MANHATTAN ASSOCIATES INC — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Manhattan Associates reported Q2 2026 revenue of $297.8M (+9.3% YoY), with cloud subscription revenue growing 26% to $126.7M. RPO increased 23% to $2.47B as of June 30, 2026. The company repurchased 874,029 shares for $125M in Q2 (1.92M shares for $275M YTD), with $225M remaining under a $500M authorization approved in March 2026. Full-year 2026 guidance: $1,160–$1,166M revenue (7–8% growth), adjusted EPS $5.44–$5.50 (8–9% growth). On June 1, 2026, the company reduced headcount by ~6% (~$8.3M restructuring charge).
Why this rating
Strong cloud growth (+26%) and RPO momentum (+23%) offset modest overall revenue growth (+9%). Restructuring and aggressive buybacks signal confidence but reduce near-term capital. Event is material but within normal operating range for a $11.8B company.
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