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Sep 30, 2025
Manhattan Associates Q3 2025 Earnings Report
Manhattan Associates reported solid third quarter results with strong cloud revenue and stable adjusted earnings.
Key Takeaways
The company achieved record Q3 revenue, driven by strong cloud subscription growth, though net income declined slightly year-over-year.
Q3 revenue reached 275,795,000 USD, a record for the company.
Cloud subscriptions generated 104,852,000 USD in revenue.
Adjusted EPS increased to 1.36 USD from 1.35 USD last year.
Net income declined to 58,633,000 USD from 63,781,000 USD in Q3 2024.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For FY2025, Manhattan Associates anticipates stable revenue and EPS growth supported by cloud demand and disciplined expense control.
Positive Outlook
- FY2025 revenue guided between 1,073,000,000 and 1,077,000,000 USD.
- Adjusted EPS forecasted at 4.95–4.97 USD.
- Adjusted operating margin expected to reach 35.5%–35.7%.
- Company is investing in cloud capabilities to drive future growth.
- Board replenished share repurchase authority to 100,000,000 USD.
Challenges Ahead
- GAAP EPS expected to decline slightly YoY.
- Q3 net income declined from the prior year.
- Services revenue slightly down YoY.
- Workforce restructuring costs affected expenses.
- Macroeconomic uncertainty impacting services demand.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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