Every material Form 8-K Manhattan Associates filed with the SEC in 2025, 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 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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Manhattan Associates filing is on SEC EDGAR ↗. 8-K briefs of other companies →