Manhattan Associates (MANH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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Manhattan Associates (MANH) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended December 2025, Manhattan Associates (MANH) reported revenue of $270.39 million, up 5.7% over the same period last year. EPS came in at $1.21, compared to $1.17 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $264.25 million, representing a surprise of +2.32%. The company delivered an EPS surprise of +9.01%, with the consensus EPS estimate being $1.11.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Manhattan Associates performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- Cloud subscriptions: $108.56 million compared to the $109.02 million average estimate based on five analysts. The reported number represents a change of +20.2% year over year. Revenue- Maintenance: $32.28 million compared to the $29.56 million average estimate based on five analysts. The reported number represents a change of -3.8% year over year. Revenue- Hardware: $6.9 million versus $5.94 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -1% change. Revenue- Software license: $2.64 million versus the five-analyst average estimate of $1.92 million. The reported number represents a year-over-year change of -51.5%. Revenue- Services: $120.01 million versus the five-analyst average estimate of $118 million. The reported number represents a year-over-year change of +0.4%. Revenue- Cloud Subscriptions, Maintenance And Services: $260.85 million versus the five-analyst average estimate of $256.59 million.

View all Key Company Metrics for Manhattan Associates here>>>

Shares of Manhattan Associates have returned +0.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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