AI brief of an SEC Form 8-K · Manhattan Associates (MANH)

Manhattan Associates Q2 revenue rose to $297.8 million; GAAP EPS fell to $0.85

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyManhattan Associates (MANH)
Form8-K, current report
Filed with the SECJul 28, 2026, 4:02 PM ET
Accession number0001193125-26-320952

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 28, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.