Every material Form 8-K Manhattan Associates has filed with the SEC since July 19, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Manhattan Associates reported third-quarter 2026 revenue of $306.2 million, up from $275.8 million a year earlier, and GAAP diluted EPS of $1.04 versus $0.96. The same day, the board elected Juan Perez as a Class III director, effective January 28, 2027, and amended the bylaws effective October 22, 2026, adding a 1% ownership threshold for derivative suits and exclusive forum provisions that could limit where shareholders bring certain claims.
Q3 2026 total revenue was $306.2 million versus $275.8 million in Q3 2025; cloud subscription revenue was $134.4 million versus $104.9 million.
Q3 2026 GAAP diluted EPS was $1.04 versus $0.96; adjusted diluted EPS was $1.55 versus $1.36.
Juan Perez was elected to the board on October 22, 2026, with service expected to begin January 28, 2027; committee assignments have not been determined.
Bylaws amended effective October 22, 2026: derivative suits require at least 1% of outstanding common stock, and the Georgia State-wide Business Court is the exclusive forum for internal entity claims.
Manhattan Associates reported second-quarter 2026 revenue of $297.8 million, up from $272.4 million a year earlier, and adjusted diluted EPS of $1.39, up from $1.31. GAAP diluted EPS fell to $0.85 from $0.93, and GAAP operating income fell to $66.2 million from $73.8 million, after $8.3 million of restructuring expense tied to a headcount cut of about 6% on June 1, 2026. The company also issued full-year 2026 guidance of $1,160 million to $1,166 million in revenue and $5.44 to $5.50 in adjusted EPS.
Q2 2026 revenue was $297.8 million versus $272.4 million in Q2 2025; cloud subscription revenue was $126.7 million versus $100.4 million.
GAAP diluted EPS was $0.85 versus $0.93; adjusted diluted EPS was $1.39 versus $1.31.
Full-year 2026 guidance: total revenue $1,160 million to $1,166 million, GAAP EPS $3.59 to $3.65, adjusted EPS $5.44 to $5.50.
Remaining performance obligations reached $2.47 billion at June 30, 2026, and the company repurchased $125.0 million of stock in the quarter.
Manhattan Associates said on June 1, 2026 that it began plans to reduce global headcount by about 6%, citing operational efficiencies and a focus on strategic priorities. It expects charges of $7 million to $9 million, substantially all in cash, in the second quarter of 2026, and reaffirmed its 2026 financial guidance.
Plan to reduce global headcount by approximately 6%, initiated June 1, 2026
Expected charges of approximately $7 million to $9 million in Q2 2026, mainly severance and termination benefits
Plan expected to be substantially complete by the end of the second quarter of 2026
2026 guidance from the April 21, 2026 press release reaffirmed; charges to be excluded from future non-GAAP results
Manhattan Associates shareholders approved a First Amendment to the company's 2020 Equity Incentive Plan at the May 14, 2026 annual meeting. The amendment adds 3,000,000 shares to the plan and extends its term to March 20, 2036.
Plan share reserve increased by 3,000,000 shares
Plan term extended to March 20, 2036
Board adopted the amendment on March 20, 2026; shareholders approved it May 14, 2026
Full terms were described in the April 2, 2026 proxy statement
Manhattan Associates reported first-quarter 2026 revenue of $282.2 million, up from $262.8 million a year earlier, and adjusted diluted EPS of $1.24, up from $1.19. GAAP diluted EPS fell to $0.82 from $0.85, and the company issued full-year 2026 guidance of $1,147 million to $1,157 million in revenue and $5.29 to $5.37 in adjusted EPS.
Q1 2026 revenue $282.2 million vs. $262.8 million in Q1 2025; cloud subscription revenue $117.1 million vs. $94.3 million
GAAP diluted EPS $0.82 vs. $0.85; adjusted diluted EPS $1.24 vs. $1.19
2026 full-year guidance: revenue $1,147 million to $1,157 million; GAAP EPS $3.55 to $3.63; adjusted EPS $5.29 to $5.37
Repurchased $150.0 million of stock in Q1; Board raised buyback authority from $100 million to $500 million in March 2026
Manhattan Associates said CFO Dennis Story will retire as Executive Vice President, Chief Financial Officer, and Treasurer effective March 31, 2026, and will serve as advisor to the CEO through December 31, 2026. Linda Pinne, the company's Senior Vice President, Global Corporate Controller, and Chief Accounting Officer since January 2016, will succeed him, and the company reaffirmed its 2026 financial guidance.
Dennis Story has served as CFO since March 2006; his retirement takes effect at the close of business on March 31, 2026.
Linda Pinne will hold the titles of Senior Vice President, Chief Financial Officer, Chief Accounting Officer, and Treasurer.
Story's retirement agreement continues his $512,000 base salary while he serves as advisor, and his unvested RSUs vest on December 31, 2026.
The company reaffirmed its 2026 financial guidance provided on January 27, 2026.
Manhattan Associates reported fourth-quarter 2025 revenue of $270.4 million, up from $255.8 million a year earlier, and GAAP diluted EPS of $0.86, up from $0.77. For full-year 2026 it guided revenue to $1,133 million to $1,153 million, but GAAP diluted EPS to $3.37 to $3.53, which is 6% to 2% below 2025.
Q4 2025 revenue was $270.4 million versus $255.8 million in Q4 2024; GAAP diluted EPS was $0.86 versus $0.77.
Full-year 2025 revenue was $1,081.4 million versus $1,042.4 million; GAAP diluted EPS was $3.60 versus $3.51.
2026 guidance: revenue of $1,133 million to $1,153 million (5% to 7% growth); GAAP diluted EPS of $3.37 to $3.53 (down 6% to 2%).
The board replenished buyback authority to $100.0 million in January 2026, after $274.5 million of repurchases in 2025.
Manhattan Associates reported third-quarter 2025 revenue of $275.8 million, up from $266.7 million a year earlier, while GAAP diluted EPS fell to $0.96 from $1.03. Adjusted diluted EPS rose slightly to $1.36 from $1.35, and the company gave full-year 2025 guidance. The filing also says Chairman Eddie Capel will become a non-executive, non-employee chairman on January 1, 2026.
Q3 2025 total revenue was $275.8 million versus $266.7 million in Q3 2024; cloud subscription revenue was $104.9 million versus $86.5 million.
Q3 2025 GAAP diluted EPS was $0.96 versus $1.03; adjusted diluted EPS was $1.36 versus $1.35.
2025 full-year guidance: total revenue $1,073 million to $1,077 million; GAAP EPS $3.43 to $3.45; adjusted EPS $4.95 to $4.97.
Eddie Capel will transition to non-executive, non-employee status and remain Chairman effective January 1, 2026; Thomas E. Noonan will continue as Lead Independent Director.
Manhattan Associates reported second-quarter 2025 revenue of $272.4 million, up from $265.3 million a year earlier, and GAAP diluted EPS of $0.93 versus $0.85. The company also issued full-year 2025 guidance of $1,071 million to $1,075 million in revenue and adjusted diluted EPS of $4.76 to $4.84, and said its remaining share repurchase authority was replenished to $100.0 million.
Q2 2025 cloud subscription revenue was $100.4 million, compared with $82.4 million in Q2 2024.
Q2 2025 adjusted diluted EPS was $1.31, compared with $1.18 in Q2 2024.
Full-year 2025 GAAP EPS guidance is $3.23 to $3.31, a decline of 8% to 6% per the filing's growth range.
Remaining performance obligations reached $2,013.8 million at June 30, 2025, compared with $1,601.5 million at June 30, 2024.
Manhattan Associates reported first-quarter 2025 revenue of $262.8 million, up from $254.6 million a year earlier, while GAAP diluted EPS was $0.85 versus $0.86. The company also issued 2025 guidance calling for adjusted diluted EPS of $4.54 to $4.64, which the filing describes as down 4% to 2% from 2024, and it elected a new director effective May 13, 2025.
Q1 2025 revenue was $262.8 million versus $254.6 million in Q1 2024; cloud subscription revenue was $94.3 million versus $78.0 million.
GAAP diluted EPS was $0.85 versus $0.86; adjusted diluted EPS was $1.19 versus $1.03.
2025 guidance: total revenue of $1,060 million to $1,070 million; GAAP EPS of $3.06 to $3.16; adjusted EPS of $4.54 to $4.64.
Danielle Sheer was elected to the board as a Class II director effective May 13, 2025, succeeding co-founder Deepak Raghavan, who is retiring.
Manhattan Associates amended the employment agreement of former CEO Eddie Capel, who is moving to Executive Vice-Chairman and expected to become Executive Chairman on or about May 13, 2025. The amendment reduces his base salary to $507,500 effective March 1, 2025, and removes his eligibility for the annual performance-based cash bonus and cash severance payments.
Base salary reduced to $507,500, effective March 1, 2025
Capel no longer eligible for the annual performance-based cash bonus plan or cash severance payments
Unvested RSUs continue to vest under their terms; Eric A. Clark became CEO effective February 12, 2025
Amended Agreement signed March 5, 2025 and effective February 12, 2025, except the salary change
Manhattan Associates said Eddie Capel will retire as President and CEO effective February 12, 2025, and be succeeded by Eric Clark, most recently CEO of NTT Data North America. Capel becomes Executive Vice-Chairman, and Clark joins the Board, which expands from eight to nine members. The filing discloses Clark's pay package, including a $800,000 base salary and an $8 million equity grant, and does not include any financial results.
Eric Clark succeeds Eddie Capel as President and CEO effective February 12, 2025
Clark's package includes an $800,000 base salary, an $800,000 target bonus and a $3 million cash signing bonus
Initial equity grant of restricted stock units valued at $8 million at grant, vesting through February 14, 2028
Capel joined Manhattan in June 2000 and has been CEO since January 2013
Manhattan Associates reported fourth-quarter and full-year 2024 results that showed higher revenue and higher adjusted earnings per share than in 2023, while GAAP diluted EPS for the fourth quarter slipped to $0.77 from $0.78. The company's 2025 guidance projects GAAP EPS of $3.05 to $3.15 and adjusted EPS of $4.45 to $4.55, which the filing states are declines of 10% to 13% and 4% to 6%, respectively, from 2024.
Q4 2024 revenue was $255.8 million, up from $238.3 million in Q4 2023; Q4 GAAP diluted EPS was $0.77 versus $0.78, and adjusted diluted EPS was $1.17 versus $1.03.
Full-year 2024 revenue was $1,042.4 million, up from $928.7 million; GAAP diluted EPS was $3.51 versus $2.82.
2025 guidance: total revenue of $1,060 million to $1,070 million and adjusted EPS of $4.45 to $4.55.
In January 2025 the company eliminated about 100 positions and raised its share repurchase authority to $100.0 million.
Manhattan Associates reported third-quarter 2024 revenue of $266.7 million, up from $238.4 million a year earlier, and GAAP diluted EPS of $1.03 versus $0.79. The company also issued full-year 2024 guidance of $1,039 million to $1,041 million in revenue and $3.47 to $3.49 in GAAP EPS, and its board replenished buyback authority to $75.0 million, which matters to shareholders because it sets the company's expected earnings and capital return.
Q3 2024 revenue was $266.7 million, compared with $238.4 million in Q3 2023; cloud subscription revenue was $86.5 million, compared with $65.0 million.
GAAP diluted EPS was $1.03 for Q3 2024 versus $0.79; adjusted diluted EPS, a non-GAAP measure, was $1.35 versus $1.05.
2024 full-year guidance: total revenue of $1,039 million to $1,041 million and GAAP EPS of $3.47 to $3.49.
In October 2024 the board replenished the remaining share repurchase authority to $75.0 million; the company bought back $49.7 million of stock in Q3 2024.
Manhattan Associates reported second-quarter 2024 revenue of $265.3 million, up from $231.0 million a year earlier, and GAAP diluted earnings per share of $0.85 versus $0.63. The company also raised its full-year 2024 guidance, now projecting total revenue of $1,036 million to $1,044 million and GAAP diluted EPS of $3.08 to $3.16, with adjusted EPS of $4.22 to $4.30.
Q2 2024 total revenue was $265.3 million, compared with $231.0 million in Q2 2023.
Q2 2024 GAAP diluted EPS was $0.85, compared with $0.63; adjusted diluted EPS was $1.18, compared with $0.88.
2024 full-year guidance: total revenue $1,036 million to $1,044 million (12% growth) and GAAP EPS $3.08 to $3.16.
Cash flow from operations was $73.3 million in Q2 2024, compared with $40.6 million in Q2 2023; cash totaled $202.7 million at June 30, 2024.
Manhattan Associates accepted the resignation of director Deepak Raghavan on July 18, 2024. He had tendered the resignation after votes against his reelection at the May 23, 2024 annual meeting outnumbered votes in favor, which triggered the company's Majority Voting Director Resignation Policy. His exit takes effect once the board recruits and appoints a successor, so shareholders should expect a board change.
Votes against Deepak Raghavan's reelection exceeded votes in favor at the May 23, 2024 annual meeting
Raghavan tendered his resignation on May 23, 2024, conditioned on board acceptance
Board accepted the resignation on July 18, 2024, based on the Nomination and Governance Committee's recommendation
Resignation takes effect after the board appoints a successor; no successor is named in the filing
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