Every material Form 8-K Manhattan Associates filed with the SEC in 2026, 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.
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 →