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Jun 30, 2025
Manhattan Associates Q2 2025 Earnings Report
Manhattan Associates reported strong Q2 2025 results with revenue and cloud growth surpassing expectations.
Key Takeaways
The company delivered record Q2 results, driven by strong demand for its cloud solutions. Revenue and EPS increased year over year, and RPO surpassed $2 billion, reinforcing Manhattan’s leadership in supply chain commerce solutions.
Revenue reached $272.4M, up from $265.3M last year
Cloud subscriptions grew to $100.4M, up from $82.4M
Net income increased to $56.8M from $52.8M
RPO surpassed $2B milestone, driven by 22% cloud revenue growth
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Manhattan Associates expects steady full-year revenue growth with continued strength in cloud demand, though GAAP EPS is expected to decline slightly due to higher expenses.
Positive Outlook
- Total revenue expected between $1.071B and $1.075B
- Adjusted operating margin projected at 34.8% to 35.3%
- Adjusted EPS expected between $4.76 and $4.84
- Cloud growth momentum expected to continue
- Strong cash position supports share repurchase program
Challenges Ahead
- GAAP EPS expected to decline 6%-8% YoY
- Restructuring expenses anticipated to persist
- Impact from unusual health insurance claims remains
- Macro-economic uncertainty affecting service demand
- Global instability may pose risks to growth
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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