MANH · Manhattan Associates Inc
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Manhattan Associates posted record Q2 and first-half results with 26% cloud revenue growth, 23% RPO growth to $2.5B, and a third consecutive record bookings quarter, and raised its full-year 2026 revenue, operating margin, and EPS outlook while introducing new product editions to expand its addressable market.
- + Cloud revenue accelerated 26% YoY to $127M in Q2
- + RPO grew 23% YoY to $2.47B with third consecutive record bookings quarter
- + Raised full-year 2026 total revenue, operating margin, and EPS guidance
- + Full-year RPO now expected toward high end of 18–20% growth target
- + Adjusted EPS of $1.39 beat expectations, up 6% YoY
- + New Manhattan Active Editions expand addressable market, including small/mid-market via Essentials
- − GAAP EPS declined 9% YoY to $0.85 due to restructuring expense
- − Service revenue outlook reduced $4.5M due to FX and European implementation timing
- − Maintenance revenue continues to decline, expected down 12% to ~$114M for 2026
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MANH
this stock
Manhattan Associates Inc
|
$12.01B | +17.8% | -2.5% | 59.0 | 5.1% |
|
QH
QUHUO Ltd
|
$350.35B | +240.7% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.1% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -11.4% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -6.0% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MANH | -0.9% | -8.2% | +61.9% | +2.7% | +17.8% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.7% | -7.7% | +49.7% | +1.8% | +4.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.