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Jun 30, 2024

Manhattan Associates Q2 2024 Earnings Report

Manhattan Associates reported record revenue and earnings, driven by strong demand and RPO bookings increase.

Key Takeaways

Manhattan Associates reported a strong second quarter with record revenue of $265.3 million, a significant increase from $231.0 million in Q2 2023. GAAP diluted earnings per share rose to $0.85, and non-GAAP adjusted diluted earnings per share reached $1.18. The company's business fundamentals are solid, and they are optimistic about their growing opportunity, entering the second half of the year with a record pipeline.

Consolidated total revenue was $265.3 million for Q2 2024, compared to $231.0 million for Q2 2023.

Cloud subscription revenue was $82.4 million for Q2 2024, compared to $60.9 million for Q2 2023.

GAAP diluted earnings per share was $0.85 for Q2 2024, compared to $0.63 for Q2 2023.

Adjusted diluted earnings per share, a non-GAAP measure, was $1.18 for Q2 2024, compared to $0.88 for Q2 2023.

Total Revenue
$265M
Previous year: $231M
+14.8%
EPS
$1.18
Previous year: $0.88
+34.1%
Gross Profit
$145M
Previous year: $122M
+18.9%
Cash and Equivalents
$203M
Previous year: $153M
+32.2%
Free Cash Flow
$71M
Previous year: $39.6M
+79.6%
Total Assets
$665M
Previous year: $527M
+26.2%

Manhattan Associates

Manhattan Associates

Manhattan Associates Revenue by Segment

Manhattan Associates Revenue by Geographic Location

Forward Guidance

Manhattan Associates provides revenue guidance for the full year 2024: Total revenue is expected to be between $1,036 million and $1,044 million.

Positive Outlook

  • Total revenue - current guidance: $1,036 to $1,044 million
  • Total revenue growth - current guidance: 12%
  • GAAP EPS - current guidance: $3.08 to $3.16
  • Adjusted EPS - current guidance: $4.22 to $4.30
  • Adjusted EPS growth - current guidance: 13% to 15%

Revenue & Expenses

Visualization of income flow from segment revenue to net income