Manhattan Associates, Inc. filed its quarterly report on Form 10-Q with the SEC on October 30, 2026, covering the three and nine months ended September 30, 2026, disclosing total revenue of $306.2 million for the quarter and net income of $61.3 million.

Key Highlights

  • Total Q3 2026 revenue: $306,187 thousand, up from $275,795 thousand in Q3 2025, according to the filing.
  • Cloud subscription revenue: $134,438 thousand for the three months ended September 30, 2026, compared with $104,852 thousand in the same period of 2025.
  • Net income: $61,344 thousand for Q3 2026, versus $58,633 thousand in Q3 2025; diluted earnings per share were $1.04 compared with $0.96.
  • Nine-month net income: $160,991 thousand for the nine months ended September 30, 2026, versus $167,995 thousand for the same period of 2025.
  • Share repurchases: $356,929 thousand of common stock repurchased in the nine months ended September 30, 2026, compared with $238,187 thousand in the prior-year period.
  • Restructuring expense: $8,263 thousand recorded in the nine months ended September 30, 2026, versus $2,937 thousand in the comparable 2025 period.
  • Shares outstanding: 58,061,893 shares of common stock as of October 28, 2026, as reported on the cover page.

Manhattan Associates Reports Q3 2026 Financial Results and Increased Cloud Growth

According to the filing, Manhattan Associates (NASDAQ:MANH) generated total revenue of $306,187 thousand for the three months ended September 30, 2026, compared with $275,795 thousand in the three months ended September 30, 2025. Cloud subscription revenue was the largest single line item at $134,438 thousand for Q3 2026, up from $104,852 thousand a year earlier. Services revenue was $134,417 thousand in the quarter, compared with $133,007 thousand in Q3 2025. Maintenance revenue declined to $29,229 thousand from $30,492 thousand in the prior-year period, and hardware revenue fell to $4,469 thousand from $6,088 thousand.

The company reported operating income of $80,995 thousand for Q3 2026, compared with $75,828 thousand in Q3 2025. Total costs and expenses for the quarter were $225,192 thousand, up from $199,967 thousand in the prior-year period. Sales and marketing expense rose to $26,784 thousand from $18,057 thousand. The filing disclosed restructuring expense of $8,263 thousand for the nine months ended September 30, 2026, with no restructuring expense recorded in Q3 2026 alone. Net income for the quarter was $61,344 thousand, yielding diluted earnings per share of $1.04 on a weighted average diluted share count of 58,732 thousand.

On the balance sheet as of September 30, 2026, the filing reported total assets of $750,813 thousand, down from $839,388 thousand at December 31, 2025. Cash and cash equivalents were $199,449 thousand at quarter end, compared with $328,747 thousand at year-end 2025. The decline reflected, in part, $356,929 thousand in common stock repurchases during the nine-month period, according to the cash flow statement. Net cash provided by operating activities was $243,314 thousand for the nine months ended September 30, 2026, versus $242,420 thousand in the comparable 2025 period. Equity-based compensation was $90,095 thousand for the nine-month period, compared with $80,678 thousand a year earlier.

What Was Disclosed

Manhattan Associates filed its Form 10-Q for the quarter ended September 30, 2026, disclosing Q3 revenue of $306,187 thousand, net income of $61,344 thousand, cloud subscription growth to $134,438 thousand, and $356,929 thousand in year-to-date share repurchases.