Manhattan Associates Q3 revenue up 11.0% to $306.2M, net income $61.3M; $8.3M restructuring charge

Filed October 30, 2026 · Period ending September 30, 2026 · Compared to 10-Q Oct 24, 2025 · ~1 min read

Key Changes

• high

  Cloud revenue grew 28% YoY, and remaining performance obligations rose 25% to $2.6 billion, signaling strong future demand.

  MD&A: Cloud & RPO verify on EDGAR →
• high

  A June 2026 restructuring cut global headcount by ~6%, resulting in an $8.3 million pretax charge that reduced net income by $6.2 million.

  MD&A: Restructuring verify on EDGAR →
• high

  Operating margin fell to 26.5% from 27.5% a year ago, driven by higher sales and marketing costs and the restructuring charge.

  MD&A: Operating margin verify on EDGAR →