MANHNasdaqServices-Prepackaged Software

Manhattan Associates Inc (MANH) earnings date, market-implied expected move, and options open interest by expiry

256.64

Closed15:59 ET

Open253.00Volume1.1MMkt cap$14.8BP/E71.09EPS3.61

Day248.84 – 257.9686%52-wk119.06 – 259.7698%

MANH

Manhattan Associates Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

News

4dManhattan Associates Q3 revenue $306,187 in thousands, net income $61,344 in thousands
7dManhattan Associates posts Q3 revenue $306.2 million, GAAP diluted EPS $1.04
61dBoscov’s Teams with Manhattan Associates to Modernize Fulfillment Capabilities

News

Next report

Last report

+21.32%

shaded = implied · ▲▼ = realized

Jul 28 '26 · confirmed

Implied vs realized

Linked news

8hGOOGL · supplierGoogle responds to political backlash over removing search from schools that ban AI
17hMSFT · supplier5 questions to ask if your boss offers you a buyout, as Microsoft did with 60,000 employees

News

Largest filed tie

13F top-10 QoQ

−1.93%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

507 managers

Top fund weight

0.23%

MANH weight · MDY

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

No upcoming report date for Manhattan Associates (MANH).

Implied vs realized

1 report

—≥ implied

Q2 FY26Jul 28 '26confirmed—▲+21.32%—

quarterimplied−25%0+25%realized×

Q2 FY26—▲+21.32%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Nov 2 close

1.75OI · 4 expiries · Nov 2 closeP/C open interest · Nov 20 · nearest expiry

PUTS · chgexpiry · days · P/CCALLS · chgP/C

485+15%Nov 2016d277+29%

97+8%Dec 1844d3.2330+50%3.23

170−1%Jan 1572d0.62275−8%0.62

113+27%Apr 16163d0.68167+61%0.68

ExpiryPutsCallsP/C

Nov 2016d485+15%277+29%1.75

Dec 1844d97+8%30+50%3.23

Jan 1572d170−1%275−8%0.62

Apr 16163d113+27%167+61%0.68

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

20.03%as filednet margin · revenue +2.82% QoQ · +11.02% YoY

Revenue

$306M+2.82% QoQ

Gross profit

$174M+3.54% QoQ

56.93% margin

Operating income

$81M+22.29% QoQ

26.45% margin

Pre-tax income

$83M+23.31% QoQ

Net income

$61M+21.83% QoQ

20.03% margin

Cost of revenue

$132M+1.87% QoQ

Operating expenses

$93M−8.62% QoQ

R&D $36M

SG&A $29M

Marketing $27M

Other operating $2M

Tax

$22M+27.74% QoQ

Other income

$2M+92.07% QoQ

Revenue$306M+2.82%

Gross profit

$174M+3.54%

56.93% margin

Operating income

$81M+22.29%

26.45% margin

Pre-tax income

$83M+23.31%

Net income

$61M+21.83%

20.03% margin

Cost of revenue

$132M+1.87%

Operating expenses

$93M−8.62%

R&D $36M

SG&A $29M

Marketing $27M

Other income$2M+92.07%

Tax$22M+27.74%

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 15:45 ET

Intraday

Event sensitivity

FOMC ×2.25· ±3.8% vs ±1.7% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±3.8%15 of 24×2.25

PPIproducer prices±2.5%3 of 10×1.45

NFPjobs report±2.5%5 of 10×1.45

PCEpersonal income & outlays±1.8%10 of 19×1.07

CPROFcorporate profits±1.8%5 of 12×1.07

GDPgross domestic product±1.8%9 of 19×1.04

CPIconsumer prices±1.5%3 of 10×0.86

Bar = avg |move| to ±4% · tick = ±1.7% avg day · ×base = |move| ÷ ±1.7% · min 6 releases

Earnings history

EPS 1.04 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	—	1.04	—
Q2 FY26	Jul 28 '26 · confirmed	0.85	—
Q1 FY26	—	0.82	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod