Education
About Us
Working with TipRanks
Follow Us
Eplus Inc (PLUS)
NASDAQ:PLUS
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.98Last Year’s EPS
1.11Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized robust top-line growth, sizable margin and profitability expansion, strengthened cash deployment to shareholders, and upwardly revised guidance—driven by AI, cloud, networking, and security momentum. Offsetting items include a sizable inventory build and working capital pressure, modest softness in professional services due to retail project delays, reduced discontinued operations income, and an industry memory supply risk. Overall, the positives (strong revenue, profit, margin expansion, raised guidance, and shareholder returns) materially outweigh the operational and supply-chain headwinds.Company Guidance
Strong Revenue Growth
Consolidated net sales grew 24.6% year-over-year to $614.8 million for the quarter and are up 22.2% year-to-date to $1.86 billion, driven by broad-based demand across customer sizes and verticals.
Product Revenue Surge
Product sales increased 32.2% year-over-year to $501.9 million, led by data center and cloud, networking, and security demand tied to AI initiatives.
Substantial Profitability Improvement
Net earnings from continuing operations rose 129.3% to $33.4 million (from $14.6 million prior year). Adjusted EBITDA nearly doubled, increasing 97% to $53.4 million with margin of 8.7%, up 320 basis points versus prior year.
Gross Profit and Margin Expansion
Consolidated gross profit increased 26.8% to $158.7 million and consolidated gross margin expanded 40 basis points to 25.8%. Product gross margin expanded 170 basis points to 23.8%.
Recurring & Managed Services Growth
Managed services revenue grew 10.5%, supporting expansion of the recurring revenue base and reflecting demand for cloud and enhanced maintenance offerings.
Operating Leverage and Expense Discipline
Operating expenses increased only 0.1% to $115.2 million while delivering strong revenue and gross profit growth; headcount declined 3.4% to 2,166 as workforce aligned to higher-growth areas.
Shareholder Returns and Capital Allocation
Board approved a quarterly dividend of $0.25 per share and the company repurchased over 200,000 shares during the quarter, demonstrating capital return while preserving investment flexibility.
Raised Full-Year Guidance
Company increased FY26 guidance: net sales growth to 20%–22% (from prior mid-teens), gross profit growth to 19%–21%, and adjusted EBITDA growth to 41%–43% (versus fiscal 2025 baselines), reflecting confidence in momentum.
Year-to-Date Earnings and EPS Improvement
Year-to-date consolidated net earnings from continuing operations $98.7 million (up 68.5% YoY); diluted EPS from continuing operations $3.74 vs $2.19 prior year. Non-GAAP diluted EPS from continuing ops grew 59% YTD to $4.23.
Security and AI Momentum
Security gross billings grew 16.4% year-over-year and 27.6% on a trailing twelve-month basis. Management emphasized AI as a broad tailwind driving demand across data center, cloud, networking, and security and expanding solution, services, and AI-specific offerings.
PLUS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PLUS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $86.09 | $84.66 | -1.66% |
Nov 06, 2025 | $73.17 | $84.65 | +15.69% |
Aug 07, 2025 | $62.91 | $68.83 | +9.42% |
May 22, 2025 | $65.28 | $66.56 | +1.95% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Eplus Inc (PLUS) report earnings?
Eplus Inc (PLUS) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is Eplus Inc (PLUS) earnings time?
Eplus Inc (PLUS) earnings time is at May 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PLUS EPS forecast?
PLUS EPS forecast for the fiscal quarter 2026 (Q4) is 0.98.