Manhattan Associates, Inc. (MANH)

Manhattan Associates topped consensus on both the top and bottom line in the second fiscal quarter of 2026, reported July 28, 2026, with revenue of $297.8 million versus the $289.0 million estimate (+3%) and adjusted EPS of $1.39 beating the $1.32 estimate (+5.3%). Revenue rose 9.3% to roughly $297.8 million from about $272.4 million a year ago, while net income fell 11.3% to around $50.4 million from roughly $56.8 million. Profitability was supported by a gross margin of 53.2% and an operating margin of 22.2%, with gross profit of about $158.4 million and operating income of roughly $66.2 million. The business generated operating cash flow of about $90.7 million and repurchased roughly $127.1 million of stock during the quarter. For the next period, consensus calls for EPS of $1.45 on revenue of $297.0 million.