Monitor the next quarter's GAAP EPS to see if the decline persists despite strong revenue and raised guidance; the stock may react positively to the raised outlook but negatively to the EPS miss.
Price Chart
Executive Summary
Manhattan Associates reported Q1 2026 revenue of $282.2 million, a 7.4% year-over-year increase, driven by strong cloud subscription growth. However, GAAP EPS declined 3.5% to $0.82, missing consensus. The company raised full-year 2026 adjusted EPS guidance to $5.29-$5.37, signaling confidence in its cloud business despite near-term earnings pressure.
Key Financial Metrics
Key Facts
- Q1 2026 revenue was $282.2 million, up 7.4% YoY, beating consensus of $273.6 million.
- GAAP diluted EPS was $0.82, down 3.5% YoY and missing the $1.11 consensus estimate.
- Adjusted EPS was $1.24, up 4.2% YoY, and beat the $1.11 consensus.
- Cloud subscription revenue grew 24.1% YoY to $117.1 million.
- Full-year 2026 adjusted EPS guidance was raised to $5.29-$5.37, above the prior $5.04-$5.20 range.
- The company repurchased $150 million of stock in Q1 and increased its share repurchase authority to $500 million.
Financial Impact
$282.2 million revenue, $0.82 GAAP EPS, $1.24 adjusted EPS
Risk Factors
- GAAP earnings decline may concern investors despite revenue growth and raised guidance.
- Increased share repurchase authority could lead to significant dilution if not managed carefully.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-166709 |
| Document: manh-20260421.htm | 0001193125-26-166709 |
| Document: 0001193125-26-166709-index-headers.html | 0001193125-26-166709 |
| Document: 0001193125-26-166709-index.html | 0001193125-26-166709 |
| Document: 0001193125-26-166709.txt | 0001193125-26-166709 |
| 8-K Data (Synthetic) | 0001193125-26-166709 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | Insider Cluster | $195.20 $206.10 | ▲ +5.58% | ▲ +6.64% | $204.68 (+4.86%) |
Aug 10, 2026 7w ago | Insider Cluster | $195.20 $206.10 | ▲ +5.58% | ▲ +6.64% | $204.68 (+4.86%) |
May 20, 2026 19w ago | 8-K | $136.25 $132.09 | ▼ −3.05% | ▼ −3.01% | $204.68 (+50.22%) |
Apr 24, 2026 22w ago | DEFA14A | $137.81 $139.67 | ▲ +1.35% | ▼ −3.61% | $204.68 (+48.52%) |
Apr 21, 2026 23w ago | 8-K | $142.91 $135.42 | ▼ −5.24% | ▼ −8.41% | $204.68 (+43.22%) |
Feb 26, 2026 31w ago | 8-K | $138.84 $132.10 | ▼ −4.85% | ▲ +1.55% | $204.68 (+47.42%) |
US Market Status
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