Pulling SEC filings + quote and writing the call…

MANHATTAN ASSOCIATES INC
Next earnings Jul 20, 2026 · consensus $1.35 EPS, $294M rev
Last earnings +0.8% on 2026-04-21
Best-in-class supply-chain SaaS with elite margins and cash flow, but growth has cooled and 37x leaves no cushion.
Sources: SEC EDGAR (CIK 0001056696, latest 10-Q filed 2026-04-24) · EODHD · analysis by claude-code · as of 6/21/2026, 8:50:44 PM.
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Middling fundamentals and a rich price (~61% above fair value) leave little margin of safety — a wait-and-see.
Manhattan Associates is a leading provider of cloud-based supply-chain, inventory and omnichannel software (Manhattan Active SaaS) to premier retailers, wholesalers and logistics firms. The quality metrics are elite: 25.9% operating margin, 20.3% net margin, and a 69.9% ROE (flattered by a thin, buyback-shrunk equity base). FY2025 operating income rose 7.0% to $280M and operating cash flow surged 32.0% to $389M against just $15.5M of capex — a capital-light, highly cash-generative model. The balance sheet is clean with $329M cash and no debt noted.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $664M | $767M | $929M | $1.04B | $1.08B |
| Gross profit | — | — | — | — | — |
| Operating income | $134M | $153M | $210M | $262M | $280M |
| Net income | $110M | $129M | $177M | $218M | $220M |
| Diluted EPS | $1.72 | $2.03 | $2.82 | $3.51 | $3.60 |
| Net margin | 16.6% | 16.8% | 19.0% | 20.9% | 20.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-15 | MORAN CHARLES E Director | Gift | 1.33K | |
| 2026-06-10 | Clark Eric Andrew President & CEO | Sell | 1.00K @ $146.77 | $147K |
| 2026-05-14 | SHEER DANIELLE Director | Award | 1.94K | |
| 2026-05-14 | Kuryea Kimberly A Director | Award | 1.94K | |
| 2026-05-14 | Hollembaek Linda T. Director | Award | 1.94K | |
| 2026-05-14 | Eger Edmond Director | Award | 1.94K | |
| 2026-05-14 | NOONAN THOMAS E Director | Award | 1.94K | |
| 2026-05-14 | MORAN CHARLES E Director | Award | 1.94K |