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Side-by-side financial comparison of MANHATTAN ASSOCIATES INC (MANH) and GIBRALTAR INDUSTRIES, INC. (ROCK). Click either name above to swap in a different company.
MANHATTAN ASSOCIATES INC is the larger business by last-quarter revenue ($282.2M vs $225.0M, roughly 1.3× GIBRALTAR INDUSTRIES, INC.). On growth, GIBRALTAR INDUSTRIES, INC. posted the faster year-over-year revenue change (24.9% vs 6.0%). Over the past eight quarters, MANHATTAN ASSOCIATES INC's revenue compounded faster (3.1% CAGR vs -12.3%).
Computer Associates International, Inc., later CA, Inc., and CA Technologies, Inc., was an American multinational enterprise software developer and publisher that existed from 1976 to 2018. CA grew to rank as one of the largest independent software corporations in the world, and at one point was the second largest. The company created systems software that ran in IBM mainframe, distributed computing, virtual machine, and cloud computing environments.
Gibraltar Industries, Inc. is a leading manufacturer and distributor of specialized building, infrastructure, and renewable energy products. Its offerings include ventilation systems, roofing accessories, solar mounting solutions, and landscape and garden products, serving residential, commercial construction, and clean energy markets primarily across North America, with a focus on innovative, sustainable solutions for its customers.
MANH vs ROCK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $282.2M | $225.0M |
| Net Profit | $49.3M | — |
| Gross Margin | — | 25.3% |
| Operating Margin | 23.0% | 7.9% |
| Net Margin | 17.5% | — |
| Revenue YoY | 6.0% | 24.9% |
| Net Profit YoY | -6.3% | — |
| EPS (diluted) | $0.82 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $282.2M | — | ||
| Q4 25 | $270.4M | $225.0M | ||
| Q3 25 | $275.8M | $310.9M | ||
| Q2 25 | $272.4M | $309.5M | ||
| Q1 25 | $262.8M | $290.0M | ||
| Q4 24 | $255.8M | $180.1M | ||
| Q3 24 | $266.7M | $277.1M | ||
| Q2 24 | $265.3M | $273.6M |
| Q1 26 | $49.3M | — | ||
| Q4 25 | $52.0M | — | ||
| Q3 25 | $58.6M | $-89.1M | ||
| Q2 25 | $56.8M | $26.0M | ||
| Q1 25 | $52.6M | $21.1M | ||
| Q4 24 | $48.0M | — | ||
| Q3 24 | $63.8M | $34.0M | ||
| Q2 24 | $52.8M | $32.2M |
| Q1 26 | — | — | ||
| Q4 25 | 55.0% | 25.3% | ||
| Q3 25 | 56.6% | 26.6% | ||
| Q2 25 | 57.3% | 28.4% | ||
| Q1 25 | 56.4% | 26.8% | ||
| Q4 24 | 55.8% | 29.0% | ||
| Q3 24 | 55.5% | 29.4% | ||
| Q2 24 | 54.8% | 30.5% |
| Q1 26 | 23.0% | — | ||
| Q4 25 | 24.8% | 7.9% | ||
| Q3 25 | 27.5% | 12.8% | ||
| Q2 25 | 27.1% | 12.8% | ||
| Q1 25 | 24.0% | 8.8% | ||
| Q4 24 | 23.7% | 13.3% | ||
| Q3 24 | 28.2% | 15.6% | ||
| Q2 24 | 25.7% | 14.9% |
| Q1 26 | 17.5% | — | ||
| Q4 25 | 19.2% | — | ||
| Q3 25 | 21.3% | -28.6% | ||
| Q2 25 | 20.8% | 8.4% | ||
| Q1 25 | 20.0% | 7.3% | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 23.9% | 12.3% | ||
| Q2 24 | 19.9% | 11.8% |
| Q1 26 | $0.82 | — | ||
| Q4 25 | $0.86 | — | ||
| Q3 25 | $0.96 | $-2.98 | ||
| Q2 25 | $0.93 | $0.87 | ||
| Q1 25 | $0.85 | — | ||
| Q4 24 | $0.77 | — | ||
| Q3 24 | $1.03 | $1.11 | ||
| Q2 24 | $0.85 | $1.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $226.1M | $115.7M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $205.2M | $950.4M |
| Total Assets | $740.5M | $1.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $226.1M | — | ||
| Q4 25 | $328.7M | $115.7M | ||
| Q3 25 | $263.6M | $89.4M | ||
| Q2 25 | $230.6M | $43.3M | ||
| Q1 25 | $205.9M | $25.1M | ||
| Q4 24 | $266.2M | $269.5M | ||
| Q3 24 | $215.0M | $228.9M | ||
| Q2 24 | $202.7M | $179.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
| Q1 26 | $205.2M | — | ||
| Q4 25 | $314.8M | $950.4M | ||
| Q3 25 | $309.2M | $951.8M | ||
| Q2 25 | $278.8M | $1.0B | ||
| Q1 25 | $245.1M | $1.0B | ||
| Q4 24 | $299.1M | $1.0B | ||
| Q3 24 | $278.0M | $1.0B | ||
| Q2 24 | $240.6M | $975.7M |
| Q1 26 | $740.5M | — | ||
| Q4 25 | $839.4M | $1.4B | ||
| Q3 25 | $768.8M | $1.4B | ||
| Q2 25 | $744.7M | $1.5B | ||
| Q1 25 | $708.2M | $1.4B | ||
| Q4 24 | $757.6M | $1.4B | ||
| Q3 24 | $698.1M | $1.4B | ||
| Q2 24 | $665.3M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $84.0M | $35.5M |
| Free Cash FlowOCF − Capex | — | $26.2M |
| FCF MarginFCF / Revenue | — | 11.7% |
| Capex IntensityCapex / Revenue | 0.3% | 4.1% |
| Cash ConversionOCF / Net Profit | 1.70× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $120.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $84.0M | — | ||
| Q4 25 | $147.1M | $35.5M | ||
| Q3 25 | $93.1M | $73.0M | ||
| Q2 25 | $74.0M | $44.9M | ||
| Q1 25 | $75.3M | $13.7M | ||
| Q4 24 | $104.7M | $19.9M | ||
| Q3 24 | $62.3M | $64.7M | ||
| Q2 24 | $73.3M | $36.5M |
| Q1 26 | — | — | ||
| Q4 25 | $142.4M | $26.2M | ||
| Q3 25 | $87.2M | $64.8M | ||
| Q2 25 | $70.1M | $27.3M | ||
| Q1 25 | $74.4M | $2.3M | ||
| Q4 24 | $101.6M | $14.1M | ||
| Q3 24 | $61.3M | $60.5M | ||
| Q2 24 | $71.0M | $33.5M |
| Q1 26 | — | — | ||
| Q4 25 | 52.7% | 11.7% | ||
| Q3 25 | 31.6% | 20.8% | ||
| Q2 25 | 25.7% | 8.8% | ||
| Q1 25 | 28.3% | 0.8% | ||
| Q4 24 | 39.7% | 7.8% | ||
| Q3 24 | 23.0% | 21.8% | ||
| Q2 24 | 26.8% | 12.2% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | 1.7% | 4.1% | ||
| Q3 25 | 2.1% | 2.6% | ||
| Q2 25 | 1.5% | 5.7% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 1.2% | 3.3% | ||
| Q3 24 | 0.4% | 1.5% | ||
| Q2 24 | 0.8% | 1.1% |
| Q1 26 | 1.70× | — | ||
| Q4 25 | 2.83× | — | ||
| Q3 25 | 1.59× | — | ||
| Q2 25 | 1.30× | 1.73× | ||
| Q1 25 | 1.43× | 0.65× | ||
| Q4 24 | 2.18× | — | ||
| Q3 24 | 0.98× | 1.90× | ||
| Q2 24 | 1.39× | 1.13× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MANH
| Services | $125.7M | 45% |
| Cloud subscriptions | $117.1M | 42% |
| Maintenance | $30.6M | 11% |
| Hardware | $6.5M | 2% |
| Software license | $2.2M | 1% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
