Q4 2026 ePlus inc Earnings Call Transcript

May 28, 2026 / 08:30 PM GMT

Release Date Price: €76 (+2.70%)

Transcript 10-K8-K

Key Points

Positve

ePlus Inc (PLUS) achieved double-digit growth across key revenue and operating metrics, with gross billings reaching a record $3.8 billion.
The company experienced a 53% year-over-year increase in fully diluted EPS from continuing operations in the fourth quarter, and a 64% increase for the full year.
ePlus Inc (PLUS) broadened its core portfolio offerings by adding professional and managed services, enhancing its consultative services.
The company divested its domestic financing business to focus on high-growth IT markets, allowing for better resource allocation.
ePlus Inc (PLUS) maintained a strong balance sheet with a cash balance of $411 million, enabling organic investments, acquisitions, and shareholder returns through dividends and share repurchases.

Negative

The company faces potential headwinds from the worldwide memory chip shortage and geopolitical issues.
There were project timing delays in professional services with retail customers, affecting revenue growth in the fourth quarter.
Consolidated gross margin decreased to 24.6% from 26.5% in the prior year quarter, primarily due to lower product margins.
The effective tax rate increased to 32.2% in the fourth quarter, up from 31.4% in the previous year, due to higher state income taxes and non-deductible expenses.
Net loss from discontinued operations was $400,000 or $0.02 per share, compared to net income of $3.9 million or $0.15 per share in the prior year quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PLUS.OQ - ePlus inc
Q4 2026 ePlus inc Earnings Call
May 28, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen. Welcome to the E+ Fourth Quarter Fiscal Year 2026 Earnings Results Conference Call. As a reminder, this conference call is being recorded.

All lines have been placed on mute to forget any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press the star key followed by the number 1 on your telephone keypad. If you would like to withdraw your question, press star one again.

I would like to introduce your host for today's conference, Mr. Clay Parker, Senior Vice President. Sir, you may begin.

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Unidentified_2 [2]

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