EPlus Sets Mid-Teen Growth Goals for Net Sales and Gross Profit Following Record $1B Quarterly Gross Billings and AI-Driven Progress
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
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Should l Buy PLUS?
Source: SeekingAlpha
Quarterly Performance: ePlus inc. achieved a milestone with over $1 billion in gross billings for Q2 2026, reflecting a 23.4% year-over-year increase in net sales, primarily driven by organic growth in AI, security, and cloud services.
Financial Highlights: The company reported a gross profit of $162.1 million, a 27.4% increase from the previous year, and adjusted EBITDA rose 61.6% to $58.7 million, showcasing strong operating leverage and improved profitability.
Revised Outlook: Management raised guidance for fiscal year 2026, expecting mid-teens growth in net sales and gross profit, with adjusted EBITDA anticipated to grow at approximately twice the rate of net sales, indicating confidence in sustained momentum.
Market Sentiment and Risks: Analysts expressed optimism about security growth and overall performance, although concerns remain regarding budget constraints in the state and local government sector and broader macroeconomic uncertainties.
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Analyst Views on PLUS
About PLUS
ePlus inc. is engaged in offering transformative technology solutions and services. It offers a portfolio of solutions, including artificial intelligence, security, cloud and data center, networking and collaboration, as well as managed, consultative and professional services, working with organizations across various industries to navigate business challenges. Its technology business segment consists of product, professional services, and managed services. Its product segment includes sales of information technology (IT) products, third-party software, and third-party maintenance, software assurance, and other third-party services. Its professional services segment includes its advanced professional services, staff augmentation, project management services, cloud consulting services and security services. Its managed services segment includes its advanced managed services, service desk, storage-as-a-service, cloud hosted services, cloud managed services and managed security services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ePlus Reports Strong Q3 Growth Driven by AI and Cloud
- Significant Growth: ePlus achieved net sales of $615 million in Q3 2026, representing a 24.6% year-over-year increase, with product sales rising 32.2%, indicating robust demand in data center, cloud, and security sectors, thereby solidifying the company's market position.
- Improved Profitability: Net earnings from continuing operations surged 129.3% to $33.4 million, while adjusted EBITDA rose 97% to $53.4 million, with gross margin improving from 25.4% to 25.8%, reflecting the company's success in operational efficiency and cost management.
- Strategic Investment Returns: The company declared a quarterly dividend of $0.25 per share and repurchased over 200,000 shares during the quarter, demonstrating that a strong balance sheet provides the flexibility for organic investments and strategic acquisitions while returning capital to shareholders.
- Optimistic Outlook: Management raised the full-year net sales growth guidance to 20%-22%, with upward revisions for gross profit and adjusted EBITDA expectations, and while acknowledging potential risks from industry-wide memory shortages, they expressed confidence in future growth.
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ePlus Reports Q3 Results Exceeding Expectations for FY2026
- Earnings Beat: ePlus reported a Q3 Non-GAAP EPS of $1.45, surpassing expectations by $0.44, which highlights the company's strong profitability and boosts investor confidence.
- Strong Revenue Growth: The company achieved revenue of $614.8 million in Q3, reflecting a 20.3% year-over-year increase and exceeding market expectations by $63 million, indicating robust demand and competitive positioning.
- Guidance Upgrade: Following strong performance, ePlus raised its fiscal year 2026 net sales guidance to a 20%-22% year-over-year increase, up from prior mid-teens expectations, showcasing confidence in future growth.
- Adjusted EBITDA Forecast Increase: The expected Adjusted EBITDA growth of 41%-43% over FY2025 indicates ongoing improvements in profitability and operational efficiency, further solidifying ePlus's market position.
See More
ePlus Reports Strong Q3 2026 Results with Double-Digit Growth
- Significant Sales Growth: ePlus reported a 24.6% year-over-year increase in net sales for Q3 2026, reaching $614.8 million, primarily driven by strong product sales, indicating robust demand and competitiveness in the technology solutions market.
- Profitability Enhancement: Net earnings from continuing operations surged 129.3% year-over-year to $33.4 million, reflecting the scalability of the company's operating platform and significant improvements in profitability, further boosting investor confidence.
- Guidance Upgrade: Following strong performance, ePlus raised its fiscal year 2026 guidance for net sales and adjusted EBITDA growth to 20%-22% and 41%-43%, respectively, demonstrating the company's optimistic outlook on future market demand.
- Quarterly Dividend Announcement: ePlus's Board of Directors declared a quarterly cash dividend of $0.25 per share, payable on March 18, 2026, underscoring the company's commitment to shareholder returns and financial stability.
See More
ePlus to Release Earnings on February 4, 2026
- Earnings Release Schedule: ePlus will announce its financial results for the three and nine months ended December 31, 2025, on February 4, 2026, after market close, reflecting the company's commitment to transparency.
- Conference Call Details: Management will host a conference call at 4:30 p.m. ET on the same day, providing a live audio webcast aimed at direct communication with investors and analysts to enhance market trust.
- Replay Availability: A replay of the conference call will be accessible approximately two hours after the call, available until February 11, 2026, ensuring stakeholders who cannot attend live can still access critical information.
- Company Background: ePlus is a customer-first industry leader offering a range of technology solutions, including AI and cloud services, with over 2,130 employees, showcasing its strong capabilities in the technology services sector.
See More
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- Cash Flow Innovation: By Q3 2025, Tutor Perini achieved record year-to-date operating cash flow of $574.4 million, supported by a historic backlog of $21.6 billion, indicating robust business recovery and future growth potential.
- Share Repurchase Program: The company also announced a $200 million share repurchase program aimed at enhancing earnings per share by reducing the number of outstanding shares, thereby boosting investor confidence and driving stock price appreciation.
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ePlus Inc. Director Sells 560 Shares for Over $50K
- Director's Share Sale: John E. Callies, a director at ePlus Inc., sold 560 shares on December 8, 2025, for over $50,000, reducing his holdings to 21,428 shares, indicating a cautious outlook on the company's future.
- Reason for Sale: This sale marks the second direct transaction since August 2024, with capacity constraints limiting the transaction size compared to prior activities, reflecting market scrutiny of his holdings.
- Stock Price Recovery: ePlus's stock rose 17.30% in 2025, reversing an 8% decline in 2024, making this sale a timely opportunity for profit, showcasing market confidence in the company's prospects.
- Strong Financial Performance: ePlus reported an EPS of 4.62 for the first two quarters of FY 2026, already surpassing the annual EPS of previous years, indicating robust financial performance and promising growth potential ahead.
See More
ePlus Reports Strong Q3 Growth Driven by AI and Cloud
- Significant Growth: ePlus achieved net sales of $615 million in Q3 2026, representing a 24.6% year-over-year increase, with product sales rising 32.2%, indicating robust demand in data center, cloud, and security sectors, thereby solidifying the company's market position.
- Improved Profitability: Net earnings from continuing operations surged 129.3% to $33.4 million, while adjusted EBITDA rose 97% to $53.4 million, with gross margin improving from 25.4% to 25.8%, reflecting the company's success in operational efficiency and cost management.
- Strategic Investment Returns: The company declared a quarterly dividend of $0.25 per share and repurchased over 200,000 shares during the quarter, demonstrating that a strong balance sheet provides the flexibility for organic investments and strategic acquisitions while returning capital to shareholders.
- Optimistic Outlook: Management raised the full-year net sales growth guidance to 20%-22%, with upward revisions for gross profit and adjusted EBITDA expectations, and while acknowledging potential risks from industry-wide memory shortages, they expressed confidence in future growth.
See More
ePlus Reports Q3 Results Exceeding Expectations for FY2026
- Earnings Beat: ePlus reported a Q3 Non-GAAP EPS of $1.45, surpassing expectations by $0.44, which highlights the company's strong profitability and boosts investor confidence.
- Strong Revenue Growth: The company achieved revenue of $614.8 million in Q3, reflecting a 20.3% year-over-year increase and exceeding market expectations by $63 million, indicating robust demand and competitive positioning.
- Guidance Upgrade: Following strong performance, ePlus raised its fiscal year 2026 net sales guidance to a 20%-22% year-over-year increase, up from prior mid-teens expectations, showcasing confidence in future growth.
- Adjusted EBITDA Forecast Increase: The expected Adjusted EBITDA growth of 41%-43% over FY2025 indicates ongoing improvements in profitability and operational efficiency, further solidifying ePlus's market position.
See More
ePlus Reports Strong Q3 2026 Results with Double-Digit Growth
- Significant Sales Growth: ePlus reported a 24.6% year-over-year increase in net sales for Q3 2026, reaching $614.8 million, primarily driven by strong product sales, indicating robust demand and competitiveness in the technology solutions market.
- Profitability Enhancement: Net earnings from continuing operations surged 129.3% year-over-year to $33.4 million, reflecting the scalability of the company's operating platform and significant improvements in profitability, further boosting investor confidence.
- Guidance Upgrade: Following strong performance, ePlus raised its fiscal year 2026 guidance for net sales and adjusted EBITDA growth to 20%-22% and 41%-43%, respectively, demonstrating the company's optimistic outlook on future market demand.
- Quarterly Dividend Announcement: ePlus's Board of Directors declared a quarterly cash dividend of $0.25 per share, payable on March 18, 2026, underscoring the company's commitment to shareholder returns and financial stability.
See More
ePlus to Release Earnings on February 4, 2026
- Earnings Release Schedule: ePlus will announce its financial results for the three and nine months ended December 31, 2025, on February 4, 2026, after market close, reflecting the company's commitment to transparency.
- Conference Call Details: Management will host a conference call at 4:30 p.m. ET on the same day, providing a live audio webcast aimed at direct communication with investors and analysts to enhance market trust.
- Replay Availability: A replay of the conference call will be accessible approximately two hours after the call, available until February 11, 2026, ensuring stakeholders who cannot attend live can still access critical information.
- Company Background: ePlus is a customer-first industry leader offering a range of technology solutions, including AI and cloud services, with over 2,130 employees, showcasing its strong capabilities in the technology services sector.
See More
Tutor Perini (TPC) Initiates $0.06 Quarterly Dividend Amid Record Cash Flow and Share Repurchase
- Dividend Initiation: Tutor Perini announced a $0.06 quarterly dividend starting November 18, 2025, with the first payment on December 23, 2025, marking a significant turnaround after three years of net losses, as the company expects to report a profit of $4.10 per share for 2025.
- Cash Flow Innovation: By Q3 2025, Tutor Perini achieved record year-to-date operating cash flow of $574.4 million, supported by a historic backlog of $21.6 billion, indicating robust business recovery and future growth potential.
- Share Repurchase Program: The company also announced a $200 million share repurchase program aimed at enhancing earnings per share by reducing the number of outstanding shares, thereby boosting investor confidence and driving stock price appreciation.
- Enhanced Industry Position: As one of the largest general contractors in the U.S., Tutor Perini's dividend policy not only attracts momentum investors but may also provide greater market share and capital inflow in the highly competitive construction industry.
See More
ePlus Inc. Director Sells 560 Shares for Over $50K
- Director's Share Sale: John E. Callies, a director at ePlus Inc., sold 560 shares on December 8, 2025, for over $50,000, reducing his holdings to 21,428 shares, indicating a cautious outlook on the company's future.
- Reason for Sale: This sale marks the second direct transaction since August 2024, with capacity constraints limiting the transaction size compared to prior activities, reflecting market scrutiny of his holdings.
- Stock Price Recovery: ePlus's stock rose 17.30% in 2025, reversing an 8% decline in 2024, making this sale a timely opportunity for profit, showcasing market confidence in the company's prospects.
- Strong Financial Performance: ePlus reported an EPS of 4.62 for the first two quarters of FY 2026, already surpassing the annual EPS of previous years, indicating robust financial performance and promising growth potential ahead.
See More
