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MANH MANHATTAN ASSOCIATES INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-31, not restated
Technology

Scale

Market cap
$13.2bn
Revenue TTM
$1.1bn
Net income TTM
$210m
Free cash flow
$399m
Composite score
49.6
Sector rank
#591

Valuation

P / E
62.8
EV / EBITDA
EV / sales
11.6
FCF yield
3.03%
Earnings yield vs 10-yr
-3.14pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
18.7%
EBITDA margin
ROE
133.5%
ROIC
Revenue growth
6.5%

Insider activity, last 90 days

Net open-market
$-2.04m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

In the three and six months ended June 30, 2026 , we recognized $ 98.1 million and $ 237.2 million of revenue that was included in the deferred revenue balance as of December 31, 2025. In the three months ended June 30, 2026 , we recognized $ 151.7 million of revenue that was included in the deferred revenue balance as of March 31, 2026. The total amount recorded to services revenue was a $ 1.1 million reduction and $ 0.1 million reduction for the three months ended June 30, 2026 and 2025 , respectively, and $ 2.2 million and $ 0.3 million for the six months ended June 30, 2026 and 2025, respectively. …MANHATTAN ASSOCIATES INC, 10-Q, period ended 2026-06-30, filed 2026-07-31

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