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Dec 31, 2025
ePlus Q3 2026 Earnings Report
ePlus reported robust growth in its third fiscal quarter of 2026, with significant increases in net sales, gross profit, and earnings per share.
Key Takeaways
ePlus inc. announced strong financial results for the third quarter of fiscal year 2026, with consolidated net sales increasing by 24.6% to $614.8 million and net earnings from continuing operations more than doubling to $33.4 million. Adjusted EBITDA also saw a substantial rise of 97.4% to $53.4 million, reflecting the scalability of its operating platform and strong demand for AI-fueled solutions across various segments.
Consolidated net sales increased 24.6% year-over-year to $614.8 million.
Net earnings from continuing operations surged by 129.3% to $33.4 million.
Adjusted EBITDA grew by 97.4% to $53.4 million.
Diluted earnings per common share from continuing operations increased by 130.9% to $1.27.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
ePlus is raising its fiscal year 2026 guidance for net sales, gross profit, and Adjusted EBITDA, anticipating continued strong performance.
Positive Outlook
- Net sales are expected to increase 20% to 22% year-over-year, up from prior mid-teens guidance.
- Gross profit is expected to grow at a rate of 19% to 21%, up from prior mid-teens guidance.
- Adjusted EBITDA is projected to increase 41% to 43% over Fiscal Year 2025, which is twice the pace of net sales growth.
- Commitment to expanding services and value-added solutions.
- Focus on maintaining strong financial discipline and returning capital to shareholders.
Challenges Ahead
- Guidance does not factor in recessionary conditions.
- Guidance does not factor in other unexpected developments.
- Inability to predict with reasonable certainty the ultimate outcome of unusual gains and losses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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