The earnings call highlights a mixed performance with substantial growth in services and strategic advancements in AI and security, supported by a strong cash position. However, these positives are countered by declines in net sales and product sales, increased expenses, and a weak networking segment. The overall outlook is cautiously optimistic with a strategic pivot towards services and technology areas.

Company Guidance

During the call, ePlus provided guidance for fiscal year 2026, anticipating low single-digit growth in net sales and mid-single-digit growth in gross profit and adjusted EBITDA over the prior fiscal year. The company noted a strategic shift toward services, subscriptions, and high-growth technology areas, which is gaining traction. Despite a challenging economic environment, ePlus reported a 12% increase in gross profit and a 580 basis point expansion in gross margin year-over-year in the fourth quarter of fiscal 2025. Additionally, services revenue grew by 33% in the quarter, underscoring the company's focus on services-led solutions. The balance sheet remains strong, with a cash position of approximately $389 million, providing flexibility for strategic investments. ePlus is well-positioned to capitalize on AI adoption, with investments in AI capabilities and a partnership with NVIDIA, expecting this area to be a significant business driver in the future.

Strong Gross Profit and Margin Expansion

Gross profit rose nearly 12% in Q4, with a gross margin expansion of 580 basis points year-over-year to 29.3%. This was driven by a more profitable business mix between product and services.

Significant Growth in Services Revenue

Services revenue increased 33% in Q4 and 37% for the year, reflecting the company's strategic focus on services-led solutions. Managed services also grew by 16.6% for the quarter and 24.6% for the year.

Record Cash Position

The company exited the fiscal year with a record cash position of approximately $389 million, providing financial flexibility for future growth and strategic investments.

AI and Security Advancements

ePlus made significant strides in AI and security, achieving NVIDIA DGX Ready specializations and seeing security represent 22% of gross billings, aligning with enterprise priorities.

Improved Cash Conversion Cycle

The company's cash conversion cycle improved to 29 days from 46 days a year ago, reflecting a more normalized supply chain.

Eplus (PLUS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

PLUS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2026 (Q2)	0.94 / -	1.36	―	―	―
Aug 07, 2025	2026 (Q1)	1.10 / 1.26	1.13	11.50% (+0.13)	―
May 22, 2025	2025 (Q4)	0.86 / 1.11	0.93	19.35% (+0.18)	―
Feb 05, 2025	2025 (Q3)	1.22 / 1.06	1.18	-10.17% (-0.12)
Nov 12, 2024	2025 (Q2)	1.39 / 1.36	1.4	-2.86% (-0.04)	―
Aug 06, 2024	2025 (Q1)	1.17 / 1.13	1.41	-19.86% (-0.28)	―
May 22, 2024	2024 (Q4)	1.11 / 0.93	1.36	-31.62% (-0.43)	―
Feb 06, 2024	2024 (Q3)	1.39 / 1.18	1.38	-14.49% (-0.20)
Nov 07, 2023	2024 (Q2)	1.32 / 1.40	1.29	8.53% (+0.11)	―
Aug 07, 2023	2024 (Q1)	1.00 / 1.41	0.99	42.42% (+0.42)	―

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
Aug 07, 2025	$63.08	$69.02	+9.42%
May 22, 2025	$65.46	$66.74	+1.96%
Feb 05, 2025	$80.65	$70.05	-13.14%
Nov 12, 2024	$94.89	$79.70	-16.01%

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 Nov 11, 2025, After Close (Confirmed).

What is Eplus Inc. (PLUS) earnings time?

Eplus Inc. (PLUS) earnings time is at Nov 11, 2025, 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 (Q2) is 0.95.

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