Manhattan Associates 과거 순이익 실적
과거 기준 점검 3/6
Manhattan Associates은 연평균 16.9%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 27.4% 증가했습니다. 매출은 연평균 12.2%의 비율로 증가했습니다. Manhattan Associates의 자기자본이익률은 133.5%이고 순이익률은 18.7%입니다.
핵심 정보
16.92%
순이익 성장률
18.02%
주당순이익(EPS) 성장률
| Software 산업 성장률 | 17.33% |
| 매출 성장률 | 12.16% |
| 자기자본이익률 | 133.48% |
| 순이익률 | 18.67% |
| 최근 순이익 업데이트 | 30 Jun 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • Jul 30
Manhattan Associates: Editions, Agents, And The Case For Patience
Summary Manhattan Associates is rated Hold after a ~17% gain since the previous Buy call, with current valuations around 30x EV/EBITDA. Cloud revenue reacceleration and AI resilience support MANH’s thesis, but recent Q2 results confirm trends rather than mark a breakout inflection. Guidance was raised modestly, with full-year revenue midpoint up to $1.165B and EPS to $5.47, but not enough to justify further rerating. Growth levers—Active Agents and Editions—remain unproven, warranting profit booking and a wait-and-see approach for new investments. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 30
MANH: Cloud And AI Momentum Will Face Heightened Execution Risk
Analysts raised the Manhattan Associates fair value estimate from $145.00 to approximately $153.03, reflecting recent price target increases into the $180 to $225 range and research that highlights cloud growth, execution, and supply chain commerce positioning as key supports for the updated view. Analyst Commentary Recent Street research on Manhattan Associates centers on how sustainable the current valuation looks in light of growth expectations for cloud offerings and broader supply chain commerce demand.내러티브 업데이트 • Jun 30
MANH: Cloud And AI Adoption Will Face Repriced Execution Risk
Manhattan Associates' analyst fair value estimate has been revised to $145 from $160. Analysts are fine tuning assumptions around discount rates, growth, margins, and future P/E multiples following a series of recent price target changes across the Street.
내러티브 업데이트 • Jun 16
MANH: AI Supply Chain Platform And Buybacks Will Support Future Upside
Analysts have trimmed their average price target on Manhattan Associates to $201 from $239, reflecting updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples across recent Street research. Analyst Commentary Recent research on Manhattan Associates shows a mix of revised models and valuation work, with several firms resetting price targets to reflect updated assumptions on discount rates, growth expectations, and target P/E multiples.내러티브 업데이트 • Jun 01
MANH: AI Supply Chain Adoption And Buybacks Will Support Long Term Upside
Manhattan Associates' analyst price target has been trimmed by about $5 to roughly $235, as analysts adjust their models following a series of target reductions across the Street, while still reflecting solid revenue growth, profit margin, and P/E assumptions in updated forecasts. Analyst Commentary Recent research shows a mixed but generally constructive stance on Manhattan Associates, with several target changes clustering in a relatively tight range and pointing to ongoing debate around how to price the company’s execution and growth profile.내러티브 업데이트 • May 18
MANH: Buybacks And AI Logistics Adoption Will Support Long Term Upside
Analysts have adjusted their views on Manhattan Associates with a mixed set of price target changes, while the fair value estimate remains steady at $240 as they cite updated assumptions for revenue growth, profit margins, and the future P/E multiple. Analyst Commentary Street research on Manhattan Associates has been active, with several firms revisiting their price targets in light of updated views on growth, margins, and valuation multiples.내러티브 업데이트 • Apr 25
MANH: Buybacks And Supply Chain Software Demand Will Support Long Term Upside
Analysts have nudged Manhattan Associates' blended price target slightly lower to reflect revised revenue growth, discount rate, profit margin, and P/E assumptions, following a series of modest price target cuts of up to $40, along with smaller $3 upward revisions. Analyst Commentary Recent Street research points to a mixed but generally constructive tone around Manhattan Associates, with several bullish analysts making modest upward adjustments to price targets despite broader recalibrations elsewhere.내러티브 업데이트 • Apr 10
MANH: Automation Recovery And Buybacks Will Support Long Term Upside
Analysts have nudged Manhattan Associates' blended price target slightly lower to $236, reflecting modest target cuts from some firms even as they point to an improving short cycle recovery for industrial technology and distribution names. Analyst Commentary Recent research on Manhattan Associates centers on fine tuning price targets while keeping a broadly constructive stance on the company and its sector.내러티브 업데이트 • Mar 26
MANH: Cloud And AI Adoption Will Support Short Cycle Recovery Execution
Analysts have made only a small adjustment to their view on Manhattan Associates, trimming aggregate price targets by low single digits in dollar terms as they factor in updated sector views and the timing of a short cycle recovery across industrial technology and distribution peers. Analyst Commentary Recent research views on Manhattan Associates have been mixed, with some investors seeing potential in a short cycle recovery across industrial technology and distribution, while others are recalibrating expectations and price targets.내러티브 업데이트 • Mar 12
MANH: Cloud And AI Adoption Will Support Future Supply Chain Execution
Narrative Update Analysts have fine tuned their view on Manhattan Associates, trimming some price targets by around $2 to $10 while keeping fair value near $160. This reflects slightly higher assumed revenue growth, margins and future P/E, along with a modestly higher discount rate.내러티브 업데이트 • Feb 25
MANH: AI And Automation Tailwinds Will Drive Long Term Upside
Analysts have revised their average price target on Manhattan Associates to $240, down from about $262.75. They cited updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples that reflect their latest views on the company and its sector peers.내러티브 업데이트 • Feb 11
MANH: Cloud And AI Adoption Plus Mixed Execution Will Drive Balanced Outlook
Analysts have reduced their average price target for Manhattan Associates by about $8 to $160, citing updated assumptions for growth, margins and discount rates, while some recent research still presents the stock within constructive long term industry themes and a higher future P/E of roughly 43x. Analyst Commentary Recent Street research on Manhattan Associates reflects a mix of supportive long term themes and more cautious adjustments to price targets and assumptions.내러티브 업데이트 • Jan 28
MANH: Cloud And AI Adoption Plus Execution Risks Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for Manhattan Associates higher to about $168 per share from roughly $166, reflecting slightly stronger assumptions for revenue growth, profit margins, and future P/E. At the same time, recent Street research shows modestly lower price targets within an overall positive view on industrial technology and distribution names.내러티브 업데이트 • Jan 10
MANH: Cloud And AI Execution Plus Buybacks Will Shape Balanced Outlook
Analysts have nudged our fair value estimate for Manhattan Associates lower, from about US$180 to roughly US$166, as refreshed models reflect trimmed Street price targets around US$195 to US$244, along with updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Recent research updates around Manhattan Associates cluster around trimmed price targets and a more measured stance on execution, even as opinions differ on the share rating.내러티브 업데이트 • Dec 26
MANH: Cloud Momentum And Buybacks Will Support Balanced Long Term Outlook
We lower our fair value estimate for Manhattan Associates to $180 from $195, reflecting analysts' modestly reduced price targets following Q3's softer remaining performance obligations, even as they highlight resilient cloud growth above 20 percent and a constructive long term demand outlook. Analyst Commentary Recent Street research reflects a more balanced but cautiously toned view on Manhattan Associates, with multiple bearish analysts trimming price targets even as they acknowledge the company’s strong competitive positioning and durable cloud growth profile.내러티브 업데이트 • Dec 12
MANH Cloud Momentum And Buybacks Will Support Long Term Upside
Analysts have modestly raised their fair value estimate for Manhattan Associates to $195 from about $176 per share, citing expectations for stronger revenue growth and a higher future earnings multiple despite near term softness in remaining performance obligations. Analyst Commentary Recent Street research on Manhattan Associates reflects a mixed but increasingly balanced stance, with several firms trimming price targets and highlighting execution risks despite a still constructive long term outlook.
내러티브 업데이트 • Oct 09
Cloud Adoption And AI Integration Will Drive Supply Chain Modernization
Manhattan Associates’ analyst price target has increased moderately, rising from $227.89 to $231.64. Analysts cite the company’s strong product suite, expanding market position, and robust quarterly results as key drivers for renewed optimism.분석 기사 • Sep 05
Here's Why Manhattan Associates (NASDAQ:MANH) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Apr 24
Manhattan Associates: Valuation Is Back At Reasonable Levels (Rating Upgrade)
Summary Q1 results have been positive despite the tariff uncertainty, with a 21% cloud revenue growth. Guidance remains cautious due to macro uncertainties and spending delays in the services segment. The tariff situation presents some challenges in Manhattan Associates' largest market, but it could also drive higher demand in the long term. The stock trades close to its fair value of $150-$160 per share, and I upgrade my rating from hold to buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Manhattan Associates: Decent 'Buy The Dip' Opportunity
Summary Manhattan Associates is rated a 'Buy' with a 1-year target price of $240.7, implying a 16% upside from the current price. Despite a slowdown in services revenue, MANH's fundamentals remain strong, with solid profit margins, cash flow, and no debt. The company's cloud subscription business is growing rapidly, projected to surpass services revenue by 2026, driven by strong customer acquisition and demand. Risks include potential further budget cuts from clients, but current price levels present a buy-the-dip opportunity for investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Manhattan Associates Improves Performance In Bumpy Environment (Upgrade)
Summary Manhattan Associates, Inc. beat Q3 2024 revenue and earnings estimates, showcasing impressive operating income and earnings growth despite macroeconomic uncertainties. The global supply chain management software market is projected to grow at a robust 11.1% CAGR, driven by increasing demand for efficiency and AI integration. Manhattan Associates' strong financials include rising gross profit margins, reduced SG&A and R&D costs, significant free cash flow, and aggressive stock buybacks. Despite potential volatility from Trump tariffs, MANH's long-term prospects are bright due to fundamental demand trends and increasing complexities in global supply chains. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Manhattan Associates가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 30 Jun 26 | 1,126 | 210 | 193 | 147 |
| 31 Mar 26 | 1,101 | 217 | 181 | 147 |
| 31 Dec 25 | 1,081 | 220 | 175 | 145 |
| 30 Sep 25 | 1,067 | 216 | 181 | 140 |
| 30 Jun 25 | 1,058 | 221 | 176 | 138 |
| 31 Mar 25 | 1,051 | 217 | 170 | 138 |
| 31 Dec 24 | 1,042 | 218 | 166 | 138 |
| 30 Sep 24 | 1,025 | 219 | 158 | 136 |
| 30 Jun 24 | 997 | 205 | 160 | 135 |
| 31 Mar 24 | 962 | 192 | 159 | 131 |
| 31 Dec 23 | 929 | 177 | 156 | 127 |
| 30 Sep 23 | 889 | 166 | 151 | 123 |
| 30 Jun 23 | 848 | 146 | 146 | 119 |
| 31 Mar 23 | 809 | 137 | 143 | 115 |
| 31 Dec 22 | 767 | 129 | 138 | 112 |
| 30 Sep 22 | 740 | 112 | 137 | 112 |
| 30 Jun 22 | 712 | 119 | 133 | 106 |
| 31 Mar 22 | 686 | 118 | 127 | 101 |
| 31 Dec 21 | 664 | 110 | 126 | 98 |
| 30 Sep 21 | 639 | 110 | 121 | 91 |
| 30 Jun 21 | 620 | 99 | 118 | 88 |
| 31 Mar 21 | 589 | 87 | 111 | 85 |
| 31 Dec 20 | 586 | 87 | 109 | 84 |
| 30 Sep 20 | 592 | 83 | 112 | 85 |
| 30 Jun 20 | 605 | 86 | 113 | 88 |
| 31 Mar 20 | 623 | 87 | 121 | 90 |
| 31 Dec 19 | 618 | 86 | 121 | 88 |
| 30 Sep 19 | 609 | 95 | 117 | 84 |
| 30 Jun 19 | 589 | 96 | 113 | 80 |
| 31 Mar 19 | 577 | 103 | 108 | 76 |
| 31 Dec 18 | 559 | 105 | 104 | 72 |
| 30 Sep 18 | 559 | 103 | 102 | 68 |
| 30 Jun 18 | 569 | 107 | 99 | 65 |
| 31 Mar 18 | 582 | 111 | 96 | 61 |
| 31 Dec 17 | 595 | 116 | 94 | 58 |
| 30 Sep 17 | 598 | 122 | 94 | 56 |
| 30 Jun 17 | 597 | 123 | 94 | 55 |
| 31 Mar 17 | 598 | 125 | 95 | 54 |
| 31 Dec 16 | 605 | 124 | 97 | 55 |
| 30 Sep 16 | 598 | 121 | 97 | 55 |
| 30 Jun 16 | 588 | 115 | 100 | 55 |
| 31 Mar 16 | 573 | 108 | 100 | 55 |
| 31 Dec 15 | 556 | 103 | 98 | 54 |
| 30 Sep 15 | 545 | 97 | 100 | 53 |
양질의 수익: MANH는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: MANH의 현재 순 이익률 (18.7%)은 지난해 (20.9%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: MANH의 수익은 지난 5년 동안 연평균 16.9% 증가했습니다.
성장 가속화: MANH은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: MANH은 지난 1년 동안 수익이 감소(-4.9%)하여 Software 업계 평균(23.1%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: MANH의 자본 수익률(133.5%)은 뛰어남으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 11:28 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Manhattan Associates, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joseph Vruwink | Baird |
| Guy Hardwick | Barclays |
| Mark Schappel | Benchmark Company |