异动解读 | Manhattan Associates盘后大涨8.82%,Q2财报超预期叠加管理层乐观表态

异动解读
Jul 29

Manhattan Associates Inc(MANH)今日盘后股价大涨8.82%,引发市场广泛关注。

消息面上,公司发布了第二季度财报,业绩表现强劲。调整后每股收益为1.39美元,超出市场一致预期的1.32美元约5.3%,同比增长6.11%;营收达到2.978亿美元,同样超出市场预期的2.879亿美元约3.4%。这是公司连续第二个季度大幅超出市场预期,上一季度每股收益超预期幅度更是高达10.71%。

此外,公司管理层表示,尽管对持续的全球宏观波动保持警觉,但对自身业务增长势头仍充满信心。值得注意的是,公司此前在6月宣布裁员约6%并预计产生700万至900万美元的相关费用,但本季度业绩仍实现超预期增长,显示出云订阅业务驱动的盈利能力持续改善。同时,公司还将股票回购计划提升至5亿美元,进一步彰显了对长期价值的信心。

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