Manhattan Associates Inc
XMUN:MHT
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Manhattan Associates Inc
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Manhattan Associates Inc
Manhattan Associates makes software that helps companies move goods through their supply chains more efficiently. Its products cover warehouse management, transportation management, order management, and inventory planning, so customers can track stock, route shipments, and fulfill orders from stores, warehouses, and online channels in one system. The company sells mainly to retailers, wholesalers, manufacturers, grocery chains, and logistics providers that need to run complex distribution networks. It makes money by licensing its software and by charging subscription and support fees for cloud-based and maintenance services, plus related implementation work when customers install the systems. What makes Manhattan Associates different is that it sits in the middle of day-to-day order fulfillment, not just back-office reporting. Its software is built to connect inventory, warehouses, and transportation planning, which helps customers make fast decisions about where goods are, where they should go next, and how to get them there with fewer mistakes.
Manhattan Associates makes software that helps companies move goods through their supply chains more efficiently. Its products cover warehouse management, transportation management, order management, and inventory planning, so customers can track stock, route shipments, and fulfill orders from stores, warehouses, and online channels in one system.
The company sells mainly to retailers, wholesalers, manufacturers, grocery chains, and logistics providers that need to run complex distribution networks. It makes money by licensing its software and by charging subscription and support fees for cloud-based and maintenance services, plus related implementation work when customers install the systems.
What makes Manhattan Associates different is that it sits in the middle of day-to-day order fulfillment, not just back-office reporting. Its software is built to connect inventory, warehouses, and transportation planning, which helps customers make fast decisions about where goods are, where they should go next, and how to get them there with fewer mistakes.
Revenue: Manhattan reported first-quarter revenue of $282 million, up 7%, with cloud revenue accelerating 24% to $117 million and services revenue up 4% to $126 million.
Outlook Raised: Management raised full-year revenue, operating margin, and EPS guidance after a stronger-than-expected Q1, while keeping later-quarter assumptions conservative because of macro uncertainty.
Bookings Strength: RPO increased 24% to $2.35 billion, helped by strong deal volume, a 55% net-new-logo mix in cloud bookings, and broad-based wins across regions and products.
AI Momentum: Active Agent pilots and paid customers are off to a strong start, with management saying the product is early but already showing measurable customer ROI and should matter more in 2027 than 2026.
Operating Leverage: Q1 adjusted operating margin was 32.4% and adjusted EPS was $1.24, both ahead of expectations, supported by cloud growth even as go-to-market investment stepped up.
Cash Return: The company generated $84 million of operating cash flow, ended with $226 million in cash and no debt, and repurchased $150 million of stock during the quarter.
