cash flow from operations was $93.1 million. Cash and cash equivalents were $263.6 million at September 30, 2025. Remaining performance obligations were approximately $2.1 billion as of September 30, 2025, supported by demand for Manhattan Active cloud solutions.
The company repurchased about 0.2 million shares for $49.9 million in Q3 and $238.2 million year to date. Deferred revenue was $295.9 million at quarter end, and days sales outstanding were 73 days. As of October 21, 2025, shares outstanding were 60,258,247.