异动解读 | 曼哈顿联合软件盘中大涨20.81%,超预期财报及上调全年指引推动股价创新高

异动解读
Jul 23, 2025

7月23日周三,供应链和全渠道商务解决方案提供商曼哈顿联合软件(Manhattan Associates Inc,股票代码:MANH)盘中股价大涨20.81%,创下新高。这一显著涨幅主要归因于公司发布的2025财年第二季度财报远超市场预期,同时公司上调了全年业绩指引。

根据公司公布的财报,曼哈顿联合软件第二季度调整后每股收益为1.31美元,大幅超过分析师平均预期的1.13美元。营收达到2.7242亿美元,同比增长2.7%,也高于市场共识预期的2.6374亿美元。强劲业绩主要得益于云订阅收入同比增长22%,达到1.004亿美元。此外,公司的剩余履约义务(RPO)预订量较上年增长26%,突破了20亿美元里程碑,进一步展现了公司的增长潜力。

值得注意的是,曼哈顿联合软件上调了2025财年全年指引,现预计调整后每股收益在4.76美元至4.84美元之间,高于分析师共识的4.60美元。公司还将营收预期上调至10.71亿美元至10.75亿美元之间,超过市场共识预期的10.63亿美元。这一乐观展望进一步提振了投资者信心,推动股价大幅上涨。曼哈顿联合软件总裁兼首席执行官Eric Clark表示:"Manhattan交付了创纪录的第二季度业绩。强劲需求推动第二季度云收入增长22%,RPO突破20亿美元里程碑。"这些因素共同推动了曼哈顿联合软件股价的强劲表现,引发市场广泛关注。

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