ePlus Inc (STU:MLE)

Q1 2026 ePlus inc Earnings Call Transcript

Aug 7, 2025 / 08:30 PM GMT

Release Date Price: €54 (-0.92%)

Transcript 10-Q8-K

Key Points

Positve

ePlus Inc (PLUS) reported double-digit growth in net sales, gross profit, and adjusted EBITDA, highlighting strong performance across key financial metrics.
The company achieved its highest ever quarterly results in gross billings and net sales, driven by demand in data center, cloud, and security solutions.
The sale of the domestic finance business has positioned ePlus Inc (PLUS) as a pure play technology services provider, simplifying its business model and reducing earnings volatility.
ePlus Inc (PLUS) initiated its first quarterly dividend and announced a new stock buyback program, reflecting a commitment to returning capital to shareholders.
The company has a strong cash position with $480 million in cash and cash equivalents, providing flexibility for growth initiatives and strategic acquisitions.

Negative

Gross margins decreased due to a higher proportion of sales to enterprise customers at lower margins and a lower proportion of sales of third-party maintenance and subscriptions.
The acquisition of Bailiwick, while contributing to revenue growth, resulted in lower gross margins in the professional services segment.
Operating expenses increased by 17.4%, primarily due to acquisition-related amortization and increased headcount from the Bailiwick acquisition.
The resumption of purchasing by large enterprise customers is considered project-based and may not necessarily repeat in subsequent quarters.
The company faces challenges in further building its AI consultative service capabilities to capitalize on AI opportunities.

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

PLUS.OQ - ePlus inc
Q1 2026 ePlus inc Earnings Call
Aug 07, 2025 / 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+ first quarter 2026 earnings results conference call. As a reminder, this conference call is being recorded. 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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Thank you for joining us today on the calls Marc Maron, CEO and President, Darrenagguel, COO and President of Elus Technology, Elaine Marion, CFO, and Erika Stoker, general counsel.

I want to take a moment to remind you that the statements we make this afternoon that are

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